Salesforce Security and Automation

Overview

Want to build secure and efficient Salesforce apps? Security and automation are more than simply technical skills; they are the key to developing smarter, safer, and more scalable applications. This comprehensive Security & Automation in Salesforce App Builder course is intended to help you thrive in real-world scenarios and go one step closer to your Salesforce App Builder certification. You'll learn about the most popular Salesforce features—data access protocols, permission settings, role hierarchies, and sharing rules—via engaging videos, hands-on activities, and real-world scenarios. You will also learn how to use Workflow, Process Builder, and Flows to successfully streamline and automate business procedures. Whether you're a new developer, administrator, or Salesforce professional, this Salesforce Platform App Builder course will teach you how to secure your apps, automate more effectively, and achieve business impact. By the end, you won't just understand Salesforce—you'll be equipped with future-ready skills to lead innovation, boost performance, and accelerate your career growth.

Syllabus

Access Control and Security Management

In this module, learners will explore data access and security mechanisms within Salesforce and understand the role of Organization-Wide Defaults (OWD). The module also provides insight into security structures like role hierarchies, permission sets, and sharing rules, helping learners implement robust security measures to protect sensitive data in Salesforce.

Automating Business Processes

This module focuses on automating business processes using Workflow Rules, Process Builder, and Flows in Salesforce, exploring their capabilities to streamline complex processes across objects. By the end, learners will be proficient in automating repetitive tasks and improving operational efficiency in Salesforce.