Examers.io
ExamsOrganizationsHow it worksPricingHelp & FAQ
Sign inStart free
SALESFORCE

Salesforce Certified Sharing and Visibility Architect

SHARING-AND-VISIBILITY-ARCHITECTSalesforce Sharing And Visibility Architect

The Salesforce Certified Sharing and Visibility Architect certification validates your expertise in designing secure, scalable data-sharing and visibility solutions on the Salesforce platform. It is intended for experienced architects who translate complex business requirements into robust sharing models, ensuring the right users see the right data. Earning this credential demonstrates your ability to architect for security, compliance, and performance.

Practice Free Questions

321 practice questions · Updated 2026-07-30

3Domains
15Objectives
123Concepts
321Questions

SHARING-AND-VISIBILITY-ARCHITECT Curriculum

Every domain, objective, and concept the SHARING-AND-VISIBILITY-ARCHITECT exam measures.

Given a particular customer scenario, describe the appropriate use and limitations of relevant object and field level security settings needed to allow and limit user’s access to different types of information.

5 concepts · 12 questions
  1. Object-Level Security Settings
  2. Field-Level Security Settings
  3. Interaction Between Object and Field Security
  4. Impact of Sharing Model on Security Settings
  5. Limitations of Object and Field Security

Given a particular customer scenario, describe the relevant settings required for all the declarative platform security features that would ensure proper data access to relevant users.

10 concepts · 25 questions
  1. Declarative security features overview
  2. Organization-wide defaults (OWD)
  3. Sharing rules
  4. Manual sharing
  5. Role hierarchy
  6. Profiles and permission sets
  7. Record types and field-level security
  8. Queues and public groups
  9. Territory management (if applicable)
  10. Scenario-based configuration

Demonstrate your ability to properly evaluate the use case for and implement Account and Opportunity Teams to ensure the proper visibility and collaboration requirements are met.

10 concepts · 27 questions
  1. Account Team Use Case Evaluation
  2. Opportunity Team Use Case Evaluation
  3. Account Team Implementation
  4. Opportunity Team Implementation
  5. Account Team Access Levels
  6. Opportunity Team Access Levels
  7. Account Team Roles
  8. Opportunity Team Roles
  9. Team Sharing vs Other Sharing Mechanisms
  10. Team Visibility and Collaboration Requirements

Demonstrate how views and folders can be segmented for different groups using out of box security features, such as groups or roles, in an effective manner while keeping in mind security considerations and how these differ from record level security considerations.

8 concepts · 18 questions
  1. Folder-based sharing model
  2. Folder segmentation strategies
  3. Role hierarchy in folder access
  4. Public groups and folder sharing
  5. Permission sets for folder access
  6. Folder access vs record-level security
  7. Security considerations for folders
  8. Best practices for effective folder segmentation

Given a particular customer's organization hierarchy describe the impact of role hierarchy on record sharing.

7 concepts · 21 questions
  1. Role Hierarchy Basics
  2. Role Hierarchy vs. Organization Hierarchy
  3. Impact of Role Hierarchy on Record Access
  4. Role Hierarchy and Sharing Rules
  5. Role Hierarchy and Record Ownership
  6. Role Hierarchy and Object-Specific Settings
  7. Role Hierarchy in Customer Organization Scenarios

Given a scenario that involves external users, describe how the security and sharing setup can be utilized to properly enforce record visibility for different types of community users (e.g. Internal, Customer Community, and Partner Community).

10 concepts · 22 questions
  1. Community User Types
  2. Sharing Mechanisms for External Users
  3. Account and Contact Relationships
  4. External User Record Access
  5. Sharing Sets
  6. Sharing Groups and Public Groups
  7. Salesforce CRM Content and Files Sharing
  8. Guest User Access
  9. Experience Cloud Site Settings
  10. Troubleshooting Visibility Issues

Given a particular customer scenario, have awareness of how Territory Management 2.0 can (or cannot be applied) to resolve more complex security requirements.

6 concepts · 10 questions
  1. Territory Management 2.0 Overview
  2. Territory Hierarchy and Assignment
  3. Sharing Rules with Territories
  4. Scenarios for Territory Management 2.0
  5. Limitations of Territory Management 2.0
  6. Comparison with Other Sharing Mechanisms

Given a customer's particular data storage and data residency requirements, have awareness of solution options in the marketplace that properly leverages declarative and programmatic security features of Salesforce.

6 concepts · 18 questions
  1. Data Storage and Residency Requirements
  2. Salesforce Data Residency Options
  3. Declarative Security Features for Data Residency
  4. Programmatic Security Features for Data Residency
  5. Marketplace Solution Awareness
  6. Solution Selection and Trade-offs

Given an Architect's design and configuration of the sharing and security model, describe the methods of validating the sharing and visibility.

16 concepts · 39 questions
  1. Validation Methods Overview
  2. Using System Overview and Sharing Overview
  3. Using the Sharing Hierarchy
  4. Using the Sharing Rules Matrix
  5. Using the Sharing Calculator
  6. Using the Sharing Recalculation
  7. Using the Access Checker
  8. Using the User Access Summary
  9. Using the Permission Set Analyzer
  10. Using the Field Accessibility Checker
  11. Using the Profile and Permission Set Comparison
  12. Using the Setup Audit Trail
  13. Using the Debug Logs
  14. Using the REST API and SOQL
  15. Using the Security Health Check
  16. Using the Sharing and Visibility Architect Toolkit

Given a particular complex customer org setup, describe how apex sharing (and calculation) can impact system performance.

5 concepts · 21 questions
  1. Apex Sharing Calculation Overhead
  2. Bulkification of Apex Sharing
  3. Sharing Recalculation Triggers
  4. Impact of Sharing on Query Performance
  5. Strategies to Optimize Sharing Performance

Given a particular complex customer org setup, design a security model that is maintainable at large numbers of users and records.

9 concepts · 26 questions
  1. Scalability Principles in Security Models
  2. Role Hierarchy and Sharing Rules Optimization
  3. Using Groups and Queues for Efficient Sharing
  4. Criteria-Based vs. Owner-Based Sharing Rules
  5. Manual Sharing and Its Scalability Impact
  6. Territory Management for Scalable Access
  7. Delegated Administration for Maintainability
  8. Monitoring and Tuning Sharing Performance
  9. Design Patterns for Large-Data Security

Given a scenario, design a solution that leverages programmatic sharing functionalities to achieve a requirement that cannot be met using declarative functionality.

7 concepts · 17 questions
  1. Identify limitations of declarative sharing
  2. Understand programmatic sharing mechanisms
  3. Design Apex managed sharing solutions
  4. Implement sharing via Apex triggers
  5. Use Apex sharing for external or complex criteria
  6. Handle sharing recalculation and maintenance
  7. Evaluate performance and governor limits

Given a scenario, describe how to minimize security risks in programmatic customizations (Apex and Visualforce) relative to data visibility.

10 concepts · 27 questions
  1. Apex Security Risks
  2. Visualforce Security Risks
  3. Enforcing Sharing in Apex
  4. Enforcing Sharing in Visualforce
  5. CRUD and FLS Enforcement
  6. Using Security Methods
  7. Mitigating SOQL Injection
  8. Mitigating XSS in Visualforce
  9. Secure Data Binding
  10. Testing Security Controls

Demonstrate how to properly design unit tests to verify programmatic security solutions.

9 concepts · 21 questions
  1. Test Data Setup for Programmatic Sharing
  2. Verifying User-Based Sharing
  3. Verifying Group-Based Sharing
  4. Verifying Apex Sharing Recalculation
  5. Testing with System.runAs
  6. Asserting Sharing Behavior with UserInfo and SOQL
  7. Handling Mixed DML and Sharing in Tests
  8. Testing Sharing for External Users
  9. Ensuring Test Isolation and Bulk Safety

Demonstrate how to properly enforce Object and Field level permission when designing Programmatic Solutions.

5 concepts · 17 questions
  1. Object-Level Security Enforcement
  2. Field-Level Security Enforcement
  3. Permission Verification Methods
  4. Handling Insufficient Permissions
  5. Designing with Security in Mind
Ready to practice?Test your knowledge with exam-style questions or take an intelligent quiz tailored to your level.
Practice Free Questions

Percentages reflect share of the current practice bank, not official exam weightings — no structured per-skill weight is published for SHARING-AND-VISIBILITY-ARCHITECT, so none is invented.