Salesforce Certified Sharing and Visibility Architect

A Salesforce Certified Sharing and Visibility Architect assesses the security and sharing requirements 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.

Course Overview 

• Content: 60 multiple-choice
• Time allotted to complete the exam: 120 minutes
• Passing score: 67%
• Registration fee: USD 400, plus applicable taxes as required per local law
• Retake fee: USD 200, plus applicable taxes as required per local law
• Delivery options: Proctored exam delivered onsite at a testing center. 
• Prerequisite: None

Course Outline 

• 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 Org-Wide defaults may impact a security model
• Articulate how different Salesforce license types may impact a security & sharing model
• Describe how the Role Hierarchy may impact the decisions made when designing a security model
• Describe how Profile and PermissionSet configuration may impact a security and sharing model
• Articulate different security capabilities with respect to record visibility, 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.
• Extend the security model to external users (i.e. customers, partners, guest users, etc.)

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