BCA / B.Tech 10 min read

Manage Security

Security Management in Salesforce

Security Management and License Management are important aspects in Salesforce that ensure your Salesforce organization is functioning securely and smoothly. Security management aims to ensure that only authorized users can access your data and resources.

Components of Salesforce Security Management:
  1. Profiles: Determine which objects, fields, tabs, and applications a user can access.
  2. Permission Sets: Grant additional permissions to users without changing their profiles.
  3. Role Hierarchy: Allows users at higher levels to access data of users at lower levels.
  4. Sharing Rules: Share data sets with groups, roles, or users.

License Management in Salesforce:

License Management in Salesforce aims to ensure that the licenses available in your organization are being used effectively.

Types of Licenses in Salesforce:
  1. User Licenses: Determine the features a user can use in Salesforce.
  2. Feature Licenses: Enable additional features like Salesforce CRM Content.
  3. Permission Set Licenses: Provide access to additional features not included in the user license.

In this Chapter

Manage Security
What is Salesforce? - Components of Salesforce
What is Cloud Computing?
What is IaaS, PaaS, SaaS, and FaaS?
Cloud Computing and Salesforce
Difference between ERP and CRM
Web Services in Cloud Computing
What is AppExchange?
Salesforce and Mobile Support
Introduction to Force.com
Salesforce Setup Page
Create an Application in Salesforce
Create an Object in Salesforce
Lookup Relationship in Salesforce
Create Tabs in Salesforce
ERP In Salesforce
CRM In Salesforce
What is a Field in Salesforce?
Link Creation & Custom Buttons
Governor Limits
How to Create a Profile
How to Create a User
OWD in Salesforce
What are Sharing Rules & Roles?
Record-Based Sharing
Password Policies
User Session
Trusted IP Range
Public Group
Sales Cloud
Contract & Service Object
Component of Service
Create Approval Process
Create Email Template
Create Custom Profile
Create New User
Approval Process Test
Workflow
Workflow Rules & Workflow Actions
Email Task & Updates
Queue & Time-Dependent Workflow Action
Immediate Action
Workflow Immediate Action & Time-Dependent Workflow Action
Process Builder
Create Process Builder
Difference between Process Builder & Workflow
Create Records & Tools
What are Reports & Their Types
How to Create a Report
Creating & Editing Dashboards
Adding Dashboard Snapshots to Home Page
Creating Additional Reports
Creating Custom Report Types
Designing the Home Page
Salesforce All Important Questions and Answers in English (MDSU)
BCA || Salesforce 2025 Paper || MDSU Exam Paper
BCA | Salesforce 2023 Paper | MDSU Exam Paper
BCA || Salesforce Supplementary 2023 Paper | MDSU Exam Paper