Description

Introduction

Salesforce Experience Cloud Security & Sharing focuses on securing external users, managing data access, and implementing robust sharing models within Experience Cloud portals and communities. It ensures secure collaboration between customers, partners, and internal users while maintaining data integrity and compliance.

Learner Prerequisites

• Basic understanding of Salesforce CRM
• Familiarity with Experience Cloud fundamentals
• Knowledge of Salesforce roles, profiles, and permission sets
• Understanding of data security concepts

Table of Contents

1. Introduction to Experience Cloud Security

1.1 Overview of Experience Cloud Architecture
1.2 Internal vs External User Security
1.3 Security Layers in Salesforce
1.4 Multi-Tenant Security Model
1.5 Compliance and Governance Overview

2. User Authentication & Access Management

2.1 External User Licenses Overview
2.2 Customer Community vs Partner Community Users
2.3 Login Access & Password Policies
2.4 Self-Registration Configuration
2.5 Social Sign-On & SSO Setup
2.6 Multi-Factor Authentication (MFA)
2.7 Identity Verification & Login Flows

3. Profiles, Permission Sets & Roles

3.1 External User Profiles Configuration
3.2 Permission Sets for Experience Users
3.3 Role Hierarchy for Partner Users
3.4 Delegated Administration
3.5 Permission Set Groups
3.6 Object-Level vs Field-Level Security

4. Sharing & Data Visibility Model

4.1 Organization-Wide Defaults (OWD)
4.2 Role-Based Sharing
4.3 Sharing Rules (Owner-Based & Criteria-Based)
4.4 Manual Sharing
4.5 Account & Contact Sharing for External Users
4.6 Sharing Sets vs Share Groups
4.7 Super User Access

5. Record Access for Customers & Partners

5.1 Customer Community Sharing Model
5.2 Partner Account Model
5.3 Account Relationship Data Sharing
5.4 Case Sharing & Visibility
5.5 Opportunity & Lead Sharing for Partners
5.6 Apex Managed Sharing

6. Site-Level & Page-Level Security

6.1 Experience Builder Security Settings
6.2 Page Access Control
6.3 Audience Targeting & Personalization
6.4 Guest User Security Model
6.5 CMS & Content Security

7. Data Security & Compliance

7.1 Field-Level Security Best Practices
7.2 Data Encryption (Shield Overview)
7.3 Data Masking & Privacy Controls
7.4 GDPR & Data Compliance Considerations
7.5 Secure File Sharing

8. Monitoring & Auditing

8.1 Login History & Audit Trail
8.2 Event Monitoring Overview
8.3 Security Health Check
8.4 Debug Logs for External Users
8.5 Reporting on External User Activity

9. Integration Security

9.1 API Access for Experience Users
9.2 OAuth & Connected Apps
9.3 Secure Integration with Third-Party Systems
9.4 Secure Data Sync Best Practices

10. Best Practices & Governance

10.1 Designing a Secure Sharing Model
10.2 Performance Considerations
10.3 Common Security Mistakes
10.4 Change Management & Testing
10.5 Security Implementation Checklist

Conclusion

Salesforce Experience Cloud Security & Sharing enables organizations to provide secure, controlled access to external users while maintaining strict governance over data visibility. By implementing proper authentication, sharing models, and compliance practices, businesses can confidently scale their digital communities.