Lesson 2: Security, Sharing, Identity, Access, and Compliance Architecture
Lesson Overview
This lesson develops practical skills in security, sharing, identity, access, and compliance architecture for Salesforce Sharing and Visibility Architect Training.
Profiles, permission sets, field security, restriction concepts, and least privilege
SSO, SAML, OAuth, identity provider, service provider, MFA, and session architecture
External users, Experience Cloud access, account relationships, and data isolation
Encryption, Shield concepts, audit, monitoring, privacy, consent, and regulatory needs
Threat modeling, security review, and access testing
Practical Activity
Configure or analyze a scenario involving organization-wide defaults, roles, sharing rules, territories, teams, manual and apex sharing.
Build and validate an exercise covering profiles, permission sets, field security, restriction concepts, and least privilege and sso, saml, oauth, identity provider, service provider, mfa, and session architecture.
Use tests, logs, reports, or documentation to verify threat modeling, security review, and access testing.
Key Takeaways
Explain organization-wide defaults, roles, sharing rules, territories, teams, manual and apex sharing in the context of Salesforce Sharing and Visibility Architect Training.
Apply practical methods for profiles, permission sets, field security, restriction concepts, and least privilege and sso, saml, oauth, identity provider, service provider, mfa, and session architecture.
Test, document, and troubleshoot threat modeling, security review, and access testing.
