Data Management, Security, and Sharing

О курсе

This course features Coursera Coach! A smarter way to learn with interactive, real-time conversations that help you test your knowledge, challenge assumptions, and deepen your understanding as you progress through the course. Gain mastery over Salesforce data management and security in this comprehensive course. You will start by learning how to import, export, update, and delete records using Data Loader and Data Import Wizard, ensuring efficient handling of large volumes of data. Next, the course delves into access control and sharing settings, covering profiles, permission sets, object-level, field-level, and record-level security. You’ll understand Organization Wide Defaults, role hierarchies, sharing rules, and manual sharing to protect sensitive data while maintaining collaboration. The course also covers advanced permission configurations, including “View All,” “Modify All,” and record recovery using the Recycle Bin. You will explore how to configure page layouts and record types to optimize user experience, ensuring data is both secure and effectively presented. This course is ideal for Salesforce administrators, developers, and business users responsible for data governance, security, and access management. No prior experience in advanced security settings is required, making it suitable for beginners and intermediate users. By the end of the course, you will be able to efficiently import and export data, set up profiles and permission sets, manage role hierarchies and sharing rules, configure special permissions, recover deleted records, and design secure and organized page layouts and record types in Salesforce.

Навыки, которые вы освоите

Учитесь у экспертов

Packt - Course Instructors

Преподаватель курса