Pass the Salesforce Architect Exams Sharing-and-Visibility-Architect Questions and answers with ExamsMirror

Files uploaded to a user's private library in Salesforce Files Home are strictly private and visible only to the user who uploaded them. Even users with elevated permissions, such as those with "View All Data" access, or users higher in the Role Hierarchy, cannot view these files. This ensures the utmost privacy for files stored in a private library.

Option A: Role Hierarchy does not affect access to files stored in a private library.

Option B: "View All Data" does not grant access to files in private libraries.

Option C (Correct): Only the user who uploaded the file can view it in their private library.

In Salesforce, users must have object-level access (Read permission) to see records shared through sharing rules or any other mechanism. If some users in the public group lack the Read permission for the Account object, they will not be able to see the accounts, even though they are part of the public group with a sharing rule granting access.

Option A (Correct): Lack of object-level permissions for the Account object explains why some users cannot view the shared accounts.

Option B: Page layouts only affect how records are displayed, not record visibility.

Option C: Role Hierarchy does not impact this issue, as it is related to public group sharing.

To enable community users to collaborate on Opportunities, they must have access to the Opportunity object, which is included in the Partner Community license. This license type is specifically designed for partners and provides access to features like Opportunities, Campaigns, Leads, and other standard objects required for collaborative sales processes.

Option A: Customer Community Plus licenses do not grant access to Opportunities, as they are primarily focused on external customer engagement without sales collaboration.

Option B: Customer Community licenses are limited to basic interactions like viewing and updating cases or accessing content, and they exclude access to Opportunities.

Option C (Correct): Partner Community licenses include access to Opportunities, making them the appropriate choice for this use case.

When piloting a new application for a subset of users, the best practice is to clone the existing profile and adjust settings specific to the pilot users. This ensures a clean separation of permissions, while maintaining the ability to grant or revoke access as needed.

Why Cloning and Adjusting Profiles is Optimal:

Granular Control: Cloning the Sales Rep profile allows administrators to tailor the access permissions without disrupting the existing permissions for other users.

Separation of Access: Profiles define baseline access settings, so by creating a new profile, you can hide legacy functionality while enabling access to the pilot application for specific users.

Simplicity for Administration: Profiles provide a structured way to enforce changes for a defined group of users without introducing overlap or unintended access conflicts.

Why the Other Options Are Less Suitable:

Option B (Revoke access in Sales Rep profile and use permission sets):

Revoking legacy access in the Sales Rep profile impacts all users assigned to that profile, not just the pilot users. This is not suitable when only a subset of users requires changes.

Permission sets are additive, so they cannot effectively "hide" legacy functionality.

Option C (Use a permission set for both access and hiding):

Permission sets are designed to extend access, not revoke or hide functionality.

Hiding legacy functionality through profiles is more reliable since profiles control baseline access.

Study Guide References:

Salesforce Sharing and Visibility Architect Study Guide 2023 by SaaS Guru: Emphasizes the use of profile cloning for controlled and scalable access management during pilots or testing.

Sharing and Visibility Designer Study Guide by Salesforce Chris: Highlights that profiles are ideal for defining baseline permissions, while permission sets are supplementary for additive access.

Relevant Salesforce Documentation:

https://help.salesforce.com/s/articleView?id=sf.admin_profiles.htm

https://help.salesforce.com/s/articleView?id=sf.perm_sets_overview.htm

Public Groups are the most flexible method to grant access to an unrelated group of users. Public Groups can include individual users, roles, and roles with subordinates, allowing for granular control over which users gain access to records. Sharing sets and role hierarchies are less suitable because they rely on predefined relationships, such as account ownership or role-based hierarchies, which may not apply to unrelated users. By leveraging Public Groups, administrators can define and manage record-level sharing without requiring additional custom logic. (help.salesforce.com)

With a private sharing model, a criteria-based sharing rule is the most effective way to grant auditors access to specific records like high-value opportunities. Criteria-based sharing rules allow records to be shared with a public group based on defined criteria (e.g., Opportunity Amount > $50,000).

Option A (Correct): Sharing rules are scalable and do not require reconfiguration of the Role Hierarchy or default Opportunity Teams.

Option B: Adding auditors to the default Opportunity Team is inefficient and impractical, as it applies to specific opportunities manually, not automatically for high-value opportunities.

Option C: Placing auditors at the highest level of the Role Hierarchy grants them excessive access to all opportunities, not just high-value ones, violating the principle of least privilege.

Field-Level Encryption and Sharing Rules:

When a field is encrypted using Salesforce Shield Platform Encryption, it is not available for sharing rules or criteria-based sharing because the encrypted field value is inaccessible for evaluations.

Why Option A is Correct:

The Social Security Number field is likely encrypted, which prevents it from being available in the sharing rule criteria.

Why Others Are Incorrect:

Option B: Field Level Security (FLS) affects visibility for the architect but does not determine availability in sharing rules.

Option C: Compliance fields are not a concept related to this issue.

For further reference, see Salesforce Shield Platform Encryption documentation: https://help.salesforce.com/

Content Delivery is a Salesforce feature designed for secure file sharing. When creating a content delivery, users can require a password for access, ensuring compliance with the CISO's requirement.

Option A: While AppExchange products could provide similar functionality, Salesforce’s native Content Delivery feature already meets the requirement without additional cost or complexity.

Option B (Correct): Content Delivery allows the sharing of files via secure, password-protected links.

Option C: Setting up an Experience Cloud site is an excessive and unnecessary solution for this simple file-sharing requirement.

To restrict access to only Person Accounts for the retail sales team while maintaining a private OWD:

Option A (Correct): Create criteria-based sharing rules. These rules can be defined to share accounts of type PersonAccount with users in the Retail Sales role. This ensures they can only access retail customers (Person Accounts) and not Business Accounts.

Option B: Sharing on AccountContactRelation does not provide direct access to accounts and is irrelevant to this requirement.

Option C: Updating the profile to grant access to the Person Account record type does not align with the private OWD and does not manage access to records individually.

View All Permission: Assigning the "View All" permission for the Opportunity object allows users to see all records of that object, regardless of sharing rules or ownership. This permission meets the need for key sales reporting team members to view Opportunity data without editing rights.

Why Option C is Correct:

A permission set is the preferred method for granting additional permissions to specific users without altering their profile.

"View All" is more restrictive than "View All Data," providing access only to the Opportunity object and respecting the principle of minimal access.

Why Others Are Incorrect:

Option A: "View All Data" grants access to all objects and violates UC’s privacy principles.

Option B: While a permission set is correct, granting "View All Data" is overly permissive and unnecessary.

For detailed reference, see Salesforce permissions documentation: https://help.salesforce.com/