Salesforce administration basics: access, data model, page layouts, automation and safe change

Skills you'll practise

• Set up users with a minimal profile plus permission sets, and freeze or deactivate leavers instead of deleting them
• Distinguish object, field and record access and choose field-level security rather than a page layout to protect a field
• Explain org-wide defaults, the role hierarchy, sharing rules and manual sharing as layers on a restrictive baseline
• Explain custom objects and fields and the difference between lookup and master-detail relationships
• Configure page layouts, Path, validation rules and duplicate rules to keep data clean
• Describe flow types and move a tested change from a sandbox to production with a change set

Course outline

1. 1.Salesforce administration basicsVideo · 2 min
2. 2.Users, profiles, permission sets and sharingLesson · 19 min
3. 3.Data model, page layouts, Path and data qualityLesson · 18 min
4. 4.Flow basics and changing safelyLesson · 18 min
5. 5.Salesforce administration basics: access, data model, page layouts, automation and safe change: knowledge checkKnowledge check · 17 questions
6. 6.Final exam10 questions · passing it completes the course, so people who already know the material can test out

Sources it draws on

The lessons and questions are written from these references, so learners can go back to the original.

• Trailhead: Data Security, Enhance Data Security in Salesforce (organization, object, field and record access)
• Trailhead: Data Security, Manage Object Access (profiles, permission sets, permission set groups)
• Trailhead: Data Security, Control Access to Fields (field-level security)
• Trailhead: Data Security, Control Access to Records (org-wide defaults, role hierarchy, sharing rules, manual sharing)
• Trailhead: User Management, Add New Users (licenses, profiles, roles, usernames, freeze and deactivate)
• Trailhead: User Management, Control What Your Users Can Access
• Trailhead: Data Modeling, Optimize Customer Data with Standard and Custom Objects
• Trailhead: Data Modeling, Create Object Relationships (lookup and master-detail)
• Trailhead: Lightning Experience Customization, Customize Record Page Components and Fields (page layouts, Lightning App Builder, Dynamic Forms)
• Trailhead: Formulas and Validations, Create Validation Rules
• Trailhead: Duplicate Management, Improve Data Quality in Salesforce (matching and duplicate rules)
• Trailhead: Flow Builder Basics, Get Started with Business Process Automation (flow types)
• Trailhead: Flow Builder Basics, Meet Flow Builder (elements, connectors, resources, debug, activate)
• Salesforce Help: Guide users with Path
• Salesforce Help: Sandboxes: Staging Environments for Customizing and Testing

And 1 more.