Locking It Down and Opening It Up

Get the lowdown on Salesforce security and data access. As Admins we are responsible for ensuring our users see the data and records they need, but no more. Covered by the admin cert, it is essential knowledge, but also complex and evolving! In this session we will cover keeping our customer data secure while maintaining our users’ UX. For records you will leave able to plan and build a sharing model which is tailored, scalable, and streamlined. For fields you will rethink your profile/permission set/permission set group setup.


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Ran on: 19th March 2021 Louise Lockie