Salesforce Certified Sharing and Visibility Designer

Paths

Salesforce Certified Sharing and Visibility Designer

Authors: Sara Morgan Nettles, Emilee McWilliams, Mehdi Maujood

According to Trailhead, "The Salesforce Certified Sharing and Visibility Specialist is designed for architects, analysts, and administrators who want to demonstrate their... Read more

What you will learn

  • Understand how Salesforce uses profiles, permission sets, roles and security settings to provide user access to the platform
  • Understand how data in Salesforce is commonly shared across users, groups of users and roles
  • Understand how different concepts of Team Sharing is used to grant access to records
  • Understand sharing Files, Reports and Dashboards in Salesforce Lightning
  • Understand what Territory Management is and how it influences record visibility
  • Explain the capabilities of community licenses and the different ways to share data with Community users
  • Understand advanced ways, considerations and solutions of sharing and visibility in Salesforce
  • Sharing and Visibility Considerations with Large Data Volumes
  • Understand how Salesforce Platform Encryption, Data Encryption and Shield impacts data visibility

Pre-requisites

According to Trailhead, "there are no prerequisites to this path. However, Salesforce recommends the individual has the following background: 3-4 years of Salesforce experience, 2-3 years of experience with implementing complex security models in Salesforce, and an understanding of security methods and data policies to support handling sensitive data."

Path Courses

The following courses are designed to help you prepare for the Salesforce Certified Sharing and Visibility Designer exam. PLEASE NOTE: This path has not yet been completed, but we are currently working on finishing up the rest of the content! We will update this path once new content is published. The path was last updated on Sept 16, 2021.

Salesforce Security: Getting Started

by Sara Morgan Nettles

Jun 28, 2021 / 1h 2m

1h 2m

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Description

The Salesforce Certified Sharing and Visibility Designer exam is a fantastic test of your Salesforce security knowledge. In this course, Salesforce Security: Getting Started, you will learn how to evaluate and configure object, field-level, role, and security settings that provide access to the platform. First, you’ll explore the different layers of data security Salesforce provides. Next, you’ll discover how to set up profiles, roles, and permission sets. Finally, you will learn how to configure security settings to ensure proper platform access. When you’re finished with this course, you will have the skills and knowledge to declaratively provide data access to the relevant people in your Salesforce organization.

Table of contents
  1. Course Overview
  2. Salesforce Security Basics
  3. Controlling Access to a Salesforce Organization
  4. Controlling Access to Objects and Fields
  5. Controlling Access to Salesforce Records

Share Salesforce Data Across Users, Groups, and Roles

by Sara Morgan Nettles

Jul 26, 2021 / 1h 7m

1h 7m

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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.

Table of contents
  1. Course Overview
  2. Salesforce Sharing Basics
  3. Setting Organization-wide Defaults in Salesforce
  4. Designing and Building a Role Hierarchy in Salesforce
  5. Working with Salesforce Sharing Rules

Configure Team Sharing and Grant Access in Salesforce

by Emilee McWilliams

Aug 27, 2021 / 26m

26m

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Description

Without proper salesforce team sharing and record access, there can be confusion and data quality issues. In this course, Configure Team Sharing and Grant Access in Salesforce, you’ll learn to set up team sharing for a Salesforce org. First, you’ll explore how to configure Account Team records. Next, you’ll discover how to set up a case team and create a case record for that team. Finally, you’ll learn how to set up the records for Sales Teams. When you’re finished with this course, you’ll have the skills and knowledge of configuring team sharing needed to grant access for all salesforce users in a team setting.

Table of contents
  1. Course Overview
  2. Sharing Records for the Account Team on Salesforce
  3. Understanding How Case Teams See Salesforce Records
  4. Setting up Sharing for Sales Teams in Salesforce

Share Files, Reports, and Dashboards in Salesforce Lightning

by Sara Morgan Nettles

Oct 13, 2021 / 33m

33m

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Description

This learning path has covered sharing data across users groups and roles, along with setting up team sharing. It is now time to cover sharing files, reports, and dashboards in Lightning Experience. In this course, Share Files, Reports, and Dashboards in Salesforce Lightning, you will learn how to successfully share files, reports and dashboards in your Salesforce org. First, you will learn about the components that can be shared with people within your company. Next, you will explore how files can be uploaded and shared, or kept private. Finally, you will discover how to share reports and dashboards using folders. By the end of this course, you will know how to securely share all of these things with other users in your Salesforce org, and set yourself up for success with the Salesforce Certified Sharing and Visibility Designer exam.

Table of contents
  1. Course Overview
  2. Salesforce Collaboration Elements
  3. Sharing Salesforce Files
  4. Sharing Salesforce Reports and Dashboards

Coming Soon

Manage Account Access with Salesforce Territory Management

Coming Soon

by Sara Morgan Nettles

Coming Soon

Share Salesforce Data with Community and External Users

Coming Soon

by Pluralsight

Advanced Sharing and Visibility Features in Salesforce

by Mehdi Maujood

Sep 14, 2021 / 1h 4m

1h 4m

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Description

A deep knowledge of advanced features, and the ability to deal with potential sharing pitfalls can really set you apart as an admin, developer, or architect. In this course, Advanced Sharing and Visibility Features in Salesforce, you’ll learn to utilize hidden but powerful features to meet advanced sharing needs. First, you’ll explore the hidden secrets of how sharing works beneath the surface and how you can apply that knowledge to your orgs. Next, you’ll discover how you can meet almost any kind of business requirement through Apex sharing. Finally, you’ll learn how to use Manager Group Sharing and how it differs from the row hierarchy. When you’re finished with this course, you’ll have the skills and knowledge needed to handle complex sharing and visibility needs and considerations in Salesforce.

Table of contents
  1. Course Overview
  2. Dive Deep into Sharing and Visibility
  3. Sharing Calculations and Recalculations in Salesforce
  4. Meet Advanced Needs with Apex Sharing
  5. Manager Group Sharing in Salesforce
Learning Paths

Salesforce Certified Sharing and Visibility Designer

  • Number of Courses7 courses
  • Duration4 hours

According to Trailhead, "The Salesforce Certified Sharing and Visibility Specialist is designed for architects, analysts, and administrators who want to demonstrate their knowledge, skills, and capabilities to design secure, scalable security models on the Force.com platform. A Salesforce Certified Sharing and Visibility Specialist should be fluent in communicating technical solutions effectively to technical stakeholders and providing a project delivery framework that ensures quality and success."

Courses in this path

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