Salesforce Certified Sharing and Visibility Architecct (SFCFVD) (Zertifizierung)

A Salesforce Certified Sharing and Visibility Architect assesses the security and sharing requirements necessary to design secure, scalable solutions on the Salesforce Platform. The architect has experience designing and implementing complex security and sharing models and communicating the solution and design trade-offs to business and technical stakeholders alike.

The Salesforce Certified Sharing and Visibility Architect has the following background.

• 2–3 years of Salesforce experience
• 4–5 years of experience with implementing complex security models in Salesforce
• Understanding of security methods and data policies to support the handling of sensitive data

Typical job roles may include:

• Advanced Administrator
• Technical / Solution Architect
• Advanced Business Analyst

A candidate for this exam would be able to the following without assistance.

• Describe the usage and implementation of sharing rules, both criteria-based and ownership-based.
• Architect the appropriate object relationships and their impact on sharing.
• Articulate how organization-wide defaults may impact a security model.
• Articulate how different Salesforce license types may impact a security and sharing model.
• Describe how the role hierarchy may impact the decisions made when designing a security model.
• Describe how profile and permission set configuration may impact a security and sharing model.
• Articulate different security capabilities with respect to record visibility; create, read, update, and delete (CRUD)-based security; record-level access; and the differences between the three.
• Describe the limits of declarative capabilities and when a more custom security solution is required with associated risks and limitations.
• Articulate what Apex sharing is and when it should be used.
• Articulate the security implications of using dashboards, Apex run as an Administrator, Visualforce pages, or other "run in context" tools to expose aggregate data.
• Identify and mitigate performance and scalability concerns for a recommended solution.
• Develop a test process to validate a security model.
• Articulate use cases for sharing where features such as territory management, account teams, sales teams, case teams, groups, sharing sets, sharing groups, etc., should be used.
• Use correct system permissions needed to manage a security model in Salesforce.
• Secure files, reports, and dashboards.
• Securing Big Objects.
• Design security for large data volumes (LDVs).
• Extend the security model to external users (that is, customers, partners, guest users, etc.).