Lesson 2: Security, Access, Sales, Service, and Collaboration Configuration
Lesson Overview
This lesson develops practical skills in security, access, sales, service, and collaboration configuration for Salesforce Administration Essentials for New Admins (ADM201).
Topics Covered
Organization-wide defaults, role hierarchy, sharing rules, teams, manual sharing, and field security
Authentication, login policies, session settings, delegated administration, and audit history
Lead, account, contact, opportunity, campaign, case, and activity management
Lightning pages, Dynamic Forms, actions, mobile configuration, and productivity tools
Chatter, files, notes, email integration, calendars, queues, and collaboration
Access testing, troubleshooting, and least-privilege review
Practical Activity
Configure or analyze a scenario involving organization-wide defaults, role hierarchy, sharing rules, teams, manual sharing, and field security.
Build and validate an exercise covering authentication, login policies, session settings, delegated administration, and audit history and lead, account, contact, opportunity, campaign, case, and activity management.
Use tests, logs, reports, or documentation to verify access testing, troubleshooting, and least-privilege review.
Key Takeaways
Explain organization-wide defaults, role hierarchy, sharing rules, teams, manual sharing, and field security in the context of Salesforce Administration Essentials for New Admins (ADM201).
Apply practical methods for authentication, login policies, session settings, delegated administration, and audit history and lead, account, contact, opportunity, campaign, case, and activity management.
Test, document, and troubleshoot access testing, troubleshooting, and least-privilege review.
