Who is this course for?

This Coursera Salesforce Platform App Builder course is designed for learners who want to deepen their knowledge and skills in securing Salesforce applications and automating business processes.

What are the pre-requisites of this course?

This course requires a basic understanding of Salesforce objects, functions, and fields and familiarity with Salesforce User Interface like how to navigate through Salesforce setup and standard features, these pre-requisite topics are covered in the first course " Salesforce Introduction and Set up" belongs to " Salesforce App Builder" specialization.

Is a certificate provided upon completion of the course?

Yes, a course completion certificate is allocated upon completing all graded assignments and quizzes present in the Security and Automation course.

Can I apply what I learn at work immediately?

Yes, you will be able to apply what you learn in this course immediately to enhance your company's Salesforce security, automate common tasks, and streamline business processes

When will I have access to the lectures and assignments?

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

What will I get if I subscribe to this Specialization?

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Is financial aid available?

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Salesforce Security and Automation

Ce cours n'est pas disponible en Français (France)

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Salesforce Security and Automation

Ce cours fait partie de Spécialisation "Salesforce Platform App Builder Certification Prep"

Instructeur : LearnKartS

Inclus avec

2 modules

Obtenez un aperçu d'un sujet et apprenez les principes fondamentaux.

niveau Intermédiaire

Expérience recommandée

5 heures à compléter

Planning flexible

Apprenez à votre propre rythme

2 modules

Obtenez un aperçu d'un sujet et apprenez les principes fondamentaux.

niveau Intermédiaire

Expérience recommandée

5 heures à compléter

Planning flexible

Apprenez à votre propre rythme

Ce que vous apprendrez

Set up data security with roles, profiles, and sharing rules
Manage access using permission sets and org-wide defaults
Automate processes using Workflow, Process Builder, and Flows
Apply best practices in security and automation setup

Compétences que vous acquerrez

Catégorie : Workflow Management
Catégorie : Operational Efficiency
Catégorie : Security Controls
Catégorie : Authorization (Computing)
Catégorie : Data Security
Catégorie : Data Access
Catégorie : Process Design
Catégorie : Application Security
Catégorie : Data Sharing
Catégorie : IT Automation
Catégorie : Security Management
Catégorie : Automation
Catégorie : Identity and Access Management
Catégorie : Salesforce Development
Catégorie : Business Process Automation

Outils que vous découvrirez

Catégorie : Role-Based Access Control (RBAC)
Catégorie : Salesforce
Catégorie : No-Code Development
Catégorie : Force.com
Catégorie : Customer Relationship Management (CRM) Software

Détails à connaître

Certificat partageable

Ajouter à votre profil LinkedIn

Évaluations

7 devoirs

Enseigné en Anglais

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Élaborez votre expertise du sujet

Ce cours fait partie de la Spécialisation "Salesforce Platform App Builder Certification Prep"

Lorsque vous vous inscrivez à ce cours, vous êtes également inscrit(e) à cette Spécialisation.

Apprenez de nouveaux concepts auprès d'experts du secteur
Acquérez une compréhension de base d'un sujet ou d'un outil
Développez des compétences professionnelles avec des projets pratiques
Obtenez un certificat professionnel partageable

Il y a 2 modules dans ce cours

Want to build secure and efficient Salesforce apps? Security and automation are more than simply technical skills; they are the key to developing smarter, safer, and more scalable applications.

This comprehensive Security & Automation in Salesforce App Builder course is intended to help you thrive in real-world scenarios and go one step closer to your Salesforce App Builder certification. You'll learn about the most popular Salesforce features—data access protocols, permission settings, role hierarchies, and sharing rules—via engaging videos, hands-on activities, and real-world scenarios. You will also learn how to use Workflow, Process Builder, and Flows to successfully streamline and automate business procedures. Whether you're a new developer, administrator, or Salesforce professional, this Salesforce Platform App Builder course will teach you how to secure your apps, automate more effectively, and achieve business impact. By the end, you won't just understand Salesforce—you'll be equipped with future-ready skills to lead innovation, boost performance, and accelerate your career growth.

Détails du module

In this module, learners will explore data access and security mechanisms within Salesforce and understand the role of Organization-Wide Defaults (OWD). The module also provides insight into security structures like role hierarchies, permission sets, and sharing rules, helping learners implement robust security measures to protect sensitive data in Salesforce.

Inclus

12 vidéos1 lecture3 devoirs

12 vidéosTotal 69 minutes

Data Access7 minutes
Organization-Wide Defaults (OWD)2 minutes
Sharing Settings1 minute
Access Levels in OWD6 minutes
Demo: Working on OWD5 minutes
Grant Access Using Hierarchies4 minutes
Role and Role Hierarchy2 minutes
Working with Roles3 minutes
Permission Sets5 minutes
Demo: Permission Sets7 minutes
Sharing Rules8 minutes
Demo: Security Deep Dive19 minutes

1 lectureTotal 2 minutes

Introduction and Syllabus2 minutes

3 devoirsTotal 51 minutes

Security and Access Control24 minutes
Data Access Management12 minutes
Security Structures15 minutes

This module focuses on automating business processes using Workflow Rules, Process Builder, and Flows in Salesforce, exploring their capabilities to streamline complex processes across objects. By the end, learners will be proficient in automating repetitive tasks and improving operational efficiency in Salesforce.

Inclus

19 vidéos1 lecture4 devoirs

19 vidéosTotal 93 minutes

Process Automation3 minutes
Workflow9 minutes
Demo: Workflow Creation and Configuration9 minutes
Workflow Rules3 minutes
Workflow Rules Limitations3 minutes
Create Workflow Rules6 minutes
Configure Tasks for Workflow Rules2 minutes
Configuring E-Mail Alerts for Workflow Rules4 minutes
Configuring Field Updates for Workflows6 minutes
Activating and Monitoring the Workflow Rule1 minute
Understanding Cross-Object Field Updates3 minutes
Process Builder4 minutes
Configure Process Builder4 minutes
Demo: Process Builder Creation and Configuration8 minutes
Flows6 minutes
Launch a Flow from a Page2 minutes
Demo: Creating Flows9 minutes
Demo: Flows and Configuration7 minutes
Demo: Adding Screen Flows Using Buttons6 minutes

1 lectureTotal 2 minutes

Course Synopsis2 minutes

4 devoirsTotal 69 minutes

Workflow and Automation24 minutes
Workflow Automation Design12 minutes
Workflow Rules and Automation15 minutes
Process Builder and Flows18 minutes

Obtenez un certificat professionnel

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