Introduction to Salesforce Security
Understand the basics of Salesforce security and why it is crucial for your sales team.
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Module Understand Security and Authentication
Learn the methods of security and authentication in Salesforce.
Don't worry, your progress won't be lost. Completing this trail now is the best way to prepare for 2026!
Understand the basics of Salesforce security and why it is crucial for your sales team.
Learn the methods of security and authentication in Salesforce.
Learn how to assign and customize user permissions effectively.
Understand how to assign user permissions, customize them for different roles, and apply best practices.
Explore how to create and manage role hierarchies to control data access.
Understand the concept of role hierarchies, learn how to create and manage them, and apply them to control data access.
Dive into field-level security and sharing rules to fine-tune access control.
Understand field-level security, learn how to configure sharing rules, and apply them to manage data access.
Learn how to test and audit your security configurations before rollout.
Understand the importance of testing security settings, learn how to audit configurations, and apply best practices.
Keep up the great work learning new skills to advance your company and your career.
Completed Dec 12, 2025This 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.
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