Salesforce Certified Platform Sharing and Visibility Architect Exam Guide

Contents

About the Salesforce Certified Platform Sharing and Visibility Architect Exam
Audience Description: Salesforce Certified Platform Sharing and Visibility Architect
Purpose of This Exam Guide
About the Exam
Exam Outline
Recommended Training and Resources
Salesforce Certification Candidate Code of Conduct
Maintaining Your Salesforce Certification

About the Salesforce Certified Platform Sharing and Visibility Architect Exam

The Salesforce Certified Platform Sharing and Visibility Specialist Exam is designed for architects, analysts, and administrators who want to demonstrate their knowledge, skills, and capabilities to design secure, scalable security models on the Salesforce Platform. A Salesforce Certified Sharing and Visibility Specialist should be fluent in effectively communicating technical solutions to technical stakeholders and providing a project delivery framework that ensures quality and success.

Here are examples of the concepts you should understand to pass the exam.

• Design a security and sharing model within Salesforce based on complex requirements.
• Articulate system design considerations, benefits, trade-offs, and recommendations for a security and sharing model.
• Describe best practices and justification for when to use standard Salesforce functionality when solutioning for complex security requirements and when customizations are a better fit.

Audience Description: Salesforce Certified Platform Sharing and Visibility Architect

A Salesforce Certified Platform Sharing and Visibility Architect assesses the security and sharing requirements necessary to design secure, scalable solutions on the Salesforce Platform. The architect has experience designing and implementing complex security and sharing models and communicating the solution and design trade-offs to business and technical stakeholders alike.

The Salesforce Certified Platform Sharing and Visibility Architect has the following background.

• 2–3 years of Salesforce experience
• 4–5 years of experience with implementing complex security models in Salesforce
• Understanding of security methods and data policies to support the handling of sensitive data

Typical job roles may include:

• Advanced Administrator
• Technical / Solution Architect
• Advanced Business Analyst

A candidate for this exam should be able to the following without assistance.

• Describe the usage and implementation of sharing rules, both criteria-based and ownership-based.
• Architect the appropriate object relationships and their impact on sharing.
• Articulate how organization-wide defaults may impact a security model.
• Articulate how different Salesforce license types may impact a security and sharing model.
• Describe how the role hierarchy may impact the decisions made when designing a security model.
• Describe how profile and permission set configuration may impact a security and sharing model.
• Articulate different security capabilities with respect to record visibility; create, read, update, and delete (CRUD)-based security; record-level access; and the differences between the three.
• Describe the limits of declarative capabilities and when a more custom security solution is required with associated risks and limitations.
• Articulate what Apex sharing is and when it should be used.
• Articulate the security implications of using dashboards, Apex run as an Administrator, Visualforce pages, or other "run in context" tools to expose aggregate data.
• Identify and mitigate performance and scalability concerns for a recommended solution.
• Develop a test process to validate a security model.
• Articulate use cases for sharing where features such as territory management, account teams, sales teams, case teams, groups, sharing sets, sharing groups, etc., should be used.
• Use correct system permissions needed to manage a security model in Salesforce.
• Secure files, reports, and dashboards.
• Securing Big Objects.
• Design security for large data volumes (LDVs).
• Extend the security model to external users (that is, customers, partners, guest users, etc.).

A candidate for this exam will likely need assistance with the following.

• Being able to independently design and implement a tokenization strategy
• Off-platform data security considerations
• Determining non-core platform data security considerations (for example, AppExchange) and other Salesforce products (for example, Heroku)
• Describing how specific security constructs work (for example, SSL, RSA)
• Determining performance issues and scalability of large data sets with sharing
• Determining which types of sharing are impacted in an LDV scenario
• Determining security requirements around certain kinds of data: PCI, PII, HIPAA, etc.
• Articulating security concepts such as Least Privilege, Defense in Depth, and Failure Securely
• Being able to implement programmatic sharing

A candidate for this exam is not expected to know the following.

• Complex role hierarchy design
• Measuring/predicting LDV impacts on security design
• Documenting/gathering legal requirements around sensitive data
• Org merge security design

Purpose of This Exam Guide

This exam guide is designed to help you prepare for the Salesforce Certified Platform Sharing and Visibility Architect Exam. This guide provides information about the target audience, the recommended training and documentation, and a complete list of exam objectives. Salesforce highly recommends a combination of on-the-job experience and self-study to maximize your chances of passing the exam.

About the Exam

Here are details about the Salesforce Certified Platform Sharing and Visibility Architect Exam.

• Content: 60 multiple-choice questions and up to five unscored questions
• Time allotted to complete the exam: 120 minutes
• Passing score: 67%
• Version: Exam questions align to the Winter '23 release
• Registration fee: US$400, JPY¥60,000, plus applicable taxes as required per local law
• Retake fee: US$200, JPY¥60,000, plus applicable taxes as required per local law
• Delivery options: Proctored exam delivered onsite at a testing center or in an online environment; find more information on scheduling an exam here.
• References: No hard-copy or online materials may be referenced during the exam.
• Prerequisite: None

This exam may contain up to five additional unscored questions to gather performance data. Unscored questions are randomly integrated and have no impact on your final exam result.

Exam Outline

The Salesforce Platform Sharing and Visibility Architect Exam measures a candidate’s knowledge and skills related to the following objectives.

Salesforce Certification Candidate Code of Conduct

At Salesforce, Trust is our #1 value. Protecting the security of Salesforce Certifications is up to all of us. As a participant in the Salesforce Certification Program, you’re required to review and accept the terms of the Salesforce Certification Program Agreement and Code of Conduct at the beginning of each exam.

Maintaining Your Salesforce Certification

One of the benefits of holding a Salesforce Certification is always being up to date on new product releases. You'll be required to complete the Salesforce Certified Platform Sharing and Visibility Architect certification maintenance badge on Trailhead once a year.

Don’t let your hard-earned certification expire! If you don't complete all maintenance requirements by the due date, your certification will expire.

Bookmark these useful resources for maintaining your certifications.

• Overall Maintenance Requirements
• Maintenance Exam Due Dates
• Verify Your Certification Status
• Certification Expiration Details