Top Sharing and Visibility Architect Interview Questions with Answers 2023

The Salesforce Sharing and Visibility Designer Exam was renamed to Salesforce Sharing and Visibility Architect exam in December 2021. The exam is for someone who aspires to become an Application Architect. Salesforce is all about data and its management. The potential of a data breach is high, though, as it is with any kind of data. The Salesforce CRM stores and operates upon tons of customer data, and organizations must ensure its safety. 

To become an Application Architect, you will have to pass four specialization exams: Platform App Builder, Platform Developer I, Sharing and Visibility Architect, and Data Architect certificate exams. 

What is the Role of a Salesforce Sharing and Visibility Architect?

Application Architects are hired to grant and restrict data access in their Salesforce platform. Salesforce Admins and Analysts who want to advance in their careers can add this certification to their credentials. With this learning, they can implement scalable and complex security models for the organization. 

How to Prepare for a Sharing and Visibility Architect Interview?

It is a well-known fact that there are several openings for Salesforce professionals in the job market. But, be known that companies are looking for skilled hands when selecting candidates, especially for intricate roles like data security. It is thus essential to be well-prepared to impress your potential employer. Check out our Salesforce Interview Preparation Platform – Get started for FREE!

Here are some pointers to help you prepare for the interview. 

• Prepare by practicing common interview questions.
• Read your flashcards and notes from the Salesforce Sharing and Visibility exam preparation. 
• Attend scenario-based trailheads so that you have answers to real-life questions. 
• Revise the workflows. 
• Make notes of previous job accomplishments and be ready to present real-life examples when necessary. 
• Research the company and the hiring manager. Look into the social media accounts and news related to the company. It conveys the impression that you are committed to the job.

Top 10 Sharing and Visibility Architect Interview Questions

1. What are the types of Salesforce sharing rules? 

Answer: There are two primary classifications of sharing rules 

 -> Owner-based sharing rules: Used to share data by the filter of ownership owned by a particular user or group. 

 -> Criteria-based sharing rules: Used to share data under specific criteria or a set of conditions.

2. In an MNC, the business has teams in India and UAE.

 (a) There is a unified single-head manager to control both teams. By which method will he be assigned the records of both groups? 

Answer: Role-based hierarchy method

(b) The marketing team in India needs to have access to the records of the marketing team in the UAE. 

Answer: Owner-Based sharing 

(c) The marketing manager should be given access to all the records associated with Product A. 

Answer: Criteria based sharing by adding the filter of Product A and setting the sharing rule to be shared with the marketing manager.

3. Which three levels of access can be provided through the Sharing Settings on Salesforce? 

Answer: Default account and contract access, Opportunity Access, and Case access. They can be revealed as Read Only or Editable.

4. What is the relevance of Sharing Rules in Salesforce? 

Answer: There are several kinds and volumes of data in a Salesforce organization. Sometimes there is a piece of data that has to be shared with several people, with editable access to a particular group and read-only access to others. Sharing rules helps to maintain the integrity of the information.

5. What is OWD?

Answer: Organization-Wide Default is the base setting on the Salesforce organization, which determines the access of records by the users and its mode. It is based on the object and is of 3 types. 

 -> Private: Access only to edit and view their records. 

 -> Public Read-Only: User has access to recall records in a read-only mode. They will not be able to edit any public record. 

 -> Public Read/Write: The user can read, write and edit all documents on the Salesforce organization. 

 -> Public Read/Write/Transfer: Only lead and case objects have this access to transfer. The user will be able to transfer the record to another user. 

-> Controlled by Parent: Some objects can be set to have record access based on the parent object setting.

6. What is Field-Level Security, and why is it used?

Answer: Setting field-level security restricts the user’s access to specific fields to view only or edit access. It enables detailed field layouts, which can be helpful for search layouts.

7. What is Shield Platform Encryption?

Answer: It allows you to maintain the security of sensitive data and apply it across all Salesforce apps. You can also add data permissions to the encrypted data, not just on transmitted data but also on the data at rest.

8. What are the basic practices for securing files on Salesforce? 

 Answer:

 -> Encrypt all the sensitive data. 

 -> Enable restricted access for every file as per requirement. 

 -> Ensure the safe sharing of the encryption password to the designated users. 

 -> Clean up the files when they are no longer needed. 

 -> Enable Multi-factor authentication.

-> Use the Salesforce Health check periodically.

9. What is the Permission Set Group?

Answer: It is a grouping mechanism whereby admins can group permission sets into a group. It is used chiefly to combine permission sets based on user job functions. All the permission sets assigned in a group can be made available in one go to the users assigned to the specific Permission Set Group. A permission set can be made available in several Permission Set Groups.

10. What is Salesforce Apex Sharing?

Answer: It is the programmatic sharing of access on Salesforce. Developers use Apex-managed sharing to grant access at the programmatic level. Each custom or standard object has its associated share object eg, AccountShare, ContactShare, etc. It can be shared with users or groups.

End Note

An interview is your final hurdle to attaining a job. There might be several levels of interviews like written exams, aptitude tests, and 1-1 interview sessions. You cannot go unprepared for an interview and expect to pass the test, as the competition has recently become too tight.

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