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Salesforce Certified Sharing and Visibility Designer – My Experience

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Salesforce Certified Sharing and Visibility Designer – My Experience

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

How to prepare for this Salesforce Certified Sharing and Visibility Designer credential?

Step 1: Review the Resource Guide of Salesforce Certified Sharing and Visibility Designer

Step 2: Complete the Trailmix of Salesforce Certified Sharing and Visibility Designer – Architect Journey: Sharing and Visibility

Step 3: Review Each and Every Points for the below Topics (Very Important):

  • -> Field Level Security
  • -> Role Hierarchy, Public Groups, Queue, Grant Access Using Hierarchies
  • -> Sharing Rules (Ownership & Criteria Based), Sharing Settings & Sharing Settings Consideration
  • -> Profiles And Permission Set (List view access, IP restrictions, Report access, View All, Modify All, Page Layout Assignment, Login Hours
  • -> Company Security (Login Hours and IP Ranges)
  • -> Account Skew, Lookup Skew, Ownership Skew
  • -> Account Teams and Opportunity Teams
  • -> Manual Sharing (What happens on ownership change
  • -> Share Button – When the Share button is visible in the record detail page
  • -> Apex Managed Sharing and Sharing Reasons
  • -> Granular Locking, Deferred Sharing Calculations, Parallel Sharing Calculations (When to use what)
  • -> Enterprise Territory Management (Territory Types, Account Assignment Rules, Filter-Based Opportunity Territory Assignment )
  • -> Partner Accounts, Partner and Customer Community (Sharing Sets) – Account, Contact Sharing with Custom Object.
  • -> Field Visibility in VF Page based on the FLS
  • -> Salesforce enable for large-scale role hierarchy realignments ( i.e Parallel Sharing Rule Recalculation,Granular Locking & Deferred Sharing Rule)
  • -> SOQL Injection
  • -> Use Case of With Sharing & Without Sharing Keyword in Apex Class Controller
  • -> Object Relationship (Lookup, Master-Details & Junction Object)
  • -> protect sensitive data (username & password)  to connect external system – (i.e Named Credentials, Protected Custom Setting, Protected Custom Metadata).
  • -> Give access to a Report folder to someone else in the organization
  • -> Parallel Sharing Rule recalculation
  • -> When using the runAs () method to Apex Test Class (To test Record-Level Security, Count Total DML statements for the transaction)
  • -> How to Test Visualforce page is security

Step 4: Some of Helpful Link & Resources from Salesforce Documents:

https://help.salesforce.com/articleView?id=distribution_perm_sets_profile_settings.htm&type=0
https://help.salesforce.com/articleView?id=login_hours.htm&type=0
https://developer.salesforce.com/docs/atlas.en-us.draes.meta/draes/draes_tools.htm
https://help.salesforce.com/articleView?id=analytics_sharing_permissions.htm&type=0
https://help.salesforce.com/articleView?id=analytics_share_folder.htm&type=0
https://help.salesforce.com/articleView?id=tm2_territory_mgmt_overview.htm&type=0
https://help.salesforce.com/articleView?id=admin_sharing.htm&type=0
https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_testing_tools_runas.htm
https://help.salesforce.com/articleView?id=overview_of_custom_object_relationships.htm&type=0
https://help.salesforce.com/articleView?id=users_profiles_view_all_mod_all.htm&type=0

Step 5: Review the 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
Salesforce Certified Sharing and Visibility Designer Exam Tips – By Gemma Emmett

Step 6: Schedule your exam in webassessor.com & All The Best for your CTA Journey like me 🙂

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