Salesforce Sharing and Security Fundamentals
Data breaches cost organisations millions—and misconfigured Salesforce instances are a common culprit. This course teaches you to lock down access controls, enforce sharing rules, and audit permissions like a security professional. You’ll move from guessing at org security to confidently implementing role-based access.
AIU.ac Verdict: Essential for Salesforce admins, developers, and security teams who need to prevent unauthorised data access. The 2h 18m runtime is tight, so expect a focused sprint rather than exhaustive coverage of edge cases.
What This Course Covers
You’ll explore Salesforce’s multi-layered security model: organisation-wide defaults, role hierarchies, sharing rules, and permission sets. Scott Lee walks through real-world scenarios—how to grant field-level access without exposing sensitive records, how to audit who can see what, and how to troubleshoot sharing conflicts. Labs let you configure these controls in a live sandbox.
The course also covers sharing recalculation, manual shares, and the interaction between role hierarchies and sharing rules. You’ll understand why a user might have access through one path but not another, and how to design a sharing strategy that scales without becoming a maintenance nightmare.
Who Is This Course For?
Ideal for:
- Salesforce Administrators: Need to configure and maintain org security daily; this is foundational knowledge for your role.
- Salesforce Developers: Building custom solutions? Understanding sharing and security prevents data leaks and failed deployments.
- Security and Compliance Teams: Auditing Salesforce implementations or preparing for SOC 2 / ISO 27001 certification.
May not suit:
- Salesforce End Users: If you just need to use Salesforce day-to-day, this admin-level course will feel overly technical.
- Advanced Architects: Seeking deep-dive multi-org security strategies; this covers fundamentals, not enterprise-scale complexity.
Frequently Asked Questions
How long does Salesforce Sharing and Security Fundamentals take?
2 hours 18 minutes of video content. Most learners complete it in one or two focused sessions.
Do I need Salesforce experience before starting?
Basic familiarity with Salesforce navigation helps, but the course assumes you’re new to security concepts. Beginners can follow along.
Will I get hands-on practice?
Yes. Pluralsight includes sandbox labs where you configure sharing rules, role hierarchies, and permission sets in a live org.
Is this enough to pass Salesforce certifications?
It covers core security topics tested in the Admin and Platform Developer exams, but you’ll want supplementary study materials for full exam prep.
Course by Scott Lee on Pluralsight. Duration: 2h 18m. Last verified by AIU.ac: March 2026.
