Salesforce Certified Sharing and

Visibility Designer

Course Introduction

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About Me
• My name is Walid El Horr

• IT Professional with more than 10+ years of experience in IT and 5+ years in

Salesforce

• I hold a BS and MS in Computer Science from the American University of Beirut

and the Lebanese American University

• I am currently a Salesforce Consultant and Developer

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About Me
• I started using Salesforce in 2014

• I hold 10x Salesforce Certifications

• Blog: www.sfdcnotes.com

• Lightning Champion

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Application Architect
To becomes a Salesforce Application Architect,
you must complete:

• Platform App Builder

• Platform Developer I

• Sharing and Visibility Designer

• Data Architecture and Management

Designer

• Community Cloud Consultant (optional)

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Application Architect
The Complete Salesforce Certified Platform Developer I Course

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Exam Outline
• The Salesforce Certified Sharing and Visibility
Designer Exam Outline can be found HERE

• This exam has 3 sections:

• Declarative Sharing

• Performance and Scalability

• Programmatic Sharing

• This course is designed to be 100% aligned with the

Exam Outline

• Each section will have lectures corresponding to

specific objectives

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Exam Outline
• This exam has 3 sections: Performance
7%

• Declarative Sharing – 76% Programtic

Sharing
• Performance and Scalability – 7% 17%

• Programmatic Sharing – 17%

• By number of questions:

• Declarative Sharing – 46 questions

• Performance and Scalability – 4 questions

• Programmatic Sharing – 10 questions Declarative

Sharing
76%

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Declarative Sharing Section Objectives

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Declarative Sharing Section Objectives

# Exam Objective Course Lecture

1 Given a particular customer scenario, describe the appropriate use and Object and Field Level Security
limitations of relevant object and field-level security settings needed to allow Settings
and limit user access to different types of information
2 Given a particular customer scenario, describe the relevant settings required Declarative features for Data
for all the declarative platform security features that would ensure proper data Access
access to relevant users
Access Grant, Share and
Maintenance Tables
3 Given a scenario, demonstrate your ability to properly evaluate the use case Team Sharing
for and implement teams to ensure the proper visibility and collaboration
requirements are implemented.

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Declarative Sharing Section Objectives

# Exam Objective Course Section

4 Demonstrate how views and folders can be segmented for different groups List Views and Report &
using out of box security features, such as groups or roles, in an effective Dashboard Folders and Access
manner while keeping in mind security considerations and how these differ
from record-level security considerations
5 Given a particular customer's organization hierarchy, describe the impact of Roles and Role Hierarchy for Data
role hierarchy on record sharing Access
6 Given a scenario that involves external users, describe how the security and Community Users Security
sharing setup can be utilized to properly enforce record visibility for different
types of community user. Specifically: Internal, Customer Community,
Customer Community Plus, Partner Community.

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Declarative Sharing Section Objectives

# Exam Objective Course Section

7 Given a particular customer scenario, have awareness of how Enterprise Enterprise Territory Management
Territory Management can (or cannot) be applied to resolve more complex
security requirements
8 Given a customer's particular data storage and data residency requirements, Data Storage and Residency
have awareness of solution options in the marketplace that properly leverages solutions
declarative and programmatic security features of Salesforce
9 Given an Architect's design and configuration of the sharing and security Validating the Sharing and
model, describe the methods of validating the sharing and visibility Visibility
10 Given a scenario that involves files sharing, describe how files are shared and Sharing and Securing Files
secured in Salesforce and what are the different options to storing file securely
in Salesforce.

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Performance and Scalability Section Objectives

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Performance and Scalability Section Objectives

# Exam Objective Course Lecture

1 Given a particular complex customer org setup, design a security model that is Apex Sharing and Calculation
maintainable at large scale Impact on Performance

Large Security Model design

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Programmatic Sharing Section Objectives

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Programmatic Sharing Section Objectives

# Exam Objective Course Lecture

1 Given a scenario, design a solution that leverages programmatic sharing Programmatic Apex Sharing
functionalities to achieve a requirement that cannot be met using declarative
functionality
2 Given a scenario, describe how to minimize security risks in programmatic Minimizing Security Risks in
customizations (Apex and Visualforce) relative to data visibility Programmatic Apex Sharing
3 Demonstrate how to properly design unit tests to verify programmatic security Unit Tests for Programmatic Apex
solutions Sharing
4 Demonstrate how to properly enforce Object- and Field-level permission when Enforcing Object and Field level
designing Programmatic Solutions permissions in Programmatic
Solutions

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Course Introduction

Let’s get started! ☺

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