Move from threads to meetings

(Photo by Johannes Plenio:

I’ve always tried to have some basic guidelines around communications to keep myself from straying from the purpose of the conversation. I’ve had a long-standing guideline for how long to wait for someone that is late to a meeting: 3 minutes for non-critical participants; 5 minutes for colleagues who should know better; 10 minutes for people in senior roles that have too many meetings; 15 minutes for executives and customers. After 15 minutes I write it off as a break in an otherwise hectic day and move on to other tasks.

Recently there was a long-running thread of comments in a Jira story between two colleagues that occurred while I was on PTO. Catching up on things, I ran across it and, as someone outside the conversation, identified that the length of the discussion was because there were different core understandings of the story that neither was aware the other had. Because it had gone on so long, it took longer to come to consensus in the meetings that followed that comment thread.

This is not the first time I have run across such diverging threads, and I am sure you have seen as many or more. I once worked with a very good Project Manager who had a rule that if the thread went more the two responses it was time for a phone call or meeting. As a developer-turned-architect, most of my work is with people that would rather go to the dentist than a meeting. As senior director, I know that both are annoying when unnecessary and you always feel better afterwards when useful (though not always immediately).

I’m will probably revise these in the future, but for now, here is the guideline am adopting and recommending around written threads (IMs, DMs, texts, or comment sections):

One message is a question
Two messages is a conversation
Three messages is an asynchronous meeting
Four messages probably needs a meeting to complete

For the sake of this discussion, let’s consider a meeting of any type of verbal exchange over written, i.e., treating phone, video, and in-person equally (because otherwise we are off on a different topic, and I do that easily enough without help).

Like any guideline, these are not absolutes. For a silly-yet-accurate example, consider “can we talk?” as the first message. In general, that should go straight to meeting. But sometimes the recipient is busy (maybe even in another conversation) and some discussion is required to conclude a time an channel. Another example is when assisting someone with a task where the understand the basics and need help with some advanced or nuanced aspects. Such a thread could go on for dozens of exchanges and be the right way to communicate asynchronously as both parties work on other things in between. In the same context but a different circumstance the thread may be inefficient, and meeting should be called after the first question. So, no absolutes, just some guidelines to think about when you find yourself in an extended written exchange online.

What’s your approach? Yes, I’m now encouraging a thread that is longer than four messages and no meeting ūüôā

© Scott S. Nelson
A teleprompter and person reading from it on camera

How to use speaking notes and not sound like you’re reading

Feature image “Our shoot through teleprompter.” by¬†ThisDayToday¬†is licensed under¬†CC BY 2.0.

Public speaking is often referred to as the most common fear. Google gave me this random proof this morning, an 8-year-old Washing Post Article. In school it was a major fear of mine, which was sort of hypocritical since it was only being in front of the class or a group where I was nervous. From the back of the class, I often didn’t shut up until I was sent out of the class. I think this isn’t too different than my preference of written over verbal communication, but you are probably hear to learn about a technique to not sound like you are reading when you use speaking notes rather than hearing about my personality peccadilloes.

First, getting over the trepidation to speak in the first place is an accomplishment. The techniques to get over that vary from person to person, though it is fair to say that a key ingredient is being confident in your knowledge on the topic and then focusing on sharing that knowledge more than what people may think of you. It may be worth noting that confidence is often accepted as a replacement for competence, which is more important to the audience than the speaker. For the speaker, it is up to their own personal values and ability to know the difference (I’m digressing, which, my reader is used to by now, but I still need to apologize).

For myself, my fear was less about not knowing the topic than the audience not being interested or not believing I knew the topic. And I am amused to see I wrote that in the past tense…

Once you get over the fear or anxiety or panic (in worst cases) sufficiently to be in situation where you need to speak in public or present virtually some might think that is all it takes. Ha! What happens when, real or imagined, the fear comes to fruition? That they aren’t listening (or you don’t think they are because you can’t read their expressions or even see their faces), or don’t believe/agree with you (same input issues, different conclusion)? You might just plow on, feeling better or worse as you do, or you might give up (hopefully not because, trust me, it won’t get worse).¬† Assuming you survived (kidding…everyone survives, except some noted historical exceptions that are not relevant to this article and that are too dark for me to ever write about), the next step is to find ways to get better.

Most of my early speaking activities were in a teaching context. I either had a very deep understanding of the material or had learned it recently and intensely enough for it to be very fresh in mind. For these seminar and classes I would have a one page outline that I could leave somewhere within my vision and that was sufficient.

Old sample outline
Nest loop outline from a 1990 sales training

Age does not help eyesight, nor does improve focus if one has moved through many different fields and topics through the years, and I got to a point where the outlines were hard to read unless I used a very large font, and that they were insufficient as a speaking prompt either because the presentation was a condensation of a much larger body of material or a combination of being fairly recently planned and either new knowledge or knowledge gathered and distilled over a long time. Plus, my topics had moved from more academic areas into business and technology. I frequently had much less time to prepare and the outline format had me sounding like I was reading (which I was) and would sometime lose my place (which audiences take as low confidence). I needed a new approach.

The next level from an outline is bullet notes. Short sentences or snippets that act as prompts and keep the talk on track. Generally easier to read, and easily memorized so that a mere glance is sufficient to key the brain into what comes next and where it is at on the track.

  • Guided selling
  • Approval flows
  • Automated escalations
  • Not all CPQs have billing
  • Reporting and types of reporting
  • eSignature
  • Renewals (this could be CLM, CPQ, or both)

Bullet notes did the trick for a long time because of their simplicity, both in format and in management. Things evolve. It might be personal evolution, societal evolution, or (most likely) a mixture of both. In this case, evolution moves from speaking, teaching, or presenting and into interacting with knowledge. There is still a subject, and the nature of the discussion has a general structure, frequently as an agenda, but at any point in the agenda the focus can branch into both planned and unplanned areas. In some cases the discussion needs to return to the originally planned path, in others the sequence changes while the content remains the same, and sometimes the whole plan is out the door.

For that last one there is no substitute for knowledge and experience, even if it is the understanding that “let me get back to you on that” is generally better than faking it. For this shifting flow, I have adopted and adapted the notion of Bionic Reading¬ģ to a different style of preparation notes.¬† I found Bionic Reading Notes as a speed reading technique. I initially tried using the same format for speaking notes but it sounded like I was reading (because I was).

My reader may recognize the reference to Bionic Reading¬ģ from some of my recent certification prep articles where I convert my study notes to¬†Bionic Reading¬ģ Notes.

Then I started bolding keywords. This has several advantages. Unlike my earlier use of outlines or bullets, I write out the entire content of what I intend to say. I then go through that content and bold key words and phrases. The process of doing so has multiple benefits. First, it helps me recognize patterns that may work well in writing but sound awkward in speaking. Also, it drives me to simplify the content when I notice that the keywords and phrases become overly dense. I shorten paragraphs so that these points stand out better as notes, and will sometimes put blank lines in the middle of a sentence to make it more readable as a note. One key thing is to avoid having the bold words too clumped, or else it is just reading bold text rather than triggering associations in the brain.

When time permits, I go through the content a second time and edit the content down, which makes for a better presentation and the keywords allow me to track where I am at in the presentation without having to read.

Admittedly, this type of note is easiest to use when speaking online, though I have used a tablet or laptop with face to face audiences, telling them up front that I will be occasionally referring to my notes.

I will leave you with an example of my notes from a recent proposal presentation and hope that you got something from this article:

Slide 7: 
It may seem like we have a lot of slides here. And some of the content may be repeated from different angles.
I will go through mine fairly quickly, so please interrupt me if there is something you want to spend more time on.
You probably already looked at the CPQ market and seen that there are a lot of options out there.
This busy slide lists 20 market leaders our of several hundred vendors with CPQ offerings.
CPQ is all about the process of getting from qualified prospect to repeat customer and it can be just as proprietary as the products and services that are being sold.
The differences between CPQ vendors can be:
  • industry focus,
  • role focus – whether it is oriented towards accounting, sales, or delivery,
  • ease of setup versus flexibility,
  • and if the flexibility is mainly in the product configuration, pricing structure, the approval flow, or all three.
The level and types of automation is another key differentiator and often heavily weighted in the evaluation.
Slide 8
For a business that uses Salesforce as their CRM, one CPQ differentiator is how it integrates with Salesforce. While there are a lot of nuances about application integration, there are three broad styles that are easier to manage on a score card.
Without going to deep into it, they are Native Apps, meaning the CPQ app is built entirely in Salesforce; Composite apps, where the CPQ application runs on a separate platform with varying levels of functionality available in the Salesforce UI, and Connectors, which can have varying complexities in their use.
The names of these categories can vary between marketing materials and documentation, as well as how they are defined. For example, there are many vendors that call their apps a Native App when it is really a Composite App, and Composite Apps that are little more than a Connector with very basic UI.
Slide 9
This is a sample of an executive overview, and part of the reason I risked boring you with the previous slide as the integration style can impact the other scoring factors. The factors used in the evaluation will be based on the workshops we have with your stakeholders and there are generally 3 or 4 times as many of them as will be in the overview slide that will list those with highest weight and variation between the top 5 options.
Slide 10
This is another sample of what will be in the executive summary where we will present the best 2 or 3 vendors and our recommendation.
The executive presentation will be backed by set of very through documentation that will be reviewed with your selected stakeholders.

Some variations in processes…
One difference between offerings is the process boundary.
Some start from lead qualification and others only when creating the order.
Some end with the final quote and others go through to renewals.
Different industries and different businesses have varying stages within the Configure, Price and Quote phases.
pre notes:
CPQ is about process. Automate the standard and escalate the exceptions.
The CPQ vendor market is huge because the process can vary between enterprises and business domains.
What is important is finding the balance between flexibility to suit individual needs and complexity to set up and manage. This is why the space is so large, with lots of niche players.
We will help to build the score card that best defines your needs with properly weighted categories to narrow the initial list of potential vendors  and then apply that score card to our understanding of the business capabilities and technical perspective to narrow it down to the best 2 to 5 options and our recommendation of the single the best choice from our understanding at that time.
© Scott S. Nelson
Scott S Nelson Certified Service Cloud Consultant

Passing the Salesforce Service Cloud Consultant Certification Exam

I’ve written about the process I have gone through for all of my Salesforce certifications.¬† The Certification Prep section of my blog currently starts with these, and I believe that many of those posts also have some helpful tips for the Service Cloud Consultant Certification. If you haven’t already passed the Administrator certification, I would suggest starting with my¬†Tips to Pass the Administrator Certification Exam post. Enough self-promotion, on with the sharing!

As mentioned earlier, this isn’t my first post on certification approaches and if you are preparing for Service Cloud Consultant certification it isn’t your first exam, so I’m going to minimize the elocution here and just drop my formatted notes by section headings for easier reference.

Start with Trailhead

The proscribed place to prep, completing the Service Cloud Specialist Superbadge will have you well prepared for a passing grade if you work all of the prerequisites and then the Superbadge itself. I did complete the prerequisites but have not yet done the Superbadge project. This is much more a comment on my other time commitments than the approach as I highly recommend completing the Superbadge project, preferably right before taking the exam.

If you also have a reason to not be able to fit the Superbadge into your preparation plan, I recommend completing the Get Started with Service Cloud for Lightning Experience trail. Some of the trail modules are part of the Superbadge prerequisites, so it will take less time than you might think.


Quizlet is a great free resource for some exams, and the Service Cloud Consultant is one of them.


I’ve used Udemy to prepare for every Salesforce certification, and have already enrolled in the¬†Salesforce Data Architect Course¬†for my next planned exam because it was on sale. For those who haven’t used Udemy before, they have frequent sales where the prices are drastically below their regular price. By signing up for their marketing notifications you will eventually get a feel for how low particular courses can drop to, so if you have some planned, buying on sale is a great strategy.

Returning from that digression (my regular reader is used to this), I enrolled in the¬†Salesforce Service Cloud Consultant Certification Course by Mike Wheeler¬†because I had previously taken his Platform App Builder course (as mentioned in¬†Become a Salesforce Certified Platform App Builder) and found it helpful in preparation. I will admit I was disappointed with the Service Cloud course. It was recorded in 2018, and while the Udemy listing says it was last updated 11/22, I couldn’t see where. He continually points out Lightning issues that have long since been addressed and spends a lot of time in Salesforce Classic, which is no longer referenced in the exam. And, while the functionality of Live Agent changed very little when being re-branded to Salesforce Chat, there are a couple of questions in the exam where the Live Agent option is the wrong answer.

And, for the record, I do not get a commission if you enroll in a Udemy course I recommend…and not for lack of trying. Their affiliate program has too much friction to bother dealing with (and it is reflected in my losses as a shareholder).

Focus on Force

I won two vouchers this year (so far, fingers crossed) with Trailhead Quests. The first voucher was for a $200 exam and the second was for a $400 exam. My certification path is focused on Technical Architect and I had done all of the $200 exams, so I sat on that voucher for awhile. When I won the $400 voucher I was a bit surprised to find that it had a shorter expiration period. I immediately scheduled my exam for the expiration date and plowed into My Sharing and Visibility Architect Path.

I rested my brain for a couple of days and decided to use the first $200 voucher on the Service Cloud Consultant certification (sometimes called just Service Cloud Certification). For the Sharing and Visibility Architect exam I tried a few Udemy practice exams because they have served me well for previous exams. I requested refunds for all but one, and that is because I had been to busy to start on the first one and the guarantee period had expired. They were awful. I then went to the Trailhead Community and asked folks there for a recommendation and discovered Focus on Force.  I will keep looking for study courses on Udemy, but for Salesforce practice exams, Focus on Force will be my go-to from now one.

My process was to first go through all of the Topic Exams and then start on the Question Bank.  Then I had some issues with Question Bank on mobile, so I did practice exams on mobile and Question Bank on PC. Once completing the first 20 Question Bank exam, I found I needed to focus in these exam areas:

  • Contact Center Analytics
  • Interaction Channels
  • Knowledge Management
  • Solution Design

This is one of the reasons I don’t consider certifications a true test of consulting skill. I have delivered well-received proposals and solutions using Knowledge Management, and am regularly approached for my solution design expertise. The exam questions cover some narrow areas of very broad topics, and the questions I missed are are about activities that are generally one-and-done…¬†then forgotten and looked up again when next needed. But, certification is important in the Salesforce landscape, so I spent time drilling on things that I would still have to look up again in a couple of years.

I went through the Udemy course in parallel, partly because I only had 55 days to prepare and a demanding day job, and partly to see if this approach was better than first doing the course and then using the practice exams.

Where previously I found the feature to check questions individually instead of at the end of the exam useful, this time I found that I did better if I waited until the end. I think this has a lot to do with my not knowing as many answers as the start as I had for the Sharing and Visibility exam (which I found surprising in itself) and that my expectations changed as I saw immediately that I was wrong. Unless you have an eidetic memory your frame of mind can impact your score more than the knowledge you have accumulated.

The Focus Review feature has the same issue as the Question Bank when used in Chrome on Android mobile devices. The score calculation at the end fails to complete. It then remembers the answer state the next time either is tried. Because both use random questions, some will have the answers from the previous session. I reported this twice for Question Bank and once for Focus Review and no fix has happened yet. If you run into the issue, please report it and then stick to using a PC for those test types. The answers from the failed mobile session will still be there the first time but subsequent attempts will work properly so long as you don’t try mobile again like I did (sometimes I’m optimistic when I shouldn’t be).

Bionic Reading¬ģ Notes

I use¬†¬†to format my notes for Bionic Reading¬ģ. Below are the ones I made to review just before the exam. They are specific to reminders I thought would be useful as I created the notes and I recommend you create your own, or supplement these with your own.

For the Industry Knowledge questions, when not sure always go with the one with the highest cost savings followed by the one with the most potential income result. Again, this is only when unsure. There are some questions where cost is not the key factor of the question, for example when considering the benefits of an email channel, lower cost may not be the correct answer as there are other options that are a lower cost than email.

For processes, Case Stages are driven by the Case Status field

CTI allows telephony services in Salesforce. No desktop software or softphone required.

Customer SLA = Entitlement

List views are automatically created for queues

Customer Service site template for Questions to Case, not Customer Portal

Console History component shows recent primary and sub tabs. Recent items shows records

Email to case has a limit of 2500 per day

Knowledge does not return solutions only articles that are related to similar cases or questions

Messaging is what was called Live Messaging and not related to Social

Enable Case Comment Notification to Contacts is a support setting

There is no case field alert

Email approvals require Draft emails

Service Console requires Service Cloud User license

Knowledge Publication Teams and Publication States do not exist

In the routing model, you choose whether to push work to agents who are Least Active or Most Available. If you select Least Active, then Omni-Channel routes incoming work items to the agent with the least amount of open work. If you select Most Available, then Omni-Channel routes incoming work items to the agent with the greatest difference between work item capacity and open work items.

Internal metrics focus on what happens inside the contact center, and external metrics focus on what happens outside the contact center.

Case Sharing Rules by Record Owner:
Public Groups
Roles and Subordinates

© Scott S. Nelson

Salesforce Native vs App vs Connector


Fair warning: This is more about not having written anything in a while than the value of the topic…and the subject matter is more about drawing your own conclusions than relying on what is easily available, so…

App is one of the most over-used and ill-defined terms in the IT lexicon. This is greatly due to it being used by people outside the IT domain. The domain itself has had some whoppers, like the DHMTL that was a must-have at the turn of the century even though the only honest definitions of the term were that it had no real definition. Microservices runs a close second simply because there is an invisible grey line between SOA and Microservices that is a mile wide and an inch short. But I digress, as is often the case.

What I’m really thinking about today is apps in the world of Specifically, apps that run inside the Salesforce CRM platform. I started thinking about this because I was looking into CPQ vendors over the weekend to refresh myself on the market to support a project proposal to select the best option for a particular business. It’s a large space, so it always helps to find someone else’s list to start with and someone had given me a list from a major analyst group as that starting point.

Other than analysts, no one likes long lists with lots of details, so I first wanted to narrow it by those that integrated with Salesforce. It didn’t take me long to remember that Salesforce is the gold standard for CRM and there were only two that didn’t. I didn’t go through the whole list to get to that count because I’ve done these kind of evaluations before and figured out after the first half dozen that this was not how I was going to narrow the list. The two were just what was noticed while skinning this cat another way.

The first trimming of the list was by industry focus. The potential client is a tech service, sort of SaaSy, and “High-tech products” was one of the categories, which was much closer to what they did than “Financial services” (though they have customers in that domain) or “Industrial products” (which the analyst seemed to think usually included high-tech, though not sure why).

To spare you the tedium of the several hours of wading through 1000’s of lines of marketing prose that could have been delivered in a table (ahem, yes, I know, kettle, black, etc.), from just the perspective of Salesforce CRM integration, I found it useful to divide them into three basic styles:

Native: An application that is built entirely in Salesforce
App: An app that runs inside Salesforce that depends on data and/or functionality managed outside of Salesforce.
Connector: An application that runs independently of Salesforce and has a way to share data with Salesforce.

The terms for these distinctions change often over time and between sources. These definitions are for clarification of the table below and are purposely simplified as deeper distinctions are less relevant about integration than other aspects.

In this particular exercise, the ask was to provide some pros and cons to these different styles. My style being one of adapting general terms to technical solutions, I responded with a non-exhaustive list of Benefits and Concerns:

Integration Styles Native App Connector
  • Easily accessible in the sales process context.
  • Seamless integration with other native apps.
  • Has gone through Salesforce security review.
  • No data latency.
  • Easily accessible in the sales process context.
  • Access is managed within Salesforce.
  • Has gone through Salesforce security review (only if installed through App Exchange).
  • Control over storage impacts.
  • Broader range of vendors to choose from.
  • May require additional Salesforce licensing.
  • May have impacts on storage limitations.
  • Frequently limited functionality.
  • Support may require coordinating the vendor and Salesforce.
  • High potential for latency.
  • Difficult to trouble-shoot.
  • Users must use multiple applications.

Of course, the next question is usually “which is best”, and I must respond with the architect/consultant/writer-needing-higher-word-count with “it depends”. And it depends on lots of things, such as who will be maintaining the solution; how are capex and opex prioritized and managed; how do different stake holders actually need to interact with the solution; and is it clearly understood that this only one aspect of a vendor selection process and all known aspects must be documented and weighted before giving a recommendation?

The real reminder for me when I finished this brief analysis was that context is everything when doing any type evaluation. The list that I started with included products that were questionable as to whether they really belonged in the report and many of the products were listed as serving domains that there was no mention of on the vendor’s site and no compelling reason why the unmentioned-domain would want to use it. If I had direct access to the author(s) I may learn something by asking, but the important thing is that I used their input only as a starting point and applied my own analysis because when the recommendations are provided to a client, those author’s name will not be on the agenda and they will not be there to answer the questions that hadn’t yet been thought of.

© Scott S. Nelson
Salesforce Sharing and Visibility on path to Technical Architect

My Sharing and Visibility Architect Path

Full disclosure: This is a quick draft from notes made during my prep journey and quickly edited after passing. Based on comments received, I may revise and elaborate further (hint, hint)

Overview of the Sharing and Visibility Architect certification

After completing the Administrator and Developer certifications, the App Builder certification seemed easy, and I had an expectation they would continue to get easier. I was right and wrong.

I struggled a bit with this certification, for a variety of reasons. First, the earlier certifications are very popular as the best of the entry-level exams. Popularity in this century leads to quantity, and there was lots of high-quality study material available for free and at a reasonable cost. I used to find the Salesforce sharing and visibility topics a bit confusing. They are highly flexible, and flexibility can lead to complexity. The thing about complexity is that when it is well-managed it has a simple core. Getting to that core is the challenge with understanding the subject areas of sharing and visibility and preparing for the certification exam.

Study Guides

For most of my earlier certifications I started with digging deep into the material and the using practice exams to help identify my weaknesses. There are not a lot of courses for sharing and visibility, and many that are out there are out of date. I think part of this has to do with the diminishing number of test takers for this one, coupled with the complexity of the material. Higher effort to address a smaller market reduces those interested in completing. I did find a decent subject matter course on Udemy, my usual go-to for learning anything quick at reasonable price (so long as I can wait for one of the frequent sales). I also found a good, exam-focused series on YouTube that I highly recommend for those like me who want multiple sources and frequently treat YouTube videos as pod casts, using audio-only.

Of course, I also did all of the related modules and trails on Trailhead. There were fewer of these for sharing and visibility compared to my previous certification, too. I also found them less effective in making the content stick in my head.

Practice Exams

Where I struggled was finding practice exams. Most of the ones on Udemy for¬†sharing and visibility are garbage (sorry, Udemy…and I’m a stock-holder, too). One is not too bad, though I think I give it some leniency because of the comparison to what else is available. I finally got frustrated and posted on Trailhead (where I am guilty of answering more questions than I ask, a poor learning strategy). The community did not let me down and came back with a solid recommendation for focusonforce. Their format is a bit different, in that they have practice exams, and they also have section-focused exams. I missed the section-focused being separate from the practice exams until the last minute. I would have felt much more prepared had I found them earlier. They also have a nice feature of 20 random questions that are mixed in proportion to the exam topic mix, which was great for when you don’t have a lot of time and still want to practice.

Oh, yeah, another cool feature from focusonforce is the ability to see the answer after each question instead of at the end. I know there are some free site on other topics that do this, but this is the first time I have seen it with a high-volume and high-quality set of practice exams. It made it easier to make notes on my weaker areas. With better notes, I then used Bionic Reading¬ģ forming to make it easier to read them over and over again.

No matter what exam you are preparing for or where you get the practice exams, I recommend taking the practice exams using multiple paces; fast, slow, checking each, checking at the end.

One of the reasons I was so dissatisfied with the Udemy practice exams is that the questions are so long and complex, yet it is still 60 questions each. Well, turns out most of the questions really are long and complex. Still, the Udemy ones missed the actual style of the real questions. Understandable, given the level of complexity, but still disappointing.

Take the practice exams using multiple paces; fast, slow, checking each, checking at the end. When doing the real thing, follow standard practice of speed through and mark for review, etc.. The value of practice exams is more than learning the answers to likely questions. The highest value is in adopting the mindset and thought processes in the context of how exam questions are stated and rated, which is more complex and more constrictive than a typical design session where one can review the problem repeatedly over time and adjust

Tips to taking the exam

  • When doing the real thing, follow the standard practice of speeding through answering the easy questions and marking any with any level of doubt for review.
  • Review first pass unchecking those you are totally confident you are right or totally confident you have no clue.
  • Third pass, commit to an answer.
  • If time remains, go through everything again.
  • On the second pass, read the questions thoroughly. It is the small details in the exam that are easy to trip over.
  • Remember that it’s the best solution given the parameters.
    • If multiple options will solve it, which has an advantage over the others?
    • Which addresses all of the variables in the question?
  • When there are multiple answers that could be right, think about which answer is declarative vs programmatic and which is the most secure

Resource links

Below is a list of resources I used. I hope they help you in your own pursuit.

Trailhead Trailmixes


The course I took was Salesforce Certified Sharing and Visibility Architect Course by  Walid El Horr

The practice exam that was OK on Udemy is Salesforce Sharing and Visibility Practise Tests Р100% PASS (that is the title, not an endorsement by me).

Focus on Force

Salesforce Sharing and Visibility Architect Practice Quiz and Sample Questions


Sharing and Visibility РSalesforce Certification by CertCafe

Identity and Access Management in Salesforce by Salesforce Apex Hours

Combined playlist on my channel

My notes in Bionic Reading¬ģ Format

Generated with

runAs() is only for test classes
runAs() does not enforce user and system permissions
runAs() does not enforce FLS

Tagging rules have only three options:
1. Restrict users to pre-defined tags
2. Allow any tag
3. Suggest tags

There is no View Content permission

The Salesforce CRM Content User is a Feature License enabled at the User Level (not Profile)

Granular locking is default

Granular locking processes multiple operations simultaneously

Parallel recalculation runs asynchronously and in parallel thus speeding up the process. Creating sharing rules or updating OWD must wait until the recalculation is complete

Initialize test data and variables before the startTest method in a test class

There is NO Account Team Access

Team Member Access is how to view access.

While the permission is Edit, the Apex method is isUpdateble()

While the FLS column is View, the API method is isAccessible()

If want to see group access, look in group maintenance table, not sharing setting for object.

User above a role in the hierarchy can edit opportunity teams of users in subordinate roles

File types cannot be restricted by the library

Opportunities have a Transfer Record permission

Experience Cloud uses Sharing Sets

Sharing rules cannot set base object access

PK chunking to split bulk api queries for large data sets

Rapid access usually means a custom list view

A library with more than 5k files cannot have a folder added

Sharing set in Experience Cloud allows access only to account and contact records.

Share groups are only for HVP users

Schema.Describe.SObject/Field result for permissions

Session based permission set group is more efficient than multiple session based permission sets

There is no Partner Community Plus

Sharing sets can be assigned to profiles

Criteria based sharing rules are only for field value criterion. If no field value criteria, use ownership based sharing rules

Max file size for UI upload is 2GB

EPIM = Enhanced Personal Information Management

Delegated external administrators can’t see custom fields on user detail records

Sharing Hierarchy button is a thing that shows the hierarchy

Share Groups are not available for Partner Community Users

If the default OWD access is changed for an object, it is no longer controlled by parent

There is no Permission Object

Sharing Rules share to groups and profiles, not individuals

Enhance Transaction Security Policy can be triggered by request time length

If only one custom record type is assigned to a user that is the default type for that user.

Territories can belong to public groups

Activities are child objects of any of the following parents: Account, Opportunity, Case, Campaign, Asset and custom objects with Allow Activities.

the ‘with sharing’ and ‘without sharing’ keywords can be declared at the class level, but not at the method level.

The Group Maintenance tables store Inherited and Implicit grants, i.e., the extrapolated grants, which makes sense as extrapolation is more compute-intense than a query.

Partner Community can use Sharing Rules

External OWD must be equal or more restrictive than the Internal OWD

© Scott S. Nelson