In our second live class we discuss the Security and Access Knowledge Area of the exam. We work through the Types of Data Access found in the Guide to Sharing Architecture - https://developer.salesforce.com/docs/atlas.en-us.dat.meta/dat/dat_components.htm
Curriculum Spreadsheet - https://docs.google.com/spreadsheets/d/1OWoHWE9xaGIJq6x-9Z6v5DDa92DQWocCyrX3zCjTfPA/edit?usp=sharing
Guide to Sharing Architecture - Types of Data - https://developer.salesforce.com/docs/atlas.en-us.dat.meta/dat/dat_components.htm
Mike Wheeler Media+ Subscription - 75% off for 3 Months - http://learn.mikewheelermedia.com?code=live75
Mike Wheeler's Salesforce Administrator Certification Practice Tests - https://bit.ly/salesforcepracticetest
Data Security - https://trailhead.salesforce.com/en/content/learn/modules/data_security
Hello hope everyone is doing great. So excited to get started. Tonight for week two of our live admin course. I'm Mike Wheeler.
Thank you for joining us tonight. So tonight we're going to be diving into security is one of the more complex.
Features of Salesforce and we will be revisiting the concepts that we learned tonight.
For the weeks ahead as well. One thing about security and Salesforce, is that it's a commonly recurring theme and even across the other knowledge areas.
You will have to understand security very in depth. So we're going to be hitting some of the core functionality around security tonight.
And then as well. I'll be answering your questions live. Some of you are brand new to this course had a couple of people just roll in, in the past few minutes or register at the last minute.
So I should have everything sent to you all as well. And joining us tonight. I've also got the limit increase above 100 for this week we're bumping up against that last week. And it looks like we're up to about 65 participants and people are still rolling in. And so we will be
Getting started here momentarily. And then as well. I see that some of you are already starting to type in the chat, do please share where he joined us from tonight. And then as well.
As well. You'll notice there's a button down below for the Q&A if you have a question for me tonight. I just put that in the Q&A and there'll be set times I'll be answering questions live
And so if you have a question, put it in the Q&A not in the chat. Please, that way it will stand out and I'll try and mark those is answered or answer those live at certain times as well. So hello to Andrew is Samir and
Tie Alexi Maria lot more joining in. We're over 70 people now let me share my screen.
Try to share my screen. It's always an adventure. I know last week there was some issue with the screen looking blurry at some point.
So let me know if you're able to see my screen or not and if it looks okay as well and we will be diving and you should see my slide deck about this being week to actually so we open up my cue a panel as well.
Alright, so it looks like everything looks good. That's good. So we'll try and not mess that up.
And then also, Andrew asked a question about will slides be available for download after the session. Yes they will.
And I don't believe I put the slide deck from week one in the Facebook group that's one of the reasons why I had a Facebook group is to be able to make
Different resources available, such as the slides. Now you should have received a replay email from last week and also the replay. In addition to
Having the zoom link sent to you, along with the password. I also posted to the Facebook group as well.
We're just trying to make it easy for you to find and consume the replay. And then after we're done live tonight. I will upload the slide deck for week two.
As well as the slide deck for week one. If I hadn't previously done that. So we've got a few more things that we're going to be doing a little differently tonight as well.
And so let's go with the agenda. We're going to start off tonight by doing a poll
And I will start that poll here momentarily. And then we'll talk about the assignment and what we did last week and recap that answer any questions you may have about that.
We'll talk about how to customize Salesforce, we're going to talk about what is crud. It's an acronym CR UD
And this very important for you to understand what that is about, because that permeates into profiles and permission set some of the
Fundamental pieces of security in the security model of Salesforce and I'll also talk briefly about how things are changing on the platform and how there's some new best practices emerging
Some of this that I talked about LIVE TONIGHT may or may not be on the exam, but at least you'll be aware of where things are heading on the platform.
And in the off chance that some of this is reflected on the exam, you will at least have some familiarity with this as well.
We'll talk about object settings and then we'll go over the weekly assignment for week two as well. So with that said, let's let's start the poll here. So this is all about the pacing of this course and to find out how we're keeping up let me launch the poll
So you should see
Where you can actually start to see the voting coming in. So the four options are. And there's no right answer. Just answer truthfully, where you're at. Here related to the
weekly assignments. The options are yes you're totally caught up or no you're behind
third option is what assignments. If you're not sure where the assignments are there's been some confusion around that.
And I likely did not do an adequate job of explaining all that I know that in the welcome email. Some of you hadn't welcome email land in your junk.
folder or spam folder because I had so many links and so many follow through items.
Once you first enrolled in this live class I had information on join the facebook group and the curriculum spreadsheet and Michael other media plus
All useful information in trying to get you started, but in the future. I'm going to parse that out one email at a time. So I'm not sending out an email with half a dozen links that triggers a spam filter apparently
And so many of you did not receive that email and I was in. So there's been a lot of one off questions about where where's the curriculum spreadsheet. Where's the link to this can find that
And so if you have any feedback for me as well for how to improve on this experience as well. I'm always taking feedback as well so
So with the poll, it looks like about 50% are caught up 34% behind 8% not sure about where the assignments are what they even are and then 9% are caught up in into next week as well so that's awesome.
So one thing. Let me share the results. All right, attendees are now doing poll results. So there you go. So there's the results. And let me do this. Let me see if I can
All right, so we'll go over the if you're not clear on the assignments, you can reach out to me via email or in the Q&A as well.
And I can go over that and let's do a recap of what we covered last week as well.
And I'm going to go through this kind of quickly just and this would be the things we covered live in addition to the content that was in the week one assignments that was found in the first course of my lightning course series.
And many of you have enrolled on my other media plus for those courses and then some of you have previously purchased those courses on other learning platforms.
It doesn't matter where you consume that content. At this point, the courses are essentially the same in the coming weeks and months, I will be doing updates on my Twitter MEDIA Plus and extending out there. I will
probably still be doing some updates on other platforms as well. I don't want to leave people high and dry. But I am trying to transition over into my own platform.
And Jerry has a question. Let me answer that live mark that is taken care of.
Email address for me a support at cloud Career Coach calm and at the end of this presentation as well. I do share that
On the slide deck and you can always reach out to me in the Facebook group as well. I try to keep up through those means as well.
So the week one content that we covered there were several different knowledge areas or sections of the course that were covered the introduction section.
had a lot to do with sign up for your free Salesforce account. Some general housekeeping Lightning Experience user interface overview and then a tour of the setup menu.
And the set of menu is accessible from a gear icon in the top right enlightening experience. If you're brand new and
You know, if you're not familiar with what that is. And you're going to be spending a lot of time, the set of menu.
And then for the organization. So, which is the first knowledge area on the exam guide and therefore the first knowledge area that I cover in this course.
And so the organization set up this would be related to your Salesforce organization would be setting up your fiscal year your business hours.
Setting currency for your organization and how to set currency on an opportunity default settings user interface settings and a lot more now.
There are some newer features in Salesforce related to things such as the GDPR rules that were passed in May of
Search settings, creating and filtering list views combined list views customize the homepage layout themes and branding and had some questions come in related to
Themes and branding one user was reporting that the theme that they changed was getting stuck, even though they didn't activate it. And I'm not sure I've never heard of that happening before
If you encounter something online that you can always, you know, reach out to me as well. There's the success community which is over a million Salesforce users out there. You can join that
And that's success Salesforce com and that there's usually a lot of good resources there as well to get questions answered.
Now for user setup a lot of coverage related to some common leave recurring tasks, you'll do as an administrator has to do with user management and
I recently started working a side project, actually. And one of the first order of business was I had to get my user account setup. They had to reset my password.
And as something that you will do as an administrator. Quite often, managing multiple users are deciding them licenses freezing users unlocking or locking user accounts and that as well. The Salesforce a mobile app for user administration, so
All right, and
See, all right, so then
Let's look at some pieces now live. And so we're going to be diving into Salesforce tonight, and I do encourage you to try and follow along as you can, depending on your screen real estate.
And your bandwidth capabilities. If you're not able to follow along, you can always follow along later via the replay.
Elena show you how to do some customization of your own Salesforce instance
As port for you to understand how to do this as a user as well because your own end users that you're an administrator for in the future.
Will likely be setting some of these personal overrides and customizations.
And we will see in the coming weeks, either in the on demand video content that I previously recorded or even alive.
As we're making changes to the Salesforce platform. There's usually prompts asking if you want to override a user's personalized customizations. And so some of these
overrides that will do in the future, have to do with these customizations that we're getting ready to do now and let me do this, let me slide this out of the way.
And so I'm in Salesforce instance. And if you could, in the chat if you could let me know if you can see my Salesforce screen. I just want to make sure
That everything's looking okay I'm just having Salesforce instance here.
Which, as an aside, real quick. If you are watching this on replay you i do send out the link for the replay where you can see all the chat.
Transcript there if you're watching on Facebook on replay. You can always hit the Chat Transcripts in the curriculum spreadsheet. I've got a separate tab.
For each week and I copy and paste the chat transcript there as well so that if you're watching where the chat isn't available, you can reference the timestamp of the video and find links that I've shared there'll be a few links that I'm sharing tonight as well so
Some of the things related to customizing Salesforce. So let's look at that specifically if you click on your
Profile Picture, which is just this cartoon characters in the top right where you select a view profile and then you have this link for settings that comes down. If you click on settings from your profile picture. This brings you up to your personal information.
Screen. And this has to do with the various ways that you can customize Salesforce and this can be confusing as well. I want to highlight this because
I don't think I did a real adequate job of contrasting between this personal information menu here.
On the left versus the setup menu that it looks very similar, there's been more than a dozen times that I've been in my personal information menu and I'm looking for, like, the Object Manager, for example.
In the set of minion. I can't find it, because I'm in the personal information instead. And so some of these settings, though.
As far as personal information goes for examples where you could set your company information you're starting in time of your day. Your you can change your email address that you have associated with your account. For example, and
Some other things. Of note that you may run into at some point it's important for you to understand where these are would be, for example, the ability to reset your security token now.
security token doesn't really appear on the admin exam, but where you may potentially need to know how to access your security token and find out what it is.
Is whenever you're using a third party or a tool that leverages sales forces API such as
The Data Loader, for example. And so if you ever are prompted for a security token, if you ever received an error when trying to log in, through Data Loader
Or some other tool and you're being prompted to provide your security token for Salesforce, the way you would receive that
Is you would go into your personal information. Select the reset my security token and then click Reset security token that sends you an email. And speaking of email. Here's my email address right here support cloud Career Coach calm.
And so that will send you. And it's just a big long string that then you can jot down somewhere or copy into a text file and reference that if you ever need that. Okay, so
All right. Other things that are of interest, specifically for admins and on the admin exam. I would say is
Your timezone your locale your language, the language and timezone settings. And so these default to the Pacific Standard Time because Salesforce is based out of San Francisco, California.
And it's just the default time zone. And the idea here is that you would set this time zone for wherever you're personally sitting basically
And so for me, I am in the Nashville area in the same time zone as Chicago, which is the central standard time
So I'm adjusting. Now my time zone so that whenever I make adjustments or updates to records the time date stamp will
Reflect something that makes more sense to me rather than be two hours earlier Pacific Standard Time. Now a few other things to know and some of these settings will impact your own user interface. And this is why this comes under customizing Salesforce, as far as
Some of the setup of Salesforce, the locale. Now this for me I've got set to English United States and the language to United States but Salesforce does provide
A lot of different languages for the user interface. And so if you would like your user interface to be in a different language. You can select that here and then the locale has to do with
Let me hover over the information box there to tell you that it formats dates, times and days. I know. Also, it impacts how currency is represented
And so there will be times when I'm demonstrating something live or in the pre recorded on demand content and depending on what you set your locale to if you said it, for example, to
I can't even think of a good example for something other than English United States, then the way that numbers are represented
here in the States, we tend to put commas in numbers that are four characters or longer. So 1000 would be one comma 000
And then there's other locales that will put a dot instead of a comma or they won't use commas. And so if you ever see a discrepancy in what I'm showing and your dates or times
Or numerical values specifically that has to do with the locale settings. So you just set this to whatever
works best for you. But just know that this is said on an individual basis. And so when you think about customizing Salesforce.
Your own users have access to these sorts of settings and you want them as an administrator going and setting this to their own liking rather than you having to go in
And change all this for them so Salesforce does provide them the ability to set some of these types of preferences. Now beyond language and times. I'm going to go ahead and save this so that I have that
So would be, and there's a lot of different ones. Yeah, I'm not gonna go through all these but a few that I think are important to point out here.
Would be, for example, customize my pages and this is under display and layout.
Now, users can customize how account records are displayed or pages for any objects that they have access to, for example, I'm just going to go with accounts and say customized page.
And they can't go in and change the entire page layout. For example, but what they can do is they can adjust and reorder how Related lists appear
Now this is something that's really easy to forget about because this is said by the individual user and
And I've ran into this and I've had other acquaintances run into this where they're wondering why can't this user see this related list.
Because they have access to the object and the Page Layout assignment shows that Related lists and the user saying, for example.
I don't see opportunities on my account page layout. I don't see the related list for opportunities, one of the things to check is to see if they customize their page to exclude specific Related lists.
So if, if they have done that then they won't have that related list, whereas all other users with a page layout assignment would
And so we will see instances of as we get much deeper into this course and we're creating custom objects and creating applications.
And going and making changes to page layouts. Well, the checkbox is towards the end of that process. Every time is, do you want to override
Your users customizations. And basically what that means is that you're going to override their customization and force this new related list or this
The range of these Related lists on users so that they have the latest and greatest. If you check the checkbox. So I want you to kind of store this away in the memory banks that this is that
Under your personal settings menu, and that's from clicking the icon, the top right and selecting settings. So I'm going to just cancel out of that, though, and not changed my page layouts at all now.
Another one here that I think is important to understand would be related to email notifications for chatter
Chatter is a small knowledge area on the exam, but it's a powerful tool on the platform, and it does enable users to follow.
Individual records and they can follow records or users and receive notifications on those things that they follow and it's here that you can set to receive email notifications in the frequency as well.
As far as for a personal digest coming to you either daily, weekly, or never. For example, and there's a ton of settings here related to when you want to be notified.
If there's any post on your profile. For example, if anyone's shares a post you made or any comments on your posts.
And this is a way and you will receive notifications inside of Salesforce typically for notifications.
Is this bell icon and you can click on that to see notifications, but there will be a red circle with a number for any notifications that you have. But if you want to be notified via email as well, then this is where you would settle that is under chatter notifications.
And then it looks like Mina had a question and Vikram answered it. That's awesome about how to change profile picture. And so we're just going to say
With that, you can click on the character and then upload an image to up so that you don't have this what used to be the silhouette head or now inside of lightning is these different trailhead characters for your profile picture.
And then man who had a question. And I think on this one here. It's interesting to me answer this one as well is
Many said I have currency as well as as well in language and timezone setting. In addition to all the other fields you have. Why is it different from your screen. So what
Man is talking about is under language and time zone.
And there was an option for currency, and I believe the reason that you might have currency as well is because you've probably enable multiple currencies in your org
Now I'm not gone through in my instance of Salesforce here and done all the homework or assignments from week one, one of those assignments was to enable multiple currencies.
So if you have enabled multiple currencies, then you will have currency and you'll be setting your default currency as well right there. So it's good question.
Manage alright and alright so let's get back to the handy dandy slide deck. So we looked at customizing Salesforce and this would be for the individual users and support for you as an administrator understand where that's done how that's done.
Why that's done because you're going to be tasked with having to override that sometimes when you introduce new things into the platform.
And also just to personalize your own instance so that you've got the right language, set the right locale, so that the currency is appearing correctly the dates. The Times, etc. And as well. CHATTER notifications are important.
Not sure what's the mirror, just type in there. But anyway, those that in the chat. Okay, let's talk about Christ shall we. Let's
Let's Amir's cat walked on the keyboard your cat smarter than me. He's like, you know, doing some coding that is pretty awesome. So
All right, so what is crud crud has to do with. It's an acronym. Fortunately, we're not talking about crud, we're talking about crowd, y'all.
So crowd has to do with Create, Read, Update and Delete. Sometimes it's referred to as credit for those that are more civilized and
Credit. The Ian, that would be for added instead of day, but I recall back before doing Salesforce. I worked for 15 years as a technical writer and a trainer.
That experience served me very well for what I'm doing now, today, lo and behold, I didn't realize it at the time, but what I noticed as I was tasked with writing these manuals.
And documenting what happens in software in general, whether it's Salesforce or any software for that matter, the typical recurring pattern I would have would be
Starting off with talking about how to create something, whatever this something may be, it may be a prescription and maybe a patient
It may be an investment or a classroom or a satellite or jet engine or refrigerator. It can be anything objects are like nouns, basically in Salesforce. So the first order of business.
In using the effect of software effectively will be to create something and then once these records are created one of the security questions. You've got to ask yourself is, does this user have the ability to read
Records that belong to this object. Do they have read access and that's the baseline access to work at least they have visibility and they can see the records.
Next will be, do they have the ability to update this record, can they click on edit and do something and click Save and it hits the database and it saves in a process.
And finally, the last would be to be able to delete records. Oftentimes you want users to be able to create or even read records.
And update records, but you may not want them to be able to delete records.
And in this order. Create, Read, Update and Delete was commonly that's would be the sequence of events of when I was tasked with writing a manual
Be how to create something, how to update it, how to delete it. For example, and it's kind of a given if you can edit. You have to be able to see it in order to edit it, for example.
So the reason this is important is because we're going to dive into profiles and permission sets and this is
These two pieces are very fundamental to the platform and profiles.
are older than permission sets when Salesforce started out at least as far as I understand it, I've not been around since the beginning of Salesforce, as far as working on the platform.
But I haven't been around for a while and I know that early on in my own career, which started before permission sets your only option was what are known as profiles.
And each user is assigned a profile and I've got a note here on the slide deck that there's one profile per user.
And it's important for us as well, to make sure that we set the enhanced profile user interface under User Management settings.
This will be kind of a circle back live for those of you that have already done this in the
Week one content below and make sure that you understand where this is because this is a setting that used to be somewhere else and Salesforce.
And I want to show you where that is and show you the impact of that setting has is we toggle it on and off in the view of profiles.
And then we're going to build upon this understanding of what profiles are to talk about permission sets permission sets are kind of like I consider them kinda like profiles 2.0
They do a lot of what profiles do and you can assign multiple permission sets to a user. So it allows for much greater flexibility and as Salesforce has matured and grown and
Given the ability to customize things to the fullest extent they brushed up against instances where there's always exceptions in business where you may have a group of a dozen users.
And they all do the same thing, but you have some exception where you want to allow these one or two other people or users to have other abilities.
And when you run into that before permission sets you had to create a separate profile. And so you ended up with orange where you might have 100 users.
And each of those users have a unique profile now have may having a managing 100 profiles across Salesforce.
Can be very problematic and complex because profiles. Dr. Page lab assignments. They drive record type of functionality as well. It gets really messy. If you have
A high number of profiles and so permission sets came along as a way of being live profiles, but enabling you to have those one off or ad hoc requirements, where
You have 12 people or 100 people or 1000 people all doing the same thing and you want some exception. You want to extend some rights. Further, for example.
So it's very similar to a profile. Now let me do this. We'll make sure
We don't need the slides here.
So let's do this let's let's make sure that our accounts profile user interface is set and
Me cancel out of this. Well, let me just say that. Alright, so here is where
I'm in the personal settings menu here is where if I haven't done this a few times before and gotten stuck here.
I know at this specific point in the previous live classes. I started doing a search here for
Profiles, and I did find it and it took me about a minute realize, oh, I'm not in the setup menu. So the way you go out of personal settings into the setup menu and click on the Home tab, because we got the setup app here that takes you back to the full blown setup menu and then it's here.
That before we get into profiles, though I didn't want to go into User Management settings and show you this toggle that I'm talking about.
And I go into this much more in depth in the on demand stuff and I see there's a question about the assignments and everything. I'll get to that here momentarily.
But I want to turn this enhanced profile user interface on here in just a moment. But what I'm going to do before I turn it on.
So I'm going to show you what the profile user interface looks like in the non enhanced
Version. So what I'm going to do here. And this is just a little pro tip or hack is I don't want to lose my place here in this particular tab, because I'm I want to toggle this
This particular thing on and off to show you the difference. So I'm going to hover my mouse over profiles, right click it and this is under users in the setup menu profiles and then open link in a new tab.
And this will take me to profiles in a new tab in my browser after the lovely animation is done.
And so if I click on a profile. I'm going to go into system administrator, because that's the profile that we belong to the system administrators
And here's the non enhance profile interface. And this is just a big long
Scrolling wall of text and checkboxes and everything for the profile is on one page. Some people like this. These are people that have been on the platform, a long time and grew used to the non enhanced profile.
Interface and you can always do like commander control F to search in your browser for whatever setting, you're looking for.
But there's what is known as the enhanced profile user interface which is back here.
In the user management settings. And when I toggle this on to enable this there's no save button on the screen. It's just now enabled. So if I go back to my profile and click Refresh. I've got the enhanced
Profile user interface enabled. And you'll notice that the screen is much shorter now and it's welcoming welcoming me to the enhanced profile user interface.
I'm going to say no, thanks to the tour here and I want to highlight a few things about this enhanced profile user interface because it's very similar to how permission sets are set up as well.
So we have this section here for apps. And then we have a section for system related permissions.
And under the Apps section, there's several different links and you don't have to become an expert in all of these to pass the admin exam. Some of these are more developer related and go well beyond the scope of the admin.
Exam, specifically, but some of the things you will spend a lot of time in would be assigned apps.
And especially object settings and then down below for system. Some of the things you'll be tasked with knowing about would be things related in the system permissions.
And then there'll be questions on the exam related to login hours login IP ranges session settings, etc.
But one of the draw your attention to has to do with object settings. Now, we talked last week about objects and what is an object and just remember
That an object or object oriented principles have to do with for example accounts would be companies.
And the account object would be where you would house information related to accounts or companies.
And here under object permissions. We have what are known as the credit rights now for my particular profile which is system administrator. Here I have full access to all records that because I have you all and modify all
On my profile. So I know and can I recreate edit, delete, I can view all modify all and then some. So probably a better example of looking at some of the Christ in on the object settings would be for a
Profile that maybe has less rights than a system administrators. So I'm going to go back a level in the setup here for
Profiles and select the custom cells profile as an example and then going into object settings and you'll see that these profiles have either no access on some objects.
Or they may have just read only or read and create or recreate edit, delete, and so you can see how complicated this can get because certain profiles may, you may not want them to have any access whatsoever to certain things and so
So this would be more of a typical view of a profile. That's not a system administrator profile. When you look at system administrator. It's kind of like this wide open door and you can do just about anything so
All right. So Andrew has a question about
How do you do permission different record types for different profiles. I'll go ahead and answer that now saying that
That has that's pretty involved as far as it's not super involved. But the way that you would do record types and we'll get into record types and
Future subsequent weeks, once we get into creating objects and then we'll introduce record types on those objects.
And then those record types are permissions through the profiles and then there's some more complexity if you're dealing with opportunities cases or leads because there's underlying process as well. So we'll get into more of that. That's kind of down the road a little bit. Okay, now I'm
A profile view. Let's
Let's look back at the custom
Sales profile showing now.
One thing that's important understand with viewing information in profiles, is that you can do searches, which is helpful. So for example, if you want to find all the different settings related to lightning.
In a profile you can just do a search here and it has gray gray bars for each of these different sections here, such as assigned apps object setting system permissions, which are
You know, down here, for example. And so oftentimes it's hard to remember, whereas setting is. And so you can leverage the search to find what you're
Looking for. And so a good example of a system permission would be, for example, giving a user
The rights to be a Lightning Experience users. So you can set that at the profile level so that all users with this profile would have the rights to use
Lightning experience. For example, now that search. Once you click on the search result inside that profile view will take you to the specific checkbox. You can just check it because you're not in edit mode so
You have to scroll back to the top or the bottom select Edit and then find what you're looking for to make that system permission change. Alright, so
I'm not going to make any changes, that's more just to demonstrate some of the functionality here.
But the search is a very powerful feature for you. And then as well. You can jump around from here using the down arrow for the different apps or system settings.
to your heart's content. So for example, if you need to extend permissions for an app. And this is something that may come up for you. You may hit this and this.
Has happened quite often for my students in, I think, was specifically around there was an app that one time I recorded a course.
And I was showing this app being available to users. And then when I released the course Salesforce change the assigned apps for the system administrator profile and actually hit one of the applications that I was showing
But a lot of questions around. Why do I not have this app is this out of day. It's like, well, it's not necessarily out of date that all you gotta do is you got to go into the profile then and go into not at permissions. But assigned apps, actually.
was assigned apps. So if you ever go into your app launcher and you don't see an app that you think you should have access to. You can always go into your profile.
Look for the assigned apps, for example, and here's one that actually isn't checked for system administrators, the sample console. So if I click Edit, for example.
And this is for the custom sales profile. But if we wanted to extend the rights to a specific app.
For all users that belong to a certain profile you can do that by making it visible by clicking the checkbox. If you want to remove applications from a profile, you just uncheck
And then just click Save. So now that's there's a lot of settings you can do on the profile level. And if we go back to profile overview
You know, remember the app section, the systems section. And now let's look at permission sets because I look and behave very similar
Now, there's a few out of the box permission sets available these kind of vary as far as their functionality and I will usually I typically
resort to creating a permission set right now so that we can open up further access for specific users, for example.
So I started down the path of creating or making a change to a profile to extend the rights of being able to use Lightning experience that was a system permission.
But then I didn't do that. But what you could do is you could actually create a permission set so that any users that you want to assign this permission set to
Could become Lightning Experience users. That way you don't have to set it on each individual profile. You just create a lighting experience. These are permission set which will do now by clicking new for permission sets and giving it a level of Lightning experience.
Having out of the label to fulfill the API name.
And then you give us some sort of description and you always got to think about when you ever your administrating on the platform.
That years down the road, you may forget what you've done with these things. Or you may have 100 permission sets. And so having a good description will help you in knowing what these things do.
I just used to acronym le x which is short for Lightning experience. You'll see le X out there a lot. And then as well for permission sets, you need to select what a licensed type users that you're going to sign this permission set to
Will we'll have as far as users with a Salesforce license. There's a lot of different types of licenses here but select Salesforce there.
Lots of questions. It's awesome. So what we'll do is we'll create this permission set. We'll run that out. I'll answer some questions and then we'll do our break here momentarily. So let me save this.
Alright, so we've created a permission set and it doesn't do anything right now okay we need to extend under system permissions.
Center at permissions not system permissions at permissions.
So let's do this. I'm I'm spacing out where I'm finding this
Lightning Experience either system permissions.
All right. Alright, so it's there. See, I just needed the search house spacing out where to find it. So we're going to extend the ability for users to use Lightning Experience via permission set
By selecting Lightning Experience user and clicking Save. Now, when we come back from the break. I'll be talking about how the for the security model Salesforce.
The base level or the foundation is the most restrictive and then you open things up through other mechanisms such as a permission set which we just did here. So what we could do is if we add users that
Were not set up to us live mean we can assign them this permission set by selecting manage assignments and then add an assignment and selecting users that you want to add to this permission. So I'm going to just assign this permission set to myself.
There you have it. So that's, that's an example of a very basic permission. Start now we have a few questions here.
Maria is asking, when should we enable enhanced permission set component views. I wouldn't worry about that at this point that's beyond the scope of
The exam and when should we enable hide personal information. So you're talking about some of those User Management settings I go into some of that in the pre recorded on demand stuff. Some of those are really new, though.
And really, all those Maria, you don't need to worry about on the admin exam. That's more related to other things. So
Don't worry about those then Ashley's asking would B2B marketing analytics be considered an app, how would I look to see if I have permission for this.
So I think Ashley you're maybe looking at, if I remember, are you more Marketing Cloud background and depending on if you've got Marketing Cloud integrated with Salesforce and different license types.
The way you would tell what actually have access to is you could go into the profile and assigned apps and see what is checked and unchecked. You don't see what you're looking for. As far as the apps there. It means the app is not in your org. Okay.
So Alyssa is saying is that everyone aligning experience user by default. Now that would be yes, for the most part for new orgs but there's a lot of places that still haven't converted over. Actually, I saw survey.
I think it was either blue for one of the larger consulting firms.
Surveyed their user base and the powers that be at the different organizations that they work with for doing implementations. About half of not switched over. So there's a lot of legacy works. I've been around. I worked on one, I think I started their
And there or data back to 2001 and they were on the original
Instance of Salesforce in a zero, which has been retired now by the way.
And I help them convert over from classic to lining and they convert over several years ago at this point.
But I'm seeing jobs and being requested for jobs, actually for people with classic experience because there's more and more people just learning lighting only
And there's Oryx that are still in classic and trying to migrate over as well. So if you can learn both
That does make you more marketable, at least for now. Now some point that will kind of go the way of the dinosaur.
And become obsolete. Eventually, but not everyone has done the full switch over. So this would be more if you're in a legacy or that has classic for most users.
And then you're doing like a stage rollout of lightning and you could do permission set, much like we did. And then you could assign just a small subset of users to enable lightning for them, you would roll that out kind of worn them cetera
And then the news asking about how to sign the permission set I did go kind of fast on that. Sorry about that. So you go to Manage assignments from the permission set and then you would go and click Add assignments to select
The user. So with that said,
Let's do this. I need to
See what we got going on next and alright so for those of you that if this is your first time live with us. What we do is
The class is an hour and a half. We do a 10 minute break, about the middle and it's about that time and so that I don't start losing my voice by talk non stop for an hour and a half. It doesn't start to fade towards the end, actually. So what we'll do is we will
Make sure there's not going to be any crazy add here and I just pull up a countdown timer off for YouTube is nothing fancy here but
Let me do this. So we're going to take a 10 minute break and then
Ask your questions during the break, and then come back on the other side.
And we'll pick up where we left off and we're gonna be talking about more around the security model a lot to cover. So we'll see on the other side, any questions, just put them in the Q&A I'll answer them either during the break or at some point in second half, so we'll see it intent.
Alright, welcome back. So we had a few questions come in during the break so
I'll get those answered here Daniel's asking our permission sets added to the user or the profile. Those are added to the user record or users are assigned to permission sets.
And then Vikram was asking, How do you remove an assignment once after it's been assigned. Let me show you how to do that real quick and then Monica was asking about
How to Set object permissions on a permission set. So I will answer that, as well. So let's do this. And you should be able to see my screen.
Let me get Salesforce back in view.
Alright so what you can do in order to remove permissions settings you can click on the user account.
One way to do this. There's more than one way to remove a permission set assignment, but I'm on my user account record and I hovered over the permission set assignment.
Related list and then you can just select Delete to remove
That assignment. Okay. If I go back into permission sets.
We still have the Lightning Experience user permission set. Now, how do you set object settings on a permission set. Let's say that we want to add other functionality to this Lightning Experience user
And let's do an object permission or objects setting as well. So we could go into object settings and for whatever reason. Let's say that we want to give users.
That belong to this permission set, not only the ability to use like an experience which is a system permission before an object permission.
Let's say that we want to open up case access to these users as well. And remember, I said that the base level of security is the most restrictive and then you open up further rights through permission sets which you assign users to click on Edit
The default was no access, but we want to make
Or give users the ability to at least see cases. Here's the crud rights, for example, you could also extend the ability for them to create cases edit cases and even delete cases.
And then modify all or view all would be that they would be able to view or modify at all cases, whether they should normally see them or not. Basically, it would make
Them have rights, much like an administrator, so
You can also while we're here, I'm going to make the tab available and visible for this permission side as well. So you see that a lot of objects settings you can get into the crowd writes the tab settings.
And even fill permissions and giving them access or visibility and edit ability of specific fields as well. So you can go very deep into the security settings through permission sets as well. Alright.
Alright, so, and Daniel No worries. On that we did create a Lightning Experience user permission set earlier before the break.
And so if you missed that you can catch on the replay or whatever. And this was just a quick example of how to set some of the object permissions in a permission set as well.
So then, once again, the way to assign that is a sign those two user, it's not it's not set to a profile. Remember permission set as much like a profile.
You can assign multiple permission sets to a user, but only one profile to users. If you click Add assignments.
You can assign permission sets to user this way by selecting them. I'm always hesitant to select other users because if they don't have the right license type, it'll throw an error.
Because this permission set that I created was for users with a Salesforce license type, which you see here. User License Salesforce.
So I think we're caught up on the questions. Good stuff. And let me find my lovely slide deck. Where did you go, Oh, here it is.
So that was the object settings which you can set object settings at the profile level. And you can also set those in permission sets.
So, oftentimes, you need to decide, okay, is this something I need to set profile level or the permission set level.
And so, and then we work through some of the examples of some use cases for permission sets such as setting up lining users.
And it as well. We looked at assigning apps to users as well. You can do that through permission set, you can do that through a profile.
Now this particular diagram is a good one. It's the guide to sharing architecture. Now let me zoom into this a little bit, because this is kind of hard to see.
And let me do this as well. Click on this. All I already had an open, actually, and this is
A helpful links. I'm going to put in the chat.
And this is the guide to sharing architecture. Now this particular documentation is intended for Salesforce architects. It is really complex. If you need help falling asleep. One night just read this, it will do the trick.
But what I did about this is this lovely diagram called the guide to sharing architecture now.
I mentioned previously, that the baseline level of Salesforce security model is the most restrictive and then you open up access but through other security.
mechanisms such as profiles permission sets or all these other layers of functions and functionality on the Salesforce platform.
Now we're not going to go over all this tonight. This is something that you will learn over the next eight weeks of this nine week course.
And throughout my course content and on trailhead as well. And some of this is not on the admin exam, I do not believe that territory hierarchy.
Is on the admin exam, but the rest of these are now this diagram I feel is the closest I've found to be able to visually represent
The security model of the Salesforce platform at the very bottom or the very base.
You notice the two things we've been talking about since where it all begins is the profile and there's only one profile per user. And then one or multiple or no permission sets that you can assign to a user
If I were to make any changes to this or any additions or would be a couple. One would be the user themselves. I would
Have user noted down at the very bottom because the user and the type of license. They have will dictate what they can and can't do what they can and can't see on the platform.
And then that user is assigned a profile and then maybe assigned a multiple permission sets. Now you notice that it is a very small basis upside down triangle here and as you traverse up this
Upside Down pyramid, it knows that it is granted wider access and as you
Traverse downwards. As you go closer to the baseline of the security model, there's greater precision. And so the idea here is very important for you to understand this core concept.
And this is something that's true of really all software software in general tends to be most restrictive at its baseline level.
Usually I'm thinking about Facebook and how everything is just wide open. You've got to go in and manually closed down those open doors but you know that's Facebook. But anyway, but most software is the most restrictive by default. And you've got to go in and manually open things up.
And that's how you'd have good security in software.
And here's a question from why. And this is a good question because
This can get really confusing when you're creating a permission. So I'm going to demonstrate this. So what wine is asking is can you use a permission set to restrict access per user.
And the answer to that is no, you can't. But I want to show you where people really get tripped up here real quickly is in
Alright, so let's say that we're going in and we're creating a permission set. And we saw that with this Lightning experience. These are permissions that
We went into objects settings. And this is something that trips me up for a long time because I was afraid of assigning
A permission set to a user because there's all these objects and it says no access no access no access
Myself as a system administrator. I have access to all these objects. So what will happen if I assign this permission set to myself.
Will I will this override my profile settings, because it says no access here, the answer is no. It is like a blank slate and when you see
Things that are not checked. That doesn't mean that what is checked in your profile, it won't be unchecked by the permission set. So if we look at accounts for example.
You notice that there's no credit rights on accounts for this profile and most of the fields are not visible for this profile.
Now myself as a system administrator, I would have all this checked on the profile level, I would have all filled permissions and probably all the editable.
So if I sign us permission said to myself, this does not override the profile settings and does not uncheck all these boxes basically an unchecked box.
It means nothing in a permission set, what matters is are what are the things that are checked in. If it's something that's new, or in addition to what the user has
In their profile level, then it expands or provides greater or wider access as signified here. Okay. So, good question. All right.
Okay, so now one thing to note, and we'll probably get into this more in the not too distant future.
See, we've got a request to paste the link here. The Q&A as well.
And there you go. Alright, so
Let me do this. So there's a new earth, there's a there's a strange things are afoot at the circle. K, not to quote Bill and Ted's Excellent Adventure too much.
The strange things are referred in the world of security with Salesforce. There's been some
Proposed best practices are changes that are coming down the pike to where Salesforce. I don't think it's ever going to get rid of profiles. But what they're trying to do is to really limit what you said at the profile level and then leverage permission sets for most
settings that you need to extend to your users because it is and has greater flexibility. Now there's
You know what I'm going to save that for later week because it's really too early to go into that, I thought, Oh, we'll be ready to go into this
Let's just leave it to say that for now. There's some trends, we're in a transition every time. But in the coming months and years. You'll see permission sets kind of rise and importance and profiles kind of
Become more of just a background core functionality and less happening at the profile and more happening with permission sets so we'll leave it at that.
And let's instead let's talk about
And this is that slide that I'm decided to just kind of I'll leave that in there, the slide deck. You could look at it and kind of get a
Taste of what the profile of permission set helper is and this is a tool on the App Exchange. I'll go ahead and
Put this in the chat as well. So you can look at it later. Oh, great. It's not working. I love it when that happens.
So that's my sign that I need to not go into that at this point. So in the coming weeks, we'll go into the profile of permission set helper.
And that will help to determine what needs to be done profile level what needs to be done permission sets and it's way too early for that to be on the exam. So, but I just wanted to plant that seed in your mind knowing that this is what's coming down the pipe so
A lot of questions around the security model some of that I go into in the coursework. So some of that. So our org wide settings less restrictive than profiles that kind of work in conjunction with profiles and Monica so
I have lessons around org. By default, where they fall in. And those are
What sit on top of profiles and permission sets you have your work by default, that you set and then the role hierarchy. We're going to look at the role hierarchy here as we look at profiles versus roles as well.
So it's where you open up wider access is so you have the most restricted down here below. And then you're opening things up. So yes, it would be less
Restrictive and each of these behave a little differently. It's pretty complex and the kind of layer on top of each other.
So security is the most complex of the concepts that you'll need to understand on the exam and in life as an administrator, because it can get pretty complicated if people can't do what they think they should be able to do to troubleshoot especially
And office is asking, Should profile be the bottom than above it permission says
These are just kind of grouped together. I would say just imagine that this bottom part is the user
And in this boat would be taken into account would be the license that they have the profile that they're signed in any permission sets their scientists, I think that profile would be at the base and the permission sets should sit on top of it. I would say so. Alright.
So let's talk about profiles versus roles. Now we've not talked about the role hierarchy yet and the role hierarchy is very similar to an org chart inside of
The org chart representation inside of Salesforce and
We pull up roles. Now when you first go into roles, there will be a splash screen or the should be here eventually and
This is just giving you some examples, some visual representation of what a role hierarchy might be. And depending on what you select here it's it's not rocket science, it's just basically. Oh, it's a product based sample and so
Here's our org chart with our CEO at the top and then they have three direct reports and then those individuals have direct reports under them.
The idea behind how Salesforce structures, the access of data or records is that, for example, this sales rep here would have access to records that they own.
And then depending on how things have been set up inside of Salesforce those records can roll up to those above that individual.
In what is known as the role hierarchy. So in order to access your role hierarchy. Click on setup roles and then for grins. You can click Expand all to see this in this nested structure here now.
You may have some organizations out there that are more flat in nature and don't have much of a reporting structure. And then there's others that are really complex
Have a lot of depth to them. You can see this in a tree view or list view or I sorted list view and depend on what you select, you will see
The representation of this and here in the list view, it is intended and does detail, who who reports to whom, as well as the report display name.
A few things to note about this is, and this is more when you're working on a job that so much of a free developer account. But what I've learned to do the hard way.
And learn from my pain is anytime you go to make a change the role hierarchy want to save a copy of what you had. And I don't mean like some real complex. Oh, I'm going to
Do a bunch of scripting and save all this, I mean just copy and paste it somewhere. So you have some sort of record of how the role hierarchies to be
Because as you start making changes to who reports to him, where you move someone to different branch and all their subordinates follow that can get really messy really quick. Now roles in the role hierarchy.
Are important to understand what that does, and how that contrast
Versus profiles. Now, we were looking at profiles that we were looking at permission sets we talked about crier to create read, update, delete,
Typically with profiles that has to do with the crowd rights, the ability of being able to Create, Read, Update or delete records that belong to an object.
Has to do with App assignments and system permissions roles and the role hierarchy means what individual records. Do you have access to see now.
Some of that as far as what objects. You can even see the records that belong to them.
If you have no access to that object. And you're not going to see and that's it would be at the profile level, you're not going to see any records.
Let's say that all things being equal, if you have visibility and access to account records. Then, depending on how your role hierarchy is set up.
That will determine which accounts for example, you would be able to see now.
If you're the CEO of the company and accounts are set up to use the role hierarchy, then all those records will roll up to you because you're sitting at the top of the orc here.
Now it's easy to get confused thinking about what it would mean to be the CEO or the top of URL hierarchy, because you as a system administrator. Have you all
And Modify All data access typically so usually you can see all records and it doesn't seem like that big of a deal, but
Oftentimes in a Salesforce or you will have different users have different records they have access to
This can lead to confusion as well. Whenever people are generating reports are looking at reports at one user sees 100 accounts another user sees five accounts and you think, Oh, this data is bad.
And there's a lot of times, whenever you're in the real world. And there's users. That's the next each other, but they may be in different places in the role hierarchy.
They see different numbers, they start to not trust Salesforce to save the date is bad. And then they think the system is broken. If they don't understand the security model now.
Profiles versus roles is the most common interview question that you will have as an aspiring administrator
And it's one for the first interview I've ever sat in for personally, I was asked questions related to profiles versus roles of what the difference is between those. And you need to understand those differences in order to
Succeed in your job pursuits and on the exam as well. Now I want to show you where this comes into play with the org wide defaults, because I was coming up as well. Some questions that were being asked and also
In that diagram. Let me go back just to get rewarded with that diagram there. So we had, you know, the profiles of permission sets. And then we have or glide default sitting next and then
The role and the role hierarchy. Okay, so let's look at org why defaults. And the way you find those is you don't search for or you don't search for why'd you know search for defaults.
You so much for sharing settings. Now, it'd be nice to Salesforce in their settings menu if you search for or or or why it would bring you to sharing settings and doesn't
So you just got to know that or by default are set under sharing settings. Now you'll notice a few things I want to highlight this column here grant access using hierarchies.
That is set by default. And it can't be unchecked. I don't believe for standard objects. Those are objects that are out of the box standard with Salesforce, such as account.
Contract contact order, blah blah blah, that the kind of default way that Salesforce works with standard objects is that access is granted using hierarchies.
So find the low Man on the Totem pole in the role hierarchy on the the the most underling of people. I've got five layers of management above me.
And I've got a lead record that has grant access using hierarchies. If I own that lead record. I can see that lead record.
And then those above me in the real heart. You can see it and access it as well. Now, I may only be able to see one lead in the whole org because it's the only one that I own.
But those above me may see more and more as you traverse upwards. This is vertical access through the role hierarchy. Okay.
So role hierarchy has to do with the vertical axis because it's rolling up the role hierarchy through this granting access using hierarchies. Okay, this is what is known as org wide defaults. Now if we go back to this diagram.
And this is kind of big picture stuff. Okay, we're looking at the org wide defaults. We're looking at the granting access using the role hierarchy.
And then sharing rules come into play here as well. Now you can see how this can start to blow your mind because it's layer upon layer upon layer of security.
It is what it is. Okay, there's, there's no easy way around it. There's no easy button, but it makes sense. The more you
Review and large now sharing roles are set down below. And then so under sharing settings. You've got your org. By default, with the top of the screen.
And then you've got your individualized sharing rules that he said on an object by object basis. Now the reason I'm going into this is because when you look at this diagram and you go, Okay, we got or by default. We've got role hierarchy. And we've got sharing rules the org wide defaults.
These here at the top.
What is set here you'll notice different settings here in this is getting into some rewrite or transfer or public read right or private or
There's all sorts of different
Access levels that are set through worldwide defaults on these objects and then you get into the role hierarchy granting access using hierarchies.
Now that hierarchical access that is a vertical access sharing roles are potentially lateral. These can be people that
Reside next to you in the role hierarchy, just in a different branch. And this is a way of open up access not vertically to the role hierarchy, but for other people that don't happen to be
Up the chain in the role hierarchy. So sharing rules are lateral or horizontal if you want to call it that, and role hierarchy is vertical.
Now I go into a lot of this in the on demand content and I know it's like okay this is a lot of information. This is a normal feeling. If you're feeling a little overwhelmed here and security and access is a very deep and complex topic.
And it's something that's revisited across every knowledge area. It starts out early in my coursework. It starts out early in the exam guy.
That it rears its head as you're talking about standard and custom objects knowledge area or applications, any of the other knowledge areas.
Analytics reports and dashboards security is a factor in that you could go through and take the exam.
And even though this knowledge area. I don't remember the exact waiting blah says 10 or 15 or even 20%
You could finish that exam and feel like security was 50% of the exam because there are flavors of security, even when the question is about a different knowledge areas. So suffice it to say that this is a pretty deep topic. And there's a lot to it.
It, but it will be revisited, time and again, and as you get more familiar with this, this will make much more sense to where you will know the difference, then
Between a profile and a role which is the most common interview question, and thank you for mentioning is 14% of the exam. So that's a good one. The larger
One of the larger knowledge areas, really. So let's talk a little bit about standard versus custom profiles and be click on these share these links with you as well.
So we were looking at profiles. Hopefully these links work.
Yeah, broken links. Alright, so what I'm gonna do is I'm going to clean up the links because obviously these are opposed. And I'm just going to talk about what's going on with why you need to use custom profiles versus standard
And I will clean up the links and share the slide deck in the Facebook group after the fact and that way you'll be able to follow along after the fact, as well, but
Let's get back to the profiles and there are a lot of standard profiles that come out of the box with Salesforce and then there's in the free developer accounts, they provide you with three
Custom profiles and I named them custom and then a colon and then sales profile marketing profile support profile.
Now, typically you will want to use custom profiles in the real world. You don't want to assign users to a standard profile.
There's a lot of limitations around standard profiles and they're intended for a starting point or a template to us to then create a custom profile offer
And it's important to understand this because you don't want to be working in a job and assign hundreds of users to a standard profile and then realize
Oh yeah, Mike said don't use standard profiles, because you can't assign apps to people that belong to a standard profile, for example, there's a lot of limitations around that.
So you instead want to use a custom profile not custom profile just means it's one that has been created.
It's a little confusing here in the free developer accounts because they come out of the box with a free developer account, but they're not a standard profile, meaning if you were to go and buy
An enterprise license of Salesforce for your own business. And it was a blank slide, not a free developer account, but in enterprise account there would be all the standard profiles, but there would not be these custom profiles there now.
One final thing and then we'll have any final questions, we'll talk about silence as well is in these profiles. Also, if we look at one of these custom profiles, for example, and selecting custom sells profile is under object settings.
This is another thing that gets confused. Quite often you notice that
There's different settings for tab settings. There's default on there's tab hidden. And then there's also a setting for default off now.
Oftentimes you will get these confused between hidden and default off like what is the difference there. And this will probably come up on the exam to test you to see if you understand the differences. So you can
Use you can set a tab to be hidden for users that belong to a certain profile. So they cannot get to the tab. Now, when we're talking about a tab. It's a little different in lightning versus classic now hidden means you cannot get to the tab.
Default off means that it's the tab won't display inside of an application for users in that profile, but they could still get to the tab.
Through the all items in the app launcher default on just means that they have access to the tab, either through an application.
Or through the all items. And what I mean by all items enlightening is you click on the waffle, the three by three grid, the app launcher.
And you have your different applications with the top, of course, the other all items. For example, the accounts tab would be clicking accounts that are all items that opens up a tab for accounts.
And you notice that the accounts tab is highlighted it takes you to a list view for accounts.
And so the tab settings are also said at the profile level. And there's a difference between tab hidden default off default on and so just be aware of that as well. That may pop up pop up on the exam.
So Diana was asking. This is actually in the chat. What is the difference between sharing rules of permission sets. So, um,
And then the news asking about sharing rules.
As well. So let's talk a little bit about sharing roles, because we didn't really go into that a whole lot, and you'll get into sharing rules, a lot more in the assignments as well. But I think it's important to understand at least a basic level, what sharing rules are so
So remember permission set is much like a profile. It does want to profile can do and you can assign multiple permission sets to a user so permission set is where you can say crowd rights, you can assign apps you can extend further functionality there a sharing rule.
Provides you with the ability of opening up access to records to users that would otherwise not have access to those records.
Through the other mechanisms, I was looking for my diagram here. So sharing rules in
Places so slow.
Back to my diagram so
Sharing rules are for that lateral access opening up access to those that don't reside above you or other users in the role hierarchy.
Someone that's more lateral or horizontal to you. That's where sharing rules. So for example, if I'm in
The Eastern Region support rep and under these certain conditions. I want the western region support rep, to be able to
edit and delete the specific cases that meet these conditions, you would do that through a sharing rule and those would open up the ability for these users.
that otherwise wouldn't have access to those records via the role hierarchy, but because the specific records me some criteria we said in a sharing rule, it opens up further or wider access
Through the sharing rule. Okay. And maneuvers asking so sharing rules can be assigned to each user as per their roles so
Sharing roles are assigned a lot of different ways. And I go into that in the coursework as well and
And I would say, or recommend that you pay special attention to when you're setting up sharing rules.
Looking at the different ways that you can assign the sharing rules like what are the types of groupings of users that you can select when creating a sharing rule.
And and I'll leave it at that. Because it can get a little complicated so alright so kind of wrap up, then let's look at our assignments for this week. And so
timeout assignments. The curriculum spreadsheet. It has panned at the top of the Facebook group is a Google Doc, that is view only I've also uploaded an Excel version of the curriculum spreadsheet.
That will give you the ability to then create your own tracking of where you're at. You can use that as a checklist to keep track of where you are.
And then as well. I probably should just show this as well, but the link in here is
Let me pull up the curriculum spreadsheet. And when we talk about that because there were questions around that and
As far as how to find links etc etc. And I did go over this in week one, but there's been several that have joined
In the past week since then, as well and some missed live last week as well. So let me pull this up curriculum spreadsheet here we come.
And this is read only view only I'm not signed in here. Here's a link to the Facebook group others 49 plus there's over 50 people hitting this right now.
And let me put this link in the chat. For those of you that don't have it. Don't worry, we get to covered. So the curriculum spreadsheet marvelous thing.
And so I've got links with the promo code to my cooler MEDIA Plus my own learning platform 75% off for three months.
That gives you access to all my courses over the duration of this live class and then for another month after that basically
And so you get a seven day free trial. You can sign up for that. And then after the seven days, you start being charged 75% off so that will
Take you 1213 weeks, something like that. So, and then if you want to continue on full price from there.
Now it's a helpful tool because of the search functionality. You can search across all my videos I've ever done. There's also
Android and iOS app. So you can do mobile as well. Now the way, just real quickly how to read this, the date for each week. We're now in week two, of course, and this is
January 14 the assignments. This is high level we're talking about security and access and that's what we talked about tonight.
The individual video lessons around that you would want to look for
Where it starts to say, week two is where this picks up. So the idea is for you to work through the security and access assignments. This week, and that would be starting today.
Into next week. Whenever we meet again is the different lessons the
Estimated runtime of each. And you see that I get into sharing rules here manual sharing the level security, public groups for security.
And you'll see how security will start to pop up even when we get out of this knowledge as well. So with each gray bar here is the next
Course in the series. So this is part two of my lightning. I'm in series. I once again rehash the same link to my platform.
And some of you may have my courses on a different platform that's fine. You don't need to subscribe as well, just take them wherever you have them.
And work through the content. And so then you'll see week three, week for Week five. So that would be the work that you follow along.
As part of the weekly assignments and the ideas that you would follow along with what I'm doing and getting hands on experience and then
I'm just kind of scrolling down just to kind of belabor the point and towards the end, we get into some things around registering for the exam or questions around that. How to Pick online versus on side.
We will go into all that as well. And then, in addition to my coursework, I realized that it might be useful for you to do some trailhead work as well.
And so I've kind of curated what I believe are good trailhead modules or tasks or projects that varies really
Each week to kind of reiterate what needs to be done. Ideally, if you have the time.
I would recommend and this is the sequence. And we'll go into more of this next week as well because at this point, people start to feel a little overwhelmed, which is normal fall behind a little bit which is normal as well.
And so, next week we'll talk about kind of the sequence of ideally, how you can learn all this
And after having done this a lot and helping a lot of people pass these exams. I think the optimal path and this kind of a hint of things to come in the coming weeks.
Is that you work through my live content which you're doing now, which is great.
And then the week to week you work through my video content follow along and then as time allows. And as you can. Doing the subsequent trailhead modules as well to get the hands on experience.
And if you fall behind a little bit. I would hold off on the trail that stuff if you have to, and get everything else.
In there that you can. And then finally, I've got the direct link to the replay in the Facebook group here and then I email the replay for zoom
Which is much like the live experience here and then just for grins I throw in the chat transcript for each week if you are following along.
In the zoom link, you'll see all the chat transcript there. But if you're following along in Facebook, the chat transcript stop there. So make it available in the curriculum spreadsheet as well. So I'm trying to think if there's anything else here there's more questions, let me answer those.
Okay. So God is God said, I can't find the links for these courses. The links are right here with each of the gray lines. Here's like course one and this is just the link to micro MEDIA PLUS 75% off coupon code. So each of the gray bars here and I could probably do better linking all this
And there's the link again and I'll, I'll slap that in the chat as well.
So here well Oh, wait,
Here's the link not working. It's not working. Paste.
Why can't paste in there.
So yeah, the spreadsheets view only OKAY. I SEE HERE. YEAH, THAT'S GOOD POINT. So I've got it, I've got it elsewhere.
Sorry, I gotcha, I gotcha. So here we go. I'm going to copy it off screen slap it in here. There we go. So there's the link for the 75% off. Sorry about that.
Yes. So slide decks will go in the Facebook group. I think I felt to include week one last week, so I will put week one and week two slide decks in the Facebook group.
And then monitors asked me, so to credit rights only assume your own records, no credit rights have to do with at the object level to Create, Read, Update and Delete.
Whether their records that you own or even records you have access to or not. And that's more at the object level. The crowd rights not the
Not at the record level or it's not specific to just record your, you may have access to records that you don't own depending on a lot of different things. And so that's at the object level.
Good question. Linda is the timeline. The same for the UTV class that's how I'm going along is through you to me. See how many of you may have my
Admin lighting parts one through four on you to me, we're kind of in this transition a time because I launched my quarter million plus sign back here for Christmas. Very cool.
Just last month. And so we're in this transition every time. So wherever you have the courses. If it's on my own platform on another platform just work through it.
And you'll be fine. And so this, it does all jive or coincide. As far as the different courses and the lessons and all that. So, yes.
So Lars asking if you can play in continuous mode on the mobile app, there is a there is a setting on the mobile app. I'm looking for that. Now if you go into your profile settings and there is online help for the mobile app as well. But under
I'm not even signed into my own app. What's wrong with me. So the continuous mode but there it is under your profile. There are options.
There's options for being able to play audio, even when your phone is locked. If you're wanting to just listen to me and not have to keep the browser open or the mobile app open
You can have your lock screen to have the audio go in their settings there under profile and for continuous mode. So when one video ends the next begins. It's very similar to how Netflix works.
For you just binge from one to the next unit to manually tap. Next, let me know if you have any problems with that now troubleshoot it
So, Linda. Yes. The, the structure of my on demand pre recorded content for my lightning admin course 123 and four is the same structure on in Mike with immediate plus or on you to me. So if you have this for courses.
You'll be able to follow along there. So what whatever platform you have it on because there's other platforms that I'm on
As well you to me is the one I'm most known for, because I have over 100,000 students there.
But I've got stuff on LinkedIn learning and Linda's stack skills and all over the place.
As well the reasons I'm building my own platform. So I can focus my efforts in one place, but we are in this transition every time for this particular live class.
I think in the future, like the next time around. In May, when I do this, there will be such vast differences. I will keep anything that you bought on another platform from me, you will have access to for life.
But you won't necessarily have all the updates that I do on my clear me. Plus, I'm not done any yet, but I will but
You will be getting anything that you need to know that's different, or changed or updated from all that I'll be covering live. And it's from doing this live that I run across things
That I see, okay, I need to do some updates here. One of the examples is that one area. I was alluding to, of how permission sets are starting to take over profiles.
All right. Alright.
DEMETRIUS. Not sure how to complete the homework. So the way you complete the homework is you just work through the videos, watch the videos and and follow along in your own Salesforce instance and do what I'm doing.
And so I will take you through the process of creating the user and creating profiles and
A time that I'm doing something new, try and follow along in your own instance that way you get the hands on experience, you can always pause or rewind.
And that's the idea of how you complete the homework. There's no checking of that homework or anything like that but you just want to get the full experience by not just watching. And I've had students do this before, where
They've worked through my coursework and then they said, I've never created a report.
And that kind of that kind of struck me is like, What do you mean you've not created report. They were just watching
And that's fine if you want to just and I kind of learned this way. A lot of times what I'll do.
Is I first pass, I'll just consume content and just let it kind of wash over me. And it's through osmosis. And now the second pass where I get more hands on, because I've kind of got to get my bearings. I call it
exploring all the cul de sacs all the nooks and crannies of the software. I used to do this one as a technical writer and being introduced to some system that I've never seen before.
Is all I just let it just taken all the information I could. And as quickly as I could. And then a second pass where I get more hands on. So really depends on how you learn best, but I do intend for you to
Follow along and get hands on.
So then there's question about these additional courses.
So because I have hundreds of hours of video content that is helpful for myself to be able to put on a class like this because there's limits to the amount of time that I can do things live and so
So yes, you do need to get the additional coursework to do the assignments. You don't have to, but
If you just rely on the live. You're only getting like half the experience and it's just a little bit more to get the for admin courses, especially if you do through the micro MEDIA PLUS THE 75% off.
That's makes it you know really affordable a lot cheaper than the life course, actually. And in that way, you can do the assignments and I've structured this so that I'm
And we'll go more into this next week as well. I know I'm going long as well about trying to answer all these questions.
And that way, because I'm sure if it's coming up a lot of other people are wondering
As well. And the way I've structured this. I feel like the way that you learn best is if you get the live experience and the updates that provide there.
And then work through the recorded content, whether it's on you to me or my clear MEDIA Plus or wherever you have it.
And then the trial had work. It's like ironing a shirt and the more times you go over from different angles, the more clear becomes and this is kind of the optimal path that I've charted for you so
Yes, I'm glad my screen and getting blurry either Vicar
Josh was asking, do you have any access to an oracle in during the exam or must everything to be remembered.
You will have no access to Salesforce or whenever you take natural exam. You'll have to just rely on what you've learned and what you understand and can remember
So a lot of it is conceptual a lot of its scenario based questions. And so the more you get hands on experience through my coursework control head.
The more you'll be able to think through the questions that are being asked and ascertain what is the right answer.
Especially at the end of this class, I go really in depth on test taking strategies and how to fully prepare and make the most use of your time.
Think through these questions. We go through some sample questions as well. And so you'll feel a lot better about this in the next eight weeks, then you do right now probably but but no access during the actual exam to an org no access to Google is just what's in your noodle so
Alright so many. What's the difference between hidden and off on tabs that I think I've got that in the curriculum. So what you can do here. You should be able to do a search
OK, so in week two, is this lesson profile tab settings on often hidden and you can also just search for like kitten on my clear MEDIA PLUS me show you how that works real quick. This is important to understand this as well, is when you go to my other media plus and do search
You can just do a search for any word. And here's the video that I'm talking about. Now I'm not logged in as a user, so it's shown a little lock key here.
You could just jam on it right there to see that. So I'm gonna leave it at that for the difference there. And also talked about a little bit. And so you can watch the replay of the live here.
On you're saying you tried a different site didn't seem to make a change.
So yeah, custom sales profile. Well, you're not assigned the custom sales profile so
And as an admin. It's hard to test security settings, because you can see everything and view everything and modify everything. So typically, if you're testing security settings.
For custom profile, you would assign that to another user and then login as that user that gets a little involved, but I go through how to do all that, and then recorded content.
And coupon for practice tests on you to me, not so much. You did. This is one of a billion reasons why I'm moving away from you to me, Nikki.
Is because and I kind of equated to what they call a sin tax you know government likes to tax things that they don't want you to do like smoke or drink or whatever.
You to me does not want their instructors and giving that coupon code. So they make it entirely painful to do, especially if you have like 30 courses which I used to have on you to me. I've got that down to about 15 now taking down my boot camp and some of my other stuff.
And so I can create a coupon code. But then I have no control over what the prices that's presented to the user. So there's usually a decent sell on you to me. And so what I've done is on you to me and other platforms. I just dropped the price down low, because
I didn't want users spending $200 on my practice test.
So you can get it for 20 bucks. And there's also practice tests on web assessor which is $20 as well. And so, but
Towards the end of this class, I would recommend that you not do practice tests until the end of this class because you need to use that as a fine tuning mechanism and to measure your weak spots.
If you start doing it too early. Then you burn through a lot of practice test questions. Once you've had it once you know what the answer is. It's hard to recreate that experience. And let me stop my sharing and just talk at this point and
In these practice tests, you want to avoid falling into the trap of trivia based learning.
And so I feel it's important that you learn the concepts and then towards the end use those practice tests to really assess where your weak spots are address those weaknesses and then kind of go from there. So,
Awesome. So I think we're going to sign off, and I appreciate everyone as hanging with me through this extended time as well. And then as the
Replay becomes available. I will be sending out the email with the links. I'll put the link in the Facebook group or the replay in the Facebook group and the link in the curriculum spreadsheet. If you have any questions you can always reach out to me and let me let me do this real quick.
Let me do this. So I did say and I didn't forget that was going to mention my email address and once again that is supported cloud Career Coach com you can always
Reach out to me during the week via that mechanism and as well. You can reach out on the Facebook group post your questions there and
Get answers, either for myself or from others. And so we will now sign off, and I do appreciate your time and we'll see you next week, same time, same place until then I'll see you in the cloud.