Salesforce Certified Sharing and Visibility Architect Exam Dumps & Practice Test Questions

Question 1:

Universal Containers works with 75,000 distributors who together represent close to one million users. These distributors need to access a Salesforce community to view closing opportunities assigned to their respective organizations. 

Which type of Salesforce license is best suited for these users’ needs?

A. Customer Community
B. Customer Community Plus
C. Sales Cloud
D. Partner Community

Correct Answer: D

Explanation:

When choosing the right license in Salesforce for external users such as distributors or partners, it is crucial to evaluate both functional requirements and scalability. In this scenario, the business context is business-to-business (B2B), and the primary objective is to allow distributors access to opportunity records related to their accounts.

Let’s assess each option:

A. Customer Community – This license is ideal for high-volume B2C scenarios where users need limited access, such as to cases, custom objects, or knowledge articles. However, it does not grant access to standard CRM objects like Opportunities, Leads, or Campaigns. Since distributors in this case need to view Opportunities, this license is insufficient.

B. Customer Community Plus – While this option adds capabilities like role-based sharing, reports, and dashboards, it still does not allow access to CRM objects such as Opportunities. It’s a step up from Customer Community but still not viable when standard CRM objects are needed.

C. Sales Cloud – This license offers full CRM functionality, including Opportunities, and is suited for internal Salesforce users. However, applying this to nearly a million external distributor users would be financially impractical and architecturally inappropriate, as it isn’t designed for community deployment at scale.

D. Partner Community – This is the best fit. Designed specifically for external B2B users like distributors, vendors, or resellers, this license provides full access to standard Salesforce CRM objects, including Opportunities, Leads, Accounts, and Contacts. It also supports role hierarchies, enabling efficient data sharing and visibility across large user groups. Partner Community licenses are also scalable and cost-effective for large volumes of external users.

Given the need to provide a large distributor network with access to standard CRM features—particularly Opportunity data—Partner Community licenses offer the ideal balance of functionality, access, scalability, and cost-effectiveness. Therefore, option D is the correct and most suitable choice.

Question 2:

The Sales Operations team at Universal Containers has created shared public folders containing reports and dashboards for the Sales Managers who report to the VP of Sales. Currently, the team spends several hours each month manually updating folder permissions. 

Which two strategies can help automate access to these folders for Sales Managers? (Choose two.)

A. Share folders with the "VP of Sales" Role and Subordinates
B. Share folders with the lowest-level roles and let higher-level users inherit access
C. Share folders with a "Sales Managers" Public Group
D. Share folders with the "Sales Managers" Queue

Correct Answers: A and C

Explanation:

Salesforce Report and Dashboard folders can be shared explicitly to control who can view, edit, or manage the contents. Automating folder sharing reduces manual work and ensures users get timely access. Here’s how each option compares:

A. Share with the 'VP of Sales' Role and Subordinates – This is an efficient and scalable solution. In Salesforce, sharing folders with a role and its subordinates grants access to everyone in that role and any roles beneath it in the role hierarchy. Since Sales Managers report to the VP of Sales, this ensures they automatically inherit folder access—assuming their roles are correctly positioned in the hierarchy. This method eliminates the need to manually assign permissions to individual managers each time someone joins or leaves.

B. Share with lowest-level roles and assume higher roles will inherit access – This is incorrect. Unlike record-level access in Salesforce, report and dashboard folder sharing does not follow the role hierarchy upward. That means higher roles do not gain access automatically if a lower-level role has access. Therefore, this option would not meet the requirement.

C. Share with a ‘Sales Managers’ Public Group – This is another valid and powerful approach. Public Groups offer a flexible way to manage permissions. You can create a group for all Sales Managers and grant the group access to the folder. Any changes in personnel (e.g., a new Sales Manager joining) only require updating the group’s membership—simplifying administration and ensuring consistent access without editing folder settings every time.

D. Share with the ‘Sales Managers’ Queue – Incorrect. Queues are not used for folder sharing; they are meant for assigning ownership of records like Leads or Cases. Queues do not control access to Reports or Dashboards.

Summary:
To reduce manual administrative effort and maintain efficient access control to reports and dashboards, sharing folders with a role hierarchy (A) and using Public Groups (C) are the two most effective and automated strategies. Therefore, the correct answers are A and C.

Question 3:

A company is performing significant changes to its Salesforce role hierarchy and wants to avoid performance bottlenecks or record locking issues. 

Which advanced Salesforce feature is best suited to assist in this scenario?

A. Set external organization-wide default to public read only
B. Granular locking
C. Partitioning by Divisions
D. Skinny Table Indexing

Correct Answer: B

Explanation:

When an organization initiates large-scale modifications to its Salesforce role hierarchy—such as reassigning users, reorganizing team structures, or updating role relationships—it can encounter system performance issues. These changes typically trigger a recalculation of sharing rules, potentially causing record locking conflicts. In high-volume environments or enterprises with complex sharing models, this can significantly delay operations and affect end-user experience.

To address such challenges, Salesforce offers a back-end optimization known as granular locking. This feature isn’t enabled by default and usually requires Salesforce Support to activate it upon request. Its primary function is to minimize the scope of data locks when role-related changes occur, thereby improving system efficiency.

Under normal conditions, Salesforce locks large portions of the role hierarchy tree during updates to prevent data inconsistencies. This broad locking mechanism ensures data integrity but can lead to significant locking contention, especially when multiple processes or users attempt to access or update the same records. Granular locking, however, refines this mechanism by reducing the lock scope. Instead of locking an entire subtree, it narrows the locks down to smaller segments—like individual roles or role groups. This allows multiple transactions to run in parallel, drastically reducing contention and improving system throughput.

Now let’s clarify why the other options don’t meet the requirement:

• A. Set external organization-wide default to public read only: This setting only governs external user access and doesn’t influence the performance or locking mechanisms involved in internal role hierarchy adjustments.

• C. Partitioning by Divisions: Divisions help logically segment data (like accounts or cases) for easier management or reporting but don’t relate to role hierarchy performance or record locking behavior.

• D. Skinny Table Indexing: Skinny tables improve query performance by reducing the number of columns queried, which helps with large datasets but doesn’t affect locking or sharing calculations.

Therefore, when managing complex role changes and seeking to mitigate system locking issues, granular locking is the correct advanced solution. It ensures that hierarchy changes proceed smoothly without impeding concurrent operations—especially critical for enterprise-scale implementations.

Question 4:

When a new partner account is created in Salesforce and the first external user is added, how many roles does Salesforce automatically generate for that account?

A. 3
B. 2
C. 1
D. 0

Correct Answer: A

Explanation:

In Salesforce, when an organization enables Partner Community access and creates the first external user under a partner account, the platform automatically provisions a set of roles to manage visibility and sharing. Specifically, Salesforce generates three roles by default for that partner account. These roles help structure data access within the partner organization and between the partner and the internal Salesforce users.

The three default roles are:

1. Partner Executive – Intended for senior-level users, such as executives or high-level managers.

2. Partner Manager – Typically used for mid-tier users who supervise other partner reps or teams.

3. Partner User – Assigned to standard partner users, like sales representatives or support staff.

This role structure is important because it mirrors a typical business hierarchy and supports Salesforce’s role-based sharing model. It allows partner users to access records such as leads, opportunities, and custom objects, based on their role’s position in the hierarchy. For example, a Partner Manager can access data owned by Partner Users beneath them, facilitating collaboration within the partner organization.

Now let’s evaluate why the other answer choices are incorrect:

• B. 2: While some external sharing models might only require two roles, the Partner Community model is built with more complexity in mind, hence Salesforce provisions three roles by default.

• C. 1: Simpler community configurations, such as Customer Community licenses, might work with just one role. However, partners often require more robust role hierarchies to handle different levels of visibility and access.

• D. 0: Without roles, Salesforce cannot enforce its sharing and access control models effectively. Roles are essential to ensure that external users can collaborate while respecting data access rules.

In conclusion, Salesforce automatically creates three distinct roles when a partner account is first initialized with an external user. These roles ensure secure, scalable, and structured access across the partner organization, enabling effective data sharing and management within both internal and external teams.

Question 5:

A financial analyst at Universal Containers was temporarily granted access to Opportunity records. However, they are now also able to view Account and Contact records, which is not typical for the Finance team. 

What are two likely reasons for this unexpected access? (Choose two.)

A. Contact records are accessible through implicit sharing from the Account record.
B. Account records are visible due to the user’s role in the role hierarchy.
C. Access to Account records is granted through implicit sharing from the Opportunity.
D. Contact records are accessible through implicit sharing from the Opportunity.

Correct Answers: A and C

Explanation:

This scenario illustrates implicit sharing, a built-in Salesforce mechanism that automatically provides access to related records based on certain standard relationships. When a user is granted access to a specific record, Salesforce may also give access to associated parent or child records without requiring explicit sharing rules.

Here, a finance analyst is granted temporary access to Opportunity records, and unexpectedly, they can now also see Account and Contact records. Let’s analyze how this could happen:

• C. Account records are accessible through implicit sharing from the Opportunity
  This is correct. Salesforce automatically gives a user access to the parent Account when they are granted access to an Opportunity. This is because Opportunities are child records of Accounts. When someone is working with an Opportunity, it is generally necessary to view Account-level details such as company name, billing information, or address. This type of access is granted automatically through implicit sharing — without requiring additional configuration.

• A. Contact records are accessible through implicit sharing from the Account
  Also correct. In Salesforce, Contacts are child records of Accounts. When a user has access to an Account, they automatically get read access to associated Contacts. This is another example of implicit sharing working through the Account → Contact relationship. Therefore, after the finance analyst gained access to the Account via the Opportunity, they also received read-only access to the Contacts related to that Account.

Now, the incorrect answers:

• B. Role hierarchy
  This option is incorrect because the scenario does not mention any changes in the analyst’s position within the role hierarchy. Role hierarchy allows users in higher roles to access records owned by users in roles beneath them. It’s not the mechanism responsible for implicit access between related records.

• D. Implicit sharing from Opportunity to Contact
  Incorrect. Opportunities do not share Contacts directly. While Opportunities can be associated with Contact Roles, this does not result in implicit sharing of the Contact record. Therefore, there is no automatic access from an Opportunity to a Contact.

In conclusion, the analyst’s extended access resulted from implicit sharing that cascaded from Opportunity → Account → Contact. The correct reasons are A and C.

Question 6:

Sarah, a user at Universal Containers, shares a public link to a product brochure stored in Salesforce Files with some customers. 

After the meeting ends, she wants to ensure the customers can no longer access the file through that link. What action should she take?

A. Remove the public link to the file.
B. Move the file to a different folder.
C. Permanently delete the file from Salesforce.
D. Change the file name.

Correct Answer: A

Explanation:

Salesforce Files enables users to share documents externally using public links — URLs that allow individuals without Salesforce credentials to view or download a specific file. These links are commonly used to distribute content like brochures, presentations, and datasheets to external parties.

In this scenario, Sarah shares a public link to a brochure during a customer meeting. Once the meeting concludes, she wants to revoke external access to the file without affecting its availability within Salesforce.

• A. Remove the public link to the file
  This is the best and correct solution. Salesforce lets users manage file sharing settings, including public links. When a public link is deleted:
  
  

• The file itself remains intact within Salesforce.

• Internal access permissions are unaffected.

• Anyone attempting to use the now-deleted public link will encounter an error or “access denied” message.
  This method is non-destructive and ensures that external viewers can no longer reach the content, while keeping it available internally for future use.

Now, consider the incorrect options:

• B. Move the file to another folder
  This won’t help. Salesforce Files doesn’t operate using traditional folder hierarchies in the same way that platforms like Dropbox or Google Drive do. Moving the file does not invalidate existing public links; the link continues to function.

• C. Delete the file
  While deleting the file would certainly remove access, it’s an overly aggressive action. Sarah may need that file later for other purposes. Deleting it would make it unavailable to everyone — internal and external users alike.

• D. Rename the fileRenaming has no effect on the file's URL or public link. The public link references the file’s unique Salesforce ID, not its name. So customers could still access the renamed file via the same URL.

Therefore, the most secure and effective approach is to delete the public link, which immediately revokes external access while preserving the file within Salesforce for internal or future use.

Question 7:

At Universal Containers, the Account object has its organization-wide default (OWD) set to Private. A sales rep is granted Create and Edit rights on Opportunity records. 

What level of access will this user have to the Account records that are associated with those Opportunities?
A. Read/Create/Edit access
B. No access
C. Read/Create access
D. Read-only access

Correct Answer: D

Explanation:

Understanding how access to related objects is handled in Salesforce is essential, especially when working with different sharing models and object relationships. In this scenario, we are examining how implicit sharing operates between parent (Account) and child (Opportunity) objects when OWD settings restrict access.

Here’s the breakdown:
The Account object’s OWD is set to Private, which means users can only see Account records they own or have been explicitly granted access to through mechanisms such as sharing rules, manual sharing, or role hierarchy.

However, Opportunities are child records of Accounts, meaning each Opportunity is linked to a parent Account. Salesforce has a concept called implicit sharing, which automatically grants users read-only access to parent records when they have access to the child. This is intended to provide users with enough visibility to contextualize their work without giving them full control over unrelated parent records.

In this case, the sales representative has Create/Edit permissions on Opportunities. Based on Salesforce behavior:

• The user can create and modify Opportunity records.

• For every Opportunity they can access, they are automatically given read-only access to the associated Account, even if that Account would otherwise be restricted under the private OWD.

Let’s analyze the choices:

• A. Read/Create/Edit access: Incorrect. The user does not have edit or create access to the Account through implicit sharing. Full access would require additional sharing settings.

• B. No access: Incorrect. The user is granted read-only access to the parent Account of any Opportunity they can see.
  
  

• C. Read/Create access: Incorrect. There is no implicit mechanism that grants create access to a parent Account from a child record.

• D. Read-only access: Correct. This is standard Salesforce behavior when accessing parent records through child relationships under private OWD settings.

In Salesforce, if a user has access to a child record such as an Opportunity, and the parent object (Account) is private, implicit sharing provides read-only access to the parent Account. This ensures usability without compromising the security of restricted data. Therefore, the user will only have read-only access to the associated Account records.

Question 8:

Universal Containers’ Identity and Access team is preparing for a user access audit in Salesforce. 

Which two permissions should be granted to this team to allow a complete and secure review of user configurations? (Choose two.)

A. View All Users
B. View Setup and Configuration
C. View permission on the User object
D. View All Data

Correct Answers: A and B

Explanation:

To perform an effective and secure audit of how users are set up and managed in Salesforce, the Identity and Access Team needs visibility into both user profiles and system configuration. The goal is to ensure correct role assignments, permission settings, authentication mechanisms, and overall access policies—without exposing sensitive operational data unnecessarily.

Here’s a look at each option:

• A. View All Users:
  This permission is essential for auditing because it allows a user to see all User records in the Salesforce org, regardless of any sharing model or visibility restrictions. Without this permission, an auditor may miss key users whose records are hidden due to standard sharing settings. Therefore, it enables complete visibility into the user base.

• B. View Setup and Configuration:
  Also necessary, this permission allows users to access the Setup menu and view core administrative configurations. This includes the role hierarchy, profiles, permission sets, login and password policies, identity provider settings, single sign-on (SSO), and multi-factor authentication (MFA) policies. These are critical components when auditing identity and access controls.

Together, permissions A and B give the audit team a complete view of both the individuals using the system and the rules that govern their access—without providing access to sensitive business records.

Now, reviewing the incorrect options:

• C. View permission on the User object:
  While this permission allows access to User records, it is limited by sharing rules. It does not override visibility settings. Therefore, it's not sufficient for auditing, as the team might not see all user entries.

• D. View All Data:
  This is a very powerful permission that gives unrestricted access to all data—including Account, Opportunity, and custom object records. While helpful in some roles, it exceeds what is required for auditing user configurations and violates the principle of least privilege.

To empower the Identity and Access Team to perform an audit efficiently and securely, "View All Users" ensures full visibility into user records, while "View Setup and Configuration" allows inspection of system-level settings that control user access. These two permissions offer the required oversight without overexposing operational or business-sensitive data.

Question 9:

Universal Containers is deploying Sales Cloud. Sales reps often collaborate and now need to assign an assistant agent to Opportunity records. When this assistant is updated, the system must automatically revoke access from the old assistant and grant access to the new one.

What is the most effective way to handle this behavior within Salesforce?

A. Utilize Opportunity Teams with a custom assistant field and apply Apex to manage sharing.
B. Implement Apex sharing logic to manage and adjust access for the assistant agent dynamically.
C. Use a sharing rule to provide access to the assistant agent.
D. Use share groups to grant access to assistant agents.

Correct Answer: B

Explanation:

This use case revolves around dynamically updating access to Opportunity records when a custom field—"Assistant Agent"—is changed. The system needs to automatically remove the old assistant’s access and grant access to the newly assigned user without manual intervention. The best tool for this kind of record-level, field-driven access control is Apex-managed sharing.

Apex-managed sharing provides a programmatic method for assigning or removing access to individual records. It’s ideal when access must change based on field updates, like the assistant agent scenario here. Here’s how the solution works:

1. A trigger or record-change automation detects when the Assistant Agent field is updated.

2. The Apex logic removes (unshares) access for the old assistant.

3. It then creates a new share record to give access to the new assistant agent.

This process ensures that only the current assistant has access, meeting the requirement for automated, real-time sharing adjustments.

Now let’s consider why the other options are not optimal:

• A. Opportunity Teams with Apex sharing: While Opportunity Teams can define user roles, they don’t automatically remove previous members or update based on field values. You would still require Apex to enforce dynamic logic, making the Opportunity Team layer redundant in this context.

• C. Sharing Rules: These are static and criteria-based, and cannot reference a user field such as Assistant Agent directly. Additionally, sharing rules don’t remove access when the assistant changes, which fails the automation requirement.

• D. Share Groups: These are designed for Community Users in high-volume scenarios, and cannot dynamically grant access based on custom field values in a standard internal org. They are not appropriate for individual record-level access.

Thus, only Apex sharing provides the flexibility and control needed to dynamically revoke and assign access when the Assistant Agent changes on an Opportunity. It is scalable, automated, and meets security best practices for internal Salesforce use cases.

Question 10:

Universal Containers operates a Partner Community with 200 distributor partners. Each distributor is responsible for specific customer accounts. A custom object called "Delivery" is used to track shipments, and its Organization-Wide Default (OWD) is set to Private.

What is the most effective approach to ensure that all users within the same distributor have access to Delivery records associated with their assigned customers?

A. Use a criteria-based sharing rule to share Delivery records with the distributor's role.
B. Use a criteria-based sharing rule to share Delivery records with a Public Group representing each distributor.
C. Assign Delivery record ownership to a user from the distributor’s company.
D. Configure a Sharing Set for the Distributor Profile that grants access based on record relationships.

Correct Answer: D

Explanation:

In Salesforce Experience Cloud (formerly Community Cloud), external users—like distributors—often need access to records related to their business unit. In this case, each Delivery record is likely associated with a customer account assigned to a specific distributor. With the object’s OWD set to Private, Salesforce requires explicit sharing to allow access.

Sharing Sets are specifically designed to meet this kind of requirement. They allow you to grant access to records when the user’s account or contact matches a field on the target record. In this scenario:

• The Delivery object probably has a lookup to either a customer account or the distributor itself.

• Each distributor user belongs to an account or profile that identifies them as part of a specific distributor.

• A Sharing Set can be configured to match those fields—such as User.AccountId = Delivery.DistributorId—so all users from the same distributor automatically gain access to relevant Delivery records.

Benefits of using Sharing Sets:

• No code required—purely declarative configuration.

• Scalable across hundreds of distributors.

• Supports custom objects like Delivery.

• Works seamlessly with Partner Community users.

Now, let’s evaluate why the other options fall short:

• A. Sharing Rule with Role Hierarchy: Sharing rules do not support external partner roles well. Also, assigning and maintaining roles for 200 distributors is highly inefficient and complex.

• B. Public Groups: These are primarily for internal users. Community users cannot be added to Public Groups directly, making this approach unviable. Managing 200 groups manually is also unscalable.

• C. Record Ownership: Assigning Delivery records to one user per distributor is inefficient and doesn’t allow multiple users within that distributor to access the same record. It also complicates reporting and data integrity.

In conclusion, the best practice for granting group-level record access to Partner Community users—especially based on their associated accounts—is to use Sharing Sets. This approach is clean, scalable, and purpose-built for community scenarios like the one described.