Pass the Salesforce Architect Exams Sharing-and-Visibility-Architect Questions and answers with CertsForce

Implicit Sharing:

Salesforce provides implicit sharing for parent-child relationships. For example, access to an Opportunity record implicitly grants access to its parent Account record.

Why Option A is Correct:

Since the finance analyst has access to an Opportunity, she also gains implicit access to the related Account record because of the parent-child relationship.

Why Others Are Incorrect:

Option B: Role Hierarchy does not directly affect this situation unless explicitly configured.

Option C: Contact records are not directly accessible via implicit sharing from Opportunity but can be accessed through their relationship to the Account.

For detailed information, refer to Salesforce Implicit Sharing documentation: https://help.salesforce.com/

To restrict access to only Person Accounts for the retail sales team while maintaining a private OWD:

Option A (Correct): Create criteria-based sharing rules. These rules can be defined to share accounts of type PersonAccount with users in the Retail Sales role. This ensures they can only access retail customers (Person Accounts) and not Business Accounts.

Option B: Sharing on AccountContactRelation does not provide direct access to accounts and is irrelevant to this requirement.

Option C: Updating the profile to grant access to the Person Account record type does not align with the private OWD and does not manage access to records individually.

The Opportunity Team feature is the most effective way to collaborate on an opportunity in a private sharing model. By adding the product specialist and solution engineer to the Opportunity Team, the junior account manager can share specific permissions for the opportunity without altering ownership. Additionally, Opportunity Team settings remain intact even if the account ownership changes to a senior manager.

Option A: Manual sharing is less flexible and requires re-sharing if the account is reassigned.

Option B: Sharing the account doesn’t ensure access to opportunities since sharing is record-specific in a private model.

Option C (Correct): Opportunity Teams allow role-based collaboration and persistent sharing, ensuring access is unaffected by ownership changes.

The Opportunity Team feature allows collaboration by granting specific permissions (Read, Read/Write, or access defined by roles) to users added to an opportunity. In this scenario, the sales rep has Read/Write permissions, which means they can:

View and update the opportunity, including editing fields like the opportunity stage.

They cannot perform administrative tasks like transferring ownership or managing the opportunity team unless explicitly granted "Full Access" or assigned additional roles that permit these actions.

Option A (Correct): Updating the opportunity stage is allowed as part of Read/Write access.

Option B: Replacing the opportunity owner requires administrative privileges, which are not included in standard Read/Write permissions.

Option C: Adding or removing members in the opportunity team requires "Full Access," which exceeds Read/Write permissions.

Field-Level Security in Apex: The isAccessible() method in Apex is used to verify whether a user has the necessary permissions to view a particular field. This ensures that users see only fields they are permitted to access based on their profile or permission set.

Why Option B is Correct:

The issue where sales reps can view shipment amounts, even though this should be restricted to managers, indicates a failure to enforce field-level security in the custom Apex code.

By using Schema.sObjectField.isAccessible() checks, developers can ensure that the Apex class respects field-level security settings.

Why Others Are Incorrect:

Option A: The isShareable keyword does not exist in Apex. Sharing rules and object-level permissions should be explicitly respected in the code.

Option C: While runAs is used in test classes to simulate user permissions, it is not applicable to enforce permissions in the runtime logic.

For detailed reference, see Salesforce Security Documentation: https://help.salesforce.com/

Super User Permission: In Salesforce, the "Super User" permission allows partner community users in specific roles (such as Partner Managers) to access records owned by or shared with users within their partner account. This is an effective and scalable solution for giving partner manager users access to all case and container records for users at the same distributor.

Why Option B is Correct: Granting Super User permissions is straightforward, scalable, and avoids complex configurations such as ownership-based sharing rules or sharing sets.

Why Others Are Incorrect:

Option A: Ownership-based sharing rules are not ideal because they do not accommodate scalability and flexibility across multiple distributors.

Option C: Sharing sets provide access based on the account relationship, but they are limited in scope compared to the flexibility provided by Super User permissions.

For detailed information on Super User permissions, refer to the Salesforce documentation on Partner Communities: https://help.salesforce.com/

To ensure only specific branch staff can create opportunities for high-risk products, set the Price Book OWD to View Only to limit access. Then, use a sharing rule to share the high-risk price book with the trained staff. This approach ensures:

Untrained users cannot see or use the price book.

Trained staff have explicit access through the sharing rule.

Option A: Manual sharing is inefficient for a large group and less manageable than sharing rules.

Option C: While technically correct, sharing rule implementation is clearer and more scalable for this use case.

Dynamic Forms: Salesforce Dynamic Forms enable administrators to create field sections that adapt based on device form factors (mobile, desktop, or tablet). This helps align data properly on different devices without requiring custom code.

Why Option C is Correct:

Dynamic Forms allow flexibility to display relevant fields and layouts for different devices without creating separate overrides or custom components.

It adheres to the company’s objective of improving productivity by offering a user-friendly interface across form factors.

Why Others Are Incorrect:

Option A: Custom LWC overrides add unnecessary complexity and require more maintenance.

Option B: Visualforce is outdated for modern Salesforce solutions and not recommended for such use cases.

For more details, refer to the Salesforce documentation on Dynamic Forms: https://help.salesforce.com/

Site User Visibility Setting:

When "Site User Visibility" is turned off, external users cannot search for or view other external users within the community.

This setting helps maintain privacy and control user visibility.

Why Option B is Correct:

Disabling Site User Visibility directly impacts the ability to search for other external users.

Why Others Are Incorrect:

Option A: Updating their user profile is unrelated to this setting.

Option C: Internal user visibility is not affected by this setting.

For further guidance, see Salesforce Community Sharing Settings documentation: https://help.salesforce.com/

Content Delivery is a Salesforce feature designed for secure file sharing. When creating a content delivery, users can require a password for access, ensuring compliance with the CISO's requirement.

Option A: While AppExchange products could provide similar functionality, Salesforce’s native Content Delivery feature already meets the requirement without additional cost or complexity.

Option B (Correct): Content Delivery allows the sharing of files via secure, password-protected links.

Option C: Setting up an Experience Cloud site is an excessive and unnecessary solution for this simple file-sharing requirement.