Salesforce Certified Sharing and Visibility Architect Course

Explore declarative sharing fundamentals, including object-level security, profiles, permission sets, sharing rules, team sharing, roles, community licenses, territory management, and encryption options.

Explore Salesforce security architecture, including organization login controls, object and field level security, and sharing, and learn how profiles, permission sets, and permission set groups govern access.

Explore declarative features for data access in Salesforce, including record ownership and queues, organization-wide defaults, permission sets, role hierarchy, sharing rules, manual and team sharing, and territory hierarchy.

Understand how Salesforce determines record access via explicit, group membership, inherited, and implicit grants, stored in object, sharing, and group maintenance tables, with ownership and sharing examples.

Explore how account, opportunity, and case teams open record access by assigning roles and read or write access levels, enabling default, mass actions, and predefined teams.

Learn how list views filter records and fields, and how report and dashboard folders share access—private or public, with roles and groups, without granting extra record permissions.

Explore how Salesforce roles and role hierarchy open data access, with subordinates and managers inheriting permissions, and grant access using hierarchies and system defined groups.

Explain community overview, licenses, and external sharing settings, detailing record access, sharing roles, advanced sharing, sharing sets, share groups, and superuser access for customer and partner communities.

Explore how Salesforce community licenses—basic customer community, customer community plus, and partner community—control record access with sharing sets, sharing rules, team sharing, and apex sharing.

Explore enterprise territory management (ETM) in Salesforce, including territory models, types, hierarchies, and assignment rules, to control account, opportunity, and case access across territories.

Assess data storage and residency solutions in Salesforce, comparing classic encryption with Shield platform encryption and detailing encrypted text fields, Apex crypto class, named credentials, and custom settings and metadata.

Validate sharing and visibility by logging in as another user, examining share tables and the sharing button, and checking field accessibility in setup.

Learn to share and secure Salesforce files, apply shield encryption, use file connect for external file systems, and organize files in files home and content libraries.

Explore performance and scalability in Salesforce sharing and visibility, covering apex sharing impact on performance, locking errors, long run calculations, parallel sharing, rule recalculation, deferred sharing, and maintenance.

Explore apex sharing and its performance impact, including locking, the 10s wait limit, and scenarios like bulk API, related records, and group maintenance, with deferred sharing calculations.

Explore large security model design with parallel sharing rule recalculation, deferred sharing calculation, group membership tuning, and public read only or read write sharing models in account object relationship design.

Explore programmatic Apex sharing, managing shared objects, and adding shared records with sharing reasons. Guard against SQL injection and enforce object and field permissions via tests and system mode.

Learn to minimize security risks in programmatic apex sharing by mitigating XSS, CSRF, and SQL injection with input filtering, output encoding, static queries, bind variables, and the with sharing keyword.

Learn how Apex enforces object and field level security using system mode, with sharing, with security enforce, and describe result classes to check access in code and Visualforce pages.