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Cert++

Resource Pack
·Study Checklist

Platform Sharing and Visibility Architect

The Salesforce Certified Platform Sharing and Visibility Architect credential is the most technically demanding of the four domain architect exams. It tests your ability to design a data access model that satisfies multiple constraints simultaneously -- who sees what, how access propagates, and what happens at scale. This credential asks you to stack them into architectures that are correct, scalable, and testable. Expect scenario questions that require you to reason about the cumulative effect of org-wide defaults, role hierarchies, sharing rules, Apex managed sharing, and external user licenses all at once.

4-Step Path to Passing

  1. 1
    Complete the
    Architect Journey: Sharing and Visibility Trailmix
  2. 2
    Look at the
    Study Checklist
    Every concept you need to know for your exam, available for free to check off as you learn.
  3. 3
    Attempt
    Practice Exams
  4. 4
    Schedule Your Exam

Core Resources

Exam Overview

Questions

65

60 scored + 5 unscored

Duration

105 min

1 hour 45 minutes

To Pass

67%

Minimum Score

Question Format

The exam presents business constraints around record visibility and asks you to identify the correct combination of access mechanisms, with heavy emphasis on OWDs, role hierarchy, sharing rules, Apex managed sharing, and external user sharing.

Scored

92%

60questions

Unscored

8%

5questions

Exam Details

Pricing

$400 registration · $200 retake

Delivery

Online proctored or at a testing center

Experience

3+ years Salesforce development and administration

Prerequisites

None (System Architect credential recommended)

Exam Topics

Each topic section shows the topic weight, learning objectives, and links to study resources.

Permissions to Standard Objects, Custom Objects, and Fields27%

Object-level CRUD permissions (profiles and permission sets), field-level security, page layout vs. FLS enforcement, View All and Modify All, permission set groups and muting, session-based permission sets, sensitive data controls (PCI, PII, HIPAA), and programmatic enforcement of CRUD and FLS in Apex.

  • Given a scenario, recommend the right level of object permissions needed to provide the appropriate access to a set of users.
  • Given a scenario, recommend the correct level of field permissions needed to provide the appropriate access to a set of users.
  • Given a scenario, recommend the appropriate mechanism to hide data at the user interface level.
  • Given a scenario, determine the appropriate access controls to protect sensitive data (for example, PCI, PII, or HIPAA).
  • Given a scenario, recommend the appropriate programmatic solution to ensure security settings are enforced.

Resources

Access to Records39%

Org-wide defaults (internal and external), role hierarchy and grant access using hierarchies, criteria-based and owner-based sharing rules, public groups and queues, account/opportunity/case teams, implicit sharing on parent-child records, Apex managed sharing (share objects, row causes, recalculation), and external user sharing (Experience Cloud licenses, sharing sets, share groups, high-volume portal user limitations).

  • Given a set of conditions, recommend the appropriate organization-wide defaults to restrict access to records.
  • Given a set of conditions, recommend a solution that leverages the role hierarchy to support the record access requirements.
  • Given a set of conditions, determine how sharing rules can be implemented to support the record access requirements.
  • Given a set of conditions, determine how groups can support the record access requirements.
  • Given a set of conditions, determine how teams can support the record access requirements.
  • Given a set of conditions, determine the correct object relationships that support record access sharing requirements.
  • Given a set of conditions, determine how programmatic sharing supports the record access requirements.
  • Given a set of conditions, determine what sharing mechanism is appropriate to share records with External Users.
  • Given a set of conditions, determine how record access overrides support the record access requirements.

Resources

Access to Other Data16%

Files and content (library permissions, record-level sharing), report and dashboard folder sharing, list view visibility, Chatter and feed access, and territory management (territory model states, assignment rules, manual assignments, territory sharing vs. role-based sharing).

  • Given a scenario, determine the appropriate access control needed to grant access to data that is not standard or custom objects.

Resources

Implications of Security Model Choice18%

Sharing recalculation triggers and deferral, large data volume impacts on sharing performance, sharing rule limits (300 owner-based and 300 criteria-based per object), license restrictions by type (Salesforce, Platform, Customer Community, Customer Community Plus), testing the sharing model (Log in As, sharing debugger, Apex runAs), and choosing architecturally appropriate mechanisms for scalability.

  • Given a scenario, determine the scalability implications of the sharing solution.
  • Given a set of conditions, determine the license limitations that will impact the intended sharing solution.
  • Given a set of conditions, determine how to test the sharing model.

Resources

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