18/01/2023, 15:14 Trailhead Help

Search

Help Salesforce Certified Sharing and Visibility Architect Exam Guide

Salesforce
Certified
Sharing
and
Visibility
Architect
Exam Guide

Winter '23 Release

Congratulations on taking the next step to prepare for your Salesforce Sharing and Visibility
Architect credential. This exam guide has the information you need to help you study and
prepare for your exam. Let’s get started!

Contents

About the Salesforce Sharing and Visibility Architect Credential

Audience Description: Salesforce Sharing and Visibility Architect
Purpose of this Exam Guide I'm here to help!

About the Exam

Recommended Training and References
Exam Outline
​Exam Candidate Code of Conduct
​Maintaining Your Certification
https://trailhead.salesforce.com/help?article=Salesforce-Certified-Sharing-and-Visibility-Architect-Exam-Guide 1/9
18/01/2023, 15:14 Trailhead Help

About the Salesforce Sharing and Visibility Architect

Credential
The Salesforce Certified Sharing and Visibility Specialist is designed for architects, analysts, and
administrators who want to demonstrate their knowledge, skills, and capabilities to design
secure, scalable security models on the Force.com platform. A Salesforce Certified Sharing and
Visibility Specialist should be fluent in effectively communicating technical solutions to technical
stakeholders and providing a project delivery framework that ensures quality and success.

Here are examples of the concepts you should understand to pass the exam:
Design a security and sharing model within Salesforce based on complex
requirements
Articulate system design considerations, benefits, trade offs, and recommendations
for a security and sharing model
Describe best practices and justification for when to use standard Salesforce
functionality when solutioning for complex security requirements and when
customizations are a better fit.

Audience Description: Salesforce Sharing and Visibility

Architect
A Salesforce Certified Sharing and Visibility Architect assesses the security and sharing
requirements necessary to design secure, scalable solutions on the Salesforce Platform. The
Architect has experience designing and implementing complex security and sharing models and
communicating the solution and design trade-offs to business and technical stakeholders alike.

The Salesforce Certified Sharing and Visibility Architect has the following background:
2-3 years of Salesforce experience
4-5 years of experience with implementing complex security models in Salesforce
Understanding security methods and data policies to support the handling of sensitive
data

Typical job roles may include: I'm here to help!

Advanced Administrator
Technical / Solution Architect
Advanced Business Analyst

A candidate for this exam would be able to the following without assistance:

https://trailhead.salesforce.com/help?article=Salesforce-Certified-Sharing-and-Visibility-Architect-Exam-Guide 2/9
18/01/2023, 15:14 Trailhead Help

Describe the usage and implementation of sharing rules, both criteria based and
ownership based
Architect the appropriate object relationships and their impact on sharing
Articulate how Org-Wide defaults may impact a security model
Articulate how different Salesforce license types may impact a security & sharing
model
Describe how the Role Hierarchy may impact the decisions made when designing a
security model
Describe how Profile and PermissionSet configuration may impact a security and
sharing model
Articulate different security capabilities with respect to record visibility, CRUD based
security, record level access and the differences between the three
Describe the limits of declarative capabilities and when a more custom security
solution is required with associated risks and limitations
Articulate what Apex Sharing is and when it should be used
Articulate the security implications of using Dashboards, Apex run as an Administrator,
VisualForce pages or other "run in context" tools to expose aggregate data
Identify and mitigate performance and scalability concerns for a recommended
solution.
Develop a test process to validate a security model.
Articulate use cases for sharing where features such as territory management, account
teams, sales teams, case teams, groups, sharing sets, sharing groups, etc. should be
used.
Use correct System permissions needed to manage a security model in Salesforce.
Secure files, reports and dashboards.
Securing Big Objects
Design security for large data volumes.
Extend the security model to external users (i.e. customers, partners, guest users, etc.)

A candidate for this exam will likely need assistance with the following:
Ability to independently design and implement a tokenization strategy
Off platform data security considerations
I'm here to help!
Determine non-core platform data security considerations (eg. Appexchange) and
other Salesforce products (eg. Heroku)
Describe how specific security constructs work (eg. SSL, RSA)
Determine performance issues and scalability of large data sets with sharing
Determine what types of sharing are impacted in an LDV scenario
Determine security requirements around certain kinds of data: PCI, PII, HIPPA, etc

https://trailhead.salesforce.com/help?article=Salesforce-Certified-Sharing-and-Visibility-Architect-Exam-Guide 3/9
18/01/2023, 15:14 Trailhead Help

Articulate security concepts such as Least Privilege, Defense in Depth, and Failure
Securely
Ability to implement programmatic sharing.

A candidate for this exam is not expected to know the following:

Complex Role Hierarchy Design
Measuring/Predicting LDV impacts on security Design
Documenting/gathering legal requirements around sensitive data
Org merge security design

Purpose of this Exam Guide

This exam guide is designed to help candidates evaluate their readiness to pass the Salesforce
Certified Sharing and Visibility Architect exam. This guide provides information about the target
audience for the certification exam, recommended training and documentation, and a complete
list of exam objectives—all with the intent of helping candidates achieve a passing score.
Salesforce highly recommends a combination of on-the-job experience and self-study to
maximize the likelihood of passing the exam.

About the Exam

Read on for details about the Salesforce Sharing and Visibility Architect exam.
Content: 60 multiple-choice
Time allotted to complete the exam: 120 minutes
Passing score: 67%
Registration fee: USD 400, plus applicable taxes as required per local law
Retake fee: USD 200, plus applicable taxes as required per local law
Delivery options: Proctored exam delivered onsite at a testing center. Click here for
information on scheduling an exam.
References: No hard-copy or online materials may be referenced during the exam.
Prerequisite: None
I'm here to help!

Recommended Training and References

We recommend a combination of hands-on experience, training course completion, Trailhead
trails, and self-study in the areas listed in the Exam Outline section of this exam guide.

https://trailhead.salesforce.com/help?article=Salesforce-Certified-Sharing-and-Visibility-Architect-Exam-Guide 4/9
18/01/2023, 15:14 Trailhead Help

The self-study materials recommended for this exam include:

Trailmix: Architect Journey: Sharing and Visibility

To enroll in expert-led courses, launch your Salesforce application, click the Help & Training link
in the upper right corner of the screen (requires login), and search for the desired courses. Non-
Salesforce customers can register for expert-led courses here.

To review online Documentation, Tip Sheets, and User Guides, search for the topics listed in the
Exam Outline section of this guide and study the information related to those topics.
Documentation, Tip Sheets, and User Guides can also be accessed through Help & Training.

Exam Outline
The Salesforce Sharing and Visibility Architect exam measures a candidate’s knowledge and skills
related to the following objectives.
 

Permissions to Standard Objects, Custom Objects, and Fields: 27%

Given a scenario, recommend the right level of object permissions needed to provide
the appropriate access to a set of users.
Given a scenario, recommend the correct level of field permissions needed to provide
the appropriate access to a set of users.
Given a scenario, recommend the appropriate mechanism to hide data at the user
interface level.
Given a scenario, determine the appropriate access controls to protect sensitive data
(e.g. PCI, PII or HIPAA).
Given a scenario, recommend the appropriate programmatic solution to ensure
security settings are enforced.

Access to Records: 39%

Given a set of conditions, recommend the appropriate Organization Wide Defaults to

restrict access to records.
I'm here to help!
Given a set of conditions, recommend a solution that leverages the Role Hierarchy to
support the Record Access requirements.
Given a set of conditions, determine how Sharing rules can be implemented to
support the record access requirements.
Given a set of conditions, determine how groups can support the record access
requirements.

https://trailhead.salesforce.com/help?article=Salesforce-Certified-Sharing-and-Visibility-Architect-Exam-Guide 5/9
18/01/2023, 15:14 Trailhead Help

Given a set of conditions, determine how Teams can support the record access
requirements.
Given a set of conditions, determine the correct object relationships that support
record access sharing requirements.
Given a set of conditions, determine how programmatic sharing supports the record
access requirements.
Given a set of conditions, determine what sharing mechanism is appropriate to share
records with External Users.
Given a set of conditions, determine how Record Access Overrides support the record
access requirements.

Access to other Data: 16%

Given a scenario, determine the appropriate access control needed to grant access to
data that is not standard or custom objects.

Implications of Security Model Choice: 18%

Given a scenario, determine the scalability implications of the sharing solution.

Given a set of conditions, determine the license limitations that will impact the
intended sharing solution.
Given a set of conditions, determine how to test the sharing model.

Exam Candidate Code of Conduct

At Salesforce, trust is our #1 value. Protecting the security of Salesforce Credentials is up to all of
us. As a participant in the Salesforce Credentialing program, you’re required to accept the terms
of the Salesforce Credential and Certification Program Agreement.

Participants in the Salesforce Credentialing Program should:

Use Salesforce-approved study materials available on Trailhead to prepare for your

certification exam, including: certification exam guides, trailmixes/trails, Trailhead
Academy courses, and Trailhead LIVE sessions I'm here to help!
Collaborate with other Trailblazers in the Trailblazer Community by joining a
Community group and finding a study buddy and/or mentor
Review and abide by the guidelines for online proctored and in-person certification
exams
Submit a case with the Credential Security Team if you see any activity that
undermines credential security
https://trailhead.salesforce.com/help?article=Salesforce-Certified-Sharing-and-Visibility-Architect-Exam-Guide 6/9
18/01/2023, 15:14 Trailhead Help

Participants in the Salesforce Credentialing Program are prohibited from:

Sharing, using, or requesting certification exam questions and answers, or superbadge

solutions
Offering, receiving, or asking for help during your certification exam
Engaging in any behavior that violates the Salesforce Credential and Certification
Program Agreement

Consequences for violating the Program Agreement include but are not limited
to:

Cancelation of upcoming certification exams

Removal or suspension from being able to complete online proctored exams
Suspension from taking any certification exams
Revocation of Certifications and Superbadges
Removal from the Salesforce Credentials program and the Trailblazer Community

Maintaining Your Salesforce Certification

One of the benefits of holding a Salesforce credential is always being up-to-date on new product
releases (updates). As such, you will be required to complete the Sharing and Visibility Architect
certification maintenance modules on Trailhead one time a year.

Don’t let your hard-earned credential expire! If you do not complete all maintenance
requirements by the due date, your credential will expire.

Bookmark these useful resources for maintaining your credentials:

Overall Maintenance Requirements
Maintenance Exam Due Dates
Verify Your Certification Status
Certification Expiration Details

Need to contact us? I'm here to help!

Submit to Trailhead
I found this article helpful | I didn't find this article helpful
2 people thought this article was helpful. Reviewed Dec 14, 2022. Next review is Dec 14, 2023

Share This Guide

https://trailhead.salesforce.com/help?article=Salesforce-Certified-Sharing-and-Visibility-Architect-Exam-Guide 7/9
18/01/2023, 15:14 Trailhead Help

TAKE ACTION

Get Trailblazer Community Help

Ask questions, get guidance, and share knowledge about community features.

Share an Idea
Suggest new features and content via IdeaExchange.

Provide Your Feedback

Let us know about Trailhead content errors, certification exam feedback, and more.

Contact Us
Reach out to our help team for assistance with Trailhead content, Trailhead Academy, Tableau Training,
Salesforce credentials, and more.

Get Salesforce Help

Support for Salesforce products and services.

Learn Credentials Community Extras

Trails Superbadges Trailblazer Community Sales Enablement

Trailmixes Certifications Events Customer Stories

Modules Maintain Certifications Quests Trail Tracker

Projects Verify Certifications Be a Multiplier (BAM) Sample Gallery

I'm here to help!
Trailhead Academy Take Free Certification Salesforce Developers Trailhead Store
Prep
Career Paths Salesforce Admins Trailhead Help

Trailblazer Connect

https://trailhead.salesforce.com/help?article=Salesforce-Certified-Sharing-and-Visibility-Architect-Exam-Guide 8/9
18/01/2023, 15:14 Trailhead Help

© 2023 Salesforce, Inc. All rights reserved.

Privacy Statement Terms of Use Use of Cookies Trust Accessibility Cookie Preferences Engli

Your Privacy Choices

I'm here to help!

https://trailhead.salesforce.com/help?article=Salesforce-Certified-Sharing-and-Visibility-Architect-Exam-Guide 9/9