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Salesforce Sharing-and-Visibility-Architect: Salesforce Certified Sharing and Visibility Architect (SU23)

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Question 1

Mary is Joe's manager in the Role Hierarchy. The organization-wide default for a custom Invoice object is Public Read-Only, and Mary's profile is not granted the Read permission for the Invoice object.
Which action can Mary take on Joe's invoice records?

Correct Answer:C
Even though Mary is Joe's manager in the Role Hierarchy, the lack of Read permission for the Invoice object on Mary??s profile prevents her from viewing Joe??s invoice records. Salesforce enforces object-level permissions, which override sharing rules, OWD settings, and role hierarchy. Without the Read permission on the Invoice object, Mary cannot access the records, even with Public Read-Only OWD or Role Hierarchy privileges. References:
✑ Role Hierarchy and Object Permissions

Question 2

A custom Invoice object has been created with a master-detail relationship to Account. The accounts receivable (AR) team needs access to invoice records. AR users neither own nor have access to account records. The Account organization-wide default is set to Private. The AR team is unable to find invoices in list views, reports, and Global Search. The architect has been asked to help troubleshoot.
What is preventing AR team members from seeing invoices?

Correct Answer:B
✑ Master-Detail Relationship Behavior:
✑ Why Option B is Correct:
✑ Why Others Are Incorrect:
For detailed information, refer to Salesforce Sharing and Object Relationships documentation: https://help.salesforce.com/

Question 3

Dreamforce presenters need to be able to edit their presention details (summary, presenter biographies, etc) on a private custom object in Salesforce (Presentation). All presenters for a presentation are captured on a Presenters junction object between Presenter and User.
How can this be accomplished?

Correct Answer:C
To allow presenters to edit details on a private custom object (Presentation) based on their relationship through a junction object, Apex Managed Sharing is the best solution:
✑ Option A: Permission sets provide global permissions, not record-specific access
based on a junction object.
✑ Option B: Adding users to a Sales Team applies to opportunities, not custom objects like Presentation.
✑ Option C (Correct): Apex Managed Sharing allows the creation of precise, record- specific sharing rules that dynamically grant access based on junction object relationships. This approach ensures presenters can edit only their related Presentation records.
References:
✑ Apex Managed Sharing for Custom Sharing Logic

Question 4

Universal Containers (UC) has 200 distributors that use Partner Community licenses. Partners cannot see each other's data, but UC is also trying to give more visibility to data for certain individuals at a distributor.
Which scalable option give users in the partner manager role access to all case and container records for partner users at the same distributor?

Correct Answer:B
✑ Super User Permission: In Salesforce, the "Super User" permission allows partner community users in specific roles (such as Partner Managers) to access records owned by or shared with users within their partner account. This is an effective and scalable solution for giving partner manager users access to all case and container records for users at the same distributor.
✑ Why Option B is Correct: Granting Super User permissions is straightforward,
scalable, and avoids complex configurations such as ownership-based sharing rules or sharing sets.
✑ Why Others Are Incorrect:
For detailed information on Super User permissions, refer to the Salesforce documentation on Partner Communities: https://help.salesforce.com/

Question 5

Users at Universal Containers are complaining that a field has disappeared from the Account page after last weekend's deployment. The page layout did not change with this deployment.
How should the admin troubleshoot this issue?

Correct Answer:C
If a field disappears from the Account page, the likely cause is that its visibility has been restricted through Field-Level Security (FLS) or a related profile/permission set update. Using Field Accessibility in Object Manager allows the admin to review and troubleshoot field permissions across profiles.
✑ Option A: A "Who Sees What" report is used for record visibility, not field visibility.
✑ Option B: Logging in as a user might help confirm the issue but doesn??t provide insights into why the field is missing.
✑ Option C (Correct): Field Accessibility offers a comprehensive view of field-level security for troubleshooting.
References:
✑ Field Accessibility

Question 6

Universal Containers (UC) sales managers are complaining that they cannot access their teams?? Shipment records (a custom object). Initially, the admin suggested that this is happening due to a misconfigured Role Hierarchy (Shipment organization-wide default is Private). After investigation, they determined the Role Hierarchy for these users is correct.
What is the reason why UC sales managers are unable to see shipment records?

Correct Answer:C
✑ Grant Access Using Hierarchies:
✑ Why Option C is Correct:
✑ Why Others Are Incorrect:
For more details, see Salesforce documentation on Object Sharing Settings: https://help.salesforce.com/

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