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Salesforce Certified Platform Sharing and Visibility Architect Sample Questions:

1. Universal Containers (UC) has affiliates who sell containers in countries where UC does not have a local office. UC uses a Partner Community to manage the sales cycle in those countries. One of its affiliates has grown substantially and restructured its internal sales team with the following structure: Sales VP -> Director of Sales -> Sales Manager -> Sales Reps. Sales Reps should not see each others' opportunities, and visibility of deals should open up within a Sales Rep's hierarchy.
What is the main problem an architect should address in this situation?

A) Partner User roles are limited to three Ievels.
B) The Channel Manager role cannot be shared with Partner Community.
C) Partner Community does not support Role Hierarchy.

2. 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, Billing City and Phone) that needs to be secure and protected.
How should an architect proceed with this new policy change?

A) Use Encryption Policy and contact Salesforce to update the existing records so that their field values are encrypted.
B) Use Classic Encryption to ensure all fields are protected and contact Salesforce for help with encryption verification.
C) Use Encryption Policy and wait for an email from Salesforce indicating the field values are encrypted.

3. Universal Containers (UC) has a partner community for its 200 distributors.
UC customer accounts are assigned an individual distributor. The organization-wide default setting for the custom Delivery object is Private.
How should an architect advise UC to grant all users at a distributor access to delivery records for all customers assigned to a particular distributor?

A) Create a criteria based sharing rule that shares delivery records matching a distributor to the Distributor role in the Role Hierarchy.
B) Create a Sharing Set for the Distributor profile to grant access to the Delivery object.
C) Create 2 criteria-based sharing rule that shares delivery records matching the Distributor to users of a Public Group created for the distributor.

4. Sales reps at Universal Containers sometimes create large files as a part of the sales process that are too large to share over email. They would like users to be able to share files with customers, but the CISO has requested that any file links shared must be password-protected.
How can this be accomplished?

A) Utilize an AppExchange product for delivering password protected files to customers
B) Create a content delivery; during creation, the user should select the option to require 3 password to access content.
C) Set up an Experience Cloud site for customers to access files and share the file with customers via Chatter. Customers can then log in ta the site to access the content.

5. Sales operations at Universal Containers (UC) has created Public Reports and Dashboards folders for sales managers. Sales operations and sales managers report to the VP of Sales. Sales operations currently spends a few hours each month updating users that should have access to edit reports and dashboards in these folders.
How should UC grant access to sales managers to automate access to these Public Reports and Dashboards folders?

A) Share the folders with a "Sales Managers" Public Group.
B) Share the folders with the Sales Managers profile.
C) Share the folders with the lowest roles in the Role Hierarchy; superiors will get access automatically.

Solutions: