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Salesforce Sharing and Visibility Architect Syllabus

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Salesforce Sharing and Visibility Architect Syllabus

Salesforce Sharing and Visibility Architects have become enormously in demand in recent years. This demand is because Salesforce is a powerful CRM platform that helps organizations to manage their customer data. As such, organizations must have someone knowledgeable about the Salesforce platform and how to utilize its features best to ensure that their customer data is appropriately managed.

This article will cover the Salesforce Sharing and Visibility Architect course syllabus. We will discuss the different topics that are covered in the course, as well as the objectives of the course. By the end of this article you will have a firm grasp of the material covered in the Salesforce Sharing and Visibility Architect training course.

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What is Salesforce Sharing and Visibility Architect Certification?

The Salesforce Sharing and Visibility Architect Certification are all about how you can share data within Salesforce. The objectives of the Salesforce Sharing and Visibility Architect Certification are to help you learn how to properly share data within Salesforce and manage sharing settings for various Salesforce objects. 

By the end of the course, you should be able to properly share data within Salesforce and understand how to manage sharing settings for various Salesforce objects.

What are the key topics in Salesforce Sharing and Visibility Architect Certification?

Salesforce has always been a complex CRM system, and now with the release of Salesforce Einstein, it is even more powerful. The Sharing and Visibility Architecture in Salesforce is intended to offer administrators control across which individuals have access to certain data. This is possible by combining several configuration options, such as sharing rules, profiles, and permission sets.

Salesforce exams are divided into various topics, each with a different scaling factor. The exam comprises Objectives within 3 Sections: Declarative Sharing (76%), Programmatic Sharing (17%), and Performance and Scalability (7%).

Each category contains various topics and subtopics that Salesforce professionals need to know to earn their certification. Let us explore the three main categories one by one, so you can better understand what is covered on the exam.

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Declarative Sharing – 76%

The exam’s largest and most involved section is devoted to declarative sharing, which contains separate set objectives. Salesforce’s declarative sharing features are some of the exam’s most complex and demanding topics. 

Declarative sharing is the process of sharing data in Salesforce using tools that don’t require coding. This includes features like sharing rules, permission sets, and org-wide defaults. When working with declarative sharing, you’re working with the Salesforce platform to define how data should be shared.

When working with declarative sharing, it’s essential to keep these three things in mind: the types of data that can be shared, how data is shared within Salesforce, and the types of sharing settings available. Having this knowledge will allow you to tailor declarative sharing rules to the specific needs of the organisation.

In addition to testing your knowledge of declarative sharing features, this exam section will test your ability to troubleshoot common sharing issues. As such, you must be familiar with the various tools and methods available to troubleshoot these issues. Furthermore, you should also be familiar with the Salesforce documentation on declarative sharing to understand better how these features work.

  • Given a particular customer scenario, describe the appropriate use and limitations of relevant object and field-level security settings needed to allow and limit users’ access to different types of information.
  • Given a particular customer scenario, apply the relevant settings required for all the declarative platform security features that would ensure proper data access to relevant users.
  • Given a scenario, demonstrate your ability to properly evaluate the use case for and implement teams to ensure the proper visibility and collaboration requirements are implemented.
  • Demonstrate how views and folders can be segmented for different groups using out of box security features, such as groups or roles, in an effective manner while keeping in mind security considerations and how these differ from record-level security considerations.
  • Given a particular customer’s organization hierarchy, describe the impact of role hierarchy on record sharing.
  • Given a scenario that involves external users, describe how the security and sharing setup can be utilized to properly enforce record visibility for different types of community users. Specifically: Internal, Customer Community, Customer Community Plus, Partner Community.
  • Given a particular customer scenario, have an awareness of how Enterprise Territory Management can (or cannot be applied to) resolve more complex security requirements.
  • Given a customer’s particular data storage and data residency requirements, have an awareness of solution options in the marketplace that properly leverages the declarative and programmatic security features of Salesforce.
  • Given an Architect’s design and configuration of the sharing and security model, describe the methods of validating the sharing and visibility.
  • Given a scenario that involves file sharing, describe how files are shared and secured in Salesforce and what are the different options to storing files securely in Salesforce.

Programmatic Sharing – 17%

The second most significant section of the exam is devoted to programmatic sharing. Programmatic sharing is the process of sharing data in Salesforce using code. This includes features like Apex sharing, Visualforce sharing, and Lightning Component sharing. When working with programmatic sharing, you essentially work with code to define how data should be shared.

While working with programmatic sharing, it is important to keep in mind the following guidelines:

As a first step, familiarise yourself with the various data formats that can be transferred within Salesforce. There are four main types of data: lead, account, contact, and opportunity. Each of these data types has its sharing settings.

Next, you need to understand how data is shared within Salesforce. There are two main ways that data is shared in Salesforce: public and private sharing. Public sharing is sharing data with anyone who has access to Salesforce. Private sharing is sharing data with specific users or groups of users.

Finally, you need to understand the different sharing settings available in Salesforce. There are four main sharing settings: owner, group, role, and public. Owner sharing is the process of sharing data with the data owner. The term “group sharing” refers to the act of making data accessible to a chosen set of users. Role sharing is the process of sharing data with a specific role. Public sharing is sharing data with anyone who has access to Salesforce. 

  • Given a scenario, design a solution that leverages programmatic sharing functionalities to achieve a requirement that cannot be met using declarative functionality.
  • Given a scenario, describe how to minimize security risks in programmatic customizations (Apex, Visualforce, Lightning Component) relative to data visibility.
  • Demonstrate how to properly design unit tests to verify programmatic security solutions.
  • Demonstrate how to properly enforce Object and Field level permission when designing Programmatic Solutions.

Performance and Scalability – 7%

The final section of the exam is devoted to performance and scalability. Performance and scalability are central concepts to understand when working with Salesforce. To ensure that your organization’s data is properly shared, you need to know how Salesforce handles performance and scalability.

If you’re concerned with performance and scalability, keep in mind the following:

First, you need to understand how data is stored in Salesforce. Salesforce uses a multi-tenant architecture, which means that all data is stored in the same database. It is therefore essential to comprehend how Salesforce stores data.

Next, you need to understand how Salesforce handles data access. Salesforce employs a shared-nothing framework, which means that each user has their own copy of the data. This copy is then synchronized with the Salesforce database. Knowing the Salesforce data access structure is therefore essential.

Finally, you need to understand how Salesforce handles data retrieval. Salesforce uses a caching mechanism, which means that data is stored in memory for quick access. As a result, familiarity with Salesforce’s data retrieval mechanisms is essential.

  • Given a particular complex customer org setup, design a security model that is maintainable at a large scale

Study Strategy

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As you can see, the Salesforce Sharing & Visibility exam covers a wide range of topics. You need to have a deep comprehension of everything in the exam’s syllabus in order to perform well.

An excellent strategy to predict how well you’ll perform on the real exam is to take a  practice test. You’ll get a good idea of the kinds of questions that will be on the test from this. It will also help you pinpoint areas where you need to brush up on your skills and knowledge. saasguru provides carefully curated learning content with enough practice tests designed by industry experts. YAdditionally, you’ll get the chance to speak with mentors and get your questions answered. Download AWS Learning App for Android / AWS Learning App for iOS for a convenient learning experience – Set Goals, Get an AI-Powered Personalized Plan, Track Your Cert Readiness, and much more.

Last but not least, be sure to allot enough time for studying. The more time you have to prepare, the better your chances of passing the exam.

Summing Up

Passing the Salesforce Sharing and Visibility Architect exam is no easy feat, but it is well worth the effort. To perform well on the exam, you must thoroughly understand all the topics covered and, most importantly, devote sufficient time to prepare that will increase your confidence level to attempt the exam. So, why should you wait? Sign up with saasguru, Now!

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