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.