Its been an amazing journey to go through all the documentation to get this one, and in the end it was all worth it.
With this article, I will start with sharing my experience and then would write follow up article to explain some of the essential Salesforce Security features and guidelines
Why did I decide to target “Sharing and Visibility Designer” at first among all other designer and architect certificate?
Well If you are working on Salesforce Platform since last few years, then I guess you already have good knowledge about Salesforce Security. When I went through the Exam Guide for this certificate, I knew that it would not be a tough deal for me as I already knew most of the topics like Role Hierarchy, Sharing Rules, Profiles and Permission Sets. So I decided to start my Architect Journey with this.
How to prepare for this credential?
I have just earned my PD2 credentials on 28th Feb. Since PD2 was my most desired certificate, I did not think about my journey ahead at that point of time and only focused on PD2. But as soon as I started bragging about it in office 😂, One of my Manager asked me, “What is next?”. That left me thinking that I should not stop now and should start with designer certificate to begin my journey for CTA. So I checked all the designer certificate out there and thought of making this one as my next stoppage.
I started researching about this credential as soon as I was over with my excitement on PD2 and found that we already have a resource guide for this one. The resource guide includes the link for all essential guides and topics that you need to go through to earn this credential. You must go through each and every topic mentioned in this resource guide even if you are very well versed with some of the topics to brush up your concepts to make sure you are not missing on anything.
The same material can be found on Salesforce Architect Journey: Sharing and Visibility TrailMix.
Now, hands-on for every topic is also necessary which give the clear picture of how the functionally works and then you can play with it by implementing different scenarios. Doing hands-on will always help you remember every small point related to that topic. For Ex: I never implemented Account Teams or Territory Hierarchy in my career, so I had to do as much hands-on as I could do, to get to know the functionality and how it behaves in different scenarios.
Last but not least, try to make your own notes (especially for the topics which are new to you) which will help you in last minute recap.
So I started preparing for this certificate from 1st of March and created a self-goal to achieve this one by end of March. But when I started going through the study material, it was so interesting that I covered it within 15 days. I tried to give more time to those topics which were new to me, tried to do as much hands-on as I could do, tried to implement as many scenarios as I could think of. So once I got the feeling that I am ready for it, I booked my exam slot without any delay (you should do the same as delaying will not make any sense and you may forget few key points if you are not in touch with the study material).
Topics very important for this exam
Although the exam will test your knowledge of all security fundamentals, I feel below are the must-read topics:
- Role Hierarchy (Internal and External)
- Sharing Rules (Criteria Based and Ownership Based)
- Profiles And Permission Set (How they differ from Roles and Groups)
- Company Security (Login Hours and Ip Ranges)
- Account Skew, Lookup Skew, Ownership Skew
- Manual Sharing (What happens on ownership change)
- Apex Managed Sharing and Sharing Reasons (a lot of question on this one)
- Granular Locking, Deferred Sharing Calculations, Parallel Sharing Calculations (When to use what)
- Enterprise Territory Management (Territory Types, Account Assignment Rules, Filter-Based Opportunity Territory Assignment )
- Account Teams And Opportunity Teams (How they are affected by Role Hierarchy Setting)
- Partner Accounts, Partner and Customer Community (Sharing Sets)
Ok so this sums up about my experience and how to prepare for the exam. In coming articles in this series, I will explain some of the essentials topics on Salesforce Security Fundamentals.