Certification · Designer Exam · Salesforce · Visibility & Security

Salesforce Certified Sharing and Visibility Designer Exam Preparation


In this post I would like to share my experience and preparation for Sharing and Visibility Designer Exam.

Initially I was concentrating on many designer certification at same time – after reviewed “MACIEJ JOZWIAK” post started concentrating on one designer exam at a time. Thanks “MACIEJ JOZWIAK“.

Many people say “I already have admin and advanced admin certification, why I have to go for Sharing and Visibility Designer certification”. In my opinion, “Sharing and Visibility Designer” will give you more depth know of data security and visibility. For example – declarative sharing, programmatic sharing, external user sharing, community user sharing, resolve performance issue and territory management.

Preparation Steps:

  1. Please read Salesforce Study Guide make sure your have proper experience and understand purpose of this certification.
  2. Complete TrailHead Module.
  3. Please go through all the topics in Salesforce Resource Guide (You can download from Sharing and Visibility Resource Guide under “Architect Domain Study Materials” section).
  4. Implement first “Use Case” from the resource guide – means based on the requirement please prepare the design document and try to implement major part of the requirement. It will take 3 to 4 days.
    1. Data Model for Use Case 1Screenshot 2017-09-23 17.43.05
    2. Role Hierarchy for Use Case 1Screenshot 2017-09-23 17.44.03

List of Topics Received on my exam:

  • How Territory Management support sales operation?
  • Territory Management limitations?
  • Territory Management vs Enterprise Territory Management?
  • profile and permission set difference?
  • How to restrict user access through profile Login Hours and Login IP changes?
  • How to encrypt data in salesforce using Shield Platform and Field Encryption?
  • How to secure authentication user name and password using custom metadata type, Protected Custom Settings, Named Credential?
  • How to restrict and grant data access to user based on Role Hierarchy, Public Groups, Team, Territory?
  • Sharing data to community user using Sharing Set.
  • Account Team and Opportunity Team – what kind of access user will get based on OWD while adding user?
  • Sharing model for Internal and External User.
  • Group Membership locking issue? how to resolve?
  • Venerability on our apex code and VF page?
  • What is the use of Apex managed sharing and how to utilize?
  • How to customize the Account Team with VF page and apex code?
  • Report and Dashboard folder sharing. Who can share and what profile permission needed?
  • Listview sharing?
  • “UNABLE_TO_LOCK_ROW” – when will get this error and how to resolve?
  • Tools for Large-Scale Realignments – What is purpose and when to use?
  • Manual Sharing – When to use?
  • Profile permission to restrict the object and field level access to user?
  • How to securely transit inbound and outbound data from external system?
  • Shield Platform toolkit.

After completed salesforce resource guide – followed below blogs

How to Prepare For and PASS Sharing and Visibility Designer Exam – By Maciej Jozwiak

Preparing For The Salesforce Sharing and Visibility Designer Exam – By Mayank Srivastava

Tips for passing Salesforce Certified Sharing and Visibility Designer – By Santanu

Please let me know if you have question while preparing exam.

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