Salesforce-Platform-Sharing-and-Visibility-Architect Exam Questions With Explanations

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Salesforce Salesforce-Platform-Sharing-and-Visibility-Architect Exam Sample Questions 2026

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Salesforce 2026 Release
77 Questions
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An architect has a requirement to create a criteria-based sharing rule based on the customer Social Security Number. However, when setting up the rule in Contact Sharing, the field is not shown on the list of available fields.
What is causing this issue?

A. The field hasbeen configured for encryption.

B. The architect's profile docs not have Field Level Security for this field.

C. The architect does not have permission to Compliance fields.

A.   The field hasbeen configured for encryption.

Summary:
The issue is that a specific field (Social Security Number) is unavailable for selection when defining a criteria-based sharing rule. Sharing rules rely on field values to filter records, but certain field types and configurations are restricted from being used in this context for security and performance reasons. The most common restriction applies to fields containing highly sensitive, personally identifiable information (PII).

Correct Option:

A. The field has been configured for encryption.
This is the most likely cause. Fields encrypted with Shield Platform Encryption are often restricted from being used in certain features, including criteria-based sharing rules, to prevent the encrypted data from being exposed in the underlying sharing queries and to maintain a higher security posture. This is a standard limitation to protect sensitive data.

Incorrect Options:

B. The architect's profile does not have Field Level Security for this field.
While this could prevent the architect from seeing the field's value on a page layout, it does not prevent the field from appearing in the picklist for building a sharing rule in Setup. The sharing rule definition interface in Setup typically shows all fields on the object, independent of the admin's personal FLS.

C. The architect does not have permission to Compliance fields.
"Compliance fields" is not a standard Salesforce term or permission. There is no specific permission that governs access to fields for the purpose of building sharing rules. The restriction is typically applied at the system level based on the field's data type or configuration, such as encryption.

Reference:
Salesforce Help: Shield Platform Encryption Considerations for Sharing Rules

An architect from a previous project implemented Platform Shield Encryption for a company. However, based on a recent audit, the company's Privacy Team identified three additional fields in their Account Records (Billing Street, BillingCity and Phone) that needs to be secure and protected. How should an architect proceed with this new policy change?

A. Use Classic Encryption to ensure all fields are protected and contact Salesforce for help with encryption verification.

B. Use Encryption Policy and wait for an email from Salesforce indicating the field values are encrypted.

C. Use Encryption Policy and contact Salesforce to update the existing records so that their field values are encrypted.

C.   Use Encryption Policy and contact Salesforce to update the existing records so that their field values are encrypted.

Explanation:

➡️ Platform Encryption is managed using the Encryption Policy in Salesforce Setup.
➡️ The architect must update the encryption policy to include the new fields (Billing Street, Billing City, Phone).
➡️ Once enabled, all new data entered into those fields is encrypted automatically.
➡️ However, existing data already stored in Salesforce is not retroactively encrypted. To encrypt existing values, Salesforce provides a process called a backfill. You need to contact Salesforce Support to perform this operation.

Why not the other options?

A. Classic Encryption: Wrong, because Classic Encryption only works for a small set of standard fields (like password fields, credit card fields). It’s not extensible like Shield. Plus, this org already uses Shield.

B. Use Encryption Policy and wait for an email: Wrong. Just enabling encryption in the policy won’t automatically encrypt existing values. The backfill process is required.

Salesforce Reference:
“When you enable encryption for a field, new data entered is automatically encrypted. To encrypt existing data, contact Salesforce to perform a backfill.”

✅ Final Answer: C

A sales coach at Universal Containers wants to create and share a report folder with other sales coaches.
Which two permissions are required to accomplish this?

A. Create Report Folders and manage Reports in Public Folders

B. Create and customize Reports and Report Folders

C. Manage Reports in Public Folders and edit My Reports

A.   Create Report Folders and manage Reports in Public Folders

Summary:
The requirement is for a user to both create a new report folder and then manage sharing and content within public folders. These are two distinct administrative permissions in Salesforce. One permission grants the ability to create the container (the folder), while the other grants the authority to manage content within public containers, which is necessary for sharing the folder and its reports effectively with a group.

Correct Option:

A. Create Report Folders and manage Reports in Public Folders.
This is the correct pair of permissions.

"Create Report Folders": This permission allows the sales coach to create the new folder itself.

"Manage Reports in Public Folders": This permission allows the user to control the sharing settings of the folder (making it public and sharing it with other roles/groups) and to add, edit, or remove reports within any public folder, including the one they created.

Incorrect Options:

B. Create and customize Reports and Report Folders:
This option is incorrect. "Create and Customize Reports" is about building the report's logic and columns, not about folder management. "Report Folders" is not a standard permission; the correct permission is "Create Report Folders." This set lacks the critical "Manage Reports in Public Folders" permission needed to share the folder.

C. Manage Reports in Public Folders and edit My Reports:
This option is incorrect because it is missing the "Create Report Folders" permission. "Edit My Reports" only allows a user to modify reports in their personal "My Reports" folder, not to create a new, shareable public folder. Without the ability to create the folder, the user cannot accomplish the first step of the task.

Reference:
Salesforce Help: Grant Permissions for Reports and Dashboards

Universal Containers has implemented Customer Community with Customer Community Plus licenses for its distributors. Some distributors requested granting specific community users (agents) to view cases submitted by other agentsof the same distributor.
Which feature only supports these requirements?

A. Permission set to grant community admin permission

B. Delegate external user

C. Partner super user

C.   Partner super user

Explanation:

The Partner Super User feature is designed for this exact scenario. It allows designated users (e.g., partner managers or agents) to view records owned by other users within the same account (distributor). This is scalable and requires no manual sharing adjustments.

Why Not A or B?

Option A (Permission set for admin access) grants excessive privileges, risking data exposure.

Option B (Delegate external user) is temporary and impractical for ongoing collaboration.

How It Works:

When enabled, Partner Super Users automatically inherit Read/Edit access to records owned by users under the same account. This aligns with the requirement for agents to view peer cases without custom sharing rules.

Universal Containers (UC) has 200 distributors that use Partner Community licenses. Partners cannot see each other's data, but UC is also trying to give morevisibility to data for certain individuals at a distributor.
Which scalable option give users in the partner manager role access to all case and container records for partner users at the same distributor?

A. Create an ownership based sharing rule.

B. Give Super User permission to the individual partner manager users.

C. Create sharing sets.

C.   Create sharing sets.

Explanation:

Let’s break it down step by step:

1. What are sharing sets?
Sharing sets are a feature in Salesforce designed for Experience Cloud (formerly Community Cloud) users, like those with Partner Community licenses. They allow you to grant access to records based on the user’s profile or role. In this case, sharing sets can be used to give partner managers access to records owned by other users who share the same account (distributor) in the community.

2. Why is this the best option?
The question asks for a scalable solution. Sharing sets are built for scenarios like this, where you want to grant access to a group of users (like partner managers) for records related to their account (the distributor).
With sharing sets, you can configure access so that all partner managers at a distributor can see all case and container records for partner users tied to the same distributor account. This is done automatically based on the account association, making it efficient and scalable for 200 distributors.
Sharing sets work well with Partner Community users because they respect the account-based structure of partner data.

3. Why not the other options?

A. Create an ownership-based sharing rule.
Ownership-based sharing rules grant access based on who owns the record or the role/profile of the owner. However, in this scenario, the records are owned by partner users at the same distributor, and the partner manager role may not directly tie to ownership. Ownership-based sharing rules are better for internal users, not community users, and would require complex setup to achieve the same result as sharing sets. This makes it less scalable.

B. Give Super User permission to the individual partner manager users.
Super User access (available in some Salesforce editions) allows partner users to view all data for their account, but it’s a permission applied at the user level and isn’t role-based. Assigning Super User permissions to individual partner managers one by one isn’t scalable for 200 distributors, as it would require manual configuration for each user. Also, Super User access might give too much visibility (e.g., to all objects), which may not be desired.

4. How sharing sets work in this case?
You create a sharing set for the partner manager role (or profile) in the Experience Cloud.
You configure the sharing set to grant access to case and container records where the account matches the distributor account of the partner manager.
This ensures that partner managers only see records for their own distributor, keeping data secure from other distributors.

Reference:
Salesforce Help: Sharing Sets for Experience Cloud Users
Salesforce Help: External Sharing Model

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