Salesforce Sharing-and-Visibility-Architect - Salesforce Certified Sharing and Visibility Architect (SP25)

To efficiently manage access to public report and dashboard folders for a group of users (like sales managers), using a Public Group is the best practice. Public Groups can be used to define access centrally and avoid manual updates.

Option A: Sharing via the Role Hierarchy provides hierarchical access but does not allow specific access control for folders.

Option B: Sharing folders with a profile is not supported in Salesforce.

Option C (Correct): Sharing folders with a Public Group ensures efficient and automated access management for sales managers.

Grant Access Using Hierarchies:

By default, Salesforce allows access to records up the Role Hierarchy for objects where "Grant Access Using Hierarchies" is enabled. If this setting is disabled, users in higher roles cannot see records owned by users in lower roles.

Why Option C is Correct:

For the custom Shipment object, the "Grant Access Using Hierarchies" setting needs to be enabled to allow sales managers to access shipment records owned by their team members.

Why Others Are Incorrect:

Option A: Implicit sharing cannot be disabled by an admin; it is always active for certain relationships.

Option B: Ownership-based sharing rules are unnecessary if the Role Hierarchy is functioning correctly.

For more details, see Salesforce documentation on Object Sharing Settings: https://help.salesforce.com/

Granular Locking:

This feature minimizes record-locking issues by enabling fine-grained locking mechanisms during large-scale operations, such as Role Hierarchy realignments.

It reduces contention by locking only relevant portions of the hierarchy instead of the entire hierarchy.

Why Option A is Correct:

Granular Locking is explicitly designed to handle large-scale operations, such as role realignments, without performance degradation.

Why Others Are Incorrect:

Option B: Skinny Table Indexing improves query performance but is unrelated to Role Hierarchy changes.

Option C: Divisions partition data for performance but do not directly affect Role Hierarchy realignments.

For details, see Salesforce Granular Locking documentation: https://help.salesforce.com/

Sharing Sets in Partner Communities:

Sharing Sets allow sharing of records with users in specific profiles, based on a common field value between the user and the record.

Why Option C is Correct:

A Sharing Set can be configured to grant access to Delivery records where the distributor matches a custom field on the record. This is a scalable solution for partner communities.

Why Others Are Incorrect:

Option A: Role Hierarchies are limited to three levels for partner users, and this approach does not scale well for 200 distributors.

Option B: Using two sharing rules adds unnecessary complexity and may not handle all scenarios effectively.

For details on Sharing Sets, see Salesforce Partner Community Sharing documentation: https://help.salesforce.com/

To allow presenters to edit details on a private custom object (Presentation) based on their relationship through a junction object, Apex Managed Sharing is the best solution:

Option A: Permission sets provide global permissions, not record-specific access based on a junction object.

Option B: Adding users to a Sales Team applies to opportunities, not custom objects like Presentation.

Option C (Correct): Apex Managed Sharing allows the creation of precise, record-specific sharing rules that dynamically grant access based on junction object relationships. This approach ensures presenters can edit only their related Presentation records.

Public Groups allow administrators to group unrelated users (individual users, roles, or roles and subordinates) for the purpose of sharing access to records or folders. They are highly flexible and designed specifically for granting access to unrelated groups of users.

Option A: Sharing Sets are for granting access based on account or contact relationships for community users, not for unrelated internal users.

Option C: Role Hierarchy is unsuitable for this scenario as it is based on hierarchical relationships.

Role Hierarchy in Partner Communities:

Salesforce enforces a three-level limit for partner user roles in Partner Communities: Partner Executive → Partner Manager → Partner User. This limitation can restrict the implementation of deeper role hierarchies.

Why Option B is Correct:

The restructuring of the affiliate's internal sales team exceeds the three-level role hierarchy limitation in Partner Communities. This is the main problem that must be addressed.

Why Others Are Incorrect:

Option A: The Channel Manager role is not relevant to the structural limitation of roles in Partner Communities.

Option C: Partner Communities do support role hierarchies, but they are limited to three levels.

For further details, refer to the Salesforce Partner Community Role Hierarchy documentation: https://help.salesforce.com/

Even though Mary is Joe's manager in the Role Hierarchy, the lack of Read permission for the Invoice object on Mary’s profile prevents her from viewing Joe’s invoice records. Salesforce enforces object-level permissions, which override sharing rules, OWD settings, and role hierarchy. Without the Read permission on the Invoice object, Mary cannot access the records, even with Public Read-Only OWD or Role Hierarchy privileges.

For custom objects, Salesforce allows disabling the Access Using Hierarchies option. By setting the Organization-Wide Default (OWD) to Private and unchecking Access Using Hierarchies, you ensure that records are only accessible to the owner and explicitly granted users. This prevents the owner’s manager or anyone higher in the role hierarchy from automatically gaining access.

Option A: Removing CRUD permissions from profiles would block all access to the object for managers, which may not align with business requirements.

Option B: Apex sharing is unnecessary when the problem can be solved declaratively by adjusting the OWD and hierarchy settings.

Option C (Correct): Setting OWD to Private and disabling Access Using Hierarchies is the most straightforward solution for restricting access to managers.