Lesson 2: Security, Access, Data Management, and Object Configuration
Lesson Overview
This lesson develops practical skills in security, access, data management, and object configuration for Salesforce Administrator Certification Exam Prep (CRT101).
Topics Covered
Organization-wide defaults, role hierarchy, sharing rules, teams, queues, and manual sharing
Field-level security, record access, permission set groups, restriction concepts, and auditing
Imports, Data Import Wizard, Data Loader concepts, exports, backups, and ownership
Validation, duplicate management, data quality, storage, recycle bin, and mass operations
Standard and custom object relationships, schema choices, and business implications
Security and data scenario drills
Practical Activity
Configure or analyze a scenario involving organization-wide defaults, role hierarchy, sharing rules, teams, queues, and manual sharing.
Build and validate an exercise covering field-level security, record access, permission set groups, restriction concepts, and auditing and imports, data import wizard, data loader concepts, exports, backups, and ownership.
Use tests, logs, reports, or documentation to verify security and data scenario drills.
Key Takeaways
Explain organization-wide defaults, role hierarchy, sharing rules, teams, queues, and manual sharing in the context of Salesforce Administrator Certification Exam Prep (CRT101).
Apply practical methods for field-level security, record access, permission set groups, restriction concepts, and auditing and imports, data import wizard, data loader concepts, exports, backups, and ownership.
Test, document, and troubleshoot security and data scenario drills.
