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Sharing-and-Visibility-Architect Salesforce Certified Sharing and Visibility Architect (WI25) Questions and Answers

Questions 4

In order to allow community users to collaborate on Opportunities, which license type must the users be given?

Options:

A.

Customer Community Plus

B.

Customer Community

C.

Partner Community

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Questions 5

Universal Containers (UC) wants to reduce the amount of redundant leads entered into the system. UC also wants to ensure that leads are only edited/reassigned by the lead owner.

Which organization-wide default (OWD) approach should be recommended to help UC implement these requirements?

Options:

A.

Implement a Public Read Only/Transfer OWD on Lead.

B.

Implement 2 Public Read-Only OWD on Lead.

C.

Implement a Private OWD on Lead.

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Questions 6

Universal Containers has expanded to sell virtual containers for data storage. Virtual container work orders are provisioned immediately by the system and therefore cannot be changed by a sales rep.

What is an optimal approach to implement these requirements?

Options:

A.

Implement a sharing rule that changes access for all Work Orders to Read.

B.

Change the Record Type/Page Layout assignment for Work Orders to Read Only.

C.

Remove the Work Order Edit permission from the Sales Representative profile.

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Questions 7

What should an architect recommend to make sure that users that gained access to a custom object record through Apex managed sharing do not lose access to it when its owner is changed?

Options:

A.

Use "With Sharing” keyword to make sure record visibility will be considered.

B.

Create a new record in _Share object with RowCause “Manual”.

C.

Create a specific Apex Sharing Reason for the custom object.

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Questions 8

A company intends bring work from anywhere culture in a bid to improve productivity. Their sellers use wide variety of devices with different form factors. The company currently uses one page layout to display opportunity record details to the sellers. The Regional Vice President of Sales is complaining about incorrect alignment of data in opportunity records, making it difficult for some sellers.

Which steps are recommended to rectify this?

Options:

A.

Use a custom LWC override for Opportunity view action, identify form factor onLoad action and display relevant layouts based on form factors.

B.

Use a visualforce override for Opportunity view action, identify the form factor onLoad action and display relevant layouts based on form factors.

C.

Use Dynamic Form to define different field sections applicable for different form factors of devices.

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Questions 9

Customer complaints for bad interactions with a customer support agent are logged as Cases and assigned to a human resources representative. The agent of the complaint should not see the case, but their manager should.

How is this accomplished?

Options:

A.

Trigger on Case ta lookup and share to the manager of an Assigned Agent custom field (the subject of the complaint) using Apex Managed Sharing.

B.

Criteria based Sharing Rule on Case that shares to the Role Manager and above when a custom field Assigned Agent (subject of the complaint) is not blank.

C.

Case is owned by the subject of the complaint, so their manager in the role hierarchy can access the record. CRED permission are removed on Case so the agent cannot read the case record.

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Questions 10

Universal Containers implemented Sales Cloud and requested that sales agents have access to products and prices the company sells, and to be able to create opportunities for its customers.

What should the organization-wide defaults be for pricebook?

Options:

A.

Public Read-Only

B.

View

C.

Use

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Questions 11

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 50 list views?

Options:

A.

Share the list views with the appropriate role and internal subordinates.

B.

Share the list views with the appropriate individual users.

C.

Share the list views with the appropriate queue.

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Questions 12

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?

Options:

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.

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Questions 13

Universal Containers (UC) has a mostly Private organization-wide default, as it's a core principle of UC to respect client data privacy, UC has implemented complex processes for granting access to Opportunity data. A few key members of the sales reporting team need to always be able to see, but not change, Opportunity data for all opportunities.

What should an architect recommend as an approach to meet these requirements?

Options:

A.

Give the View All Data permission to the Sales Reporting profile.

B.

Create # permission set that grants the View All Data permission.

C.

Create a permission set that grants the View All permission for Opportunity.

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Questions 14

Universal Containers (UC) delivers training in 500 different regions. The UC operations users team manages course setup, scheduling, and trainer setup. The team members work at a regional level and report to an operations manager. The operations manager requested access to edit ALL scheduled courses owned by the operation users team.

How should this be achieved?

Options:

A.

The operations manager will get access to the scheduled courses by creating an ownership-based sharing rule and share the scheduled courses with the operations manager.

B.

The operations manager will get access to the scheduled courses owned by the operations users team defined in the Role Hierarchy.

C.

The operations manager will get access to the scheduled courses by creating a public group, and add the operations manager and the operations users team to the public group.

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Questions 15

Mary is Joe's manager in the Role Hierarchy. The organization-wide default for a custom Invoice object is Public Read-Only, and Mary's profile is not granted the Read permission for the Invoice object.

Which action can Mary take on Joe's invoice records?

Options:

A.

Read/Write

B.

View Only

C.

None

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Questions 16

Universal Containers (UC) has affiliates who sell containers in countries where UC does not have a local office. UC uses a Partner Community to manage the sales cycle in those countries. One of its affiliates has grown substantially and restructured its internal sales team with the following structure: Sales VP —> Director of Sales —> Sales Manager —> Sales Reps. Sales Reps should not see each others’ opportunities, and visibility of deals should open up within a Sales Rep's hierarchy.

What is the main problem an architect should address in this situation?

Options:

A.

The Channel Manager role cannot be shared with Partner Community.

B.

Partner User roles are limited to three Ievels.

C.

Partner Community does not support Role Hierarchy.

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Questions 17

A support representative at Universal Containers created a report to view all her open cases that have been created in the past 7 days and saved the report in the "Private Reports" folder.

Who can view and run the report?

Options:

A.

The report owner

B.

The report owner and any users who have been given access to the “My Private Reports” folder

C.

The report owner and users with the View All Data permission

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Questions 18

Which community function is impacted by having the Site User Visibility turned off in Sharing Settings?

Options:

A.

Updating their user profile.

B.

Searching for other external users.

C.

Searching for internal users.

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Questions 19

Universal Containers has selected a small and diverse group of users to review inactive accounts. Given the Private sharing model, a public group was created and made available to this group of users. A sharing rule was created to make inactive accounts visible to the public group. However, some of these users are reporting they do not see any of the accounts that were shared with the public group.

What is the underlying issue for these users?

Options:

A.

The users are in profiles that have no access to the Account object.

B.

The page layout assigned to these users is different than the Account owner.

C.

The accounts arc owned by users higher in the Role Hierarchy.

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Questions 20

A junior account manager owns an account and creates a new opportunity to manage a complex deal. She needs the help of the product specialist and solution engineer. Given the size of this deal, she knows the account is likely to be reassigned to a senior account manager in the near future.

What is the optimal way for the junior account manager to share the opportunity, given the private sharing model?

Options:

A.

Manual share on the opportunity

B.

Manual share on the account

C.

Opportunity Team

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Questions 21

Universal Containers has implemented Customer Community with Customer Community Plus licenses for its distributors. Retail distributors have part-time agents who work for multiple distributors. Those agents should have access to other distributor accounts as well.

What should be configured to grant agents access to different distributor accounts?

Options:

A.

Create a sharing set to share distributor accounts with agents using account contact relationship.

B.

Use Apex sharing to share distributor accounts with agents using the Account__Share table.

C.

Create sharing rules to share distributor accounts with agents.

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Questions 22

Universal Containers has a Performance Feedback custom object (Private organization-wide default) used by customers to report any issues with delivery drivers. Feedback should not be visible to the driver, but any feedback records should be accessible to people above them in the Role Hierarchy, even when the driver changes managers.

Assuming managers have Read access to the Feedback object, which three steps are necessary to solve these requirements?

Options:

A.

Remove Read permission on the Driver profile, have feedback ownership transferred to the driver when feedback is submitted, and create an ownership-based sharing rule.

B.

Remove Read permission on the Driver profile, have feedback ownership transferred to the driver's

manager when feedback Is submitted, and use the Role Hierarchy to give access to a driver's manager.

C.

Remove Read permission on the Driver profile, have feedback ownership transferred to the driver when feedback is submitted, and use the Role Hierarchy to give access to a driver's manager

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Questions 23

Sales executives at Universal Containers (UC) want to create list views to filter opportunities for large at-risk opportunities, These list views should only be available to certain executives who specialize in closing problematic deals.

What should UC do to solve this requirement?

Options:

A.

Share the list views with the appropriate role in the Role Hierarchy.

B.

Share the list views with the appropriate individual users.

C.

Share the list views with the appropriate Public Group.

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Exam Name: Salesforce Certified Sharing and Visibility Architect (WI25)
Last Update: Feb 18, 2025
Questions: 77

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