Packt

Data Management, Security, and Permissions

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Packt

Data Management, Security, and Permissions

Included with Coursera Plus

Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

8 hours to complete
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

8 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Master data import/export techniques using Data Loader and Data Import Wizard in Salesforce.

  • Learn to configure sharing settings, profiles, and permission sets for controlled data access.

  • Explore record-level, object-level, and field-level security settings to ensure data integrity.

  • Set up and manage role hierarchies, sharing rules, and manual sharing to control data visibility.

Details to know

Shareable certificate

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Recently updated!

April 2026

Assessments

7 assignments

Taught in English

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Build your subject-matter expertise

This course is part of the The Complete Certified Salesforce Administrator Guide Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 5 modules in this course

In this module, we will provide sample exam questions to help you prepare for the Salesforce Admin certification exam. You’ll gain insight into the exam format and key topics, ensuring you are well-equipped for your certification journey.

What's included

1 video2 readings1 assignment

In this module, we will dive into the powerful data management tools in Salesforce: Data Loader and Data Import Wizard. You will learn how to efficiently import, export, update, and delete records, as well as understand when to use each tool for various data operations.

What's included

11 videos1 assignment

In this module, we will explore how Salesforce handles data access, focusing on profiles, permissions, and sharing settings. You’ll learn how to manage user access to data, objects, and fields, ensuring appropriate security measures for your organization.

What's included

12 videos1 assignment

In this module, we will delve into the key aspects of data security in Salesforce, including OWD settings, role hierarchies, and sharing rules. You’ll learn how to control who can access and modify records, ensuring data security while maintaining accessibility.

What's included

13 videos1 assignment

In this module, we will cover the special permissions in Salesforce, such as "View All," "Modify All," "View All Data," and "Modify All Data." You will learn how these permissions work to provide elevated access levels across your organization and how to manage them securely.

What's included

3 videos1 reading3 assignments

Earn a career certificate

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Instructor

Packt - Course Instructors
Packt
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