Salesforce Sharing and Visibility Architect Practice

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Salesforce Sharing and Visibility Architect Practice

About this course

Certified Platform Sharing and Visibility Architects are fluent in designing sound, scalable, and high-performing technical solutions on the Salesforce Platform that meet sharing and visibility security requirements. This certification demonstrates an architect’s ability to evaluate, design, and implement secure data access strategies that align with enterprise-scale requirements and business processes.Candidates for this certification are expected to have an in-depth understanding of Salesforce's data model, sharing architecture, and the full spectrum of access control mechanisms — including organization-wide defaults (OWD), role hierarchies, sharing rules, teams, manual sharing, and Apex-based sharing. They should also be skilled in resolving complex data access scenarios, balancing security with usability, and ensuring data visibility is appropriately configured for internal and external users.This course also emphasizes multi-tenant architecture, large data volumes (LDV), and how to maintain performance and governance while meeting strict access control requirements. Architects will learn to work with declarative and programmatic sharing models, address row- and field-level security, and collaborate with security, compliance, and IT teams to align technical solutions with organizational policies.In addition, the certification prepares professionals to make informed design decisions that consider system scalability, compliance, data residency, and real-world user access needs. Whether managing complex hierarchies, external communities, or integrations that involve sensitive data, certified professionals are equipped to lead secure, enterprise-grade implementations on the Salesforce platform.This certification is a key milestone on the Salesforce Architect journey and contributes toward the System Architect domain within the Salesforce Certified Technical Architect (CTA) path.

What you'll learn

  • Understand Salesforce's data model and sharing architecture
  • Evaluate and implement secure data access strategies
  • Resolve complex data access scenarios
  • Work with programmatic and declarative sharing models
  • Collaborate with IT and security teams on compliance and governance matters

Course objectives

  • Prepare for the Salesforce Sharing and Visibility Architect certification exam
  • Develop scalable and secure data access solutions
  • Balance security and usability in data visibility configurations

Skills you'll gain

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