Salesforce Certified Sharing and Visibility Designer (SU20)认证考试总结

】:因为疫情的影响,难能偷得半年闲,很享受生活节奏被放慢的感觉,有机会在世界重启时,暂时性远离城市的喧嚣和灵魂独处,和平淡而真的生活打交道。半年很长却又很短,在不自觉中步入了20年下半场,年前起的那些誓,趁这个特殊的年份尚未逝去,不得不加紧步伐为这个稍带苦涩的年份加点糖,这样回首时,那段静心研修的画面在暗淡的底色中更能凸显光辉,就如梵高的星空那样......

前言】:很幸运能在20年伊始为原有CRM系统并购的子公司销售团队,独立负责其Data Visibility的方案设计和落地,项目实施过程中在不影响原有Data Sharing Settings的前提下,兼容现有业务确实为当时的我提出了不少挑战。那个时候真叫摸着石头过河,因为在知识盲区里面,思维趋向于“自以为是”的模式,以为这个功能是这样的,比如Activity OWD如果从Controlled By Parent改为Private后,是不是那些能访问相关记录WhoId和WhatId的那些人就不能看到不属于自己的Activity了呀?不过侥幸能在试错中摸到真理,使项目能如期交付。被Data Visibility的魅力折服后,主动扩展这方面的知识的念头不经意间冒了出来,于是便有了下文。

经验乐透】:Data Sharing & Visibility真的很值得大家(不论是Admin还是Developer)撸完Trailmix里面推荐的所有文档,它对项目实战,方案设计真的很有帮助,全方位知识都涉猎后,最大感受是面对Sharing相关问题思考时思维上会上好多等级,面对性能相关的问题解决方案自然而然地冒出来了。最近抖音上看到一句话与大家共勉:"人欺你,天欺你,因果不会欺负你",愿勤种因,喜得果!

考试须知】:

TittleSalesforce Certified Sharing and Visibility Designer (SU20) exam
Content60 multiple-choice/multiple-select questions
Time105 min (Guide) | 95min / 120min (Actual)
Passing score67%
Registration feeUSD 400
Retake feeUSD 200
PrerequisiteNone
Linkhttps://trailhead.salesforce.com/en/help?article=Salesforce-Certified-Sharing-and-Visibility-Designer-Exam-Guide

结果分析】:

#SubjectKey topicsWeightScoreActual Score
1Declarative Sharing1. Use and limitations of OLS & FLS
2. Declarative platform security features for FLS
3. Implement teams (collaboration) - Account Team, Opportunity Team and Case Team
4. Segment views and folders via 
groups and roles
5. How role hierarchy impacts record sharing
6. FLS for 
different user types(Internal, Customer Community, Customer Community Plus, Partner Community)
7. How 
Enterprise Territory Management can (or cannot be applied) to resolve more complex security requirements
8. Properly leverages declarative and 
programmatic security features of Salesforce
9. Design and 
validate the sharing and security model
10. how files are shared and secured in Salesforce and what are the
 different options to storing file securely in Salesforce
76% ~ 4684%63.84%
2Programmatic Sharing1. Leverages programmatic sharing functionalities, which canot be implement by declarative functionality
2. 
Minimize security risks in programmatic customizations (Apex, Visualforce, Lightning Component) relative to data visibility
3. Design 
unit tests to verify programmatic security solutions
4. 
Enforce OLS and FLS when designing Programmatic Solutions
17% ~ 1090%15.30%
3Performance and Scalability1. Design a security model that is maintainable at large scale in a complex org7% ~ 4100%7%
 Final Score 86.14%

资源管理 & 过程记录】:

Media TypeTopicsTitleStatusURL
Trailmix LinkCommunityCommunities User Licenses1https://help.salesforce.com/articleView?id=users_license_types_communities.htm&type=0
Trailmix LinkCommunityManaging Access to the Partner Community1https://trailhead.salesforce.com/modules/sf_partner_community/units/sf_partner_community_manage
Trailmix LinkCommunityAccess to Records for Community Users1https://help.salesforce.com/articleView?id=networks_setting_light_users.htm&type=0
Trailmix LinkEncryptClassic Encryption for Custom Fields1https://developer.salesforce.com/docs/atlas.en-us.securityImplGuide.meta/securityImplGuide/fields_about_encrypted_fields.htm
Trailmix LinkEncryptUsing the Apex Crypto Class1https://developer.salesforce.com/page/Apex_Crypto_Class
Trailmix LinkEncryptPlatform Encryption1https://help.salesforce.com/articleView?id=security_pe_overview.htm&type=0
Trailmix LinkEncryptThe Difference Between Encryption Types1https://help.salesforce.com/articleView?id=security_pe_vs_classic_encryption.htm&type=5
Trailmix LinkEncryptStoring Sensitive Data1https://developer.salesforce.com/page/Secure_Coding_Storing_Secrets
Trailmix LinkFileWho Can See My File?1https://help.salesforce.com/articleView?id=collab_files_settings_perms.htm&type=0
Trailmix LinkFolderShare a Report or Dashboard Folder1https://help.salesforce.com/articleView?id=analytics_share_folder.htm&type=0
Trailmix LinkList ViewCreating Custom List Views1https://help.salesforce.com/articleView?id=customviews.htm&type=0
Trailmix LinkLockManaging Group Membership Locks1https://developer.salesforce.com/blogs/engineering/2012/09/group-membership-operation-already-in-progress-managing-group-membership-locks-for-success.html
Trailmix LinkLockLocking Down Record Access1https://developer.salesforce.com/blogs/engineering/2013/12/locking-down-record-access-in-salesforce.html
Trailmix LinkOLSCustom Permissions1https://help.salesforce.com/articleView?id=custom_perms_overview.htm&type=0
Trailmix LinkOLSEnforcing Object and Field Permissions1https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_classes_perms_enforcing.htm
Trailmix LinkRLSWho sees what in Lightning Experience1https://salesforce.vidyard.com/watch/B1bQnMFg2VyZq7V6zXQjPg?
Trailmix LinkRLSControl Access to Records1https://trailhead.salesforce.com/en/modules/data_security/units/data_security_records
Trailmix LinkRLSBuilt-in Sharing Behavior1https://help.salesforce.com/articleView?id=sharing_across_objects.htm&type=0
Trailmix LinkRLSImplicit Sharing1https://developer.salesforce.com/docs/atlas.en-us.draes.meta/draes/draes_object_relationships_implicit_sharing.htm
Trailmix LinkRLSShare Groups1https://help.salesforce.com/articleView?id=networks_sharing_light_users.htm&type=0
Trailmix LinkRLSSharing a Record Using Apex1https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_bulk_sharing_creating_with_apex.htm
Trailmix LinkRLSGroup Membership Sharing1https://developer.salesforce.com/blogs/engineering/2013/01/salesforce-group-membership-sharing-for-peak-performance.html
Trailmix LinkRLSDynamic Data Sharing on Force.com1https://developer.salesforce.com/blogs/engineering/2013/01/dynamic-data-sharing-on-force-com.html
Trailmix LinkRLSProtecting Custom Sharing Code1https://developer.salesforce.com/blogs/engineering/2013/02/protecting-force-com-custom-sharing-code.html
Trailmix LinkRLSEnforcing Sharing Rules1https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_security_sharing_rules.htm
Trailmix LinkRLSCreate Custom Record Sharing Logic1https://developer.salesforce.com/page/Using_Apex_Managed_Sharing_to_Create_Custom_Record_Sharing_Logic
Trailmix LinkSkewAvoiding Account Data Skew1https://developer.salesforce.com/blogs/engineering/2013/01/reducing-lock-contention-by-avoiding-account-data-skews.html
Trailmix LinkTeamAccount Teams Overview1https://help.salesforce.com/articleView?id=accountteam_def.htm&type=0
Trailmix LinkTeamAccount Team Fields1https://help.salesforce.com/articleView?id=accountteam_fields.htm&type=0
Trailmix LinkTMTerritory Management Differences1https://help.salesforce.com/HTViewSolution?id=000212568
Trailmix LinkTMComplex Sales Realignment1https://developer.salesforce.com/blogs/engineering/2012/09/technical-enablement-case-study-complex-sales-realignment.html
Blog Tips for passing Salesforce Certified Sharing and Visibility Designer1http://santanuboral.blogspot.com/2017/07/tips-for-passing-sharing-and-visibility.html
BlogRec OwnerBehind the Scenes of Record Ownership in Salesforce https://developer.salesforce.com/blogs/engineering/2013/10/behind-the-scenes-of-record-ownership-in-salesforce.html
Blog Salesforce Sharing & Visibility Designer Certification1https://icodecloud.wordpress.com/2017/04/21/salesforce-sharing-visibility-designer-certification/
Blog How to Prepare For and PASS Sharing and Visibility Designer Exam1http://salesforcememo.com/2017/01/04/how-to-prepare-for-and-pass-sharing-and-visibility-designer-exam/
BlogAfter Test SummaryVisibility & Sharing Certification Study Guide1https://metillium.com/2018/04/visibility-sharing-certification-study-guide/
BlogRecord Locking & PerformanceUnderstanding Salesforce record locking, and preventing them from killing our load performance (or causing errors)1https://www.linkedin.com/pulse/understanding-salesforce-record-locking-preventing-them-david-masri/
HelpGranular LockingAvoid lock errors in your organization1https://help.salesforce.com/articleView?id=000325942&language=en_US&type=1&mode=1
ProProfs (84%) Salesforce Sharing & Visibility Designer Certification1https://www.proprofs.com/quiz-school/story.php?title=salesforce-sharing_23qf
Google Books Sharing and Visibility Designer1https://books.google.com.sg/books?id=QBv0DwAAQBAJ&pg=PT2&source=gbs_selected_pages&cad=2#v=onepage&q&f=false
Free Cram Salesforce.Sharing-and-Visibility-Designer.v2020-07-19.q571https://www.freecram.com/torrent/Salesforce.Sharing-and-Visibility-Designer.v2020-07-19.q57.html
StackExchange Role Hierarchy Developer Certification Question1https://salesforce.stackexchange.com/questions/64637/role-hierarchy-developer-certification-question
ProProfs (71 / 86%)13-Aug-20Salesforce: Sharing And Visibility Designer Quiz!1https://www.proprofs.com/quiz-school/story.php?title=sfsharingandvisibilityqsfromw19
BlogNewestSalesforce Sharing and Visibility Designer Exam Preparation: Declarative Sharing1https://www.issacc.com/salesforce-sharing-and-visibility-designer-exam-preparation-declarative-sharing/
BlogNewestSalesforce Sharing and Visibility Designer Exam Preparation: Programmatic Sharing1https://www.issacc.com/salesforce-sharing-and-visibility-designer-exam-preparation-programmatic-sharing/
BlogNewestSalesforce Sharing and Visibility Designer Exam Preparation: Performance and Scalability1https://www.issacc.com/salesforce-sharing-and-visibility-designer-exam-preparation-performance-and-scalability/
Salesforce Developer Blog Enforcing CRUD and FLS1https://developer.salesforce.com/wiki/enforcing_crud_and_fls
ShellBlack SETTING UP SECURITY PART 1 – OWDS, SHARING RULES AND THE ROLE HIERARCHY1https://www.shellblack.com/whiteboard/security-owds-sharing-rules-and-the-role-hierarchy/
ShellBlack SETTING UP SECURITY PART 2 – EXAMPLES OF GRANTING RECORD ACCESS IN A PRIVATE MODEL1https://www.shellblack.com/whiteboard/real-example-of-setting-up-security/
Help Avoid lock errors in your organization1https://help.salesforce.com/articleView?id=000325942&language=en_US&type=1&mode=1
ProProfs Abc - ProProfs Quiz1https://www.proprofs.com/quiz-school/quizreport.php?title=mjgwnzg1mwlqvw&sid=245242836

感恩 & 福利】:

感谢Ladies Be ArchitectsDecodeSFCertifications这两个非常有价值的频道!用知识图谱结合demo演示的形式帮助我理解复杂的概念,里面的分享嘉宾都是非常有激情的。在它们的感召和启发下,愿将整理的资源(PPT笔记和知识思维导图)分享给大家。千言万语,无法叙完今夜的激动,若你不弃,不妨移步QQ群,一齐在Salesforce的道路上结伴精进!

 

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