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Salesforce Certified Platform Sharing and Visibility Architect Sample Questions:

1. Universal Containers uses the standard Case object to track various support requests sent to servicing agents. Currently, the Case object has more than 400 fields. Eight different types of case processes have been established, each with a unique combination of statuses. The Director of Customer Service wants to ensure that servicing agents see only the required information specific to the case type they are addressing.
Which option is recommended to implement this requirement?

A) Use a custom LWC to override the View action of the Case object, and a Custom Metadata Type to define the relevant fields per case type.
B) Use Dynamic Forms with different field sections representing the relevant fields per case type, and control visibility of sections by Case Record Type value.
C) Use different Page Layouts per case type, each representing the relevant fields per case type.

2. Sales operations at Universal Containers (UC) wants to create list views to filter opportunities for certain geographies.
How should UC hide list views that are not relevant to an individual user since there will be more than SO list views?

A) Share the list views with the appropriate queue.
B) Share the list views with the appropriate individual users.
C) Share the list views with the appropriate public group.

3. A consulting company uses the Salesforce mobile app for its field consultants and uses Case object to track customer specific consulting done by field consultants. The company also has a large number of customer service representatives who takes calls from customers on company issued desktops and uses case object to track customer issues and grievances. The company would like to capture images of customer site captured by field consultants while they are editing the case record during customer site visit. The Director of IT wants to minimize customization and promote reuseability of code artifacts wherever possible.
What recommendations should an architect give to the company to implement the image capture requirement, while ensuring customer that the service rep can continue to use same lightning pages they were trained to use?

A) Use Lightning Component as an override for "Edit" action on mobile view allowing image capture feature. No Change required for desktop users.
B) Use Lightning Component as an override for "Edit" action on lightning experience allowing image capture feature. Detect the form factor of the device and redirect the user to the default not overridden view.
C) Create a separate button "Edit in Mobile", which opens a custom lightning component that will allow field consultants to add an image. No change required for desktop users.

4. Universal Containers requested to leverage Lightning Web Components (LWC) to improve support reps' user experience. LWC will be used as view layer, and Apex classes will have the business logic.
Which attention points should the development team consider when implementing this solution?

A) Use isSharesble, isEditable, and isCreatable to enforce field permissions.
B) Create test classes including runAs to test different users accessing the data.
C) Once that Apex runs on system mode, the development team needs to enforce record visibility.

5. Sales reps at Universal Containers (UC) complain about the manual activities they need to perform in order to grant access to supporting internal users (legal, engineering, finance, etc.) for customer records when they need help. In general, the sales reps involved in the deals will not change.
How should an architect help UC improve sales reps' productivity?

A) Create a criteria based sharing rule to grant access to other users.
B) Leverage default Account team.
C) Create a permission set with View All Data and assign to supporting users.

Solutions: