Sharing-and-Visibility-Architect
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Sharing Visibility Architect (Sharing-and-Visibility-Architect)
The course teaches architects how to design, implement, and optimize enterprise‑wide sharing models, covering fundamentals, sharing rules, territory management, programmatic sharing, and field‑level security to ensure secure, scalable data visibility.
120
Minutes
60
Questions
60/100
Passing Score
$400
Exam Cost
Who Should Take This
Senior Salesforce administrators, solution architects, or data engineers with at least three years of platform experience who are responsible for defining access strategies across complex orgs will benefit. They seek to master architect‑level design patterns, governance, and performance‑focused visibility solutions to support large‑scale business processes.
What's Covered
1
Domain 1: Sharing Model Fundamentals
2
Domain 2: Sharing Rules and Teams
3
Domain 3: Territory Management
4
Domain 4: Programmatic Sharing
5
Domain 5: Field-Level Security
6
Domain 6: Performance Optimization
7
Domain 7: External Sharing
What's Included in AccelaStudy® AI
Adaptive Knowledge Graph
Practice Questions
Lesson Modules
Console Simulator Labs
Exam Tips & Strategy
20 Activity Formats
Course Outline
65 learning goals
1
Domain 1: Sharing Model Fundamentals
2 topics
Organization-Wide Defaults
- Implement organization-wide default configurations selecting Private, Public Read-Only, or Public Read/Write access levels for standard and custom objects
- Analyze OWD impact on sharing model complexity evaluating record access grants, implicit sharing behavior, and external OWD configurations
- Design OWD strategies balancing security requirements with sharing rule complexity and query performance for enterprise sharing models
- Configure organization-wide defaults configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
Role Hierarchy
- Implement role hierarchy structures with territory-based, functional, and matrix organizational models for record access inheritance
- Analyze role hierarchy depth impact on sharing calculation performance, group membership, and implicit sharing for large organizations
- Design role hierarchy architectures optimizing branch depth, peer visibility, and manager access patterns for enterprise access requirements
- Compare role hierarchy configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
2
Domain 2: Sharing Rules and Teams
2 topics
Sharing Rules
- Implement ownership-based and criteria-based sharing rules with public group targets for extending record access beyond the role hierarchy
- Analyze sharing rule recalculation triggers evaluating rule quantity limits, processing time, and impact on user experience during recalculation
- Design sharing rule architectures combining ownership-based, criteria-based, and guest user sharing rules for comprehensive access strategies
- Optimize sharing rules configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Analyze sharing rules configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
Team-Based Sharing
- Implement account teams, opportunity teams, and case teams with role-based access levels for collaborative record management workflows
- Design team-based sharing architectures with default team assignments, team templates, and Lightning page integration for streamlined collaboration
- Analyze team sharing effectiveness evaluating team membership scale, access level granularity, and administrative overhead for enterprise deployments
- Apply team-based sharing configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Apply team-based sharing configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
3
Domain 3: Territory Management
2 topics
Territory Configuration
- Implement Enterprise Territory Management with territory models, assignment rules, and manual territory assignments for geographic sales organizations
- Design territory management architectures with overlay territories, hierarchical models, and forecast integration for complex sales organizations
- Analyze territory assignment effectiveness evaluating rule coverage, assignment accuracy, and territory balance for equitable opportunity distribution
- Analyze territory configuration configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Optimize territory configuration configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
Territory Access Patterns
- Implement territory-based account and opportunity access with manual and rule-based assignments for territory-driven record visibility
- Design territory access architectures combining territory models with sharing rules and role hierarchy for layered geographic access control
- Analyze territory access performance evaluating territory model activation time, sharing row generation, and query performance impacts
- Architect territory access patterns configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Compare territory access patterns configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
4
Domain 4: Programmatic Sharing
2 topics
Apex Managed Sharing
- Implement Apex managed sharing with share object creation, access level management, and row cause tracking for programmatic record access control
- Design Apex managed sharing architectures for complex business rules including time-based access, attribute-based sharing, and conditional visibility
- Analyze Apex managed sharing scalability evaluating share row limits, trigger performance, and batch recalculation strategies for large data volumes
- Deploy apex managed sharing configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Configure apex managed sharing configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
Restriction and Scoping Rules
- Implement restriction rules filtering record visibility with criteria-based conditions for enhanced security beyond standard sharing model configurations
- Design restriction rule architectures combining multiple criteria dimensions for fine-grained record visibility control in multi-tenant environments
- Analyze restriction rule performance evaluating query plan impact, index utilization, and user experience effects for large-scale deployments
- Assess restriction scoping rules configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Design restriction scoping rules configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
5
Domain 5: Field-Level Security
2 topics
Permission Architecture
- Implement field-level security using profiles, permission sets, and permission set groups for granular object and field access control configuration
- Analyze effective field permissions evaluating permission set stacking, profile inheritance, and FLS override behaviors for access troubleshooting
- Design permission architectures using permission set groups with muting sets for scalable field-level access management across user populations
- Plan permission architecture configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Examine permission architecture configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
Data Visibility Controls
- Implement data visibility controls including encrypted fields, masked data, and conditional field display for sensitive data protection strategies
- Design data classification architectures with sensitivity labels, field-level encryption, and visibility rules for regulatory compliance requirements
- Implement data visibility controls configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Design data visibility controls configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
6
Domain 6: Performance Optimization
2 topics
Sharing Performance
- Analyze sharing model performance evaluating group membership recalculation, sharing rule processing, and implicit sharing computation for optimization
- Design sharing model performance architectures with group size optimization, sharing set management, and deferred sharing calculation for scalability
- Implement sharing model monitoring with sharing debug logs, group membership analysis, and recalculation tracking for performance troubleshooting
- Implement sharing performance configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Create sharing performance configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
Scalability Design
- Design sharing architectures for organizations exceeding one million users evaluating group membership limits, sharing row volumes, and access grants
- Analyze sharing scalability trade-offs evaluating private versus public OWD, sharing rule quantity, and programmatic sharing for growth planning
- Evaluate scalability design configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Examine scalability design configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
7
Domain 7: External Sharing
2 topics
Community and Portal Sharing
- Implement Experience Cloud sharing configurations with sharing sets, share groups, and guest user access for external user record visibility
- Design external sharing architectures combining portal user roles, sharing sets, and Apex sharing for multi-tenant community access models
- Analyze external sharing security evaluating guest user access risks, sharing set coverage, and portal license implications for access governance
- Evaluate community portal sharing configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Recommend community portal sharing configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
Cross-Org Sharing
- Implement Salesforce-to-Salesforce sharing with connection management, published objects, and forwarded record configurations for cross-org collaboration
- Design cross-org sharing architectures evaluating Salesforce Connect, S2S connections, and API-based sharing for inter-organization data access
- Recommend cross-org sharing configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Create cross-org sharing configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
Scope
Included Topics
- Salesforce sharing model architecture including OWD, role hierarchy, sharing rules, and teams.
- Territory management, Apex managed sharing, and restriction rules for record-level access.
- Field-level security, permission sets, and permission set groups for object and field access.
- Sharing model performance optimization for large-scale enterprise deployments.
Not Covered
- Apex development beyond sharing implementations.
- Data modeling and architecture.
- Integration patterns and middleware.
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