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π September 2025 update
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- Course Overview
- This course provides intensive preparation for the Salesforce Certified Sharing & Visibility Architect exam, translating complex theory into actionable, exam-ready expertise covering all official domains.
- Emphasizing architectural strategy, it teaches robust security model design, understanding the interplay between declarative and programmatic sharing for performance, scalability, and maintainability.
- Focus on mastering troubleshooting, optimization, and best practices for Salesforce security, anticipating vulnerabilities and proposing compliant, secure solutions for complex challenges.
- Requirements / Prerequisites
- Salesforce Administrator Certification or Equivalent Experience: Solid foundation in Salesforce administration, including user, profile, permission set management, and core object/field functionality is essential.
- Practical Salesforce Security Model Experience: Hands-on experience configuring OWDs, Role Hierarchies, and Sharing Rules in a live environment, understanding their real-world impact.
- Familiarity with Data Architecture Principles: Understanding data modeling, object relationships, and how data structure influences sharing strategies is highly recommended.
- Strong Analytical and Problem-Solving Aptitude: Ability to dissect scenarios, propose optimal solutions, and justify architectural decisions for complex sharing challenges.
- Skills Covered / Tools Used
- Mastering Declarative Sharing: Expert command over OWDs and Role Hierarchy design, understanding their baseline impact within security models.
- Advanced Sharing Rule Implementation: Proficiency in criteria-based, owner-based, and guest user sharing rules, grasping nuanced application, performance, and scalability.
- Profiles, Permission Sets, and Groups: Comprehensive understanding of OLS/FLS using Profiles, Permission Sets, and advanced Permission Set Groups for efficient access.
- Public Groups, Queues, and Teams: Strategic use of Public Groups for sharing, Queues for collaborative ownership, and Teams for controlled collaboration.
- Territory Management 2.0 Architectures: Detailed knowledge of Territory Management 2.0 design, rule-based assignment, and critical impact on record sharing.
- Manual and Apex Managed Sharing: Mastery of manual sharing for ad-hoc access; insights into Apex Managed Sharing (declarative vs programmatic solutions).
- Data Encryption and Compliance: Understand Salesforce Platform Encryption, data classification, and architectural considerations for implementing encryption, ensuring compliance.
- Security Monitoring and Auditing: Utilize Security Health Check, Event Monitoring, and Audit Trails to proactively monitor security, detect activity, and investigate access.
- Troubleshooting Sharing Issues: Expert skills in diagnosing/resolving complex sharing/visibility problems using “View Sharing” and debugging access for root cause.
- Designing Scalable Sharing Solutions: Best practices for architecting secure, performant, scalable, and maintainable sharing models, minimizing technical debt.
- Benefits / Outcomes
- Achieve Certification Success: Pass the Salesforce Certified Sharing & Visibility Architect exam, validating advanced expertise and architect status.
- Deepened Security Expertise: Cultivate unparalleled understanding of Salesforce’s security framework, enabling confident design for complex data access requirements.
- Enhanced Solution Design Confidence: Gain assurance to architect, implement, and troubleshoot robust, scalable, compliant sharing solutions for enterprises.
- Accelerated Career Advancement: Position yourself for significant career growth in lead architect roles, senior consulting, and strategic projects.
- Become a Trusted Advisor: Emerge as an invaluable resource for organizations, optimizing Salesforce security, mitigating risks, and ensuring compliance.
- PROS
- Targeted Exam Preparation: Focused curriculum specifically for the Sharing & Visibility Architect exam’s complexities.
- Comprehensive Skill Development: Instills practical, architectural skills for designing and managing sophisticated sharing solutions.
- Strategic Problem-Solving: Equips learners with advanced analytical frameworks to resolve complex data access issues.
- High Credibility and Career Impact: Certification significantly enhances professional credibility and opens new career avenues.
- CONS
- Requires Significant Prior Experience: Assumes a substantial foundation in Salesforce administration and practical security experience, unsuitable for beginners.
Learning Tracks: English,IT & Software,IT Certifications
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