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

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Salesforce Security and Automation

This course is part of Salesforce Platform App Builder Certification Prep Specialization

Instructor: LearnKartS

Included with

Learn more

2 modules

Gain insight into a topic and learn the fundamentals.

Intermediate level

Recommended experience

5 hours to complete

Flexible schedule

Learn at your own pace

2 modules

Gain insight into a topic and learn the fundamentals.

Intermediate level

Recommended experience

5 hours to complete

Flexible schedule

Learn at your own pace

What you'll learn

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

Skills you'll gain

Tools you'll learn

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

7 assignments

Taught in English

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Build your subject-matter expertise

This course is part of the Salesforce Platform App Builder Certification Prep Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There are 2 modules in this course

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.

Module details

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.

What's included

12 videos1 reading3 assignments

12 videosTotal 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 readingTotal 2 minutes

Introduction and Syllabus2 minutes

3 assignmentsTotal 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.