20 APRIL 2017

Security 1.30pm-5pm

Salesforce Security Training includes a comprehensive overview of the powerful security capabilities of Salesforce, and how you can use these to control access to your data.

  • Recap – Setup a new user
  • User profiles: access to objects, fields, record types, page layouts (the users view of the client)
  • Which records do users see: Organisation Wide defaults – General policy,  Manual sharing, Sharing Rules (Public Groups)
  • Other uses for Public Groups: Tidying up your list views
  • Restricting Access to Folders (Reports and Dashboards)
  • Other Security Controls: Calendar Sharing, Restricting access based on location and time
  • Permission Sets
  • Audit Trail
  • Tracking changes to fields
  • Password and other Security Policies
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