+0 Points
Intermediate
Intermediate
Completed Dec 12, 2025

Introduction to Salesforce Security

Understand the basics of Salesforce security and why it is crucial for your sales team.

+0 Points 1 Steps • Completed Jun 2, 2025

Configuring User Permissions

Learn how to assign and customize user permissions effectively.

+0 Points 1 Steps • Completed Dec 1, 2025

Setting Up Role Hierarchies

Explore how to create and manage role hierarchies to control data access.

+0 Points 1 Steps • Completed Dec 12, 2025
  • Generated Setting up role hierarchies in Salesforce

    Understand the concept of role hierarchies, learn how to create and manage them, and apply them to control data access.

    +0 Points Completed Dec 12, 2025

Field-Level Security and Sharing Rules

Dive into field-level security and sharing rules to fine-tune access control.

+0 Points 1 Steps • Completed Dec 1, 2025

Testing and Auditing Security Settings

Learn how to test and audit your security configurations before rollout.

+0 Points 1 Steps • Completed Dec 1, 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.