DATA SECURITY AND DATA MODEL – (2/8)

About Course

This training program is designed as a foundational level to provide non-tech professionals with the necessary knowledge and skills to start their Salesforce administration journey. It aims to bridge the gap between their existing non-tech expertise and the technical concepts required for the Salesforce Admin Certification.

Understand Cloud Technology Concepts
What is Salesforce and why businesses love it
Salesforce Fundamentals and Data Security Concepts
Understand Standard and Custom Objects in Salesforce
Data Model and Relationships in Salesforce
Data Import and Export Tools
Introduction to Data Analysis (Reports and Dashboards)
Understanding the Power of Automation in Salesforce
Why Salesforce is the most in-demand technology in the UK
Introduction to installing and managing apps from the AppExchange.
Salesforce Career Transition Strategy
Final Hands-on: Project: Creating A Project Management App

Course Content

DATA MODEL AND DATA SECURITY

Module 1: Customer Relationship Management (CRM)
Master the essentials of Salesforce CRM, from navigating the platform to leveraging its powerful features for business success.

Understanding Customer Relationship Management (CRM) & Salesforce

23:43
Quiz: Understanding Customer Relationship Management
Introduction to managing customer data and activities in Salesforce

21:05
Quiz: Managing Customer Data and Activities
Hands On: Creating Your First Custom Object with Fields

09:38
Assignments: Salesforce Application Project: Managing Customer Data with Salesforce
Quiz: Salesforce Certification Pre-Test
Mini Project Assignment: Custom Object Creation for Pathway to Salesforce

Module 2: Salesforce Data Security Basics
Explore the power of Salesforce data security basics to streamline data security in your organization

Overview Of Users, profiles, Permission set

22:38
Quiz: Overview of Users, Profiles, and Permission Sets In Salesforce
Permission Sets and Permission Set Groups detailed break down

09:22
Quiz: Permission Set Overview in Salesforce
Strategies For Efficient User and Permission Management

10:30
Quiz: Strategies For Efficient User and Permission Management In Salesforce
Overview of Salesforce Data Security

09:08
Quiz: Basics of Organization Level Security in Salesforce
Object and Field Level Security Overview

10:12
Quiz: Object and Field Level Security Overview
Record Level Security in Salesforce

16:21
Quiz: Record Level Security in Salesforce
Sharing Rules Overview & Data Security Best Practices

07:48
Quiz: Sharing Rules and Data Security Best Practices
Quiz: Profiles and Permission Sets
Quiz: User, Data Model, Relationships, and Field Types
Assignments: Salesforce Project: Full setup and configuration of Data Security Project

Module 3: Data Model Overview
Understanding the relationships between different objects in Salesforce

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About Course

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Course Content

DATA MODEL AND DATA SECURITY

Module 1: Customer Relationship Management (CRM) Master the essentials of Salesforce CRM, from navigating the platform to leveraging its powerful features for business success.

Understanding Customer Relationship Management (CRM) & Salesforce

Quiz: Understanding Customer Relationship Management

Introduction to managing customer data and activities in Salesforce

Quiz: Managing Customer Data and Activities

Hands On: Creating Your First Custom Object with Fields

Assignments: Salesforce Application Project: Managing Customer Data with Salesforce

Quiz: Salesforce Certification Pre-Test

Mini Project Assignment: Custom Object Creation for Pathway to Salesforce

Module 2: Salesforce Data Security Basics Explore the power of Salesforce data security basics to streamline data security in your organization

Overview Of Users, profiles, Permission set

Quiz: Overview of Users, Profiles, and Permission Sets In Salesforce

Permission Sets and Permission Set Groups detailed break down

Quiz: Permission Set Overview in Salesforce

Strategies For Efficient User and Permission Management

Quiz: Strategies For Efficient User and Permission Management In Salesforce

Overview of Salesforce Data Security

Quiz: Basics of Organization Level Security in Salesforce

Object and Field Level Security Overview

Quiz: Object and Field Level Security Overview

Record Level Security in Salesforce

Quiz: Record Level Security in Salesforce

Sharing Rules Overview & Data Security Best Practices

Quiz: Sharing Rules and Data Security Best Practices

Quiz: Profiles and Permission Sets

Quiz: User, Data Model, Relationships, and Field Types

Assignments: Salesforce Project: Full setup and configuration of Data Security Project

Module 3: Data Model Overview Understanding the relationships between different objects in Salesforce

Introduction To Data Model & Relationships In Salesforce

Quiz: Data Model and Relationships Overview In Salesforce

Lookup Relationships in Salesforce

Quiz: Lookup Relationships in Salesforce

Master-Detail Relationships In Salesforce

Quiz: Master-Detail Relationships in Salesforce

Many To Many Relationship In Salesforce

Assignment: Practical Salesforce Project: Build a Data Model and Relationships in Salesforce

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Module 1: Customer Relationship Management (CRM)
Master the essentials of Salesforce CRM, from navigating the platform to leveraging its powerful features for business success.

Module 2: Salesforce Data Security Basics
Explore the power of Salesforce data security basics to streamline data security in your organization

Module 3: Data Model Overview
Understanding the relationships between different objects in Salesforce