+0 Points
Intermediate
Intermediate
Completed Dec 12, 2025

Understanding Salesforce Security Basics

Learn the foundational concepts of security in Salesforce, including user authentication and basic access controls.

+0 Points 3 Steps • Completed Jun 2, 2025

Configuring Advanced Permissions

Dive deeper into managing roles, profiles, permission sets, and sharing rules to fine-tune access.

+0 Points 2 Steps • Completed Dec 1, 2025
  • Module Customize Sales Cloud for Your Business

    Identify key objects and tools to manage user roles and permissions.

    +0 Points Completed Dec 1, 2025
  • Module Migrate a Process

    Learn to migrate workflows and processes to flows for better permission management.

    +0 Points Completed Dec 1, 2025

Ensuring a Secure Rollout

Learn best practices for testing and monitoring security configurations before rollout.

+0 Points 2 Steps • Completed Dec 12, 2025

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.