Who is this course for?

This Coursera Salesforce Platform App Builder course is designed for learners who want to deepen their knowledge and skills in securing Salesforce applications and automating business processes.

What are the pre-requisites of this course?

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, these pre-requisite topics are covered in the first course " Salesforce Introduction and Set up" belongs to " Salesforce App Builder" specialization.

Is a certificate provided upon completion of the course?

Yes, a course completion certificate is allocated upon completing all graded assignments and quizzes present in the Security and Automation course.

Can I apply what I learn at work immediately?

Yes, you will be able to apply what you learn in this course immediately to enhance your company's Salesforce security, automate common tasks, and streamline business processes

When will I have access to the lectures and assignments?

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

What will I get if I subscribe to this Specialization?

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Is financial aid available?

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Salesforce Security and Automation

kurs ist nicht verfügbar in Deutsch (Deutschland)

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Salesforce Security and Automation

Dieser Kurs ist Teil von Spezialisierung „Salesforce Platform App Builder Certification Prep“

Dozent: LearnKartS

Bei enthalten

Mehr erfahren

2 Module

Verschaffen Sie sich einen Einblick in ein Thema und lernen Sie die Grundlagen.

Stufe Mittel

Empfohlene Erfahrung

5 Stunden zu vervollständigen

Flexibler Zeitplan

In Ihrem eigenen Lerntempo lernen

2 Module

Verschaffen Sie sich einen Einblick in ein Thema und lernen Sie die Grundlagen.

Stufe Mittel

Empfohlene Erfahrung

5 Stunden zu vervollständigen

Flexibler Zeitplan

In Ihrem eigenen Lerntempo lernen

Was Sie lernen werden

Set up data security with roles, profiles, and sharing rules
Manage access using permission sets and org-wide defaults
Automate processes using Workflow, Process Builder, and Flows
Apply best practices in security and automation setup

Kompetenzen, die Sie erwerben

Kategorie: Security Management
Kategorie: Data Access
Kategorie: Authorization (Computing)
Kategorie: Application Security
Kategorie: Business Process Automation
Kategorie: Automation
Kategorie: Salesforce Development
Kategorie: Data Sharing
Kategorie: Workflow Management
Kategorie: Data Security
Kategorie: Operational Efficiency
Kategorie: IT Automation
Kategorie: Security Controls
Kategorie: Process Design
Kategorie: Identity and Access Management

Werkzeuge, die Sie lernen werden

Kategorie: Role-Based Access Control (RBAC)
Kategorie: Salesforce
Kategorie: No-Code Development
Kategorie: Force.com
Kategorie: Customer Relationship Management (CRM) Software

Wichtige Details

Zertifikat zur Vorlage

Zu Ihrem LinkedIn-Profil hinzufügen

Bewertungen

7 Aufgaben

Unterrichtet in Englisch

Erfahren Sie, wie Mitarbeiter führender Unternehmen gefragte Kompetenzen erwerben.

Weitere Informationen zu Coursera für Unternehmen

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Dieser Kurs ist Teil der Spezialisierung Spezialisierung „Salesforce Platform App Builder Certification Prep“

Wenn Sie sich für diesen Kurs anmelden, werden Sie auch für diese Spezialisierung angemeldet.

Lernen Sie neue Konzepte von Branchenexperten
Gewinnen Sie ein Grundverständnis bestimmter Themen oder Tools
Erwerben Sie berufsrelevante Kompetenzen durch praktische Projekte
Erwerben Sie ein Berufszertifikat zur Vorlage

In diesem Kurs gibt es 2 Module

Want to build secure and efficient Salesforce apps? Security and automation are more than simply technical skills; they are the key to developing smarter, safer, and more scalable applications.

This comprehensive Security & Automation in Salesforce App Builder course is intended to help you thrive in real-world scenarios and go one step closer to your Salesforce App Builder certification. You'll learn about the most popular Salesforce features—data access protocols, permission settings, role hierarchies, and sharing rules—via engaging videos, hands-on activities, and real-world scenarios. You will also learn how to use Workflow, Process Builder, and Flows to successfully streamline and automate business procedures. Whether you're a new developer, administrator, or Salesforce professional, this Salesforce Platform App Builder course will teach you how to secure your apps, automate more effectively, and achieve business impact. By the end, you won't just understand Salesforce—you'll be equipped with future-ready skills to lead innovation, boost performance, and accelerate your career growth.

Moduldetails

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.

Das ist alles enthalten

12 Videos1 Lektüre3 Aufgaben

12 VideosInsgesamt 69 Minuten

Data Access7 Minuten
Organization-Wide Defaults (OWD)2 Minuten
Sharing Settings1 Minute
Access Levels in OWD6 Minuten
Demo: Working on OWD5 Minuten
Grant Access Using Hierarchies4 Minuten
Role and Role Hierarchy2 Minuten
Working with Roles3 Minuten
Permission Sets5 Minuten
Demo: Permission Sets7 Minuten
Sharing Rules8 Minuten
Demo: Security Deep Dive19 Minuten

1 LektüreInsgesamt 2 Minuten

Introduction and Syllabus2 Minuten

3 AufgabenInsgesamt 51 Minuten

Security and Access Control24 Minuten
Data Access Management12 Minuten
Security Structures15 Minuten

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.