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Salesforce Security: Getting Started

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Duration

1h 2m

level

Intermediate

Course Creator

Sara Morgan Nettles

Last Updated

04-Dec-23

This course will help you get started towards completing the Salesforce Certified Sharing and Visibility Designer exam. Using complex customer scenarios, you will learn how to evaluate the use of object, field-level, role, and security settings.

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The Salesforce Certified Sharing and Visibility Designer exam is a fantastic test of your Salesforce security knowledge. In this course, Salesforce Security: Getting Started, you will learn how to evaluate and configure object, field-level, role, and security settings that provide access to the platform. First, you’ll explore the different layers of data security Salesforce provides. Next, you’ll discover how to set up profiles, roles, and permission sets. Finally, you will learn how to configure security settings to ensure proper platform access. When you’re finished with this course, you will have the skills and knowledge to declaratively provide data access to the relevant people in your Salesforce organization.
Author Name: Sara Morgan Nettles
Author Description:
Sara Morgan Nettles is a Certified Salesforce Platform II developer, who began her software development career twenty years ago working primarily with Microsoft technologies. She now focuses on sharing her knowledge of developing modern web applications on the Salesforce platform. She has authored numerous books and articles, as well as being a regular speaker at Dreamforce.

Table of Contents

  • Course Overview
    1min
  • Salesforce Security Basics
    9mins
  • Controlling Access to a Salesforce Organization
    17mins
  • Controlling Access to Objects and Fields
    18mins
  • Controlling Access to Salesforce Records
    15mins

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Salesforce Security: Getting Started
Salesforce Security: Getting Started
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