Share Salesforce Data Across Users, Groups, and Roles

by Sara Morgan Nettles

This course will help you prepare for the Salesforce Certified Sharing and Visibility Designer exam. Using a real-world scenario involving a global company you will learn how to share data across users, groups, and roles.

What you'll learn

Designing a secure, accessible, and integrated data system is no small task, even in Salesforce. In this course, Share Salesforce Data Across Users, Groups, and Roles, you will learn how to design and build a record sharing model for your Salesforce org. First, you’ll explore the Salesforce sharing architecture and the different layers of record sharing security Salesforce provides. Then, you’ll discover how to set org-wide defaults and design a role hierarchy. Finally, you will learn how to open up access when needed with sharing rules or manual sharing. When you’re finished, you will have the skills and knowledge to design a robust and secure sharing model for your Salesforce organization.

About the author

Sara Morgan Nettles is a Certified Salesforce Platform I and II developer, who began her software development career twenty years ago working primarily with Microsoft technologies. She now focuses on sharing her knowledge of developing modern web applications on the Salesforce platform. She has authored numerous books and articles, as well as being a regular speaker at Dreamforce.

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