| Exam Code | Sharing-and-Visibility-Architect |
| Exam Name | Salesforce Certified Sharing and Visibility Architect (SP25) |
| Questions | 77 Questions Answers With Explanation |
| Update Date | May 28,2026 |
| Price |
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Universal Containers (UC) has a partner community for its 200 distributors. UC customer accounts are assigned an individual distributor. The organization-wide default setting for the custom Delivery object is Private. How should an architect advise UC to grant all users at a distributor access to delivery records for all customers assigned to a particular distributor?
A. Create a criteria based sharing rule that shares delivery records matching a distributor to the Distributor role in the Role Hierarchy.
B. Create 2 criteria-based sharing rule that shares delivery records matching the Distributor to users of a Public Group created for the distributor.
C. Create a Sharing Set for the Distributor profile to grant access to the Delivery object.
Customer complaints for bad interactions with a customer support agent are logged as Cases and assigned to a human resources representative. The agent of the complaint should not see the case, but their manager should. How is this accomplished?
A. Trigger on Case ta lookup and share to the manager of an Assigned Agent custom field (the subject of the complaint) using Apex Managed Sharing.
B. Criteria based Sharing Rule on Case that shares to the Role Manager and above when a custom field Assigned Agent (subject of the complaint) is not blank.
C. Case is owned by the subject of the complaint, so their manager in the role hierarchy can access the record. CRED permission are removed on Case so the agent cannot read the case record.
Universal Containers (UC) requested that branch managers and UC branch staff should only see customers and related information in their geographic location. Which options should be used together to achieve the requirements?
A. Configure Role Hierarchy and create sharing rules.
B. Create the Account Team and add branch manager team members, and configure organization-wide defaults of the Account object.
C. Configure organization-wide defaults of the Account object and create sharing rules.
Sales reps at Universal Containers sometimes create large files as a part of the sales process that are too large to share over email. They would like users to be able to share files with customers, but the CISO has requested that any file links shared must be password-protected. How can this be accomplished?
A. Utilize an AppExchange product for delivering password protected files to customers
B. Create a content delivery; during creation, the user should select the option to require 3 password to access content.
C. Set up an Experience Cloud site for customers to access files and share the file with customers via Chatter. Customers can then log in ta the site to access the content.
Universal Containers is implementing Sales Cloud. During the final quarter of the financial year, sales managers help each other close deals. They requested a solution in Salesforce to allow them to share opportunities with other sales managers from different teams as needed. They also requested that sharing deals should expire automatically 2 weeks after the new fiscal year starts. Which proposed solution meets the requirements?
A. Apex sharing to share opportunities with sales managers
B. Scheduled Apex job to remove access
C. Sharing rules to share opportunities with sales managers
Universal Containers implemented Sales Cloud and requested that sales agents have access to products and prices the company sells, and to be able to create opportunities for its customers. What should the organization-wide defaults be for pricebook?
A. Public Read-Only
B. View
C. Use
A support representative at Universal Containers created a report to view all her open cases that have been created in the past 7 days and saved the report in the "Private Reports" folder. Who can view and run the report?
A. The report owner
B. The report owner and any users who have been given access to the “My Private Reports” folder
C. The report owner and users with the View All Data permission
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?
A. Read/Write
B. View Only
C. None
Universal Containers’ organization wide-defaults model is Private for the Account object. A sales rep owns two opportunities in one Account. The Sales Rep profile has Create/Edit access to opportunity records. Which level of access will the sales rep have to the related Account record?
A. Read access
B. Read/Create/Edit access
C. No access
Which method should be used to grant an unrelated group of users access to a set of records?
A. Role Hierarchy
B. Sharing Sects
C. Public Groups
Universal Containers (UC) operates worldwide, with offices in more than 100 regions in 10 different countries, and has established a very complex Role Hierarchy to control data visibility. In the new fiscal year, UC is planning to reorganize the roles and reassign account owners. Which feature should an architect recommend to avoid problems with this operation?
A. Partition data using Divisions
B. Parallel Sharing Rule recalculation
C. Skinny table
Universal Containers (UC) service reps are assigned to a profile which has View All on the Case object. The organization-wide default (OWD) for the Account and Case objects is Private. To make sure service reps have access to all relevant information (Accounts and Contacts) to attend to customer requests, which detail should an architect consider?
A. Service reps will NOT be able to access the relevant Accounts if their OWD is Private.
B. Service reps will NOT be able to access the relevant Contacts if their OWD is Controlled by Parent.
C. Service reps will be able to access the relevant Contacts if their OWD is Controlled by Parent.
Universal Containers (UC) operates worldwide, with offices in more than 100 regions in 10 different countries, and has established a very complex Role Hierarchy to control data visibility. In the new fiscal year, UC is planning to reorganize the roles and reassign account owners. Which feature should an architect recommend to avoid problems with this operation?
A. Partition data using Divisions
B. Skinny table
C. Deferred Sharing Recalculation
Which advanced tool should Salesforce enable for large-scale Role Hierarchy realignments?
A. Granular Locking
B. Skinny Table Indexing
C. Partitioning by Divisions
Universal Containers (UC) has a team that analyzes customer orders looking for fraud. This team needs access to Invoice records (custom object, Private organization-wide default). UC has complex rules to control users’ access. The architect recommended using Apex managed sharing to meet these requirements. Which recommendation should a developer consider when implementing the changes?
A. Use "Without Sharing” keyword to make sure record visibility will be considered.
B. Use "With Sharing” keyword to enforce Field-Level Security.
C. Use runAs system method to test different users accessing these records.
Universal Containers (UC) is looking to expand its delivery capabilities through a network of distributors that use a Partner Community license. UC employees currently can view all delivery records through the organization-wide default (OWD) setting of Public Read-Only. Which approach should an architect recommend to limit the records a distributor can see?
A. Create an ownership-based sharing rule to grant access to the distributor.
B. Create a criteria-based sharing rule to grant access to the distributor.
C. Set the External OWD to Private for the Delivery object.
Universal1 Containers (UC) is a non-profit organization with more than 20,000,000 members (donors). UC decided to assign those accounts to donations reps based on their regions. Donations reps ended up owning more than 50,000 donors each. The donation reps started to see significant degradation of the system performance. What is the reason for this problem?
A. There is an Account ownership data skew problem.
B. The donations reps' access to the assigned accounts is wrong.
C. Salesforce sharing recalculation kicked off.
Sales operations at Universal Containers (UC) has created Public Reports and Dashboards folders for sales managers. Sales operations and sales managers report to the VP of Sales. Sales operations currently spends a few hours each month updating users that should have access to edit reports and dashboards in these folders. How should UC grant access to sales managers to automate access to these Public Reports and Dashboards folders?
A. Share the folders with the lowest roles in the Role Hierarchy; superiors will get access automatically.
B. Share the folders with the Sales Managers profile.
C. Share the folders with a "Sales Managers” Public Group.
Universal Containers (UC) delivers training in 500 different regions. The UC operations users team manages course setup, scheduling, and trainer setup. The team members work at a regional level and report to an operations manager. The operations manager requested access to edit ALL scheduled courses owned by the operation users team. How should this be achieved?
A. The operations manager will get access to the scheduled courses by creating an
ownership-based sharing rule and share the scheduled courses with the operations
manager.
B. The operations manager will get access to the scheduled courses owned by the operations users team defined in the Role Hierarchy.
C. The operations manager will get access to the scheduled courses by creating a public group, and add the operations manager and the operations users team to the public group.
At Universal Containers, there's a team of auditors distributed throughout the organization that all need access to high-value opportunities. With a Private sharing model, which option should an architect recommend when designing a solution for this requirement?
A. Create a criteria-based sharing rule to grant a public group access to high-value opportunities.
B. Add the auditors to the default Opportunity Team.
C. Put the auditors at the highest level of the Role Hierarchy.
