Configure CRM Roles, Sharing, and Objects

By the end of this course, learners will be able to configure Salesforce roles, role hierarchies, organization-wide defaults, and sharing settings to control record visibility. They will also be able to differentiate standard and custom objects, explain Salesforce system architecture, create custom objects, and establish relationships that support business data requirements. This course enables learners to understand how Salesforce organizes information and distributes access across teams and management levels. Through practical examples, learners explore subordinate access, CIO-level roles, baseline sharing controls, object classifications, deployment status, custom object positioning, and relationship creation. Completing the course will help learners design organized data structures and apply record-level security that reflects real organizational responsibilities. What makes this course unique is its combined focus on data visibility and system design. Rather than studying security and objects separately, learners see how roles, sharing rules, architecture, and custom objects work together. The step-by-step approach requires no coding experience and prepares beginners for common Salesforce Administrator configuration tasks.