- Exam Code: Plat-Arch-205
- Exam Name: Salesforce Certified Platform Sharing and Visibility Architect
- Updated: Jul 31, 2026
- Q & A: 81 Questions and Answers
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| Section | Weight | Objectives |
|---|---|---|
| Communities and Sharing | 13% | - Determine when to use Customer Community or Partner Community licenses - Configure sharing for community users - Design sharing solutions for internal and external users |
| Security and Access Troubleshooting | 10% | - Identify and resolve common sharing problems - Diagnose sharing access issues using sharing recalculation and debug logs - Use the Role Hierarchy report and Sharing Settings audit trail |
| Apex Sharing | 10% | - Determine when to use Apex sharing reasons - Design Apex managed sharing solutions - Understand security considerations for Apex sharing |
| Sharing Architecture Basics | 8% | - Explain the difference between Grant Access Using Hierarchies and manual sharing - Define the core components of the sharing model - Describe the layers of role hierarchy |
| Object-Level and Field-Level Access | 13% | - Design profiles and permission sets for object and field access - Determine when to use read-only fields versus no edit access - Determine when to use field-level security versus layout assignments |
| Designing Sharing Solutions | 18% | - Design sharing solutions based on business requirements - Design sharing solutions that scale - Design sharing solutions for business-to-business and business-to-consumer scenarios - Determine when to use Account Teams, Opportunity Teams, or manual sharing |
| Implementation Best Practices | 10% | - Follow security best practices for sharing architecture - Plan for sharing model changes in large organizations - Recommend appropriate tools and documentation |
| Record-Level Access Decisions | 18% | - Design sharing rules based on record ownership or criteria - Determine when to use territories and partitions - Determine the appropriate OWD settings for objects - Design role hierarchy based on access requirements |
1. Universal Containers (UC) service reps are assigned to a profile which has View All on the Case object. The organization-wide default (OWD) for the Account and Case objects is Private.
To make sure service reps have access to all relevant information (Accounts and Contacts) to attend to customer requests, which detail should an architect consider?
A) Service reps will be able to access the relevant Contacts if their OWD is Controlled by Parent.
B) Service reps will NOT be able to access the relevant Accounts if their OWD is Private.
C) Service reps will NOT be able to access the relevant Contacts if their OWD is Controlled by Parent.
2. A banking company wants their customers Date of Birth Field searchable by Banking Reps, but only editable by Customer Support Reps.
Which approach is recommended to meet this requirement?
A) Set the Field Level Security for the Date of Birth field to be Visible to Customer Support Rep Profile, and set the Date of Birth field Visible and Readonly to Banking Rep profile.
B) Create 2 Validation rule in the Data of Birth field so the rule returns true only when user.profilename matches Customer Support Rep.
C) Add Date of Birth field to the Search layout of the Contact Object. Modify the Page layout assigned to Customer Support Rep and add Date of Birth field as Required.
3. 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?
A) 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.
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) 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.
4. 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?
A) Create a sharing set to share distributor accounts with agents using account contact relationship.
B) Create sharing rules to share distributor accounts with agents.
C) Use Apex sharing to share distributor accounts with agents using the Account__Share table.
5. Universal Containers (UC) has a partner community for its 200 distributors.
UC customer accounts are assigned an individual distributor. The organization-wide default setting for the custom Delivery object is Private.
How should an architect advise UC to grant all users at a distributor access to delivery records for all customers assigned to a particular distributor?
A) Create a Sharing Set for the Distributor profile to grant access to the Delivery object.
B) Create 2 criteria-based sharing rule that shares delivery records matching the Distributor to users of a Public Group created for the distributor.
C) Create a criteria based sharing rule that shares delivery records matching a distributor to the Distributor role in the Role Hierarchy.
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: A | Question # 3 Answer: C | Question # 4 Answer: A | Question # 5 Answer: A |
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