Welcome to the Security & Automation course!
The 'Security & Automation in Salesforce App Builder' course is designed to equip Salesforce professionals with advanced skills in securing Salesforce applications and automating business processes using the Salesforce platform. This course aligns with the Salesforce Certified Platform App Builder certification requirements.
This course requires a basic understanding of Salesforce objects, functions, and fields and
familiarity with Salesforce User Interface like how to navigate through Salesforce setup and standard features.
Read more
Welcome to the Security & Automation course!
The 'Security & Automation in Salesforce App Builder' course is designed to equip Salesforce professionals with advanced skills in securing Salesforce applications and automating business processes using the Salesforce platform. This course aligns with the Salesforce Certified Platform App Builder certification requirements.
This course requires a basic understanding of Salesforce objects, functions, and fields and
familiarity with Salesforce User Interface like how to navigate through Salesforce setup and standard features.
Welcome to the Security & Automation course!
The 'Security & Automation in Salesforce App Builder' course is designed to equip Salesforce professionals with advanced skills in securing Salesforce applications and automating business processes using the Salesforce platform. This course aligns with the Salesforce Certified Platform App Builder certification requirements.
This course requires a basic understanding of Salesforce objects, functions, and fields and
familiarity with Salesforce User Interface like how to navigate through Salesforce setup and standard features.
By the end of this course, you will be able to:
- Develop a thorough understanding of Salesforce's security features, including data access protocols, organization-wide defaults, and permission sets.
- Learn to configure access controls, role hierarchies, and sharing rules.
- Master process automation tools such as Workflow, Process Builder, and Flows.
- Gain hands-on experience through practical demonstrations and exercises, reinforcing your understanding and enabling you to apply learned concepts in real-world scenarios.
- Explore the role of Salesforce in driving business growth and innovation across various industries.
- Receive insights into best practices for your Salesforce career journey.
This course includes interactive videos, practical exercises, readings, and quizzes to ensure a high-quality learning experience.
What's inside
Syllabus
Access Control and Security Management
In this module, learners will explore data access and security mechanisms within Salesforce and understand the role of Organization-Wide Defaults (OWD). The module also provides insight into security structures like role hierarchies, permission sets, and sharing rules, helping learners implement robust security measures to protect sensitive data in Salesforce.
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Syllabus
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Activities
Review data access and security principles
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Review the core principles for data access and security to strengthen your understanding of how these mechanisms protect sensitive information in Salesforce.
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Data Access
Show steps
-
Revisit concepts on data access control in Salesforce, including object permissions and sharing rules
-
Refresh your understanding of the role and implementation of organization-wide defaults in securing data access
Review Salesforce Setup and Standard Features
Show steps
Refresh your understanding of Salesforce Setup and its standard features to strengthen your foundation for advanced security and automation concepts.
Show steps
-
Access Salesforce Setup from the gear icon in the top right corner.
-
Explore the different setup tabs and their functions.
-
Review the standard object types, fields, and relationships.
Organize and Review Course Notes
Show steps
Solidify your understanding by organizing and reviewing notes, assignments, and materials from the course.
Show steps
-
Gather and organize notes from each module.
-
Review and summarize key concepts and examples.
-
Identify any areas where further clarification is needed.
12 other activities
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Automate workflows using Process Builder and Flows
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Develop your skills in automating workflows using Process Builder and Flows through hands-on practice.
Browse courses on
Process Builder
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-
Review the documentation on Process Builder and Flows in Salesforce.
-
Identify the different types of workflow rules, processes, and flows available in Salesforce.
-
Create and configure a simple workflow rule using Process Builder.
-
Create and configure a more complex process using Flows.
-
Test the effectiveness of the workflow rule and process by simulating different scenarios and verifying the desired outcomes.
Practice applying data access protocols
Show steps
Reinforce your understanding of data access protocols in Salesforce by completing hands-on exercises.
Show steps
-
Review the documentation on data access protocols in Salesforce.
-
Configure a sample Salesforce organization with different data access protocols.
-
Perform create, read, update, and delete (CRUD) operations on various records to test the data access protocols.
-
Troubleshoot any issues with data access.
Explore Process Automation Tools in Salesforce
Show steps
Enhance your understanding of Salesforce's process automation capabilities by following guided tutorials that demonstrate the practical application of these tools.
Browse courses on
Process Automation
Show steps
-
Watch tutorials on creating and configuring workflow rules to automate business processes
-
Follow guided walkthroughs on using Process Builder to automate complex business logic
-
Explore tutorials on designing and implementing Flows to streamline intricate business processes
Configure Permission Sets and Sharing Rules
Show steps
Reinforce your understanding of user access control by implementing permission sets and sharing rules in a practice environment.
Show steps
-
Create a new permission set with specific user permissions.
-
Assign the permission set to a group of users.
-
Create a sharing rule to grant access to records based on criteria.
Practice Configuring Role Hierarchies and Permission Sets
Show steps
Reinforce your understanding of how role hierarchies and permission sets work by completing practical exercises that involve configuring these security mechanisms in Salesforce.
Show steps
-
Create a sample role hierarchy and assign users to different roles
-
Practice creating and assigning permission sets to users
-
Test your understanding by analyzing existing security configurations and identifying potential issues
Configure role hierarchies and permission sets
Show steps
Enhance your understanding of role hierarchies and permission sets by following comprehensive tutorials.
Show steps
-
Review the documentation on role hierarchies and permission sets in Salesforce.
-
Identify the different types of roles and permissions available in Salesforce.
-
Create and configure a role hierarchy in a sample Salesforce organization.
-
Create and assign permission sets to users in the organization.
-
Test the effectiveness of the role hierarchy and permission sets by assigning different roles and permissions to users and verifying their access to data and features.
Build a Workflow to Automate a Business Process
Show steps
Expand your automation skills by following guided tutorials on building a workflow to automate a specific business process.
Browse courses on
Workflow
Show steps
-
Identify a business process that can be automated.
-
Choose the appropriate workflow type (e.g., email alert, field update).
-
Configure the workflow criteria, actions, and conditions.
Volunteer as a Salesforce Security Mentor
Show steps
Share your knowledge and enhance your understanding by mentoring others in Salesforce security.
Show steps
-
Join a mentoring platform or community.
-
Offer your expertise to individuals seeking guidance in Salesforce security.
-
Provide support, resources, and encouragement to your mentees.
Design a Salesforce Security Plan
Show steps
Solidify your learning by developing a comprehensive Salesforce security plan that outlines strategies for protecting sensitive data and maintaining compliance.
Browse courses on
Salesforce
Show steps
-
Analyze existing security measures and identify areas for improvement
-
Research best practices and industry standards for Salesforce security
-
Design a comprehensive security plan that addresses access control, data encryption, and incident response
Design a Security Implementation Plan
Show steps
Apply your knowledge by creating a comprehensive security implementation plan for a Salesforce organization.
Browse courses on
Security Architecture
Show steps
-
Assess current security risks and vulnerabilities.
-
Identify security objectives and requirements.
-
Develop a roadmap for security implementation.
Mentor Junior Salesforce Developers
Show steps
Deepen your understanding of Salesforce concepts and strengthen your leadership skills by mentoring junior Salesforce developers, providing guidance and support.
Browse courses on
Mentoring
Show steps
-
Identify opportunities to mentor junior Salesforce developers
-
Share your knowledge and expertise to help them learn and grow
-
Provide constructive feedback and encouragement to support their development
Participate in a Salesforce Security Challenge
Show steps
Challenge yourself and showcase your skills by participating in a Salesforce Security Challenge or earning a Trailhead Superbadge.
Browse courses on
Salesforce Certification
Show steps
-
Find an appropriate challenge or superbadge.
-
Study and prepare for the challenge.
-
Complete the challenge and earn the recognition.
Review data access and security principles
Show steps
Review the core principles for data access and security to strengthen your understanding of how these mechanisms protect sensitive information in Salesforce.
Browse courses on
Data Access
Show steps
- Revisit concepts on data access control in Salesforce, including object permissions and sharing rules
- Refresh your understanding of the role and implementation of organization-wide defaults in securing data access
Review Salesforce Setup and Standard Features
Show steps
Refresh your understanding of Salesforce Setup and its standard features to strengthen your foundation for advanced security and automation concepts.
Show steps
- Access Salesforce Setup from the gear icon in the top right corner.
- Explore the different setup tabs and their functions.
- Review the standard object types, fields, and relationships.
Organize and Review Course Notes
Show steps
Solidify your understanding by organizing and reviewing notes, assignments, and materials from the course.
Show steps
- Gather and organize notes from each module.
- Review and summarize key concepts and examples.
- Identify any areas where further clarification is needed.
Automate workflows using Process Builder and Flows
Show steps
Develop your skills in automating workflows using Process Builder and Flows through hands-on practice.
Browse courses on
Process Builder
Show steps
- Review the documentation on Process Builder and Flows in Salesforce.
- Identify the different types of workflow rules, processes, and flows available in Salesforce.
- Create and configure a simple workflow rule using Process Builder.
- Create and configure a more complex process using Flows.
- Test the effectiveness of the workflow rule and process by simulating different scenarios and verifying the desired outcomes.
Practice applying data access protocols
Show steps
Reinforce your understanding of data access protocols in Salesforce by completing hands-on exercises.
Show steps
- Review the documentation on data access protocols in Salesforce.
- Configure a sample Salesforce organization with different data access protocols.
- Perform create, read, update, and delete (CRUD) operations on various records to test the data access protocols.
- Troubleshoot any issues with data access.
Explore Process Automation Tools in Salesforce
Show steps
Enhance your understanding of Salesforce's process automation capabilities by following guided tutorials that demonstrate the practical application of these tools.
Browse courses on
Process Automation
Show steps
- Watch tutorials on creating and configuring workflow rules to automate business processes
- Follow guided walkthroughs on using Process Builder to automate complex business logic
- Explore tutorials on designing and implementing Flows to streamline intricate business processes
Configure Permission Sets and Sharing Rules
Show steps
Reinforce your understanding of user access control by implementing permission sets and sharing rules in a practice environment.
Show steps
- Create a new permission set with specific user permissions.
- Assign the permission set to a group of users.
- Create a sharing rule to grant access to records based on criteria.
Practice Configuring Role Hierarchies and Permission Sets
Show steps
Reinforce your understanding of how role hierarchies and permission sets work by completing practical exercises that involve configuring these security mechanisms in Salesforce.
Show steps
- Create a sample role hierarchy and assign users to different roles
- Practice creating and assigning permission sets to users
- Test your understanding by analyzing existing security configurations and identifying potential issues
Configure role hierarchies and permission sets
Show steps
Enhance your understanding of role hierarchies and permission sets by following comprehensive tutorials.
Show steps
- Review the documentation on role hierarchies and permission sets in Salesforce.
- Identify the different types of roles and permissions available in Salesforce.
- Create and configure a role hierarchy in a sample Salesforce organization.
- Create and assign permission sets to users in the organization.
- Test the effectiveness of the role hierarchy and permission sets by assigning different roles and permissions to users and verifying their access to data and features.
Build a Workflow to Automate a Business Process
Show steps
Expand your automation skills by following guided tutorials on building a workflow to automate a specific business process.
Browse courses on
Workflow
Show steps
- Identify a business process that can be automated.
- Choose the appropriate workflow type (e.g., email alert, field update).
- Configure the workflow criteria, actions, and conditions.
Volunteer as a Salesforce Security Mentor
Show steps
Share your knowledge and enhance your understanding by mentoring others in Salesforce security.
Show steps
- Join a mentoring platform or community.
- Offer your expertise to individuals seeking guidance in Salesforce security.
- Provide support, resources, and encouragement to your mentees.
Design a Salesforce Security Plan
Show steps
Solidify your learning by developing a comprehensive Salesforce security plan that outlines strategies for protecting sensitive data and maintaining compliance.
Browse courses on
Salesforce
Show steps
- Analyze existing security measures and identify areas for improvement
- Research best practices and industry standards for Salesforce security
- Design a comprehensive security plan that addresses access control, data encryption, and incident response
Design a Security Implementation Plan
Show steps
Apply your knowledge by creating a comprehensive security implementation plan for a Salesforce organization.
Browse courses on
Security Architecture
Show steps
- Assess current security risks and vulnerabilities.
- Identify security objectives and requirements.
- Develop a roadmap for security implementation.
Mentor Junior Salesforce Developers
Show steps
Deepen your understanding of Salesforce concepts and strengthen your leadership skills by mentoring junior Salesforce developers, providing guidance and support.
Browse courses on
Mentoring
Show steps
- Identify opportunities to mentor junior Salesforce developers
- Share your knowledge and expertise to help them learn and grow
- Provide constructive feedback and encouragement to support their development
Participate in a Salesforce Security Challenge
Show steps
Challenge yourself and showcase your skills by participating in a Salesforce Security Challenge or earning a Trailhead Superbadge.
Browse courses on
Salesforce Certification
Show steps
- Find an appropriate challenge or superbadge.
- Study and prepare for the challenge.
- Complete the challenge and earn the recognition.
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