Salesforce Certified Sharing and Visibility Architect Certificate
Content: 60 multiple-choice
Time allotted to complete the exam: 120 minutes
Passing score: 67%
Delivery options: Proctored exam delivered onsite at a testing center or in an online proctored environment
References: No hard-copy or online materials may be referenced during the exam.
Prerequisite: None
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Salesforce Certified Sharing and Visibility Architect Certificate details
About the Salesforce Sharing and Visibility Architect Credential
The Salesforce Certified Sharing and Visibility Specialist 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 Sharing and Visibility Architect
A Salesforce Certified 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 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 would 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
