We are now getting into the security and access related items of the Configuration and Setup. In this introductory lesson, I prepare you for what lies ahead.
The goals to aspire to, as stated in the Exam Guide for the Security and Access knowledge area are:
- Explain the various organization security controls (for example, passwords, IP restrictions, identity confirmation, network settings).
- Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model (for example, organization-wide defaults, roles and the role hierarchy, manual sharing, sharing rules, and public groups).
- 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.
We get started with Organization-Level Security and Access Overview, which I refer to as 'Security for the Whole'. There will be several subsequent lessons where we address specific Organization-Level Security features and functions.
Once we have adequately covered the security for the whole, we...
In this lesson we look at various features and settings available under Password Policies, where you can set the password policies for your org.
Resource:
Set Password Policies https://help.salesforce.com/articleView?id=admin_password.htm&type=5
Trusted IP Ranges define a list of IP addresses from which users can log in without receiving a login challenge for verification of their identity, such as a code sent to their mobile phone.
Resource: Set Trusted IP Ranges for Your Organization
https://help.salesforce.com/articleView?err=1&i...