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Trailhead

Protect Your Salesforce Data

Salesforce via Trailhead

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

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