Salesforce Sharing and Visibility Designer  Certification Practice Course

Top-Quality Salesforce Sharing and Visibility Designer Exam Prep

What you will learn from this course

• Gain in-depth understanding of Salesforce data security and access management principles
• Learn to design and implement secure sharing models in Salesforce
• Master role hierarchies, sharing rules, manual sharing, and Org-Wide Defaults
• Explore advanced sharing mechanisms such as account teams, opportunity teams, and territory management
• Gain hands-on experience in configuring record-level security for complex business requirements
• Prepare effectively for the Salesforce Sharing and Visibility Designer certification exam
• Develop practical skills for analyzing business requirements and translating them into secure Salesforce sharing models

Learning Objectives

• Understand the fundamentals of Salesforce security architecture and data access
• Learn how to configure Org-Wide Defaults, role hierarchies, and sharing rules
• Apply manual sharing techniques to support exceptions in record access
• Implement account teams, opportunity teams, and territory management for collaborative access
• Explore programmatic sharing using Apex Managed Sharing
• Evaluate business scenarios and determine the most appropriate sharing model
• Gain confidence in preparing for and passing the Salesforce Sharing and Visibility Designer exam

Target Audience

This course is designed for:
• Salesforce administrators who want to enhance their understanding of data security
• Salesforce developers seeking to implement secure record-sharing models
• Salesforce consultants and solution architects preparing for the Sharing and Visibility Designer certification
• IT professionals involved in designing secure Salesforce applications and ensuring compliance with organizational policies
• Anyone aiming to gain practical knowledge and hands-on experience in Salesforce security and sharing mechanisms

Overview

The Salesforce Sharing and Visibility Designer role is crucial for maintaining secure and efficient data access in Salesforce. Organizations rely on these professionals to ensure that users can access the right records without compromising data integrity or security. This course provides an in-depth exploration of Salesforce sharing mechanisms, combining conceptual understanding with practical exercises to prepare participants for real-world scenarios and certification exams.

Role hierarchies form the backbone of the Salesforce sharing model. They establish a structured way for record access to flow upward through the hierarchy, granting higher-level users access to records owned by users below them. Understanding role hierarchies is essential for preventing unintentional data exposure while maintaining logical access paths.

Sharing rules complement the role hierarchy by extending access to users who need records outside of their standard role-based permissions. Sharing rules can be configured based on ownership or specific criteria, such as field values, allowing organizations to support cross-departmental collaboration or specialized business needs.

Org-Wide Defaults (OWD) are the foundation of Salesforce security. They define the baseline level of access for all users across each object. Setting OWDs appropriately is critical to balancing usability with security, as overly permissive defaults can expose sensitive data, while overly restrictive defaults can hinder business processes.

Manual sharing provides flexibility for exceptional cases. Users with the right permissions can share individual records with other users or groups, ensuring that critical business operations are not blocked by standard access restrictions. This feature is essential for organizations that require dynamic or ad-hoc sharing scenarios.

Account teams, opportunity teams, and territory management introduce collaborative access capabilities, allowing multiple users or teams to work together on shared records without compromising security. These tools are particularly useful in sales and service contexts where multiple stakeholders need access to accounts, opportunities, or leads.

Apex Managed Sharing offers programmatic control over sharing logic. This feature allows Sharing and Visibility Designers to implement complex access scenarios that cannot be achieved through declarative configuration alone. By using Apex code, designers can dynamically determine record access based on custom business logic, providing maximum flexibility while maintaining security standards.

This course emphasizes hands-on learning, giving participants the opportunity to practice configuring role hierarchies, OWDs, sharing rules, and manual sharing in a controlled environment. Scenarios are designed to mimic real-world business requirements, ensuring that participants can apply their knowledge effectively in professional settings.

Participants will also learn how to evaluate business requirements and translate them into Salesforce sharing models. This involves understanding the organizational structure, data sensitivity, and collaboration needs, and then designing a security model that supports these factors while minimizing risk.

By the end of the course, participants will be able to confidently design secure, scalable, and compliant Salesforce sharing models. They will understand how to leverage standard Salesforce features and advanced tools to create efficient record access strategies, preparing them for the Salesforce Sharing and Visibility Designer certification.

Prerequisites

To gain the most from this course, participants should have:
• Basic knowledge of Salesforce platform and navigation
• Understanding of Salesforce objects, fields, and record types
• Familiarity with user roles, profiles, and permissions
• Experience with Salesforce administration, including configuration of standard objects
• Basic understanding of security concepts in software applications
• Prior exposure to declarative automation and business process modeling is beneficial but not required

This course is structured to gradually build expertise, starting with foundational concepts and progressing to advanced sharing mechanisms and programmatic solutions. Participants will leave with both conceptual knowledge and practical skills, ready to apply their learning to organizational needs and certification preparation.

Course Modules / Sections

This course is designed to provide a comprehensive and structured learning path for Salesforce Sharing and Visibility Designer aspirants. The curriculum is divided into several modules to cover all essential topics, from foundational concepts to advanced sharing mechanisms. Each module is carefully designed to ensure learners gain both theoretical knowledge and practical experience.

The first module focuses on Salesforce security architecture, introducing participants to the underlying principles of record-level access, object-level permissions, and organizational security policies. Learners will explore how access control is implemented in Salesforce and why it is critical for maintaining data integrity and compliance.

The second module covers role hierarchies in depth. Participants will learn how to create and manage roles, understand parent-child relationships, and analyze the impact of role hierarchies on record visibility. This section also includes exercises on evaluating business requirements to implement effective hierarchies that align with organizational structure and security needs.

The third module introduces sharing rules, including criteria-based and owner-based sharing. Learners will study practical examples of when and how to use sharing rules to extend access beyond the role hierarchy. This module also highlights the importance of testing sharing configurations to prevent unintended access.

The fourth module dives into Org-Wide Defaults (OWD), explaining how baseline access is defined for each object. Participants will gain hands-on experience configuring OWDs and understanding their interactions with profiles, permission sets, and sharing rules. This section emphasizes best practices for balancing security and usability across an organization.

The fifth module focuses on manual sharing. Learners will explore scenarios where ad-hoc access is required, practicing how to share records on an individual basis and configure appropriate access levels. This module ensures participants understand how manual sharing complements standard access models without compromising security.

The sixth module covers collaborative sharing mechanisms such as account teams, opportunity teams, and territory management. Participants will learn how to configure these tools for multi-user access, understand team roles and responsibilities, and implement territory-based sharing to support sales and service processes.

The seventh module addresses Apex Managed Sharing, providing insight into programmatic control over record access. Learners will study examples of dynamic sharing logic, implementing custom access rules using Apex code, and evaluating scenarios where declarative solutions are insufficient.

The final module integrates all concepts through practice scenarios and sample exercises that simulate real-world business requirements. Participants will apply their knowledge to design, configure, and test secure Salesforce sharing models, preparing them for both professional application and certification exams.

Key Topics Covered

This course covers all critical aspects of Salesforce Sharing and Visibility Designer certification and practical implementation. Key topics include:

Role Hierarchies
Participants will learn to design, implement, and manage role hierarchies. Topics include creating roles, assigning users, understanding inheritance of permissions, and evaluating the effects on record visibility. Real-world scenarios demonstrate how to prevent unintended access and optimize hierarchy design for organizational needs.

Sharing Rules
This section explores owner-based and criteria-based sharing rules. Learners will understand how to configure rules to grant access to specific users, groups, or roles. Examples highlight the use of sharing rules for cross-departmental collaboration, external sharing, and complex business requirements.

Org-Wide Defaults
Participants will gain an understanding of OWDs, including private, public read-only, and public read/write settings. The course emphasizes how OWDs form the foundation of Salesforce security and how to balance user access with data protection. Hands-on exercises illustrate practical configurations and testing methods.

Manual Sharing
This topic covers ad-hoc record sharing to provide flexible access for exceptional cases. Learners will practice sharing individual records, setting appropriate access levels, and understanding the impact of manual sharing on overall security.

Account and Opportunity Teams
Learners will study how to configure team-based access for accounts and opportunities. Topics include assigning roles, defining team member responsibilities, and using team access to facilitate collaboration while maintaining secure record access.

Territory Management
This section focuses on implementing territory-based sharing models for sales and service operations. Participants will learn to configure territories, assign users, and establish access rules that support organizational processes.

Apex Managed Sharing
Participants will explore programmatic sharing using Apex. Topics include creating custom sharing logic, handling complex access scenarios, and integrating managed sharing into existing security models. Examples demonstrate when and how to use Apex Managed Sharing effectively.

Security Best Practices
This course emphasizes best practices for maintaining data security, including principles of least privilege, access auditing, testing sharing configurations, and monitoring security compliance. Participants will learn strategies for balancing accessibility with security in complex Salesforce environments.

Certification Preparation
Key topics also include strategies for preparing for the Salesforce Sharing and Visibility Designer certification. Participants will practice exam-style questions, scenario analysis, and configuration exercises to build confidence and readiness for the certification exam.

Teaching Methodology

This course employs a blend of instructional techniques designed to ensure comprehensive learning and practical application.

Instructor-Led Demonstrations
Participants receive guided demonstrations of Salesforce configuration, sharing model design, and record-level access implementation. Demonstrations provide clear examples of how theoretical concepts are applied in real-world Salesforce environments.

Hands-On Exercises
Each module includes practical exercises that allow learners to configure Salesforce settings, create sharing rules, manage role hierarchies, and implement manual sharing scenarios. Exercises are designed to reinforce concepts and provide hands-on experience critical for professional application.

Scenario-Based Learning
Participants work through real-world business scenarios that simulate typical challenges faced by Salesforce administrators, developers, and consultants. Scenarios require learners to analyze requirements, design secure sharing models, and implement solutions, bridging the gap between theory and practice.

Interactive Discussions
The course encourages discussion of security concepts, sharing strategies, and best practices. Learners are prompted to consider alternative approaches, evaluate potential risks, and discuss solutions with peers and instructors, fostering collaborative learning.

Self-Paced Learning Materials
In addition to live instruction, the course provides comprehensive learning materials, including step-by-step guides, configuration walkthroughs, and sample scenarios. These resources allow learners to study at their own pace and reinforce understanding between modules.

Continuous Assessment
Participants receive feedback on exercises, configuration tasks, and scenario solutions. Continuous assessment ensures learners understand key concepts, identify areas for improvement, and track progress throughout the course.

Assessment & Evaluation

The course includes multiple methods for assessing participant knowledge, understanding, and practical application.

Practice Exams
Learners are provided with practice exams that simulate the Salesforce Sharing and Visibility Designer certification test environment. Practice exams cover key topics such as role hierarchies, sharing rules, OWDs, manual sharing, teams, territories, and Apex Managed Sharing. These exams help learners identify strengths and areas for further study.

Scenario-Based Evaluations
Participants complete scenario-based assignments that assess their ability to analyze business requirements and implement appropriate sharing models. Evaluation criteria include accuracy, completeness, and adherence to security best practices.

Hands-On Configuration Assessments
Practical exercises require learners to configure Salesforce settings to meet specific access requirements. Instructors evaluate configurations for correctness, efficiency, and alignment with real-world business needs.

Knowledge Checks
Each module includes knowledge checks to assess comprehension of key concepts. These checks reinforce learning and provide immediate feedback, helping learners retain information and apply it effectively.

Feedback and Review
Instructors provide detailed feedback on all assessments, highlighting best practices, common mistakes, and strategies for improvement. Participants are encouraged to review feedback, revise configurations, and deepen understanding of complex topics.

Performance Tracking
Learners can track progress through completion of modules, exercises, and assessments. Performance tracking ensures participants understand their learning trajectory and can focus on areas requiring additional attention.

Certification Readiness
The combination of practice exams, scenario evaluations, and hands-on exercises ensures participants are fully prepared for the Salesforce Sharing and Visibility Designer certification exam. Evaluation methods are aligned with exam objectives to maximize readiness and confidence.

This comprehensive approach to teaching, assessment, and evaluation ensures that learners develop both theoretical knowledge and practical skills, preparing them for professional roles and certification success in Salesforce Sharing and Visibility design.

Benefits of the Course

This Salesforce Sharing and Visibility Designer course provides numerous benefits for professionals aiming to excel in Salesforce security and access management. Participants will develop a comprehensive understanding of Salesforce sharing models, enabling them to design and implement secure, scalable, and compliant record access strategies.

One of the primary benefits is gaining practical knowledge of role hierarchies. Learners will understand how to configure roles, define parent-child relationships, and ensure that permissions are inherited properly to maintain secure and logical data access. This knowledge is critical for avoiding unintended data exposure and ensuring compliance with organizational policies.

The course also emphasizes mastery of sharing rules. Participants will learn to implement owner-based and criteria-based sharing rules, granting access to users, groups, or roles who need records outside their standard role hierarchy. This skill is particularly useful for supporting cross-department collaboration and ensuring business processes are not restricted by rigid security settings.

Another key benefit is understanding and configuring Org-Wide Defaults (OWD). By the end of the course, participants will be able to set baseline access levels for each Salesforce object, balancing user accessibility with data security requirements. Configuring OWDs effectively ensures that sensitive information is protected while enabling necessary collaboration.

Manual sharing is also covered extensively. Learners will gain the ability to grant ad-hoc record access, ensuring that exceptional business scenarios can be accommodated without compromising the overall security model. This flexibility is crucial in dynamic business environments where access needs may change frequently.

The course introduces collaborative tools such as account teams, opportunity teams, and territory management. Participants will learn to implement team-based and territory-based access, promoting collaboration while maintaining strict data security. This benefit is particularly valuable for sales and service teams who need shared access to records without sacrificing compliance or control.

Participants will also gain exposure to Apex Managed Sharing. This advanced topic equips learners with the skills to implement programmatic sharing logic for complex business scenarios. Mastery of Apex Managed Sharing allows professionals to address access requirements that cannot be achieved through standard declarative methods, providing enhanced flexibility and control.

Another important benefit of this course is certification readiness. Through hands-on exercises, scenario-based practice, and practice exams, learners will build confidence and practical experience necessary to successfully pass the Salesforce Sharing and Visibility Designer certification. This certification enhances professional credibility and opens doors to advanced career opportunities in Salesforce administration, consulting, and architecture.

Additionally, participants will develop problem-solving and analytical skills. By evaluating business requirements and designing secure sharing models, learners will enhance their ability to make informed decisions that balance security, accessibility, and operational efficiency.

Course Duration

This course is designed to provide a comprehensive learning experience while accommodating professional schedules. The total duration is approximately 40 to 45 hours of structured training, which can be completed over several weeks depending on the participant’s pace.

The course is divided into modules, each focusing on specific aspects of Salesforce sharing and visibility. Each module includes a combination of instructional lessons, hands-on exercises, scenario-based learning, and assessments to reinforce understanding.

Participants can expect to spend around 3 to 5 hours per module, including time for practice exercises and review. Complex modules, such as Apex Managed Sharing or territory management, may require additional study time to fully grasp the concepts and apply them effectively.

The course is designed to be flexible, allowing learners to progress at their own pace. Self-paced learners can focus on challenging modules, revisit key topics, and practice exercises multiple times to achieve mastery. Instructor-led sessions provide structured guidance and opportunities for interaction, ensuring a balance between flexibility and expert support.

Participants will also benefit from periodic assessments and knowledge checks, which are included throughout the course. These assessments allow learners to track their progress, identify areas needing improvement, and reinforce their understanding of key concepts.

Upon completion of all modules, learners will have accumulated sufficient practical experience and conceptual knowledge to confidently apply Salesforce sharing and visibility principles in professional environments. The course duration is optimized to ensure participants achieve both depth and breadth of understanding without unnecessary time constraints.

Tools & Resources Required

To fully benefit from this course, participants will need access to certain tools and resources that facilitate hands-on learning and practical application of Salesforce sharing and visibility concepts.

A Salesforce Developer Edition or a sandbox environment is recommended. This provides a safe space to practice configuring role hierarchies, sharing rules, Org-Wide Defaults, manual sharing, and team-based access without affecting production data. A hands-on environment is essential for applying theoretical knowledge to real-world scenarios.

Participants should have a reliable internet connection to access course materials, online exercises, and virtual lab environments. Cloud-based Salesforce access ensures that learners can complete configuration tasks, practice exercises, and scenario simulations effectively.

A modern web browser is required to navigate Salesforce, access training resources, and complete exercises. Supported browsers include Google Chrome, Mozilla Firefox, Microsoft Edge, and Safari. Browser compatibility ensures that all Salesforce features and course content function correctly during practice and evaluation.

Participants may also use additional tools such as a text editor for writing Apex code when practicing programmatic sharing, and spreadsheet software to document configurations, track sharing rules, or simulate business scenarios. These tools support efficient practice and reinforce understanding of concepts through documentation and analysis.

Comprehensive learning materials are provided within the course, including instructional guides, step-by-step walkthroughs, sample scenarios, and practice exercises. These resources serve as references during learning and as study aids for exam preparation.

Community support and discussion forums can also be valuable resources. Engaging with peers and instructors allows participants to clarify doubts, discuss challenges, and share best practices for implementing Salesforce sharing models.

Finally, participants are encouraged to access Salesforce Trailhead modules related to security, sharing, and data access. These modules complement the course content by providing interactive exercises, badges, and additional practice opportunities that reinforce learning and enhance practical skills.

By utilizing these tools and resources, participants can maximize the benefits of the course, gaining both practical experience and conceptual understanding necessary to succeed as a Salesforce Sharing and Visibility Designer.

Career Opportunities

Completing the Salesforce Sharing and Visibility Designer course opens a wide range of career opportunities for professionals in Salesforce administration, consulting, and development. The skills gained from this course are highly valued across industries that rely on Salesforce for managing customer relationships, sales, and service operations.

One of the primary career paths is Salesforce Administrator. Administrators with expertise in sharing and visibility design can manage record-level security, configure role hierarchies, implement sharing rules, and ensure users have appropriate access. They play a critical role in maintaining data integrity, compliance, and operational efficiency within organizations. Administrators who specialize in security and access control are often in high demand, as organizations increasingly prioritize data protection and privacy.

Salesforce Consultants also benefit significantly from this course. Consultants are responsible for designing Salesforce solutions tailored to business requirements. A strong understanding of sharing and visibility principles allows consultants to recommend the most secure and efficient access models, implement role hierarchies and sharing rules, and provide guidance on OWD configurations. These skills enable consultants to deliver solutions that meet both functional and compliance needs for their clients.

Salesforce Developers with expertise in Apex Managed Sharing can create custom sharing logic to address complex access scenarios that cannot be handled declaratively. This knowledge allows developers to build sophisticated applications that maintain strict security while supporting dynamic business processes. Developers skilled in programmatic sharing are highly sought after for projects involving advanced Salesforce customization and integration.

Solution Architects and Technical Architects also find value in this course. Professionals in these roles are responsible for designing large-scale Salesforce implementations and ensuring that security models align with organizational policies. Knowledge of sharing mechanisms, teams, territories, and Apex Managed Sharing equips architects to design scalable and compliant access models across enterprise environments.

In addition to these roles, certification as a Salesforce Sharing and Visibility Designer enhances career prospects in project management, business analysis, and Salesforce training. Organizations often seek certified professionals to lead Salesforce implementation projects, audit security configurations, and train other team members on best practices.

Industries such as finance, healthcare, retail, and technology particularly value Salesforce security expertise. Companies in these sectors handle sensitive data and complex user hierarchies, making secure and efficient record access critical for business operations. Professionals with strong knowledge of sharing and visibility design are well-positioned to advance in these industries, taking on leadership and specialized roles that require both technical skill and business acumen.

The certification also provides opportunities for remote work, consulting projects, and freelance engagements. Certified professionals can work with multiple clients or organizations, implementing secure Salesforce solutions and optimizing data access models. This flexibility enhances career growth, financial potential, and professional recognition within the Salesforce ecosystem.

Overall, the career opportunities for Salesforce Sharing and Visibility Designers are extensive. Professionals who complete this course gain both practical and theoretical expertise, enabling them to excel in administrative, consulting, development, and architectural roles while contributing to the secure and efficient management of Salesforce data.

Conclusion

The Salesforce Sharing and Visibility Designer course equips participants with the knowledge, skills, and practical experience required to design, implement, and maintain secure data access models in Salesforce. From understanding role hierarchies, sharing rules, and Org-Wide Defaults to mastering manual sharing, team-based access, territory management, and Apex Managed Sharing, this course covers all essential aspects of Salesforce security and visibility.

Participants develop a deep understanding of how to evaluate business requirements and translate them into effective sharing models that balance security, usability, and operational needs. They gain hands-on experience configuring Salesforce settings, testing sharing rules, and implementing collaborative access mechanisms, ensuring they are well-prepared for real-world scenarios.

The course also prepares learners for the Salesforce Sharing and Visibility Designer certification exam, providing practice exams, scenario-based exercises, and guided instruction to build confidence and ensure readiness. Achieving certification demonstrates proficiency in Salesforce security, enhances professional credibility, and opens doors to advanced career opportunities.

Beyond certification, the course equips participants with skills that are immediately applicable in professional environments. Organizations increasingly rely on Salesforce for critical business operations, and the ability to manage data access securely and efficiently is highly valued. Graduates of this course can take on roles that influence system security, optimize record visibility, and support compliance with internal and external policies.

The benefits of completing this course extend to personal and professional growth. Participants develop problem-solving and analytical skills, gain practical experience in complex scenarios, and enhance their understanding of Salesforce security architecture. These competencies enable professionals to contribute effectively to organizational goals, drive secure collaboration, and implement scalable solutions that meet evolving business needs.

By combining theoretical knowledge with hands-on practice, the course ensures that learners are not only prepared for certification but also capable of implementing best practices in Salesforce sharing and visibility design. Participants leave with the confidence to handle complex access requirements, maintain data security, and deliver impactful solutions across multiple Salesforce environments.

The Salesforce Sharing and Visibility Designer course is ideal for administrators, consultants, developers, and architects who wish to advance their careers and gain expertise in Salesforce security and access management. By completing this course, participants are well-positioned to take on critical roles in Salesforce implementation projects, system audits, and security optimization initiatives.

With the comprehensive curriculum, structured modules, practical exercises, and exam preparation, learners receive a complete learning experience that balances theory, practice, and professional application. The course emphasizes not only passing the certification exam but also gaining the competence to design and manage secure, scalable, and compliant Salesforce sharing models.

In summary, this course empowers professionals to:
• Understand and implement Salesforce record-level security
• Design effective role hierarchies, sharing rules, and Org-Wide Defaults
• Apply manual sharing, account and opportunity teams, and territory management
• Implement advanced sharing using Apex Managed Sharing
• Prepare for and succeed in the Salesforce Sharing and Visibility Designer certification exam
• Enhance career prospects across administration, consulting, development, and architectural roles
• Contribute to secure and efficient Salesforce operations in real-world business environments

Enroll Today

Enroll today in the Salesforce Sharing and Visibility Designer course to advance your skills, achieve certification, and unlock new career opportunities. Gain practical expertise, master advanced Salesforce sharing concepts, and become a trusted professional in designing secure and efficient access models. This course provides all the resources, guidance, and practice you need to succeed and excel in your Salesforce career.