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Platform Sharing and Visibility Architect

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Platform Sharing and Visibility Architect Study Checklist
  • Platform Administrator
  • Platform App Builder
  • Platform Foundations
  • Platform Developer
  • Platform Administrator II
  • Agentforce Sales Consultant
  • Agentforce Service Consultant
  • Platform Data Architect
  • Platform Development Lifecycle and Deployment Architect
  • Platform Identity and Access Management Architect
  • Platform Integration Architect
  • Platform Sharing and Visibility Architect
  • Heroku Architect
  • B2C Solution Architect
  • Experience Cloud Consultant
  • Agentforce Field Service and Operations Consultant
  • Agentforce Nonprofit Consultant
  • Data 360 Consultant
  • Omnistudio Consultant
  • CRM Analytics and Einstein Discovery Consultant
  • Platform User Experience Designer
  • Platform Strategy Designer
  • B2C Commerce Developer
  • JavaScript Developer
  • Omnistudio Developer
  • Platform Developer II
  • Marketing Cloud Engagement Administrator
  • Marketing Cloud Engagement Specialist
  • Marketing Cloud Engagement Consultant
  • Agentforce Sales Foundations
  • Business Analyst
  • Marketing Cloud Engagement Developer
  • Marketing Cloud Engagement Foundations
  • Agentforce Specialist
  • Agentforce Life Sciences Consultant
  • B2B Commerce Administrator AP
  • B2B Commerce Developer AP
  • Agentforce Consumer Goods AP
  • Agentforce Financial Services AP
  • Agentforce Health AP
  • Agentforce Manufacturing AP
  • MuleSoft Integration Foundations
  • MuleSoft Developer
  • MuleSoft Developer II
  • MuleSoft Platform Integration Architect
  • MuleSoft Platform Architect
  • Tableau Desktop Foundations
  • Tableau Data Analyst
  • Tableau Consultant
  • Tableau Server Administrator
  • Tableau Architect
  • Slack Administrator

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0/131Learned

  • Object permissions, record sharing and field-level security as layered access
  • Profiles, permission sets and permission set groups for object and field access
  • Object CRUD permission combinations for a job function
  • Additive permissions, revoking access and permission set group muting
  • View All and Modify All Records versus sharing rules for broad access
  • Object-level View All and Modify All versus View All Data and Modify All Data
  • View All Records reach into standard and custom child objects
  • Availability limits of View All and Modify All permissions
  • Delegated administration versus broad admin permissions for managing access
  • Least-privilege object access for integration and deployment users
  • Choosing Read, Edit, or no access on a field for a user group
  • Page layout and field-level security precedence when settings conflict
  • View All Fields and the field-level limits of override permissions
  • Field-level security versus page layouts for hiding sensitive fields
  • Record types and page layout assignment for role-specific record views
  • Dynamic Forms and Lightning page component visibility rules
  • Tab and app visibility versus object permissions
  • List view visibility and scoping rules versus restriction rules
  • Page layout and record type controls versus what the API enforces
  • Classic Encryption masking and View Encrypted Data for partial display
  • Experience Cloud personal information visibility for external and guest users
  • Field-level security versus encryption for sensitive fields
  • Classic Encryption versus Shield field-level and Database Encryption
  • Encrypting files, attachments, Chatter and search indexes
  • Deterministic versus probabilistic encryption schemes
  • Shield Platform Encryption tradeoffs and feature limitations
  • Shield key management and rotation options
  • Session-based and network conditions on sensitive data access
  • Declarative platform access model versus custom access logic in Apex controllers
  • Standard UI data frameworks versus custom Apex controllers for security enforcement
  • Choosing with sharing, without sharing, or inherited sharing for Apex classes
  • Record sharing keywords versus object and field permission enforcement in Apex
  • User mode versus system mode database operations in Apex
  • Security.stripInaccessible and describe checks for graceful enforcement
  • When system-mode code may bypass CRUD, FLS, and sharing
  • Experience Cloud personal information visibility settings in Apex

Given a set of conditions, recommend the appropriate organization-wide defaults to restrict access to records

0/7

  • Choosing an object's org-wide default from its most restricted user
  • Org-wide defaults combined with object permissions
  • Controlled by Parent OWD for contacts, activities and detail objects
  • Internal versus external org-wide defaults for authenticated site users
  • User record visibility with the User OWD and user sharing rules
  • Tightening the OWD versus restriction rules to narrow record visibility
  • Consequences of changing an existing object's OWD

Given a set of conditions, recommend a solution that leverages the role hierarchy to support the record access requirements

0/5

  • Record access inherited through the role hierarchy
  • Lateral and cross-branch access the role hierarchy does not grant
  • Grant Access Using Hierarchies for confidential custom objects
  • Roles modeled on data access levels rather than the org chart
  • Territory management versus the role hierarchy and account teams

Given a set of conditions, determine how sharing rules can be implemented to support the record access requirements

0/8

  • Sharing rules as additive exceptions to org-wide defaults
  • Owner-based versus criteria-based sharing rules
  • Choosing the share-with category for a sharing rule
  • Account sharing rules and access to related child records
  • Criteria-based sharing rule field limitations and workarounds
  • Sharing rules versus manual sharing for record-level exceptions
  • Sharing rule maintenance and recalculation behaviour
  • Sharing rule volume limits per object

Given a set of conditions, determine how groups can support the record access requirements

0/4

  • Public groups for cross-functional record access
  • All Internal Users and other system-defined groups as sharing targets
  • Manager groups for sharing along the user manager chain
  • Queues for shared ownership versus public groups for sharing

Given a set of conditions, determine how teams can support the record access requirements

0/7

  • Account team member access to accounts and related child records
  • Account teams versus sharing rules and manual sharing for per-account access
  • Account team retention when account ownership changes
  • Opportunity teams for deal-level collaboration and access
  • Case team roles and the case access they grant
  • Predefined case teams added through assignment rules
  • Partner and customer site users on account and case teams

Given a set of conditions, determine the correct object relationships that support record access sharing requirements

0/5

  • Master-detail versus lookup for child record access
  • Junction object access in many-to-many relationships
  • Implicit parent access to accounts from child records
  • Role-level opportunity, case and contact access for account owners
  • Built-in sharing gaps on custom relationships to accounts

Given a set of conditions, determine how programmatic sharing supports the record access requirements

0/6

  • Declarative sharing versus Apex managed sharing for record-specific access
  • Access levels grantable through Apex share records
  • Apex sharing reasons and share persistence after ownership changes
  • Recalculating Apex managed sharing after sharing model changes
  • Sharing keywords for enforcing record access in Apex classes
  • Group-targeted versus user-targeted Apex managed shares at scale

Given a set of conditions, determine what sharing mechanism is appropriate to share records with External Users

0/9

Matching external sharing mechanisms to Experience Cloud license types

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Built-in implicit sharing for site and portal users

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Role-based sharing for Partner and Customer Community Plus users

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Internal-only versus portal-inclusive role targets in sharing

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Super user access for partner and customer site users

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Account relationship data sharing rules between partner accounts

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Sharing sets for high-volume Experience Cloud site users

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Share groups versus sharing rules for records owned by high-volume users

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Guest user sharing rules for unauthenticated site visitors

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Given a set of conditions, determine how record access overrides support the record access requirements

0/3

  • Sharing-based access versus override permissions for a user population
  • Delegated record administration tasks that require Modify All
  • Auditing and troubleshooting users who bypass sharing through overrides
  • Access to objects outside the record sharing model
  • Enhanced folder sharing for report and dashboard folders
  • Report and dashboard user permissions for building, exporting and managing
  • Report folder access versus underlying record visibility
  • Dashboard running user versus dynamic dashboards
  • External user access to reports and dashboards by license type
  • List view visibility and sharing
  • File sharing settings and file access levels
  • Chatter group visibility types and external members
  • File visibility through record and group feed posts
  • File owner controls to stop resharing or revoke access
  • Content deliveries and public links for external file sharing
  • Salesforce CRM Content libraries and library permissions
  • Knowledge data category visibility settings
  • Custom permissions for gating custom processes and apps
  • Big object access controls
  • Organization-wide default changes and sharing recalculation overhead
  • Group-based sharing versus individual-user shares at scale
  • Role hierarchy and nested group maintenance cost
  • Controlled by Parent versus independently shared child objects at scale
  • View All permissions versus sharing for broad-access and integration users
  • Ownership data skew and the role placement of high-volume record owners
  • Account data skew and parent-child lock contention
  • Deferred sharing calculations for large data loads and realignments
  • External roles per account and role growth at scale
  • High-volume external licenses for very large external user populations
  • User, permission set and feature licenses as limits on grantable access
  • Salesforce Platform versus Salesforce license for standard object access
  • Chatter-only and identity-only licenses in a sharing design
  • Partner Community license fit for channel partner access
  • Customer Community versus Customer Community Plus for record sharing
  • Record access limits for high-volume external users
  • Sharing set access mappings and their boundaries
  • Persona-based sharing test plan with positive and negative cases
  • Login As another user to validate what a persona sees
  • Sharing button and Sharing Hierarchy for explaining record access
  • User access summaries for reviewing a user's effective permissions
  • System.runAs for testing record visibility in Apex tests
  • Permission-based tests for object and field access by user
  • UserRecordAccess versus share records for verifying access programmatically
  • Validating custom Apex, controllers and flows against the sharing model

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  1. Platform Sharing and Visibility Architect Checklist
  3. Access to Records

Sharing sets for high-volume Experience Cloud site users

Explainer

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Practice Question

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Next conceptShare groups versus sharing rules for records owned by high-volume users

Checklist progress

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Study Community

Ask questions and get the latest info from other Platform Sharing and Visibility Architect studiers. 662 members and growing.

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  1. Platform Sharing and Visibility Architect Checklist
  3. Access to Records
Sharing sets for high-volume Experience Cloud site users

Explainer

Learn More

Practice Question

Keep going

Next conceptShare groups versus sharing rules for records owned by high-volume users

Explainer

A sharing set gives Experience Cloud site users access to records tied to the same account or contact as the user. High-volume site users have no roles and can't be used in sharing rules, so the usual role-based and rule-based ways of opening access don't reach them. A sharing set fills that gap by matching records to the user's own account or contact.
Core information
  • High-volume Experience Cloud site users don't have roles and can't be used in sharing rules, so you give them access beyond the org-wide defaults with a sharing set instead of roles or sharing rules.
More details and nuances
  • A sharing set applies across all sites the user is a member of, so its access is not scoped to a single site.

Explainer

A sharing set gives Experience Cloud site users access to records tied to the same account or contact as the user. High-volume site users have no roles and can't be used in sharing rules, so the usual role-based and rule-based ways of opening access don't reach them. A sharing set fills that gap by matching records to the user's own account or contact.
Core information
  • High-volume Experience Cloud site users don't have roles and can't be used in sharing rules, so you give them access beyond the org-wide defaults with a sharing set instead of roles or sharing rules.
More details and nuances
  • A sharing set applies across all sites the user is a member of, so its access is not scoped to a single site.