Security and Automation

Overview

Class Central Tips

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.

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.

Automating Business Processes

This module focuses on automating business processes using Workflow Rules, Process Builder, and Flows in Salesforce, exploring their capabilities to streamline complex processes across objects. By the end, learners will be proficient in automating repetitive tasks and improving operational efficiency in Salesforce.