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Guide for Sharing-and-Visibility-Designer: Salesforce Sharing-and-Visibility-Designer: Sharing and Visibility Designer (SU18)

Quiz Sharing-and-Visibility-Designer: Salesforce Sharing-and-Visibility-Designer: Sharing and Visibility Designer (SU18)

Updated on 2026/06/07

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Guide for Sharing-and-Visibility-Designer: Salesforce Sharing-and-Visibility-Designer: Sharing and Visibility Designer (SU18)

Updated on 2026/06/07

Randomized | 10 Questions per Test | 20 Minutes | 70% to pass

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Quiz

Question 1/101/10

Universal Containers keeps product brochures in Salesforce as files. Sarah shares a public Unit to a
product brochure with potential customers during a meeting. She wants to ensure they do not have
access to the file after the meeting.
How should Sarah accomplish this?

Select the answer:Select the answer

1 correct answer

Rename the file.

Delete the public link.

Delete the file.

Move the file to another folder

Quiz

Question 2/102/10

Bob uploads a PDF to his Files Home private library.
Who can view this file?

Select the answer:Select the answer

1 correct answer

Bob and users above Bob in the role hierarchy

Bob and users with View All Data permission

Bob and users with Modify All Data permission

Only Bob

Quiz

Question 3/103/10

Universal Containers (UC) has a mostly private organization-wide default (OWD), as it is a core
principle of UC to respect client data privacy. UC has implemented complex processes for granting
access to Opportunity dat
a. A few key members of the Sales Reporting team need to always be able to see, but not change,
Opportunity data for all Opportunities.
What should an architect recommend as an approach to meet these requirements?

Select the answer:Select the answer

1 correct answer

Create a Permission Set that grants "View All Data" Permission.

Make Opportunity OWD read-only.

Give "View All Data" Permission to the Sales Reporting Profile.

Create a Permission Set that grants "View All" permission for Opportunity.

Quiz

Question 4/104/10

Universal Containers (UC) has implemented Customer Community with customer community plus
licenses for their distributors. Some distributors requested granting specific community users
(agents) to view cases submitted by other agents of the same distributor.
Which feature only supports these requirements?

Select the answer:Select the answer

1 correct answer

Permission set to grant community admin permission

Delegate external user

Partner super user

Partner community admin.

Quiz

Question 5/105/10

Sales reps at Universal Containers (UC) complain about the manual activities they need to perform in
order to grant access to supporting internal users (legal, engineering, finance, and so forth) for
customer records when they need help. In general, the sales reps involved in the deals will not
change.
How can a Salesforce architect help IK to Improve sales reps productivity?

Select multiple answer: (Choose 2)Select the answer

2 correct answers

Create a permission set with "view all data" and assign to supporting users.

Create a public group and replace the account ownership with it.

Create a criteria-based sharing rule to grant access to other users.

Leverage default Account team.

The correct answers are C and D.
Here’s why:
The core problem is that sales reps are doing manual work to grant access to internal support users such as legal, engineering, and finance so those people can help with customer records. Since the sales reps involved in these deals generally do not change, the goal is to make access predictable and automated, reducing repeated manual sharing efforts.
Why C. Create a criteria-based sharing rule to grant access to other users
A criteria-based sharing rule automatically shares records with users or groups that meet defined conditions.
In this scenario, if there is a consistent rule for which records need to be accessible to supporting internal teams, a sharing rule can grant that access without the sales rep manually sharing each record.
This helps reduce administrative overhead and improves productivity by automating access management.
Why D. Leverage default Account team
Account teams are useful when the same set of users regularly need access to an account and its related records. Because the sales reps involved in the deals generally will not change, using default account teams allows Salesforce to automatically add a standard set of team members to accounts.
This is especially helpful when the same supporting roles frequently need access to the same types of accounts. It minimizes the need for reps to repeatedly share records manually.
Why A is not correct. Create a permission set with "view all data" and assign to supporting users
This would give supporting users far too much access. "View all data" is a very broad permission that bypasses record-level security across the org. That is not appropriate when the requirement is to grant access only to specific customer records.
Why B is not correct. Create a public group and replace the account ownership with it
A public group is used for sharing, but it does not replace ownership. Also, account ownership by a group is not the typical solution for this use case and would not directly solve the problem of automating access for internal support users in a flexible way.
Summary
The best solution is to automate access rather than require sales reps to manually share records:
C. Use a criteria-based sharing rule to automatically share records based on conditions.
D. Use default Account teams so access is preconfigured for the same recurring users.
So the correct answer is C and D.

Right Answer: C, D

Quiz

Question 6/106/10

Universal Containers would like to control access to records and objects according to the following
business requirements:• Sales users can view all Account records but only edit their own records.
• Sales managers view all Account records but only edit records of the team.
• Service users can view all Account records that are not marked with a RecordType of
Prospect.
Which organization-wide default configuration should a Salesforce architect recommend to fulfill
these requirements?

Select the answer:Select the answer

1 correct answer

Public Read Write

Private

Public tad Only

Public Read/Transfer

The correct answer is C. Public Read Only
The key idea is to choose the least permissive organization-wide default, then use roles, sharing, and ownership-based access to grant additional edit rights where needed.
Let’s break down the requirements:
1. Sales users can view all Account records but only edit their own records.
2. Sales managers can view all Account records but only edit records of their team.
3. Service users can view all Account records that are not marked with a RecordType of Prospect.
What this tells us:
- Everyone needs broad read access to Accounts.
- Edit access must be restricted based on ownership or team hierarchy.
- Some users need visibility into all records, but not full edit access.
- There is no requirement for everyone to edit all Accounts.
Why Public Read Only fits:
- Public Read Only makes all Account records visible to all users.
- Then Salesforce sharing and ownership rules can be used to allow editing only where appropriate:
- Sales users can edit their own records because record ownership grants them edit access.
- Sales managers can edit records owned by users below them in the role hierarchy.
- Service users can be given read access to only the needed Accounts through sharing rules or criteria-based sharing, while still starting from a read-only baseline.
Why the other options do not fit:
A. Public Read Write
- This would let all users edit all Account records.
- That violates the requirement that sales users can only edit their own records and managers only their team’s records.
B. Private
- This would restrict visibility too much.
- Users would not automatically be able to view all Account records as required.
D. Public Read/Transfer
- This is not a standard organization-wide default for Accounts.
- Even conceptually, it would not match the required access model.
Important note:
Although the requirement mentions service users should not see Accounts marked Prospect, OWD alone cannot handle record type-based visibility. That kind of restriction would need additional sharing or permission logic. The OWD should still be set to the most appropriate baseline, which is Public Read Only.
Final answer: C. Public Read Only

Right Answer: C

Quiz

Question 7/107/10

Assuming Person Account is enabled in a Salesforce organization, which three objects can
be configured as "Controlled by Parent" in Sharing Settings?
Choose 3 answers

Select multiple answer: (Choose 3)Select the answer

3 correct answers

Opportunity

Order

Asset

Contact

Case

Quiz

Question 8/108/10

Universal Containers (UC) has created a public group with certain Sales Engineers to help on complex
deals and a sharing rule to grant access to these opportunities. Opportunity OWD is private.
What is the impact of these sharing settings?

Select the answer:Select the answer

1 correct answer

Subordinates of Managers who have Sales Engineers in the public group will also have access to these records.

Sales Engineers that have a similar role of the Sales Engineers of the public group will also have access to these records.

Sales Engineers Managers and their managers in the role hierarchy will also have access to these records.

Sales Engineers direct reports will also have access to these records.

The correct answer is C.
Universal Containers has:
- A public group containing certain Sales Engineers
- A sharing rule that shares Opportunity records with that public group
- Opportunity organization-wide default (OWD) set to Private
What this means:
1. Private OWD means records are only visible to the owner and users above them in the role hierarchy, unless access is granted through sharing.
2. The sharing rule grants access to the specific public group, not to everyone with a similar title or role.
3. Public groups can include users, roles, roles and subordinates, or other groups. But in this case, the sharing is explicitly to the users in that group.
4. Once a user gets access through sharing, users above them in the role hierarchy also get access automatically, because role hierarchy access still applies for standard objects like Opportunities.
Why C is correct:
- The Sales Engineers in the public group get access through the sharing rule.
- Their managers and higher-level managers in the role hierarchy also get access, because Opportunity sharing respects role hierarchy access.
Why the other options are incorrect:
A. Subordinates of Managers who have Sales Engineers in the public group will also have access to these records.
- Incorrect. Sharing does not flow downward to subordinates.
B. Sales Engineers that have a similar role of the Sales Engineers of the public group will also have access to these records.
- Incorrect. Sharing to a public group does not automatically include users with a similar role unless they are explicitly in the group or included by role-based group membership.
D. Sales Engineers direct reports will also have access to these records.
- Incorrect. Access does not flow to direct reports through sharing rules; it flows upward through the role hierarchy, not downward.
Key takeaway:
With Opportunity OWD set to Private, a sharing rule to a public group grants access to the group members, and role hierarchy then extends access upward to managers. Therefore, C is the correct answer.

Right Answer: C

Quiz

Question 9/109/10

Universal Containers (UC) uses a custom Visualforce page to display shipment tracking information
(custom object, private OWD) to field manager and agents. The IT team wants to make sure that
users have access to only the information that is allowed.
Which Apex method must be used to make sure only allowed fields are shown to the users?

Select the answer:Select the answer

1 correct answer

isReadable()

isShowable()

isAccessible()

isViewable()

Quiz

Question 10/1010/10

Mary is Joe's manager in the role hierarchy. The OWD for a custom Invoice object is Public ReadOnly
and Mary's profile is not granted the Read permission for the Invoice object.
What action can Mary take on Joe's Invoice records?

Select the answer:Select the answer

1 correct answer

Read/Write

Edit Only

None

View Only

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