Share Salesforce Data Across Users, Groups, and Roles

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Sara Morgan Nettles

1:07:49

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01. Course Overview

01. Course Overview.mp4

01:38

02. Salesforce Sharing Basics

02. Introduction.mp4

02:23

03. Understand the Salesforce Sharing Model.mp4

04:23

04. Work with Access Grants.mp4

03:10

05. Understand Sharing Recalculation.mp4

02:09

03. Setting Organization-wide Defaults in Salesforce

06. What Are Org-wide Defaults.mp4

02:23

07. Understand Implicit Sharing.mp4

03:07

08. Work with Sharing Settings.mp4

03:49

09. Change Org-wide Default OWD.mp4

03:01

10. Final OWD Design.mp4

02:25

04. Designing and Building a Role Hierarchy in Salesforce

11. What Is a Role Hierarchy.mp4

02:41

12. Design a Role Hierarchy for Sales.mp4

02:57

13. Design a Role Hierarchy for Service.mp4

02:20

14. Build a Role Hierarchy.mp4

05:15

15. Assign Roles.mp4

02:18

16. Implicit Sharing Considerations.mp4

02:45

17. Role Hierarchy Review.mp4

02:07

05. Working with Salesforce Sharing Rules

18. What Are Sharing Rules.mp4

03:09

19. Create a Public Group.mp4

04:05

20. Create a Sharing Rule.mp4

02:14

21. Work with Manual Sharing.mp4

04:57

22. Troubleshoot Record Access.mp4

02:23

23. Wrapping Up.mp4

02:10

Description

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.

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Salesforce Lightning

Salesforce Development

Salesforce

Sara Morgan Nettles

Instructor's Courses

Sara Morgan Nettles is a Certified Salesforce Platform 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.

Pluralsight

View courses Pluralsight

Pluralsight, LLC is an American privately held online education company that offers a variety of video training courses for software developers, IT administrators, and creative professionals through its website. Founded in 2004 by Aaron Skonnard, Keith Brown, Fritz Onion, and Bill Williams, the company has its headquarters in Farmington, Utah. As of July 2018, it uses more than 1,400 subject-matter experts as authors, and offers more than 7,000 courses in its catalog. Since first moving its courses online in 2007, the company has expanded, developing a full enterprise platform, and adding skills assessment modules.