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Coursera

Apply CRM Activity and Access Security

EDUCBA via Coursera

Overview

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By the end of this course, learners will be able to manage Salesforce tasks and events, create custom fields, configure system settings, and apply profile, permission set, login, and field-level security controls. They will also be able to assign suitable permission levels to protect organizational information while supporting user responsibilities. This course helps aspiring Salesforce Administrators develop practical skills for managing user activities, customizing business data, and controlling system access. Learners examine how tasks and events support customer interactions, how custom fields capture organization-specific information, and how security settings determine what users can view or modify. Completing the course will help learners maintain secure access, protect sensitive fields, and support accurate activity tracking. The course is unique because it connects data customization with access management in one progressive learning experience. Practical configuration examples demonstrate how security decisions affect everyday Salesforce usage. No programming experience is required, making the course suitable for beginners preparing to handle foundational administrative and security responsibilities.

Syllabus

  • Activities & Data Customization
    • This module covers activity management and data customization, enabling administrators to track tasks and events, create custom fields, configure settings, and apply basic login security controls.
  • Profile & Permission Security
    • This module focuses on Salesforce security fundamentals, including profiles, permission sets, field-level security, and permission levels to ensure controlled and secure user access.

Taught by

EDUCBA

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