Salesforce Platform Sharing and Visibility Architect Exam

About This Course: Salesforce Platform Sharing and Visibility Architect

Boost your Salesforce security expertise and get exam-ready for the Salesforce Certified Sharing and Visibility Architect credential. This course teaches you how to design secure, scalable, and high-performance sharing models that support even the most complex business needs. Whether you’re an administrator, architect, or consultant, you’ll gain the practical skills and confidence to deliver solutions that protect sensitive data while meeting organizational requirements.

What You’ll Learn

• Design advanced security and sharing models that solve real-world business challenges

• Evaluate design choices and recommend the best security solutions for different scenarios

• Decide when to use Salesforce’s out-of-the-box features and when custom solutions are needed

• Implement best practices for sensitive data protection, external user access, and large data volumes

Who Should Take This Course?

This course is perfect for:

• Salesforce Administrators and Consultants handling complex security and data access needs

• Technical and Solution Architects designing secure and scalable Salesforce solutions

• Advanced Business Analysts supporting projects with strict data security requirements

• Certification Candidates preparing for the Salesforce Sharing and Visibility Architect exam

Skills You’ll Gain

By completing this course, you will:

• Configure sharing rules, role hierarchies, and permission sets effectively

• Secure records, files, reports, and dashboards for both internal and external users

• Design scalable solutions for large data volumes and complex scenarios

• Apply compliance-ready security strategies to Salesforce implementations

Exam Snapshot

• Format: 60 multiple-choice questions

• Duration: 120 minutes

• Passing Score: 67%

• Cost: $400 (Retake fee: $200)

• Delivery: Online proctored or testing center

• Version: Based on Winter ’23 release

• Prerequisites: None

Exam Outline

The Salesforce Platform Sharing and Visibility Architect Exam measures a candidate’s knowledge and skills related to the following objectives.

Permissions to Standard Objects, Custom Objects, and Fields: 27%

• Given a scenario, recommend the right level of object permissions needed to provide the appropriate access to a set of users.

• Given a scenario, recommend the correct level of field permissions needed to provide the appropriate access to a set of users.

• Given a scenario, recommend the appropriate mechanism to hide data at the user interface level.

• Given a scenario, determine the appropriate access controls to protect sensitive data (for example, PCI, PII, or HIPAA).

• Given a scenario, recommend the appropriate programmatic solution to ensure security settings are enforced.

Access to Records: 39%

• Given a set of conditions, recommend the appropriate organization-wide defaults to restrict access to records.

• Given a set of conditions, recommend a solution that leverages the role hierarchy to support the record access requirements.

• Given a set of conditions, determine how sharing rules can be implemented to support the record access requirements.

• Given a set of conditions, determine how groups can support the record access requirements.

• Given a set of conditions, determine how teams can support the record access requirements.

• Given a set of conditions, determine the correct object relationships that support record access sharing requirements.

• Given a set of conditions, determine how programmatic sharing supports the record access requirements.

• Given a set of conditions, determine what sharing mechanism is appropriate to share records with External Users.

• Given a set of conditions, determine how record access overrides support the record access requirements.

Access to Other Data: 16%

• Given a scenario, determine the appropriate access control needed to grant access to data that is not standard or custom objects.

Implications of Security Model Choice: 18%

• Given a scenario, determine the scalability implications of the sharing solution.

• Given a set of conditions, determine the license limitations that will impact the intended sharing solution.

• Given a set of conditions, determine how to test the sharing model.