Salesforce Certified Sharing and Visibility Designer (SU20)认证考试总结
【序】：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】：
| Tittle | Salesforce Certified Sharing and Visibility Designer (SU20) exam |
| Content | 60 multiple-choice/multiple-select questions |
| Time | 105 min (Guide) | 95min / 120min (Actual) |
| Passing score | 67% |
| Registration fee | USD 400 |
| Retake fee | USD 200 |
| Prerequisite | None |
| Link | https://trailhead.salesforce.com/en/help?article=Salesforce-Certified-Sharing-and-Visibility-Designer-Exam-Guide |
【结果分析】：
| # | Subject | Key topics | Weight | Score | Actual Score |
| 1 | Declarative Sharing | 1. 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% ~ 46 | 84% | 63.84% |
| 2 | Programmatic Sharing | 1. 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% ~ 10 | 90% | 15.30% |
| 3 | Performance and Scalability | 1. Design a security model that is maintainable at large scale in a complex org | 7% ~ 4 | 100% | 7% |
| Final Score | 86.14% |
【资源管理 & 过程记录】：
| Media Type | Topics | Title | Status | URL |
| Trailmix Link | Community | Communities User Licenses | 1 | https://help.salesforce.com/articleView?id=users_license_types_communities.htm&type=0 |
| Trailmix Link | Community | Managing Access to the Partner Community | 1 | https://trailhead.salesforce.com/modules/sf_partner_community/units/sf_partner_community_manage |
| Trailmix Link | Community | Access to Records for Community Users | 1 | https://help.salesforce.com/articleView?id=networks_setting_light_users.htm&type=0 |
| Trailmix Link | Encrypt | Classic Encryption for Custom Fields | 1 | https://developer.salesforce.com/docs/atlas.en-us.securityImplGuide.meta/securityImplGuide/fields_about_encrypted_fields.htm |
| Trailmix Link | Encrypt | Using the Apex Crypto Class | 1 | https://developer.salesforce.com/page/Apex_Crypto_Class |
| Trailmix Link | Encrypt | Platform Encryption | 1 | https://help.salesforce.com/articleView?id=security_pe_overview.htm&type=0 |
| Trailmix Link | Encrypt | The Difference Between Encryption Types | 1 | https://help.salesforce.com/articleView?id=security_pe_vs_classic_encryption.htm&type=5 |
| Trailmix Link | Encrypt | Storing Sensitive Data | 1 | https://developer.salesforce.com/page/Secure_Coding_Storing_Secrets |
| Trailmix Link | File | Who Can See My File? | 1 | https://help.salesforce.com/articleView?id=collab_files_settings_perms.htm&type=0 |
| Trailmix Link | Folder | Share a Report or Dashboard Folder | 1 | https://help.salesforce.com/articleView?id=analytics_share_folder.htm&type=0 |
| Trailmix Link | List View | Creating Custom List Views | 1 | https://help.salesforce.com/articleView?id=customviews.htm&type=0 |
| Trailmix Link | Lock | Managing Group Membership Locks | 1 | https://developer.salesforce.com/blogs/engineering/2012/09/group-membership-operation-already-in-progress-managing-group-membership-locks-for-success.html |
| Trailmix Link | Lock | Locking Down Record Access | 1 | https://developer.salesforce.com/blogs/engineering/2013/12/locking-down-record-access-in-salesforce.html |
| Trailmix Link | OLS | Custom Permissions | 1 | https://help.salesforce.com/articleView?id=custom_perms_overview.htm&type=0 |
| Trailmix Link | OLS | Enforcing Object and Field Permissions | 1 | https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_classes_perms_enforcing.htm |
| Trailmix Link | RLS | Who sees what in Lightning Experience | 1 | https://salesforce.vidyard.com/watch/B1bQnMFg2VyZq7V6zXQjPg? |
| Trailmix Link | RLS | Control Access to Records | 1 | https://trailhead.salesforce.com/en/modules/data_security/units/data_security_records |
| Trailmix Link | RLS | Built-in Sharing Behavior | 1 | https://help.salesforce.com/articleView?id=sharing_across_objects.htm&type=0 |
| Trailmix Link | RLS | Implicit Sharing | 1 | https://developer.salesforce.com/docs/atlas.en-us.draes.meta/draes/draes_object_relationships_implicit_sharing.htm |
| Trailmix Link | RLS | Share Groups | 1 | https://help.salesforce.com/articleView?id=networks_sharing_light_users.htm&type=0 |
| Trailmix Link | RLS | Sharing a Record Using Apex | 1 | https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_bulk_sharing_creating_with_apex.htm |
| Trailmix Link | RLS | Group Membership Sharing | 1 | https://developer.salesforce.com/blogs/engineering/2013/01/salesforce-group-membership-sharing-for-peak-performance.html |
| Trailmix Link | RLS | Dynamic Data Sharing on Force.com | 1 | https://developer.salesforce.com/blogs/engineering/2013/01/dynamic-data-sharing-on-force-com.html |
| Trailmix Link | RLS | Protecting Custom Sharing Code | 1 | https://developer.salesforce.com/blogs/engineering/2013/02/protecting-force-com-custom-sharing-code.html |
| Trailmix Link | RLS | Enforcing Sharing Rules | 1 | https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_security_sharing_rules.htm |
| Trailmix Link | RLS | Create Custom Record Sharing Logic | 1 | https://developer.salesforce.com/page/Using_Apex_Managed_Sharing_to_Create_Custom_Record_Sharing_Logic |
| Trailmix Link | Skew | Avoiding Account Data Skew | 1 | https://developer.salesforce.com/blogs/engineering/2013/01/reducing-lock-contention-by-avoiding-account-data-skews.html |
| Trailmix Link | Team | Account Teams Overview | 1 | https://help.salesforce.com/articleView?id=accountteam_def.htm&type=0 |
| Trailmix Link | Team | Account Team Fields | 1 | https://help.salesforce.com/articleView?id=accountteam_fields.htm&type=0 |
| Trailmix Link | TM | Territory Management Differences | 1 | https://help.salesforce.com/HTViewSolution?id=000212568 |
| Trailmix Link | TM | Complex Sales Realignment | 1 | https://developer.salesforce.com/blogs/engineering/2012/09/technical-enablement-case-study-complex-sales-realignment.html |
| Blog | Tips for passing Salesforce Certified Sharing and Visibility Designer | 1 | http://santanuboral.blogspot.com/2017/07/tips-for-passing-sharing-and-visibility.html | |
| Blog | Rec Owner | Behind 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 Certification | 1 | https://icodecloud.wordpress.com/2017/04/21/salesforce-sharing-visibility-designer-certification/ | |
| Blog | How to Prepare For and PASS Sharing and Visibility Designer Exam | 1 | http://salesforcememo.com/2017/01/04/how-to-prepare-for-and-pass-sharing-and-visibility-designer-exam/ | |
| Blog | After Test Summary | Visibility & Sharing Certification Study Guide | 1 | https://metillium.com/2018/04/visibility-sharing-certification-study-guide/ |
| Blog | Record Locking & Performance | Understanding Salesforce record locking, and preventing them from killing our load performance (or causing errors) | 1 | https://www.linkedin.com/pulse/understanding-salesforce-record-locking-preventing-them-david-masri/ |
| Help | Granular Locking | Avoid lock errors in your organization | 1 | https://help.salesforce.com/articleView?id=000325942&language=en_US&type=1&mode=1 |
| ProProfs (84%) | Salesforce Sharing & Visibility Designer Certification | 1 | https://www.proprofs.com/quiz-school/story.php?title=salesforce-sharing_23qf | |
| Google Books | Sharing and Visibility Designer | 1 | https://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.q57 | 1 | https://www.freecram.com/torrent/Salesforce.Sharing-and-Visibility-Designer.v2020-07-19.q57.html | |
| StackExchange | Role Hierarchy Developer Certification Question | 1 | https://salesforce.stackexchange.com/questions/64637/role-hierarchy-developer-certification-question | |
| ProProfs (71 / 86%) | 13-Aug-20 | Salesforce: Sharing And Visibility Designer Quiz! | 1 | https://www.proprofs.com/quiz-school/story.php?title=sfsharingandvisibilityqsfromw19 |
| Blog | Newest | Salesforce Sharing and Visibility Designer Exam Preparation: Declarative Sharing | 1 | https://www.issacc.com/salesforce-sharing-and-visibility-designer-exam-preparation-declarative-sharing/ |
| Blog | Newest | Salesforce Sharing and Visibility Designer Exam Preparation: Programmatic Sharing | 1 | https://www.issacc.com/salesforce-sharing-and-visibility-designer-exam-preparation-programmatic-sharing/ |
| Blog | Newest | Salesforce Sharing and Visibility Designer Exam Preparation: Performance and Scalability | 1 | https://www.issacc.com/salesforce-sharing-and-visibility-designer-exam-preparation-performance-and-scalability/ |
| Salesforce Developer Blog | Enforcing CRUD and FLS | 1 | https://developer.salesforce.com/wiki/enforcing_crud_and_fls | |
| ShellBlack | SETTING UP SECURITY PART 1 – OWDS, SHARING RULES AND THE ROLE HIERARCHY | 1 | https://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 MODEL | 1 | https://www.shellblack.com/whiteboard/real-example-of-setting-up-security/ | |
| Help | Avoid lock errors in your organization | 1 | https://help.salesforce.com/articleView?id=000325942&language=en_US&type=1&mode=1 | |
| ProProfs | Abc - ProProfs Quiz | 1 | https://www.proprofs.com/quiz-school/quizreport.php?title=mjgwnzg1mwlqvw&sid=245242836 |
【感恩 & 福利】：
感谢Ladies Be Architects和DecodeSFCertifications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！
