Share Salesforce Data Across Users, Groups, and Roles

This course will help you prepare for the Salesforce Certified Sharing and Visibility Designer exam. Using a real-world scenario involving a global company you will learn how to share data across users, groups, and roles.

Designing a secure, accessible, and integrated data system is no small task, even in Salesforce. In this course, Share Salesforce Data Across Users, Groups, and Roles, you will learn how to design and build a record sharing model for your Salesforce org. First, you’ll explore the Salesforce sharing architecture and the different layers of record sharing security Salesforce provides. Then, you’ll discover how to set org-wide defaults and design a role hierarchy. Finally, you will learn how to open up access when needed with sharing rules or manual sharing. When you’re finished, you will have the skills and knowledge to design a robust and secure sharing model for your Salesforce organization.

• Course Overview 1min
• Salesforce Sharing Basics 12mins
• Setting Organization-wide Defaults in Salesforce 14mins
• Designing and Building a Role Hierarchy in Salesforce 20mins
• Working with Salesforce Sharing Rules 19mins