Description

Introduction

Salesforce Data Management & Security focuses on managing, protecting, and maintaining high-quality data within the Salesforce CRM platform. The training covers data modeling, data import/export, data quality management, access controls, sharing rules, encryption, compliance, and governance best practices. Participants will learn how to ensure data integrity, maintain security standards, and implement scalable data management strategies within Salesforce environments.

Learner Prerequisites

• Basic understanding of CRM concepts
• Familiarity with Salesforce navigation and user interface
• Knowledge of objects, fields, and relationships
• Basic understanding of user roles and profiles
• Suitable for Administrators, Developers, Data Analysts, and IT professionals

Table of Contents

1. Introduction to Salesforce Data Management
1.1 Overview of Salesforce Data Architecture
1.2 Standard vs Custom Objects
1.3 Fields, Data Types, and Field Properties
1.4 Object Relationships (Lookup & Master-Detail)
1.5 Schema Builder and Data Modeling Best Practices

2. Data Import, Export, and Migration
2.1 Data Import Wizard
2.2 Data Loader Tool
2.3 Data Export Service
2.4 External IDs and Upsert Operations
2.5 Data Migration Strategy and Planning

3. Data Quality and Data Governance
3.1 Data Validation Rules
3.2 Duplicate Management
3.3 Required Fields and Field Dependencies
3.4 Data Cleansing Techniques
3.5 Data Governance Policies

4. Salesforce Security Model Overview
4.1 Multi-Tenant Architecture
4.2 Security Layers in Salesforce
4.3 Authentication vs Authorization
4.4 Organization-Wide Defaults (OWD)
4.5 Role Hierarchy Concepts

5. User Access and Permissions
5.1 Profiles and Permission Sets
5.2 Permission Set Groups
5.3 Field-Level Security
5.4 Object-Level Permissions
5.5 Login Access Policies

6. Record-Level Security and Sharing
6.1 Role Hierarchy and Record Access
6.2 Sharing Rules
6.3 Manual Sharing
6.4 Public Groups and Queues
6.5 Territory Management Overview

7. Advanced Security Controls
7.1 IP Restrictions and Login Hours
7.2 Session Settings
7.3 Two-Factor Authentication (2FA)
7.4 OAuth and Connected Apps
7.5 Shield Platform Encryption Overview

8. Data Protection and Compliance
8.1 Data Classification
8.2 Encryption at Rest and in Transit
8.3 Audit Trail and Field History Tracking
8.4 Event Monitoring
8.5 GDPR and Compliance Considerations

9. Backup, Recovery, and Data Monitoring
9.1 Data Backup Strategies
9.2 Restore and Recovery Methods
9.3 Monitoring Data Usage
9.4 Storage Management
9.5 Best Practices for Secure Data Management

Conclusion

This training equips learners with comprehensive knowledge of Salesforce data architecture, security controls, compliance measures, and governance practices. By mastering data management and security concepts, participants will be able to maintain data integrity, protect sensitive information, and implement scalable, secure Salesforce solutions aligned with business requirements.