Welcome to the Salesforce Security and Layouts course!
The course is designed to equip Salesforce administrators and developers with advanced knowledge and practical skills in securing Salesforce environments and optimizing user interfaces through effective layout design.
The course aligns with the structure of the Salesforce Administrator Exam (ADM 201) and Platform App Builder (CRT 403) certification exam,
This course requires a comprehensive knowledge of salesforce administration.
By the end of this course you'll be able to:
Read more
Welcome to the Salesforce Security and Layouts course!
The course is designed to equip Salesforce administrators and developers with advanced knowledge and practical skills in securing Salesforce environments and optimizing user interfaces through effective layout design.
The course aligns with the structure of the Salesforce Administrator Exam (ADM 201) and Platform App Builder (CRT 403) certification exam,
This course requires a comprehensive knowledge of salesforce administration.
By the end of this course you'll be able to:
Welcome to the Salesforce Security and Layouts course!
The course is designed to equip Salesforce administrators and developers with advanced knowledge and practical skills in securing Salesforce environments and optimizing user interfaces through effective layout design.
The course aligns with the structure of the Salesforce Administrator Exam (ADM 201) and Platform App Builder (CRT 403) certification exam,
This course requires a comprehensive knowledge of salesforce administration.
By the end of this course you'll be able to:
- Gain a foundational understanding of Salesforce security principles and best practices.
- Learn how to manage user authentication methods and enforce access controls to restrict user access based on roles, profiles, and permissions.
- Explore techniques for securing data within Salesforce, including field-level security, data encryption, and data masking.
- Understand how to enable and configure audit trails to track user activity and monitor changes to sensitive data.
- Discover how to customize Salesforce layouts to optimize user experience and improve productivity.
- Learn how to create and manage record types and page layouts to tailor the Salesforce interface to your organization's specific needs.
- Explore the Lightning App Builder tool to design custom Lightning pages and components that enhance user productivity and streamline workflows.
- Understand how to optimize Salesforce layouts for mobile devices to ensure a seamless user experience across different devices and screen sizes.
This course includes videos, practical demos, readings, quizzes, and exam simulators to ensure a high-quality learning experience.
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Syllabus
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Activities
Complete Salesforce Security Quizzes
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Test your knowledge and identify areas for improvement by completing practice quizzes on Salesforce security.
Browse courses on
Salesforce Security
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Find Salesforce security quizzes online or in the Trailhead platform.
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Take the quizzes to assess your understanding of key concepts.
-
Review your results and focus on areas where you need additional practice.
Review Salesforce Basics
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Review fundamental Salesforce concepts and terminology to strengthen your foundation.
Browse courses on
Salesforce Administration
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-
Read Salesforce documentation on key concepts.
-
Watch introductory Salesforce videos.
Practice Data Security Techniques
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Reinforce your understanding of data security techniques to protect sensitive information in Salesforce.
Browse courses on
Data Security
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-
Review Salesforce documentation on data security features.
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Configure field-level security settings for a custom object.
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Implement data encryption to protect sensitive data.
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Discuss Security Best Practices
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Engage in group discussions to share and learn best practices for securing Salesforce environments.
Browse courses on
Salesforce Security
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-
Join a study group or online forum focused on Salesforce security.
-
Participate in discussions on topics such as authentication, authorization, and data encryption.
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Share your own experiences and insights with other group members.
Build a Custom Object and Field
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Follow guided tutorials to create a custom object and field, reinforcing your understanding of data modeling.
Browse courses on
Custom Objects
Show steps
-
Find a tutorial on creating custom objects and fields in Salesforce.
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Follow the steps in the tutorial to create your own custom object and field.
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Test your custom object and field by adding and editing records.
Design a Page Layout
Show steps
Create a custom page layout to enhance the user experience and streamline workflows.
Browse courses on
Page Layouts
Show steps
-
Identify the most important fields and sections for a specific user profile.
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Use the Salesforce Lightning App Builder to create a new page layout.
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Configure the page layout by adding, removing, and rearranging fields and components.
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Assign the page layout to the appropriate user profile.
Participate in a Salesforce Hackathon
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Apply your skills in a competitive setting to solve real-world Salesforce-related challenges.
Browse courses on
Salesforce Development
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-
Find a Salesforce hackathon that aligns with your interests.
-
Form a team or work individually on a solution to the hackathon challenge.
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Develop and submit your solution within the specified time frame.
Contribute to a Salesforce Open-Source Project
Show steps
Enhance your understanding of Salesforce internals and contribute to the community by participating in open-source projects.
Browse courses on
Salesforce Development
Show steps
-
Find a Salesforce open-source project that interests you.
-
Review the project documentation and identify areas where you can contribute.
-
Submit a pull request with your proposed changes.
Complete Salesforce Security Quizzes
Show steps
Test your knowledge and identify areas for improvement by completing practice quizzes on Salesforce security.
Browse courses on
Salesforce Security
Show steps
- Find Salesforce security quizzes online or in the Trailhead platform.
- Take the quizzes to assess your understanding of key concepts.
- Review your results and focus on areas where you need additional practice.
Review Salesforce Basics
Show steps
Review fundamental Salesforce concepts and terminology to strengthen your foundation.
Browse courses on
Salesforce Administration
Show steps
- Read Salesforce documentation on key concepts.
- Watch introductory Salesforce videos.
Practice Data Security Techniques
Show steps
Reinforce your understanding of data security techniques to protect sensitive information in Salesforce.
Browse courses on
Data Security
Show steps
- Review Salesforce documentation on data security features.
- Configure field-level security settings for a custom object.
- Implement data encryption to protect sensitive data.
Discuss Security Best Practices
Show steps
Engage in group discussions to share and learn best practices for securing Salesforce environments.
Browse courses on
Salesforce Security
Show steps
- Join a study group or online forum focused on Salesforce security.
- Participate in discussions on topics such as authentication, authorization, and data encryption.
- Share your own experiences and insights with other group members.
Build a Custom Object and Field
Show steps
Follow guided tutorials to create a custom object and field, reinforcing your understanding of data modeling.
Browse courses on
Custom Objects
Show steps
- Find a tutorial on creating custom objects and fields in Salesforce.
- Follow the steps in the tutorial to create your own custom object and field.
- Test your custom object and field by adding and editing records.
Design a Page Layout
Show steps
Create a custom page layout to enhance the user experience and streamline workflows.
Browse courses on
Page Layouts
Show steps
- Identify the most important fields and sections for a specific user profile.
- Use the Salesforce Lightning App Builder to create a new page layout.
- Configure the page layout by adding, removing, and rearranging fields and components.
- Assign the page layout to the appropriate user profile.
Participate in a Salesforce Hackathon
Show steps
Apply your skills in a competitive setting to solve real-world Salesforce-related challenges.
Browse courses on
Salesforce Development
Show steps
- Find a Salesforce hackathon that aligns with your interests.
- Form a team or work individually on a solution to the hackathon challenge.
- Develop and submit your solution within the specified time frame.
Contribute to a Salesforce Open-Source Project
Show steps
Enhance your understanding of Salesforce internals and contribute to the community by participating in open-source projects.
Browse courses on
Salesforce Development
Show steps
- Find a Salesforce open-source project that interests you.
- Review the project documentation and identify areas where you can contribute.
- Submit a pull request with your proposed changes.
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