Expanded

Share Salesforce Data Across Users, Groups, and Roles

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.
Course info
Level
Intermediate
Updated
Jul 26, 2021
Duration
1h 7m
Table of contents
Description
Course info
Level
Intermediate
Updated
Jul 26, 2021
Duration
1h 7m
Description

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
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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Section Introduction Transcripts
Section Introduction Transcripts

Course Overview
Hello. My name is Sara Morgan Nettles, and welcome to this course on how to Share Salesforce Data Across Users, Groups, and Roles. I'm a Salesforce Certified Platform II Developer that has been working on the Salesforce platform for the last 10 years. This is the second course in the skill path series that is designed to help you pass the Salesforce Certified Sharing and Visibility Designer exam. In this course, you will learn just how complex the Salesforce sharing model can be with all of its interdependent layers. But don't worry, because I will be stepping you through all of this in a very easy to understand way. Some of the major topics that I will cover include layers of the Salesforce record sharing model, the role hierarchy, which opens up record access vertically, how to share a record manually or by using sharing rules, why implicit sharing can override sharing access, and how to troubleshoot user record access. By the end of this course, you'll know how to declaratively configure record‑level access on the Salesforce platform. But before beginning the course, you should be familiar with basic platform configuration as a Salesforce administrator. I hope you'll join me on this journey to learn more about the Salesforce sharing model with the Share Salesforce Data Across Users, Groups, and Roles course, at Pluralsight.