Protect Your Salesforce Data

Learn how you and your users can work together to keep your data safe.

• Educate your users, protect your Salesforce org, and encourage a culture of security.
• Control access to data using point-and-click security tools.
• Use permission set groups to bundle permission sets for a job function.
• Use session-based permission sets to limit access to data in your org.
• Secure your org so users can log in once to access a variety of apps, orgs, and services.
• Secure your org with multi-factor authentication, My Domain, and single sign-on.

• Security Basics
• Understand Security Risk
• Educate Your Users to Help Protect Your Org
• Secure Your Remote Workplace
• Choose the Right Salesforce Security Settings
• Use Health Check to Scan Your Security Configurations
• Data Security
• Overview of Data Security
• Control Access to the Org
• Control Access to Objects
• Control Access to Fields
• Control Access to Records
• Create a Role Hierarchy
• Define Sharing Rules
• Permission Set Groups
• Get Started with Permission Set Groups
• Create a Permission Set Group
• Mute Permissions in Permission Set Groups
• Session-Based Permission Sets and Security
• Get Started with Session-Based Permission Sets
• Activate Session-Based Permission Sets Without Code
• Create Easy Access to the Activation Flow
• Identity Basics
• Get to Know Salesforce Identity
• Get To Know Your Salesforce Identity Users
• Learn the Language of Identity
• User Authentication
• Secure Your Users' Identity
• Customize Your Login Process with My Domain
• Set Up Single Sign-On for Your Internal Users