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Exam Sharing-and-Visibility-Architect Topic 3 Question 67 Discussion

Actual exam question for Salesforce's Sharing-and-Visibility-Architect exam
Question #: 67
Topic #: 3
A banking company wants their customers Date of Birth Field searchable by Banking Reps, but only editable by Customer Support Reps.
Which approach is recommended to meet this requirement?

Suggested Answer: B Vote an answer

Explanation
Setting the Field Level Security for the Date of Birth field to be Visible to Customer Support Rep Profile, and set the Date of Birth Field Visible and Read-only to Banking Rep profile is the best approach to meet this requirement, as it allows admins to control who can see and edit a specific field on an object. Creating a Validation rule in the Data of Birth field so the rule returns true only when user.profilename matches Customer Support Rep will work, but it will require additional logic and error handling. Adding Date of Birth field to the Search layout of the Contact Object and modifying the Page layout assigned to Customer Support Rep and adding Date of Birth field as Required will not work, as it will only affect how the field is displayed and searched, not who can edit it.

by Alberta at May 21, 2026, 02:10 PM

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