+0 Points
Intermediate
Intermediate
Completed Dec 12, 2025

Understanding Salesforce Security Basics

Gain foundational knowledge about Salesforce security features and best practices.

+0 Points 5 Steps • Completed Jun 2, 2025
  • Module Integrate Service Providers with Salesforce

    How connected apps integrate service providers using SAML or OpenID Connect.

    +0 Points Completed Jun 2, 2025
  • Module Set Up Social Sign-On

    Learn about auth providers and setting up social sign-on for customers.

    +0 Points Completed Jun 2, 2025
  • Module Manage Customer Data Across Clouds

    Explain the different possible data models for managing customer data attributes across Sales Cloud, Service Cloud, Salesforce B2C Commerce, and Marketing Cloud Engagement.

    +0 Points Completed Jun 2, 2025
  • Module Learn About Connected Apps

    Describe what a connected app is and how you can use it to integrate external applications with Salesforce.

    +0 Points Completed Jun 2, 2025
  • Module New Step
    +0 Points Completed Jun 2, 2025

Configuring Permissions and Access

Learn how to set up and manage permissions for different user roles.

+0 Points 3 Steps • Completed Dec 1, 2025

Testing and Finalizing Security Setup

Understand how to test your security settings and ensure everything is ready for your sales team.

+0 Points 2 Steps • Completed Dec 12, 2025

New Milestone

+0 Points 0 Steps • Completed Dec 1, 2025

Steps are coming soon.

Congratulations! You've completed this Trail

Keep up the great work learning new skills to advance your company and your career.

Completed Dec 12, 2025

About this Trail

This trail equips SMB sellers with the knowledge and skills to effectively position Data 360 solutions for healthcare organizations. You'll learn industry-specific use cases, regulatory considerations, and practical implementation strategies.