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Course Overview
Discover how to protect your data and establish your business as a champion for trust by implementing secure, high-performing enterprise sharing solutions on the Salesforce Platform. In this 3-day instructor-led course, learn about foundational sharing and visibility architecture concepts, including data security for internal and external users, methods of sensitive data protection, security and sharing models, various sharing features and mechanisms, and more. Design robust sharing solutions that address business requirements, appropriately account for various considerations, and grant the correct level of user access to necessary personnel in order to prioritize the protection of sensitive data and retain customer loyalty.
Who Should Attend
- This course is designed for architects who are responsible for building enterprise security and sharing solutions using Salesforce. This is also a great course for anyone interested in earning their Sharing and Visibility Architect credential.
Course Objectives
- Leverage the Salesforce Well-Architected Framework to design secure and high-performing enterprise sharing solutions on the Salesforce Platform.
- Use Salesforce sharing mechanisms to meet sensitive data protection requirements.
- Implement data security solutions for internal and external users that account for potential impacts to Salesforce sharing and security models.
Course Outline
1. Introduction to Data Security
- Consider Security Using an Architect Mindset
- Review the Salesforce Well-Architected Framework
- Define Data Security
2. Data Security for Internal Users
- Define Salesforce Security Features and Functionality
- Outline Data Security Parameters for Internal Users
- Examine How Permissions Impact Security and Sharing Models
- Understand How Org-Wide Defaults Affect Security Models
- Determine How Role Hierarchy Informs Security Model Design Decisions
- Discover the Impact of Sharing Rules on Sharing Models
- Determine How Restriction and Scoping Rules Affect Sharing Models
3. Pro-Code Security
- Define Apex Sharing
- Identify Apex Sharing Use Cases
4. Data Security for External Users
- Define Data Security Parameters for External Users
- Describe How Data Security Differs for External and Internal Users
- Understand How Org-Wide Defaults Affect Security Models
- Discover the Impact of Sharing Sets and Groups on Sharing Models
5. Sensitive Data Protection
- Define Sensitive Data
- Determine Security Requirements for Sensitive Data Types
- Examine Methods of Sensitive Data Protection
6. Data Security Case Study
- Examine a Data Security Use Case
- Design a Data Security Solution