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Study Up on Security and Access

Learning Objectives

After completing this unit, you'll be able to:

  • Explain the various organization security controls.
  • Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model.
  • Given a scenario, determine the appropriate use of a custom profile or permission set using the various profile settings and permissions.
  • Describe how folders can be used to organize and secure communication templates, dashboards, and reports.

Key Topics

This unit prepares you for the security and access section of the Salesforce Administrator exam, which makes up 13% of the overall exam. This section of the exam tests these topics.

  • Passwords
  • IP restrictions
  • Identity confirmation
  • Network settings
  • Organization-wide defaults
  • Roles and role hierarchy
  • Manual sharing
  • Sharing rules
  • Public groups
  • Profile settings
  • Profile permissions
  • Permission sets
  • Communication folder settings
  • Report folder settings
  • Dashboard folder settings

This unit provides a number of interactive, real-world, scenario-based questions that are a lot like the ones you'll encounter as a Salesforce administrator. Looking at these scenarios helps prepare you to take this security and access section of the Salesforce Administrator exam. As you tackle the practice questions, you get immediate feedback on your answers, along with detailed information on why your answers are correct (or incorrect).

The unit also contains interactive flashcards to help you prepare for the security and access section of the exam.

Download the Guide

Would you like a hard copy of the contents in these modules? Each module includes a link to a printable version you can download. Download the Administrator Certification Prep: Security and Data Management guide.

Note

Note

For more information on the Salesforce Administrator Certification exam prep, logistics and policies, and maintenance, see the Get Started with Administrator Certification Prep unit in the Administrator Certification Prep: Setup and Objects module.

Exam Practice Questions

Ready to jump in? The sample tool below is not scored—it’s just an easy way to quiz yourself. To use it, read the scenario, then click on the answer you think is correct. Some questions may have more than one correct answer. Click submit, and you get a pop-up telling you whether the answer you chose is correct or incorrect, and why. When you reach the end, you can review the answers or retake the questions.

Exam Topic Flashcards

The following flashcards cover security controls, profiles, permission sets, and report folder sharing. Use these interactive flashcards to brush up on some of the key topics you'll find on this part of the exam.

Read the question or term on each card, then click on the card to reveal the correct answer. Click the right-facing arrow to move to the next card, and the left facing arrow to return to the previous card.

Related Badges

Looking for more information? Explore these related badges.

Badge Content Type
Data Security badge
Data Security
Module
Protect Your Data  in Salesforce badge
Protect Your Data
in Salesforce
Project
Reports & Dashboards  for Lightning Experience badge
Reports & Dashboards
for Lightning Experience
Module
Create Reports and Dashboards for  Sales and Marketing Managers badge
Create Reports and Dashboards for
Sales and Marketing Managers
Project

Congratulations! You’ve studied up on security and access. Up next, dive into the exam section on data management. Let's go!