Passing the Salesforce Sharing and Visibility Designer Architect Exam

In this post we discuss the study material to pass the Salesforce Sharing and Visibility Designer Exam. This was the 5th architect certification I took and overall was one of the more straightforward. 

I studied for this exam in December 2016 (Winter 17)
Study Guide


  • Full sharing user licences
  • High Volume Customer Portal  (HVCP) such as communities and Service cloud. Do not utilise the sharing model and have their own lookup based approach from user to account / contact look up (share sets and share groups)

 Study Material

  • Sharing Architecture PDF – I found this useful for an overall run down of the sharing architecture
  • Sharing options in Communities – Great run down on community options and sharing options, particularly Partners vs. Customer
  • Salesforce Shield – particularly encryption at rest and transit. Requirements around Personal Identifiable Information (PII) and Payment Card Industry (PCI) and Protected Health Industry (PHI)
  • Enterprise Territory Planning – in particular visibility rules and filter based opportunity territory assignment
  • Exposing data via web services – understand the web service model and lack of object permission / field level security. Sharing rules provide record level access only “with sharing” keyword
  • Behind the scenes  
  • Under the hood – Study this material thoroughly (access grants: explicit, implicit, inherited and group membership; database tables: object record, object sharing and group maintaince tables). The sample scenario really pulls everything together.