Protect Your Salesforce Data

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Free Online Course: Protect Your Salesforce Data provided by Trailhead is a comprehensive online course, which lasts for 7-8 hours worth of material. The course is taught in English and is free of charge.

Overview
  • Learn how you and your users can work together to keep your data safe.

    • Educate your users, protect your Salesforce org, and encourage a culture of security.
    • Control access to data using point-and-click security tools.
    • Use permission set groups to bundle permission sets for a job function.
    • Use session-based permission sets to limit access to data in your org.
    • Secure your org so users can log in once to access a variety of apps, orgs, and services.
    • Secure your org with multi-factor authentication, My Domain, and single sign-on.

Syllabus
    • Security Basics
      • Understand Security Risk
      • Educate Your Users to Help Protect Your Org
      • Secure Your Remote Workplace
      • Choose the Right Salesforce Security Settings
      • Use Health Check to Scan Your Security Configurations
    • Data Security
      • Overview of Data Security
      • Control Access to the Org
      • Control Access to Objects
      • Control Access to Fields
      • Control Access to Records
      • Create a Role Hierarchy
      • Define Sharing Rules
    • Permission Set Groups
      • Get Started with Permission Set Groups
      • Create a Permission Set Group
      • Mute Permissions in Permission Set Groups
    • Session-Based Permission Sets and Security
      • Get Started with Session-Based Permission Sets
      • Activate Session-Based Permission Sets Without Code
      • Create Easy Access to the Activation Flow
    • Identity Basics
      • Get to Know Salesforce Identity
      • Get To Know Your Salesforce Identity Users
      • Learn the Language of Identity
    • User Authentication
      • Secure Your Users' Identity
      • Customize Your Login Process with My Domain
      • Set Up Single Sign-On for Your Internal Users