Class Central is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

Trailhead

Secure Your CRM

Salesforce via Trailhead

Overview

Ensure your Salesforce instance is protected with user and data security.
  • Set up users and control how they can view or edit your business data.
  • Secure your org with multi-factor authentication, My Domain, and single sign-on.
  • Secure your Salesforce org by controlling login and data access for users.
  • Control access to data using point-and-click security tools.
  • Generate and protect access credentials at your organization.
  • Learn about privileged user access and responsibilities.

Syllabus

  • User Management
    • Add New Users
    • Control What Your Users Can Access
  • User Authentication
    • Secure Your Users Identity
    • Customize Your Login Process with My Domain
    • Set Up Single Sign-On for Your Internal Users
  • Protect Your Data in Salesforce
    • Restrict Login Hours and IP Ranges
    • Create New Users and Allow a User to Delete Accounts
    • Set Organization-Wide Defaults and Create a Role Hierarchy
    • Create Sharing Rules
    • Set Up Account Teams
  • 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
  • Credential Security
    • Enforce Strong Password Hygiene
    • Manage Administrator Credentials
    • Prevent Credential Exposure in Code
  • Privileged User Responsibilities
    • Manage Privileged Users
    • Prevent Privileged Access Vulnerabilities

Reviews

Start your review of Secure Your CRM

Never Stop Learning.

Get personalized course recommendations, track subjects and courses with reminders, and more.

Someone learning on their laptop while sitting on the floor.