Sweet Potato


My Salesforce Sharing and Visibility Architecture Certification Journey


I’m Kailas Nambi, a Team Lead at Sweet Potato Tec. When I ventured into Salesforce, I discovered the significance of mastering sharing and visibility architecture. It’s more than just a certification; it’s the gateway to unlocking Salesforce’s full potential. In this blog, I’ll share my journey to obtaining the Salesforce Sharing and Visibility Architecture certification and the insights I gained along the way.

Embarking on a Salesforce Journey:

My journey into the world of Salesforce started like many others, with a passion for technology and a desire to explore the limitless possibilities of cloud-based solutions. Armed with previous certifications and hands-on experience, I felt it was time to take my knowledge to the next level. That’s when I set my sights on the Salesforce Sharing and Visibility Architecture certification, recognizing the significant role it plays in shaping the landscape of Salesforce solutions.

Understanding the Certification:

The Salesforce Sharing and Visibility Architecture certification is a cornerstone in the Salesforce certification ecosystem. It’s an advanced certification that dives deep into the intricacies of data access, sharing models, security, and governance within Salesforce. Understanding the concepts of roles, profiles, permission sets, and sharing rules is fundamental to this certification. It’s a vital credential for any Salesforce architect or administrator looking to design and implement effective data access strategies for their organization.

Exam Preparation Strategy:

Achieving this certification isn’t a walk in the park. It requires dedication, thorough understanding, and a structured approach to preparation. During my journey, I relied on various resources. Salesforce’s official documentation and Trailhead modules are treasure troves of knowledge. They provided in-depth insights into the intricacies of data security and sharing, and I highly recommend seeking out peers who are also on the certification journey. Additionally, consider taking practice exams to gauge your readiness.

I will outline my week-by-week plan detailing how I successfully achieved the Salesforce Sharing and Visibility Architecture certification.

Week 1: Foundational Understanding

  1. Exam Guide Review (Day 1): Begin by thoroughly reviewing the official Salesforce Sharing and Visibility Architecture exam guide to understand the topics and their weightage.


  1. Trailhead Modules (Days 2-7): Start with Trailhead modules related to Sharing and Visibility. These provide a solid foundation and practical exercises.
  2. Study Groups (Days 7-14): Join online Salesforce study groups or forums. Participate in discussions and ask questions for clarification.

Week 2: Object-Level Security and Role Hierarchy

  1. Object-Level Security (Days 15-21): Dive into object-level security by studying Profiles, Permission Sets, Record Types, and Object Permissions.


  1. Role Hierarchy (Days 22-24): Learn about the role hierarchy and how it impacts data sharing.

Week 3: Declarative and Programmatic Sharing

  1. Declarative Sharing (Days 25-28): Study sharing settings, sharing rules, and criteria-based sharing. Practice configuring these settings in a Salesforce Developer Edition.


  1. Programmatic Sharing (Day 29): Understand how to use Apex triggers, classes, and Visualforce to implement custom sharing logic.


Week 4: Practice and Review

  1. Practice Exams (Days 30-31): Take as many practice exams as possible. Analyse your results to identify areas where you need improvement.
  2. Review Weak Areas (Days 32-33): Focus on your weaker areas. Revisit the official documentation, practice exercises, and online resources to reinforce your understanding.
  3. Final Review and Time Management (Days 34-35): Review the key concepts, security best practices, and common pitfalls. Work on improving your time management skills to complete the exam within the allocated time.

The Exam Experience:

On exam day, you’ll face tough scenarios and questions testing your data-sharing model design skills. Time management is crucial. Break complex questions into manageable parts for efficient problem-solving. Stay calm, trust your knowledge, and remember key concepts.


Earning the Salesforce Sharing and Visibility Architecture certification is a significant achievement that showcases both knowledge and practical expertise in data sharing and visibility within Salesforce. The journey is demanding but invaluable in terms of knowledge. If you’re considering this certification, approach it with determination, patience, and a thirst for knowledge. It will open doors for professional growth in the Salesforce ecosystem. Good luck on your journey!