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Understanding Salesforce Data Security

Understanding Salesforce Security, where we dive deep into various Salesforce Security features like managing visibility and security, setup of profiles, per...
4.0
4.0/5
(1 reviews)
8 students
Created by

9.7

CourseMarks Score®

9.5

Freshness

10.0

Feedback

9.0

Content

Platform: Skillshare
Video: 34m
Language: English
Next start: On Demand

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Detailed Analysis

CourseMarks Score®

9.7 / 10

CourseMarks Score® helps students to find the best classes. We aggregate 18 factors, including freshness, student feedback and content diversity.

Freshness Score

9.5 / 10
This course was last updated on 5/2021.

Course content can become outdated quite quickly. After analysing 71,530 courses, we found that the highest rated courses are updated every year. If a course has not been updated for more than 2 years, you should carefully evaluate the course before enrolling.

Student Feedback

10.0 / 10
We analyzed factors such as the rating (4.0/5) and the ratio between the number of reviews and the number of students, which is a great signal of student commitment.

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Content Score

9.0 / 10
Video Score: 7.6 / 10
The course includes 34m video content. Courses with more videos usually have a higher average rating. We have found that the sweet spot is 16 hours of video, which is long enough to teach a topic comprehensively, but not overwhelming. Courses over 16 hours of video gets the maximum score.
Detail Score: 9.5 / 10

The top online course contains a detailed description of the course, what you will learn and also a detailed description about the instructor.

Table of contents

Description

Understanding Salesforce Security, where we dive deep into various Salesforce Security features like managing visibility and security, setup of profiles, permission sets, and sharing model, including org-wide defaults and sharing rules.

The class will help you learn about implications of security settings on your Salesforce Org, and how to address more challenging sharing situations as well. By the end of this course, you’ll have a clear understanding of many security configuration, and how they work together to properly secure your org’s data.

I am a Salesforce enthusiast with rich global experience working in Salesforce ecosystem. As a focused technology expert with over 6 years of experience , i have multiple certifications which includes : Salesforce Developer, Salesforce Administrator, Salesforce Sales Cloud Consultant, and Salesforce Platform App Builder.


The class will take you through various Security customization’s possible in Salesforce lightning. The course also covers how to implement some of the commonly used business scenarios in Salesforce lightning so that students can have a hands-on experience of some real business use cases.

In this class you’ll learn: 

  • Salesforce Security Use Cases
  • Object Visibility
  • Field Visibility
  • Permission Sets
  • Record Level Security
  • Sharing Rules
  • Manual sharing

You’ll be doing one project as well in the class.

Who this course is for:

  • Salesforce beginners
  • Aspiring Salesforce Admin and developers

You will learn

What You’ll Be Doing to Earn This project :

  1. Set object-level security settings to control which users can access which objects
  2. Set record-level security settings to control which users can create and edit specific records

Requirements :

  • Salesforce free Developer Org 

Getting Started:

General Record-Level Security Requirements

Configure default access to records in your org to:

  • Restrict access to opportunities to the people who own them (and their managers).
  • Allow access to accounts to anyone in the org, regardless of who owns them, as long as their profile allows access to Accounts in general. Note: keep default options for contacts.

Create three profiles – Sales Executive, Field Sales(Reporting to Sales Executive) and Inside Sales(Reporting to Sales Executive).

Field Sales User Requirements:

Field Sales users should be able to create their own list views, but not create or manage list views for others. They should also be able to create reports and dashboards, but not create or manage report and dashboard folders.They should also be able to read, create, and edit (but not delete) their own opportunities; and read and edit all accounts. Note: When providing access to see and edit all accounts for Field Sales, do not use the profile View All and Modify All settings.

Inside Sales User Requirements:

They should be able to create reports, dashboards, and create and manage reports and dashboard folders. They should be able to create and manage list views for themselves and other people. Inside sales users can view, create, and edit all accounts and opportunities (but not delete them).  Note that Opportunities have restricted access. Find a way to share these with Field Sales without selecting View All and Modify All the profile.

Sales Executive User Requirements:

Sales Executive users should be able to view all opportunities and accounts (regardless of other sharing settings), but not be able to create, edit, or delete any opportunities or accounts. They should be able to create reports and dashboards, but not create or manage report and dashboard folders.

Sharing Your Work:

Share your final Org Configurations and Profiles object settings with the class by uploading screenshot to the “Your Project” section. If you have any questions or need more tips, please let me know! I’m happy to help! 

Requirements

There is no requirement, anyone can start this course.

This course is for

Anybody can take this course, as it is suitable for all levels.

How much does the Understanding Salesforce Data Security course cost? Is it worth it?

You can enrol in this course with a Skillshare subscription that costs $8/month, but you start with a FREE 7-day trial. You can also enrol in thousands of courses on a variety of topics with your subscription, including several Tech courses.

Does the Understanding Salesforce Data Security course have a money back guarantee or refund policy?

There is no money-back guarantee with Skillshare, but you can start with a free one-week trial to learn without risk. With the subscription, you can download classes to your tablet or phone using the Skillshare app.

Are there any SCHOLARSHIPS for this course?

At the moment we couldn't find any available scholarship forUnderstanding Salesforce Data Security, but you can access more than 30 thousand classes for $8/month on Skillshare, including this one!

Who is the instructor? Is Yashad Tayal a SCAM or a TRUSTED instructor?

Yashad Tayal has created 17 courses that got 735 reviews which are generally positive. Yashad Tayal has taught 4,218 students and received a 4.4 average review out of 735 reviews. Depending on the information available, Yashad Tayal is a TRUSTED instructor.
Salesforce professional
Salesforce professional

9.7

CourseMarks Score®

9.5

Freshness

10.0

Feedback

9.0

Content

Platform: Skillshare
Video: 34m
Language: English
Next start: On Demand

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