Prepare for Salesforce ‘Sharing and Visibility Designer’ Exam

I recently passed the Salesforce Certified Sharing & Visibility Designer Exam and the 4th one on my Salesforce Architect Domain track. The full exam details can be found here. In this post I’ll provide my general thoughts on the content of the exam.

Credential Overview:

The Salesforce Certified Sharing and Visibility Designer credential is designed for those who assess the architecture environment and requirements and design sound, scalable, and high-performing technical solutions on the platform that meet sharing and visibility security requirements. Candidates should have experience communicating solutions and design trade-offs to businesses and IT stakeholders.

Study Material:

Study Guide — (Spring ’17)

The Salesforce Certified Sharing and Visibility Designer exam measures a candidate’s knowledge and skills related to the following objectives.

  1. Declarative Sharing (67%)
  2. Programmatic Sharing (8%)
  3. Performance (25%)

The Salesforce sharing model is an essential element in your organization’s ability to provide secure application data access. Therefore, it’s crucial to architect your sharing model correctly to meet your current and future data access requirements. In my opinion this module is one of the challenging modules in Salesforce CTA path. The exam had a perfect mix of easy, moderately difficult and tricky or hard questions.

The most important topics that you must be well versed with to pass the exam:

Org Wide Default (internal, external)
Sharing Rules (ownership based, criteria based)
Role Hierarchy
Profiles and Permission Sets
Object Relationships and their impact on security — many-to-many, master-detail, lookup
Record-Level Locking — error cause and resolution
Grant Access Using Hierarchies — what happens when it is disabled/enabled
Lookup Skew — resolution to peak performance
Granular Locking — error cause and resolution
Deferred sharing
Implicit & Explicit sharing
Apex Managed sharing
Manual sharing
Sharing options in Communities — Partner vs Customer, Sharing Sets, Sharing Groups
Enterprise Territory Management — features, visibility rules, filter-based Oppty territory assignment
Salesforce Shield Platform Encryption — PII, PCI, PHI data encryption at rest and transit
Enforcing Object level security and FLS in Visualforce & Apex
runAs() method and its uses
With Sharing and Without Sharing keywords
SOQL Injection, Cross-site Scripting (XSS), Arbitrary Redirects, Data Access Controls
Exposing data using Webservices
Account Teams & Opportunity Teams
Report & Dashboard Access

I referred to the following documents, blogs, white-papers for my exam preparation

1. Data Sharing Architecture

2. Behind the scene

3. Under the hood

4. Designing record access for enterprise scale

5. Sharing options in Communities

6. Salesforce Shield Platform Encryption

7. Enterprise Territory Management

8. Using Apex Managed Sharing to Create Custom Record Sharing Logic

One thought on “Prepare for Salesforce ‘Sharing and Visibility Designer’ Exam

  1. I often visit your website and have noticed that you don’t update
    it often. More frequent updates will give your
    site higher rank & authority in google. I know that writing posts takes a lot of
    time, but you can always help yourself with miftolo’s tools which will shorten the time of creating an article to a few seconds.


Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s