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Salesforce Certified Sharing and Visibility Architect

The Salesforce Certified Sharing and Visibility Architect course prepares architects, security analysts, and senior administrators to design secure, scalable data access models on the Salesforce Platform. It solves the critical pain point of balancing granular data visibility with enterprise-wide compliance, a challenge faced by 83% of organizations managing sensitive customer data in multi-cloud environments. Learners gain hands-on expertise in declarative and programmatic sharing, role hierarchies, org-wide defaults, and secure Apex development, aligned with real-world scenarios from the official exam blueprint.

This course prepares you for the Salesforce Certified Platform Sharing and Visibility Architect certification, featuring Guaranteed-to-Run dates and official vendor-authorized courseware. With 30-day lab access, you’ll validate complex sharing models and emerge ready to lead secure Salesforce implementations in global enterprises.

40 Hours (5 Days)
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2+ professionals trained

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Course Overview

The Salesforce Certified Sharing and Visibility Architect credential by Salesforce is designed for professionals aiming to master advanced security and data access models on the Salesforce Platform. This certification validates expertise in designing scalable, secure sharing solutions and prepares candidates for the Salesforce Certified Platform Sharing and Visibility Architect (Plat-Arch-205) exam. It serves technical architects, solution architects, and senior administrators who are responsible for implementing complex security frameworks across large enterprises. With over 150,000 certified professionals globally and increasing adoption among Fortune 500 companies, this certification addresses a critical industry need for robust data governance in multi-cloud environments.

Candidates engage with core Salesforce technologies including Role Hierarchy, Organization-Wide Defaults (OWDs), Sharing Rules, Manual Sharing, Account and Opportunity Teams, Apex-managed sharing, and Territory Management 2.0. The hands-on lab component is conducted within a Salesforce Developer Edition org, where learners configure end-to-end sharing models based on real-world enterprise scenarios. A key project involves designing a maintainable security model for an organization with over 10,000 users and millions of records, requiring optimization for performance while ensuring compliance with data privacy standards such as GDPR, HIPAA, and PCI. Students also implement programmatic sharing using Apex, enforce object- and field-level permissions, and validate their models through unit testing and access reviews.

This course prepares individuals for the highly respected Salesforce Certified Platform Sharing and Visibility Architect certification, recognized across the industry as a benchmark for enterprise security design proficiency. Certified professionals report average annual salaries ranging from $140,000 to $200,000, with higher compensation in major tech markets and consulting firms. Koenig Solutions supports success with Guaranteed-to-Run batches, official Salesforce courseware, and access to expert-led training that emphasizes real-world application. Earning this credential not only validates deep technical mastery but also positions professionals to lead architectural decisions in complex Salesforce implementations, paving the way toward achieving the elite Salesforce Certified Technical Architect (CTA) designation.

What You'll Learn

Design Salesforce sharing models using Organization-Wide Defaults, role hierarchy, and sharing rules to ensure proper data access and security. Implement Apex Managed Sharing to meet complex data sharing requirements on the Salesforce platform, enabling precise control over record visibility. Optimize sharing performance by addressing ownership and group membership skew, ensuring efficient data access even with large data volumes. Deploy Enterprise Territory Management to create scalable sales structures that support growth and improve sales team coordination on Salesforce. Enforce field-level security and restriction rules to protect sensitive information, maintaining compliance and data privacy standards in Salesforce. Configure Shield Platform Encryption and sharing sets for Experience Cloud users to secure data and customize sharing settings, enhancing overall security and user access control on Salesforce.

Prerequisites

Recommended knowledge before taking this course
  • Experience with Salesforce object and field-level security configurations, including Profiles, Permission Sets, and CRUD/FLS settings, is essential for mastering the Salesforce Certified Sharing and Visibility Architect course. This course covers how to control data access effectively within Salesforce, ensuring secure and appropriate visibility for users.
  • A deep understanding of role hierarchy and its influence on record sharing is vital. Salesforce reports that role hierarchy impacts 70% of sharing decisions, making this knowledge crucial for designing secure data access models in the Salesforce Certified Sharing and Visibility Architect certification.
  • Practical experience configuring Organization-Wide Defaults (OWDs), sharing rules (both criteria-based and ownership-based), and public groups is necessary. These skills enable learners to implement precise sharing strategies that align with organizational needs.
  • The ability to design and deploy Account and Opportunity Teams enhances collaboration and visibility. This knowledge helps organizations improve sales team efficiency and data transparency.
  • Understanding programmatic sharing using Apex Managed Sharing and sharing reasons allows for customized sharing solutions, vital for complex Salesforce environments.
  • Familiarity with Territory Management 2.0 and its role in sophisticated sharing scenarios ensures learners can manage large, geographically dispersed sales teams effectively.
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Certification Exam

Everything you need to know about the Salesforce Certified Sharing and Visibility Architect certification exam

Exam Details
Exam Name
Format
Multiple choice, labs & case studies
Questions
Duration
Passing Score
Validity
Retake Policy
Retake fee is $200; must wait at least 24 hours between attempts; no limit specified but subject to Salesforce policies
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Course Curriculum

Structured learning with hands-on labs and real-world scenarios

1
Day 1– Mastering Salesforce Certified Sharing and Visibility Architect Models
Define Organization-Wide Defaults for security Implement Role Hierarchy for access control Design efficient criteria-based sharing rules Configure ownership-based sharing rule sets Evaluate manual sharing for specific cases Apply sharing model architectural best practices Assess license impact on data sharing Validate sharing models with test data
2
Day 2– Declarative Sharing and External User Access
Configure Account and Opportunity Teams access Set up Sharing Sets for community users Use Share Groups for high-volume users Manage external access via Experience Cloud Implement secure Partner Community sharing Leverage built-in implicit sharing mechanisms Control Customer Community record visibility Enforce sharing rules for portal users
3
Day 3– Advanced Programmatic Sharing Architectures
Develop robust Apex Managed Sharing logic Create scalable custom sharing reasons Enforce CRUD and FLS in Apex code Implement complex sharing using triggers Design secure Visualforce controller logic Test programmatic sharing code coverage Avoid common security vulnerabilities in code Maintain shares across record ownership changes
4
Day 4– Territory Management and Compliance Standards
Design Enterprise Territory Management models Assign territories using automated rules Manage complex territory hierarchy states Integrate territories with accounts and opportunities Implement Restriction Rules for data scoping Apply Shield Platform Encryption protocols Use Classic Encrypted Custom Fields effectively Ensure compliance with data residency policies
5
Day 5– Performance and Scalability for Architects
Mitigate ownership data skew performance issues Optimize sharing recalculation performance metrics Monitor large-scale sharing job processes Scale sharing models for LDV organizations Evaluate performance of Apex sharing code Design maintainable sharing architectures efficiently Avoid group membership lock contention risks Validate end-to-end sharing solution integrity

What's Included in Your Training

Every enrollment comes packed with resources to maximise your learning and exam success

Career Outcomes

85%

of Salesforce Certified Sharing and Visibility Architect certified professionals report career advancement within 6 months

Salary Impact

+30%

Average salary increase reported after obtaining the Salesforce Certified Sharing and Visibility Architect certification

Typical Salary Range (Global)
Entry$90,000–$115,000
Mid$115,000–$145,000
Senior$145,000–$180,000

*Source: Glassdoor / LinkedIn 2025

Job Roles

6
  • Salesforce Technical Architect
  • Salesforce Solutions Architect
  • Salesforce Security Architect
  • Platform Architect
  • Senior Salesforce Developer
  • Implementation Consultant

Companies Hiring

5,000+
Salesforce Accenture Deloitte Infosys Wipro TCS Capgemini PwC Slalom Cognizant

and 5,000+ organizations worldwide seeking Salesforce Certified Sharing and Visibility Architect certified professionals

Real Transformations

Course Student Reviews

Real results from IT professionals who trained with Koenig — rated 4.9/5 from 18,400+ verified reviews.

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  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

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    Azure Administrator

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    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

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    CISO, Financial Services

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    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

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    Business Intelligence Lead

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    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

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    Cloud Solutions Architect

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  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

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  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

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    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

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  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
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