So today we will check how I cleared Salesforce Sharing and Visibility Designer Certification (now known as Sharing and Visibility Architect) exam. I will share the Study guide and Notes with you which I followed for the exam preparation. This exam is a prerequisite for the Application Architect. So if you are planning for the Architect path this guide will surely help you. This exam focus on Sharing and access of data in Salesforce. How we can grant /restrict record access in Salesforce.
The first thing which we need to follow is Say No To Dumps. Dumps may reduce the effort but it will also reduce the learning which you will get after clearing Salesforce Sharing and Visibility Designer Certification exam and also you will get more satisfaction when you clear the exam using hard work. And trust me if you do proper study it’s very easy to clear.
Below is the exam guide and score breakdown for this exam:
You can check the latest guide here. The passing score is 67% here. So you need to start your preparation with the official exam trailmix. Even if you have already completed some of the badges or you are confident enough on a certain point I suggest you go through them again. As with time, things update so it will help you and will refresh your knowledge and you will learn new things. In the end, you will get Hands-on Activities, complete them as well. As you have noticed here Declarative Sharing alone covers 76% and can help you pass the exam easily. Now we will check few topics from the exam
Record Access: We can give a base level of sharing using Org wide default. After that, we can increase the user access using Role Hierarchy, Sharing rules, and manual sharing. We cannot restrict access given previously. A user’s baseline permissions on any object are determined by their profile. If the user has any permission sets assigned, these also set the baseline permissions in conjunction with the profile. Access to records a user does not own is set first by the org-wide defaults. If the org-wide defaults are anything less than Public Read/Write, you can open access back up for certain roles using the role hierarchy. You can use sharing rules to expand access to additional groups of users. Each record owner can manually share individual records with other users by using the Share button on the record.
Sharing Type: We have multiple type of sharing available in Salesforce. Which includes Manual Sharing, Criteria based Sharing Rule, Owner based Sharing Rule, Apex Sharing and recently introduced Sharing rule for guest user.
Encryption: In Salesforce platform it supports two types of encryption: Classic and Shield Encryption. While classic encryption provide basic security and supported only in custom fields. Shield Encryption is advance level security using which we can encrypt data ad file in rest. We can also use Crypto class to encrypt data while sending it to third party or can store that in Salesforce.
Data Skew: When one parent records own a large number of child records then it is known as Data Skew. Salesforce recommends one parent should have a <10K child record. Data Skew affect the performance you will get the error if you don’t query these record properly also any time record owner change and sharing rule recalculation is needed it takes a very long time.
Apart from these, we should also focus on Territory Management, Group Membership Locks, Role Hierarchy, Sharing and Security models, Object and Field level permission, and Sharing rules.
- Make sure you set up Hierarchicy and Sharing rules to get hands-on experience, it will help in the exam.
- Always read the question carefully and check for all mentioned options. Choose the one which best suits the use case.
- If there are multiple Sharing options provided remember the order in which they grant the access.
- You will get scenarios based questions, read them twice so that you understand properly, and then decide the approach.
- Make sure you have a proper understanding of how to handle access issue, OWD, and record other types of sharing
So using this study guide you can prepare for the Salesforce Sharing and Visibility Designer Certification ( Sharing and Visibility Architect ) exam. Do you want to add anything here, let me know in the comments section. Happy Programming 🙂