Superbadges let you take the skills you’ve learned and apply them to complex, real-world business problems. These assessments require a higher level of skill and knowledge. These are not step-by-step challenges and often require more time to complete.
Get Ready for the Superbadge: Data Categorization and Access
Introduction to Superbadges
Heads-up! A superbadge is different from other learning on Trailhead. It's a hands-on technical skills assessment where you take business requirements and apply your skills to build something amazing, without the step-by-step guidance. We have provided recommended learning and Help articles filled with resources to aid you along your journey. The estimated completion time assumes prior experience with the superbadge concepts and completion of the recommended learning. Your hard work will pay off!
Assessment Objectives
In this superbadge, you’ll:
- Create new fields according to various business requirements and security needs.
- Configure flexible and scalable field access.
- Explain data categorization and access best practices.
Recommended Learning
Before you start this superbadge, consider completing the recommended content. This provides a knowledge base to help you complete the technical skills assessment.
Content |
Description |
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Control access to data using point-and-click security tools. |
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Use permission set groups to bundle permission sets for a job function. |
Prework and Notes
Sign Up for a Developer Edition Org with Special Configuration
To complete this superbadge, you need a special Developer Edition org that contains specific configuration and sample data designed to work with the challenges in this superbadge.
Important
Sign up for the free Developer Edition org with special configuration. Follow the instructions in the “Verify Account” email to log in and complete the sign-up process.
Connect Your New Developer Edition Org to Trailhead
- Make sure you’re logged in to your Trailhead account.
- Select Connect org from the Choose a hands-on org screen.
- On the login screen, enter the username and password for the Developer Edition org you just set up.
- On the Allow Access? page, click Allow.
- On the Want to connect this org for hands-on challenges? page, click Yes! Save it. You are redirected back to the Get Ready for Superbadge page and ready to use your new Developer Edition org to earn this superbadge.
- Now that you have a Salesforce org with special configuration for this superbadge, you’re good to go.
Review the Data Security Superbadges: Trailhead Challenge Help Article
Important
Before you begin the challenges, review Data Categorization and Access Superbadge: Trailhead Challenge Help for resources to complete the challenges. Check out the accessibility section to learn more about any accessibility considerations related to this superbadge.
Tips
- Some of the terminology used in this superbadge is descriptive and may not match the name as it appears in the user interface (UI). This is to test your knowledge of Salesforce features and ability to select the correct feature to satisfy a business need.
- Descriptions must be set for all new fields, permission sets, and so on in order to pass the challenges.
- For the purposes of this superbadge, do not use Salesforce Shield security tools to complete the challenges.
Use Case
Rain Check is a growing organization looking for ways to improve efficiency without sacrificing security. The company recently launched its Salesforce Center of Excellence (CoE) to help unite stakeholders and streamline decision-making for the Salesforce org. The CoE just completed the group’s first major project: a data dictionary used to catalog and categorize data in the org. Part of the data dictionary project includes guidelines for configuring field access for new and existing fields.
As a Salesforce admin at Rain Check, one aspect of your job is to create new fields, evaluate existing fields, and configure field access according to access requirements and company policies. You’ve been tasked with creating a handful of new fields and adjusting access for some existing fields.