Salesforce Admin Certification Preparation : Security Model Dive In
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>> Prepare for Admin Certification Understand the exam outline and all cover topics at a high level. Run through some sample questions and how can we solve them quickly. >> Security Model Understand the Salesforce security model from the Salesforce Administrators' point of view. Dive into various topics important for Salesforce Admin certification preparation. Profiles, Roles, Permission Set, Sharing Architecture Recording: http://bit.ly/lksfvideos
![Import Wizard and Data Loader
● Custom, Contact, Campaign, Lead,
Account & Solution [CC CLAS]
● < 5000 Records
● Stop Workflow Rules
● Prevent Duplicates during import
● All Objects
● Up to 5 Million
● Schedule Imports
● Save Mappings for future
● Export or Delete data](https://image.slidesharecdn.com/lkdugmeet18june20-200620152103/85/Salesforce-Admin-Certification-Preparation-Security-Model-Dive-In-29-320.jpg)
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Salesforce Admin Certification Preparation : Security Model Dive In
- 2. Nishant Singh Panwar Community Group Leader Developer, Consultant and Architect Trailhead Ranger Nishant_SP
- 4. Agenda • About Community • Salesforce Admin Certification • Exam Overview • Security Model Dive • Other Important topics • Trailblazer Story • Upcoming Events
- 6. @LK_Sf_Devs lkTrailblazers bit.ly/Lksfdevs bit.ly/Lksfchatter Letterkenny, Ireland Developers Group Letterkenny Community Chatter Group bit.ly/lksfvideos
- 10. Exam Overview ● Questions: 60 ● Time: 1 Hr 45 Min ● Pass Score: 65% - 39 of 60 ● Result: Immediately ● Restriction: Closed Book ● Fee: $200 ● Retake Fee: $100 1 2 3 20 % 41 % 28 %
- 11. Focus Topics ● User Setup and Security ● Data Management ● Workflow and Process Automation ● Analytics - Report and Dashboard ● Standard and Custom Objects 62% 14 41 28 20
- 12. Security ● Identify the steps to set up and/or maintain a user. ● Understand the implications of activating, deactivating, or freezing a user. ● Explain the various organization security controls. ● Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model. ● Given a scenario, determine the appropriate use of a custom profile or permission set using the various profile settings and permissions. ● Describe how folders can be used to organize and secure communication templates, dashboards, and reports. 20%
- 13. Security Access • FLS • Page Layout • OWD • Role Hierarchy • Sharing Rules • Teams • Manual Sharing • License • CRED Profile or Permission set • Trusted IP Ranges • Login IP Ranges • Login Hours Organization Object Record Fields
- 14. Organization Access Users Active Inactive Frozen Login Hour Restriction Login IP Restriction Trusted IP (Org Level) User Profile Permission Set(s)Role
- 15. Object Permissions and Record Permission Account
- 16. Sharing Model • Profile, Permission Set CRED •Private | Public Read Only | Public Read/Write •Public Read/Write/Transfer (Cases and Leads only) •Controlled by Parent (For standard child object in MD) OWD •Record access up in the hierarchy. •Grant Access using Hierarchies. Role Hierarchy •Ownership based / Criteria based Sharing Rules •Account, Opportunity and CaseTeam Access •Territory ManagementTerritory Hierarchy Owner Owner of the Record FULL Access Queue Group Of users who can own a record Object Specific Public Group Group of Users Generic
- 17. Standard and Custom Objects ● Describe the standard object architecture and relationship model. ● Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and understand the implications of deleting fields. ● Given a scenario, determine how to create and assign page layouts, record types, and business processes for custom and standard objects. 14%
- 18. Object • Fields and Relationship Record Type • Business Processes • Picklist Values Page Layout • Fields Visibility • Required Fields
- 20. Validation Rules ● System Validation and Custom Validation 25% Discount_Percentage__c > 0.2
- 21. Workflow / Process Automation ● Given a scenario, identify the appropriate automation solution based on the capabilities of workflow/process. ● Describe capabilities and use cases for the approval process. ● Lead and Case Automation Tools ● Standard Automations (Big Deal Alert, Dashboard Notification) 8%
- 22. Workflow Rules Evaluation Criterion Rule Criterion Actions Time Triggers Actions Task(s) Email Alert(s) Field Update(s) Outbound Message(s) Task(s) Email Alert(s) Field Update(s) Outbound Message(s) 1.Created 2.Created and edited 3.Created and edited to subsequently meet the criteria
- 23. Process Builder 1. Button Bar 2. Canvas 3. Trigger 4. Criterion Node(s) 5. Action(s) 6. Action Group
- 24. Workflow • Create Task • Update Field • Email Alert • Outbound Message Process Builder • Create a record • Update any related record • Use a quick action to create a record, update a record, or log a call • Launch a flow • Post to Chatter • Submit for approval • Invoke a process from another process • Call apex methods • Doesn’t support outbound messages. Workflow vs Process Builder
- 25. Automating Cases and Leads Assignment Rules automate case or lead routing. Matching criteria route Case to Queue or User Auto-response rules automate response to the person who submitted the case or lead. Web-to-case OR Web-to-lead Matching criteria route Lead to Queue or User Email-to-case
- 26. Escalation Rule Escalate to Queue? Product Support Tier 2 Queue Notify User? Entry Criterion ● Choose to escalate to Queue or User ● Notify User ● Entry Criteria, Order and Actions ● Early Trigger Setting Record Type = Product Support Escalation Actions When Age above 4hr auto-reassign case to Product Support Tier 2
- 27. Early Triggers 12:00 12:15 12:30 12:45 13:00 13:15 Define this in Support Settings ● Case Escalation: 1 Hour after the case is created ● Case Created: 12:05 Early Trigger
- 28. Data Management ● Describe the considerations when importing, updating, transferring, and mass deleting data. ● Given a scenario, identify tools and use cases for managing data. ● Describe the capabilities and implications of data validation tools. ● Describe the different ways to backup data. 10%
- 29. Import Wizard and Data Loader ● Custom, Contact, Campaign, Lead, Account & Solution [CC CLAS] ● < 5000 Records ● Stop Workflow Rules ● Prevent Duplicates during import ● All Objects ● Up to 5 Million ● Schedule Imports ● Save Mappings for future ● Export or Delete data
- 30. Analytics ● Describe the options available when creating or customizing a report ● Describe the impact of the sharing model on reports. ● Describe the options available when creating and modifying dashboards ● Describe the capabilities of custom report types. 10%
- 31. Reports • Object and Related Objects, Standard vs Custom?Report Type • Who’s records and for what time frame?Scope • Which fields to be displayed in report?Columns • Which field(s) do you want to group by?Grouping • Tabular, Summary, Matrix and JoinedFormat • Additional filter to limit the data and filter logics?Filters and Logic • Highlight the summary data or add a chart?Highlights / Charts • Extract formatted .xls or a detail only .csvExport • Email a snapshot of report/Subscribe
- 32. Dashboard ● Visual Representation ● Single or Multiple Reports Find Open Create
- 33. Trailblazers’ Story Started 10th March 2020 Certified 22nd May 2020 Started 25th Feb 2020 Certified 15th June 2020
- 34. Exam Tips Review Flag All details of Q&A Time per question Multiple Answers Hands on Practice
- 35. Additional Information Webassessor Certification Days Webinar Quiz & Flashcard Chatter Groups Trailhead Trailmix bit.ly/lk-admin-guide
- 36. Q & A
- 37. Upcoming Event • TrailheaDX Global Gathering • Salesforce DX (DevOps) • Lightning Web Components. • Salesforce MVP to present a session. • Bring your Ideas, topics to collaborate. bit.ly/Lksfchatter • Join the trailblazer community group to get notified. bit.ly/Lksfdevs ❑ July trailheadx.com 25th June 2020