SalesforceInternshipReport

Computerscienceandsystemsengineering(SreeVidyanikethanInstituteof Management,
Tirupati)

Scantoopenon Studocu

Studocuisnotsponsoredorendorsedbyanycollegeor university

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 InternshipReport
on
SalesforceAdministratorVirtualInternship

Aninternshipreportsubmittedto
JawaharlalNehruTechnologicalUniversityAnantapur
In partialfulfillmentof the requirementsforthe award ofthedegreeof

BACHELOROFTECHNOLOGYIN
COMPUTERSCIENCEANDSYSTEMSENGINEERING

Submittedby
MudiyamNikhileshKrishna
21121A3736
IIIB.TechISemester
Undertheesteemedsupervisionof
Ms.K.Pujitha
AssistantProfessor

DepartmentofComputerScienceandSystemsEngineering

DEPARTMENTOFCOMPUTERSCIENCEANDSYSTEMSENGINEERING

SREEVIDYANIKETHANENGINEERINGCOLLEGE
(AUTONOMOUS)
(AffiliatedtoJNTUA,Anantapuramuandapproved byAICTE,NewDelhi)AccreditedbyNAAC withAGrade
SreeSainathNagar,Tirupati,ChittoorDist.-517102,A.P, INDIA
2023-2024

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 DEPARTMENTOFCOMPUTERSCIENCEANDSYSTEMSENGINEERING
SREEVIDYANIKETHANENGINEERINGCOLLEGE
(AUTONOMOUS)
(AffiliatedtoJNTUA,Ananthapuramu,ApprovedbyAICTE,Accreditedby NBA &
NAAC) Sree Sainath Nagar, Tirupati – 517 102, A.P., INDIA

Certificate
Thisistocertifythat,the SalesforceVirtualInternshipentitled
“SalesforceAdministratorVirtualInternship”

isthebonafideworkdoneby

MudiyamNikhileshKrishna 21121A3736

in the Department of ComputerScienceandSystemsEngineering,

SreeVidyanikethanEngineeringCollege(Autonomous),SreeSainathNagar,Tirupati and is
submitted to JawaharlalNehruTechnologicalUniversityAnantapur,Ananthapuramufor
partial fulfillmentoftherequirementsoftheawardofB.TechdegreeinCSE(CS)duringtheacademic
year 2023-2024.

Supervisor: Headofthe Dept.:

Ms.K.Pujitha.Ass Dr.K.Ramani,M.Tech.,Ph.D.
istantProfessor Professor
Dept. ofCSSE Dept.ofCSSE
SreeVidyanikethanEngineeringCollege SreeVidyanikethanEngineeringCollege Sree
Sree Sainath Nagar, Tirupati – 517 102 Sainath Nagar, Tirupati – 517 102

ii

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 COMPLETIONCERTIFICATEFROMC
OMPANY

iii

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 ABSTRACT

TheSecuritySpecialistSuperbadgeisanall-
inclusiveprogramthatequipsSalesforceadministratorswiththenecessaryskillstop
rotecttheirorganizationsfromever-
changingcyberthreats.ThiscomprehensivesuperbadgedelvesintoIdentityandAcc
essManagement(IAM),placingemphasisonuserprovisioning,authenticationoption
s,authorizationmodels,andaccesscontrolmethods.Theprogramalsofocusesonda
tasecurity,coveringtopicslikeencryption,datalossprevention,anddatamaskingte
chniquestosafeguardsensitiveinformation.Inaddition,itdelvesintothreatdetecti
onandpreventiontactics,includingsecuritymonitoring,vulnerabilityassessments
,andintrusiondetectionsystems.

TheUserAuthenticationSpecialistSuperbadgeisanimmersionintotheessentialsign
i 昀 椀
canceofuserauthenticationwithinSalesforce'ssecuritymeasures.Itdelvesintothe
nuancesofusernameandpasswordauthentication,suchaspasswordcomplexityreq
uirementsandsecureresetprocedures.Additionally,theintegrationofSingleSign-
On(SSO)isexplored,enablinguserstoaccessSalesforceusingcredentialsfromother
trustedsystems.AfurtherlayerofsecurityisalsocoveredthroughMulti-
FactorAuthentication(MFA),andadministratorsareguidedonhowtoseamlesslyint
egrateexternalIdentityProviders(IdPs)forauthentication.

TheLightningExperienceReports&DashboardsSpecialistSuperbadgeempowersSalesf
orceadministratorswiththeexpertisetoe 昀 昀
ectivelycreateandoverseereportsanddashboards.Thiscomprehensiveprogramteach
esthefundamentalsofreporting,fromreporttypesto 昀 椀
eldsandestablishingobjectrelationships.Italsodelvesintotheadvancedfunctionalitie
sofreport 昀 椀 ltersandcross 昀 椀 lters,crucialforhoninginonspeci 昀 椀
cdatasubsets.Bysuccessfullycompletingthissuperbadge,administratorsshowcasethe
irmasteryinutilizingLightningExperiencetoextractvaluableinsightsfrom

iv

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largedatasets,ultimatelyfacilitatinginformeddecision-
makingwithintheSalesforceplatform.

Keywords:
IdentityandAccessManagement(IAM)andDataSecurity
 ThreatDetectionandPrevention
UsernameandPasswordAuthentication
SingleSign-On(SSO)

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 TableofContents
Title Pg.No.

Certi 昀椀 cate iii

InternshipCerti 昀椀 cate iv

Abstract iv

TableofContents v

ListofFigures vi

Module1:Introduction 1

1.1
DescriptionoftheCompany 2
1.2
OverviewoftheProject 3
1.3
DataSecurity 4
1.4
LightningAppBuilder 7
1.5
SalesforceMarketingCloud 9
1.6
SalesforceServiceCloud10
1.7
SalesforceArchitecture 11

Module2:SecuritySpecialistSuperbadge
12

SecurityGovernanceSpecialistSuperbadge
13

UserAccessSpecialistSuperbadge 14

Module3:UserAuthenticationSpecialistSuperbadge 15

Module4:LightningExperienceReportsandDashboards17Module5:Supe

rBadges
22

Conclusion
23

References 24

vi

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 Title Pg.No
List ofFigures
Fig:1.1Salesforce CRM 1

Fig:1.2Trailheadplatform 2

Fig:1.3 Setup 3

Fig:1.4Marketing Cloud 9

Fig:1.5ServiceCloud 10

Fig:1.6ServiceArchitecture 11

Fig:2Identity Verification 16

Fig:3Lightning ExperienceDashboard 19

Fig:4SuperBadges 20

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 Module1INTROD
UCTION

1. IntroductiontoSalesforce

SalesforceCRMprovidesacompletesolutionforthatincludesfeature-
richsolutionsformarketing,sales,services,partnermanagementandcommunit
ymanagement.CRMisoriginallysoftwareformanagingcustomerinteraction,su
chasschedulingtasks,emailing,texting,andmanymore.
Salesforcedoesnoto 昀 昀 eraspeci 昀 椀
cproductorsoftwarecalled“SalesforcePPT.”Salesforceisprimarilyknownforitscust
omerrelationshipmanagement(CRM)platformandrelatedcloud-
basedproductsforsales,service,marketing,andotherbusinessfunctions.Talkinga
boutHRsystems,everycompanyacrosstheglobehasanHRteam.EachHRteamwould
requireanHRapplicationtostoreemployeerecords.Almostallspeci 昀 椀
cationsforsuchanapplicationwouldbecommonforallcompanies.So,asadeveloper
,itwouldbeveryeasytocreateasalesforceapplicationforsuchspeci 昀 椀
cations,postitontothecloud,andprovideitasaservicetomultipleclientsatthesame
time.Maintenanceofthesamecanbedonealtogethertoo.Sobasically,theproblemo
fscalabilitygetseliminated.

Fig1.1:SalesforceCRM

ACRMsystemallowsbusinessestomanagecustomerandprospect

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relationshipswithdata.Youcanstore,track,andanalyzecustomerandprospectinfor
mationinonecentrallocation,includingcontactandaccountinformation,salesoppo
rtunities,servicecases,andmarketingcampaigns.

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DescriptionoftheCompany
Salesforce,Inc. is an American cloud-based software company headquartered in San
Francisco, California. It provides customer relationship management (CRM) software and
applications focused on sales, customer service, marketing automation, analytics, and
application development.

Founded by former Oracle executive Marc Benioff, Salesforce quickly grew into one
of the largest companies in the world, making its IPO in 2004. Salesforce's continued growth
makes it into the first cloud computing company to reach US$1 billion in annual revenue by
fiscal year 2009, and the world's largest enterprise software firm by 2022.

Trailhead and the Trailblazer Community are integrated into a single platform. The
Trailblazer Community assists me in learning new skills and connecting with other
Trailblazers. Trailhead and the Trailblazer Community serve as my one-stop shop forlearning,
earning, and connecting from anywhere. Trailhead has something for everyone, whether
you're a new admin, a recent college graduate, a Salesforce user, or simply someone who
enjoys learning.

Fig:1.2Trailheadplatform

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 OverviewofProjectSalesforceORG
CustomizethesalesforcePlatform

TheSalesforce platform isusedto developcustom objects andfunctionality specific to

your business. We can do most of this development without ever writing a line of code.
Developing without code is known as no-code (or declarative) development. With no- code
development, we use forms and drag-and-drop tools to perform powerful customization tasks.
The platform also offers programmatic development, which uses things like Lightning
components. But if you’re not a programmer, you can still build some amazing things on the
platform. Let’s see how to create a salesforce platform
1. Fromthegearicon,clickSetupto launchthesetup page.
2. ClicktheObject Managertab.
3. Click Contact.
4. In the Details panel,clickFields&Relationships,andthenclickNew.
5. Adatatypeindicateswhatkindofinformationyourfieldholds.Forthisfield,pick Checkbox and
click Next.
6. The FieldLabeliswhatyouseeontheContactpage.EnterPrequalified?andclickNext.
7. ClickNextagaintoacceptthedefaultfield-levelsecurity.
8. Check the checkbox to add the new field to all the Contact Page Layouts and then click
Save.

Fig:1.3Setup

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 DATASECURITY

Data security is a critical aspect of information technology and business operations,

involving the protection of sensitive data from unauthorized access, disclosure, alteration, and
destruction. Robust data security measures are essential to safeguard the confidentiality,
integrity, and availability of data.

o Authentication: Ensures that users and entities are who they claim to be beforegranting
access. Common methods include passwords, multi-factor authentication (MFA), and
biometrics.
o Authorization: Controls access rights and permissions based on user roles, ensuring
that individuals can only access the data and resources necessary for their
responsibilities.
o DataEncryption:Converts sensitive information into unreadable code, whichcan only
be decrypted by authorized parties with the appropriate keys. This is crucial for
protecting data during transmission and storage.

ControlAccesstotheOrg
When youensure that only employees who meet certain criteria can log into Salesforce,
you're protecting your data at the broadest level. You do this by managing authorized users,
setting password policies, and limiting when and where users can log in.

CreateaUser
You can create users—even multiple users—in just a few clicks. It’s as simple as
entering a username, alias, and email, and selecting a role, license, and profile. Many more
options are available, of course, but that’s all you need to get started.

Salesforce auto-generates a password and notifies new users immediately. Users can
change or add to their own personal information after they log in.

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STEPS:

1. FromSetup,in theQuickFindbox,enterUsers,andthenselect Users.

2. ClickNewUser.OryoucanclickAddMultipleUserstoadduptotenusersata time.
3. Enter theuser’s name, email address, and a uniqueusername in the formof an email
address. By default, the username is the same as the email address.
4. Selecttheuserlicensethisuserwillhave.Thelicensedetermineswhichprofilesare available
for each user.
5. Selectaprofile,whichspecifiestheuser’sminimum permissionsandaccesssettings.
6. Selecttheoptiontogenerateanewpasswordandnotifytheuser,thensave.

DeactivateaUser

You can't delete a user, but you can deactivate an account so a user can’t log in.
Deactivated users lose access to all records. (That includes records that are shared with them
individually and records shared with them as team members.) However, you can still transfer
this data to other users and view the names on the Users page.

1. FromSetup,in theQuickFindbox,enterUsers,andthenselect Users

2. ClickEditnexttothenameofthe useryouwanttodeactivate.
3. Clear the Active checkbox and click Save. If you can’t immediately deactivate an account
(for example, when the user is selected in a custom hierarchy field), you can freeze their
account. That prevents the user from logging in to your organization while you’re working
on deactivating them.
● Onthe UserspageinSetup,click theusernameoftheuserwhoseaccount youwantto freeze.
● ClickFreeze.

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RestrictLoginAccessbyTime

For each profile, you can specify the hours when users can log in. For example, if you decide
your call center employees really only need to look atcustomer data while they'retaking phone
calls nine to five, you can make it so they can't log in during evenings and weekends.

1. FromSetup,intheQuickFindbox,enter Profiles,andthenselectProfiles.
2. Clicktheprofileyouwantto change.
3. UnderLoginHours,clickEdit.
4. Setthedaysandhourswhenuserswiththis profile canlogintothe organization.
5. Toallow userstologinatanytime,click Clearalltimes.
6. To prohibit users from using the system on a specific day, set the start and end times to the
same value

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 LIGHTNINGAPPBUILDER

Lightning App Builder is a visual development tool provided by Salesforce that

allows users to design and customize the user interface of their Salesforce applications without
the need for extensive coding. It is part of the Lightning Experience, Salesforce's modern and
user-friendly interface.

Lightning App Builder lets developers and business users build beautiful custom user
interfaces that are designed to work perfectly on your desktop and mobile devices, all without
writing a single line of code. In this Quick Start, you'll build a geolocation app for sales reps in
the field using the Lightning App Builder. You'll use a pre-built Lightning Component and the
drag-and-drop interface of Lightning App Builder to create this app.

CreateYourFirstPage

ALightning Pageisacontainer forLightning Components.Createyourfirstpageandadda

component to it.
If you haven’t already, log in to Trailhead, then launch your Trailhead Playground by
clickingLaunchatthebottomofthis page.ThisopensyourTrailheadPlaygroundinanewtab.

1. If you're not already on the Setup home page, click Gear icon to access Setup in Lightning
Experience. and select Setup to launch Setup in a new tab.
2. EnterLightningAppBuilderinQuickFindandselect LightningApp Builder.
3. UnderLightningPages,clickNew.
4. SelectAppPagethenclickNext.
5. IntheLabel field,typeFieldSalesAppandclickNext.
6. InCreateaNewLightningPage,selectTwo Regions.
7. ClickDone.

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Foryourfirstcomponent,dragaListViewcomponentontothepage.

1. IntheDesktopdrop-downlist,clickTablet-Portrait.Thecanvas'spreviewlayout changes
from the standard single column to two columns.
2. FromtheStandard Components menuontheleft, dragtheListViewtotheleft column.
3. Settheproperties ofthiscomponentusingtheProperties listintherightsidebar.
o IntheObjectdrop-downlist,selectAccount.
o IntheFilterdrop-downlist,selectMy Accounts.
o IntheNumberofRecordstoDisplayfield,enter7.
4. ClickSaveandNotyetoptiontoactivate thePage

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 SalesforceMarketingCloud

MarketingCloudisusedbyalmostallcompaniesformarketingpurposes.InthisSalesM
arketCloud,youcansendcustomizedmassmailerstothousandsofpotentialcustomersatju
stasingleclick.Youcanalsotargetsomecontentonsocialmediausingadvertisements.This
canbe

usedtoboostyoursalesnumbers.

Therearemanywayshowanoptimalmarketingstrategyshouldbe.Butfromthoseco
mpaniesthatfailedbadlyinmarketing,onethingisclear.Delugingmistargetedadstocusto
mersisclearlynotthewaytogo.Ifyou’reanavidonlineuser,youmightde 昀 椀

nitelyhaveencounteredsuchadsinyourmailbox.

Ifyouareintomarketing,withSalesforceMarketingCloud,youcanmakeyourmarket
ingteamsmarterandbemorepredictiveabouteachcustomer.You’llgetanintellige
ntplatformintegratingmarketing,sales,service,andcommercethatwillmakefora
collaborativeCRM,equippedwithtoolsanddatatomakerecommendationsbasedon
pastpurchases.

Fig:1.4MarketingCloud

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 Thisisalsohelpfulinsolvingissuesyourcustomersmighthavewithcertainproduc
ts.Youcanincreaseengagementthroughcustomcommunities(asspeci 昀 椀
edinthesubsequentsectionbelow)andconnecttoyourcustomersthroughanyde
viceonanychannelfromsocialmedia.Gatheringkeyinsightsintostrengtheningy
ourrelationshipwitheachcustomerateverystagewillbemadeeasywithSalesfor
ceMarketingCloud.Easilyadjustablecampaignstohelpdriveleadsinthepipelin
ewhileyougetacompleteviewofthecustomerdatatooptimizeyourmarketingst
rategy,allispossiblewithSalesforce’smarketingfacility

SalesforceServiceCloud

UsingSalesforce,supportagentscanaddresscustomerproblemswiththerighttools.
Buildingself-
servicecommunitiesgiveyourcustomerstheabilitytosolvetheirissuesontheirownterms.

Asaserviceowner,customeropinionsoughttobeyourtopconcern.Everyshare,like,
heart,orrecommendationmakesabigdi 昀 昀
erence,andifthey’rehappyyou’rehappytoo.Asaservicebusinessowner,youshould
knowalltheissuesofyourcustomersandthecustomerhistoryandthenshouldprovid
eone-on-oneservice,accordingly.

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 Fig:1.5ServiceCloud

Thismakesyousmarterandbetterabletodiscussthedetailsofeachsaleandca
sehistory.Youshouldalsobeabletoputforwardmarketingmessagesthattweakthei
nterestofyourcustomers.Whenyouarebetterabletoconnecttothetechniciansont
he 昀 椀
eld,itbecomeseasierforyoutomakethemmoreproductive.AllthisispossiblewithSa
lesforceServiceCloud.

SalesforceArchitecture

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 Fig:1.6SalesforceArchitecture

ThearchitectureofSalesforcecanbedividedintovariouscomponentsdescribedasf
ollows:
TrustedmultitenantCloud
Inthiscomponent,multipleinstancesofoneormoreapplicationoperateseparatelyi
nasharedenvironment.Theinstancesareknownastenantswhichseparatefromeachother
.Although,

therearephysicallyremaininthesamehardware.Itiscalledtrustedasito 昀 昀
ersahighlevelofsecurity
ScalableMetadataPlatform
Thiscomponenthelpsyoutocustomizations.Italsoallowsyoutoincreasetheamo
untofdataorconcurrentuserinstances.
EnterpriseEcosystem

TheenterpriseEcosystemofSalesforceisquitebigasmanypartnerscontribu
tebycreatingand maintaininginthisplatform.
APIs
Salesforceo 昀昀 ersapowerfulsuiteofAPIstodeveloptheMobileApp.

SalesforceasSaaS(SoftwareasaService):Noinstallations,setupordownload
required.JustLoginandusesoftwareacrosstheCloud

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 Module2
SECURITYSPECIALISTSUPERBADGE

SecuritySpecialistSuperbadge

TheSecuritySpecialistSuperbadgeisaSalesforce
credentialcomposedofthreesuperbadges.

SecurityGovernanceSpecialistS
uperbadge
 UserAccessSpecialistSuperbadge

SecurityGovernanceSpecialistSuperbadge

TheSecurityGovernanceSpecialistSuperbadgeisaSalesforcecredentialmad
eupoftwo superbadgeunits.

1. AuthenticationGovernanceSuperbadgeUnit

2. AccessGovernanceSuperbadgeUnit

1. AuthenticationGovernanceSuperbadgeUnit:

ToearntheSecuritySpecialistSuperbadge,you'lldemonstrateyourpro 昀 椀
ciencyinmonitoringandenhancinguserauthentication.You'llconductthoroughaud
itsofsinglesign-on(SSO)andmulti-
factorauthentication(MFA)users,ensuringcomplianceandsecurity.You'llbuildco
mprehensiveauthenticationmonitoringreportsanddashboards,providingvaluabl
einsightsintouseractivityandpotentialrisks.You'llcustomizea 昀 氀
owwithaconcurrentsessionsemailaction,proactivelyalertingusersofsuspiciousac
tivityandpreventingunauthorizedaccess.Byimplementingthesemeasures,you'lls
afeguardyourSalesforceorganizationandmaintainahighlevelofsecurity.

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2. AccessGovernanceSuperbadgeUnit:

ToearntheSecuritySpecialistSuperbadge,you'lldelveintotherealmofprivil
egedusermanagement,dataprotection,andconnectedappaccessmonitoring.You'
llconductthoroughauditsofprivilegedusers,evaluatingtheiraccesslevelsandadju
stingpermissionsasneededtoensuretheprincipleofleastprivilege.You'llvigilantly
monitorchangestokeydata,promptlyidentifyingandmitigatinganypotentialexpo
sureofsensitiveinformation.You'llarticulatebestpracticesinmonitoringconnecte
dappaccess,ensuringthatonlyauthorizedappshaveaccesstoSalesforcedata.Byim
plementingthesemeasures,you'llsafeguardyourSalesforceorganizationfromunau
thorizedaccessanddatabreaches.

UserAccessSpecialistSuperbadge

TheUserAccessSpecialistSuperbadgeisaSalesforcecredentialmadeupofthr
eesuperbadgeunits.

1. UserAccessFundamentalsSuperbadgeUnit
2. ExtendedUserAccessandRestrictionSuperbadgeUnit
3. UserAccessTroubleshootingSuperbadgeUnit

1. UserAccessFundamentalsSuperbadgeUnit:

ToearntheSecuritySpecialistSuperbadge,you'llembarkonajourneytomast
erSalesforce'ssophisticatedpermissionmanagementsystem.You'llestablishrecor
daccessthroughorganization-
widedefaults,ensuringaconsistentsecuritybaselineacrossyourSalesforceorg.You
'llcreateandmodifypro 昀 椀 les,carefullyde 昀 椀 ningtheaccesslevelsfordi 昀 昀
erentusergroups.You'llmanageaccesstostandardandcustomobjects,grantingusers
appropriatepermissionstoview,edit,ordeletedata.You'llcreatepermissionsetsan
dpermissionsetgroups,enablinggranularcontroloveruseraccessandstreamlining
permissionassignments.Bymasteringtheseconcepts,you'llbecomeanexpertinsaf
eguardingSalesforcedataandmaintaininguseraccess.

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2. ExtendedUserAccessandRestrictionSuperbadgeUnit:
ToearntheSecuritySpecialistSuperbadge,you'lldelveintothedepthsofSalesfor
ce'srobustsharingmodel.You'll 昀 椀 ne-tuneorganization-
widesharingsettings,establishingabalancebetweendatavisibilityandsecurity.You'llc
reaterolesandimplementhierarchicalsharing,leveragingtheorganizationalstructure
tocontrolrecordaccess.You'llconstructowner-basedandcriteria-
basedsharingrules,grantingusersaccesstospeci 昀 椀 crecordsbasedonprede 昀 椀
nedcriteria.You'llemployrestrictionrulesto 昀 椀 lterrecordaccessbasedonuserpro 昀
椀
les,ensuringthatonlyauthorizeduserscanviewsensitivedata.Bymasteringthesetechn
iques,you'llbecomeanexpertinmanagingSalesforcedatasharingandsafeguardingyour

organization'sinformation.

3. UserAccessTroubleshootingSuperbadgeUnit:

ToearntheSecuritySpecialistSuperbadge,you'lldemonstrateyourexpertise
inmanaginguseraccessandpreventingdataleaks.You'llskillfullyadjustaccesslevel
susingpro 昀 椀
lesandpermissionsets,ensuringthatusershaveonlythenecessarypermissionstoper
formtheirtasks.You'llproactivelyidentifyandrectifyunintendedsharing,safeguar
dingsensitiveinformationfromunauthorizedaccess.You'llcon 昀 椀
gurevisibilityupdatesbasedonyourorganization'sspeci 昀 椀
crequirements,maintainingdataintegrityandcompliance.You'lladherestrictlyto
companystandardsandpolicies,ensuringthatyouractionsalignwiththeorganizatio
n'ssecurityframework.

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 17

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 Module3

USERAUTHENTICATIONSPECIALISTSU
PERBADGE
3.0UserAuthenticationSpecialistSuperbadge

TheUserAuthenticationSpecialistSuperbadgeisaSalesforcecredentialcomp
osedofthree superbadgeunits.

1. UserAuthenticationSettingsSuperbadgeUnit
2. Multi-FactorAuthenticationandSingleSign-OnSettingsSuperbadgeUnit
3. UserAuthenticationTroubleshootingSuperbadgeUnit

UserAuthenticationSettingsSuperbadgeUnit:

● Setappropriatepasswordpolicies:Enforcestrongpasswordrequirements,suc
hasminimumlength,complexity,andregularchanges.
● Con 昀 椀
gureloginrequirementsandlimits:Implementloginhistorytracking,lockoutmech
anismsforfailedloginattempts,andrestrictionsonloginsfromsuspiciousIPaddress
es.
● ControlAPIaccessforconnectedapps:Grantaccessonlytotrustedapps,employ
OAuthauthenticationforsecurecommunication,andcloselymonitorAPIusage
patterns.
● SettrustedIPaddressesforusers:RestrictloginstoauthorizedIPaddresses,utili
zeVPNsforsecureremoteconnections,andemployIPwhitelistingforsensitived
ataaccess.

Multi-FactorAuthenticationandSingleSign-onSettingsSuperbadgeUnit:

18

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 ToearntheSecuritySpecialistSuperbadge,you'lldelveintotherealmofenhan
cedauthenticationmechanisms,ensuringrobustprotectionagainstunauthorizeda
ccess.
You'llcon 昀椀 guresinglesign-
on(SSO)settingstostreamlineuserauthenticationandeliminatetheneedformultiplelo
gins.You'llimplementmulti-
factorauthentication(MFA)asanadditionallayerofsecuritybeyondpasswords.You'llen
ableLightningLogin,astreamlinedauthenticationexperiencethatsimpli 昀椀
esuseraccesswhilemaintainingsecurity.You'llthoroughlytestyourcon 昀椀
gurationswiththeSalesforceAuthenticatorappto
ensureseamlessintegrationandoptimalsecurity.

UserAuthenticationTroubleshootingSuperbadgeUnit:

ToearntheSecuritySpecialistSuperbadge,you'lldemonstrateyourabilitytoh
andlevarioussecurity-
relatedscenarios.You'llassistanewuserinconnectingtotheSalesforceAuthenticat
orapp,ensuringsmoothonboarding.You'lltroubleshootsinglesign-oncon 昀椀
gurationissues,maintainingseamlessuseraccess.You'lltakeswiftsecurityprecauti
onsifauser'sphoneisstolen,safeguardingtheSalesforceorganization.By
e 昀昀
ectivelymanagingthesesituations,you'llshowcaseyourexpertiseinSalesforcesecurity.

Fig:2IdentityVerification

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 Module4
LIGHTNINGEXPERIENCEREPORTS&DASHBOARDS
SPECIALIST

4.0LightningExperienceReports&DashboardsSpecialist

TheLightningExperienceReports&DashboardsSpecialistSuperbadgeisaSal
esforcecredentialthatvalidatesyourpro 昀 椀
ciencyincreating,managing,andutilizingreportsanddashboardsinSalesforceLight
ningExperience.ByearningthisSuperbadge,youdemonstrateyourabilitytoextract
meaningfulinsightsfromSalesforcedata,presenttheminavisuallyappealingandun
derstandableformat,andempoweruserstomakedata-drivendecisions.

SkillsRequiredforaLightningExperienceReports&DashboardsSpec
ialist

● ToexcelasaLightningExperienceReports&DashboardsSpecialist,youshouldp
ossessablendoftechnicalandanalyticalskills.
● ThoroughunderstandingofSalesforcedatamodels:Youmusthaveadeepunder
standingofSalesforcedatastructures,relationshipsbetweenobjects,andtheS
alesforcereportinglanguage(SOQL).
● Pro 昀 椀 ciencyinSalesforcereportbuilder:Youshouldbepro 昀 椀
cientinusingtheSalesforcereportbuildertocreatereports,apply 昀 椀
lters,andutilizeconditionalformulas.
● ExperiencewithSalesforcedashboardcomponents:Youmustbefamiliarwithvario
usdashboardcomponents,theirfunctionalities,andhowtoarrangetheme 昀 昀
ectively.
● Dataanalysisandvisualizationskills:Youshouldpossesstheabilitytoanalyzeda
ta,identifypatterns,andtranslateinsightsintovisuallycompellingchartsandg
raphs.
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 ● Strongcommunicationandcollaborationskills:Youmustbeabletoe 昀 昀
ectivelycommunicatecomplexdatainsightstonon-
technicalusersandcollaboratewithstakeholderstounderstandtheirreporting
needs.

Bene 昀椀
tsofEarningtheLightningExperienceReports&DashboardsSpecialistSuperbadge

● EarningtheLightningExperienceReports&DashboardsSpecialistSuperbadgeo 昀
昀 ersseveralbene 昀椀 ts,including:
● Recognitionofyourexpertise:TheSuperbadgeservesasavaluablecredential,v
alidatingyourskillsandknowledgeinSalesforcereportinganddashboarding.
● Enhancedcareeropportunities:TheSuperbadgecanopendoorstonewcareero
pportunities,positioningyouforpromotionsandadvancement.
● Increasedcontributiontoyourorganization:Yourabilitytocreateandmanager
eportsanddashboardscansigni 昀 椀 cantlyenhanceyourorganization'sdata-
drivendecision-makingcapabilities.

Administerreportanddashboardvisibilityandaccess

Toensurethatonlyauthorizedusershaveaccesstosensitivedata,you'lllearnt
ocreateandmanagereportanddashboardfolders,setreportanddashboardsharing
permissions,andgrantorrevokeaccesstoreportsanddashboards.Thisinvolvesunde
rstandingSalesforce'ssharingmodelandutilizingitsfeaturese 昀昀 ectively.

Applyreporttypesand 昀椀 elds

You'llgainpro 昀 椀 ciencyincreatingcustomreporttypestocatertospeci 昀 椀
creportingneedsanddatastructures.Thisincludesaddingand

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removing 昀 椀 eldstoreports,utilizing 昀 椀 ltersandconditionalformulastore 昀 椀
nereports,andunderstandingthedi 昀 昀 erenttypesofrecord 昀 椀
ltersandtheirimpactondatapresentation.

Designarecord 昀椀 lteringstrategy

E 昀 昀 ective 昀 椀
lteringiscrucialfornarrowingdownreportresultsandfocusingonrelevantdata.You'lllearnto
createe 昀 昀 ectiverecord 昀 椀 ltersbasedonspeci 昀 椀 ccriteria,employdynamic 昀 椀
ltersto 昀 椀 lterreportsbasedonreal-timedataoruserinput,andcombinemultiple 昀 椀
lterstocreatesophisticated 昀椀 lteringstrategies.

Createandsurfacereportchartsanddashboards
Datavisualizationisessentialforcommunicatinginsightse 昀 昀
ectively.You'llmastercreatingavarietyofcharttypes,includingbarcharts,linechar
ts,andpiecharts,formattingchartstomakethemvisuallyappealingandeasytounde
rstand,andstrategicallyplacingchartsandreportsondashboardstoprovideuserswi
thkeyinsights.

Applybuckets,groups,andcustomsummaryformulas
Datasummarizationhelpsinunderstandingtrendsandpatterns.You'lllearnto
usebucketstogroupdataintomeaningfulcategories,creategroupstoanalyzedataa
tdi 昀 昀
erentlevelsofdetail,anddevelopcustomsummaryformulastocalculatecomplexm
etrics.

Createdashboardcomponents
Dashboardsprovideacentralizedviewofkeyinformation.You'lllearntoaddandr
emovecomponentstodashboards,con 昀 椀
gurecomponentpropertiestocustomizetheirappearanceandbehavior,anduse 昀 椀
ltersandconditionalformattingtopersonalizedashboardsforspeci 昀椀 cusers
TheLightningExperienceReports&DashboardsSpecialistSuperbadgeisaval
uablecredentialthatdemonstratesyourexpertiseinacriticalareaofSalesforcedata
management.ByearningthisSuperbadge,
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you position yourself as a data-driven professional.

Fig:3LightningExperienceDashboard

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 Module5SUPER

BADGES

5.0SUPERBADGES

Mytypicaldaywouldconsistofcompletingmilestonesandexploringchallengesinthe trail
head platform, which includes watching and learning from trainers via video sessions,
step-by-step tutorials that explain the process of creating applications and deploying
them.
The trailhead modules are designed so that there is a lab after each video session; this
way,whenIreadaboutanewtopic,Icanimplementitinrealtime viavirtuallabs.This resulted in
an easy-to-understand salesforce method. There are many badges and points for each
activity and milestone to make it even more tough and enjoyable.
Eachmedalmaybeobtainedbycompletingaspecificchallengeineachmodule.This pushed
me to collect additional badges and points, which I may use to demonstrate recruiters
my talents through digital badges.

Fig:4Superbadges

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The Admin Super Set is a collection of three superbadges offered by Salesforce that validate your
expertise in securing Salesforce data and applications. This superset is designed for Salesforce
administrators, developers, and security professionals who want to demonstrate their proficiency in
protecting Salesforce environments from unauthorized access and other threats.

ToearntheAdminSuperSet,youmustcompletethefollowingthreesuperbadges:

SalesforceSecuritySpecialistSuperbadge

This superbadge covers the fundamentals of Salesforce security, including Salesforce security
concepts, user permissions and access, data protection, login security, and Apex security.

SalesforceIdentityandAccessManagementSuperbadge

This superbadge delves deeper into identity and access management (IAM) concepts, such as user
authentication, single sign-on (SSO), multi-factor authentication (MFA), and role-based access
control (RBAC).

SalesforceDataProtectionSpecialistSuperbadge

This superbadge focuses on data protection strategies, including encryption, data masking, data
classification, and data loss prevention (DLP).

Finally, through creating services and apps during my internship, I obtained both theoretical and
practical expertise. I also like to thank Smart Internz for the simple onboarding and virtual learning
process. Throughout the internship, Smart Internz has taken a personal interest in my learning
process. Personal mentors have advised and updated me on each module I finished.

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 CONCLUSION

Bysuccessfullycompletingthethreesuperbadgeunits,aspiringsecurityprofe
ssionalsgainin-
depthknowledgeofuserauthenticationmechanisms,securitygovernanceprinciple
s,anduseraccessmanagementstrategies.Thiscomprehensiveunderstandingequip
sthemtotacklethecomplexitiesofSalesforcesecurityandmakeinformeddecisions
toprotectorganizationaldata.TheSecuritySpecialistSuperbadgedelvesintotheint
ricaciesofuserauthentication,emphasizingtheimportanceofverifyinguseridentit
iesbeforegrantingaccesstosensitivedata.Throughhands-
onexercises,individualsexplorevariousauthenticationmethods,includinguserna
meandpasswordcombinations,singlesign-on(SSO)integration,andmulti-
factorauthentication(MFA)implementation.

Thesuperbadgeunderscoresthesigni 昀 椀
canceofsecuritygovernance,establishingaframeworkforsafeguardingSalesforce
organizations.Participantsgaininsightsintodevelopingandimplementingsecurity
policies,enforcingaccesscontrols,andimplementingdataencryptionmeasures.Th
eyalsolearntoestablishacomprehensivemonitoringplantoproactivelyidentifyand
addresspotentialsecuritythreats.TheSecuritySpecialistSuperbadgeequipsindivi
dualswiththeskillstoe 昀 昀
ectivelymanageuseraccesswithinSalesforceenvironments.Theylearntocreatene
wusers,assignrolesandpermissions,andmaintainuserpro 昀 椀
les,ensuringthataccessalignswithindividualresponsibilities.Additionally,theym
astertheartofprovisioningandde-
provisioninguseraccess,ensuringthataccessprivilegesremainrelevantandaligned
withcurrentneeds.

EarningtheSecuritySpecialistSuperbadgeisnotmerelyanacademicpursuit;i
tisatransformativejourneythatelevatesindividualstotheforefrontofSalesforcese
curityexpertise.Bymasteringthesuperbadge'sconcepts,individualsdemonstratet
heircommitmenttodatasecurity,makingthemhighlysought-
afterprofessionalsintoday'sdemandingjobmarket.TheSecuritySpecialistSuperba
dgestandsasatestamenttoan
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individual'sdedicationtosafeguardingSalesforceorganizations.Byearningthispres
tigiouscredential,individualsnotonlyenhancetheircareerprospectsbutalsomake
asigni 昀 椀
cantcontributiontotheoverallsecuritypostureoftheirorganizations.Astheworldin
creasinglyreliesonSalesforcefordatamanagementandbusinessoperations,thede
mandforsecurity-
focusedprofessionalswillcontinuetorise.TheSecuritySpecialistSuperbadgeempo
wersindividualstorisetothischallenge,ensuringthatSalesforceremainsatrustedpl
atformfororganizationsworldwide
When I started working on Security Governance Super badge, they asked me
tocompletetheprerequisitesliketheAuthentication GovernanceandAccessGovernanceUnits.In that
modules I have learned how to protect my data by performing Axiom SSO tests which would
send a request to the salesforce to protect the data.

Another aspect I would like to mention is regarding the Lightning Experience Reports
and Dashboards Specialist Super Badge. Here I was asked to construct a new trailhead
playground and was asked to install a package (04t1H0000018kE1) named Solar Bots AppPage.
Then they asked us to create six public teams namely Executive Team, Report and Dashboard
Administrators, Research and Development Team, Sales, Leadership Team, Sales Team,
Support Team and we should verify the Solar bot status.

Finally, In the Admin Super Set, an assessment was conducted to verify the progress of
the previous super badges. In the Administrator Journey of Salesforce, I learned many things
regarding the creation of lightning pages, cloud basics, data modelling, how to keep data secure
and manage the data. I would like to thank Salesforce and Smart Internz for giving me this
opportunity to work with them and help me upgrade my skills which would be useful for my
career.

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 REFERENCES

1. https://www.forcetalks.com/blog/sales-cloud-in-salesforce-all-about-it/
2. https://www.forcetalks.com/blog/oauth-2-0-client-credentials-flow-
salesforeedeveloper-guide/
3. https://www.forcetalks.com/blog/salesforce-crm-implementation-challengesand-
solutions/
4. https://www.forcetalks.com/blog/managed-services-the-go-to-model-forsalesforce-
users/
5. https://www.forcetalks.com/videos/data-migration-salesforce-admin-tutorial
6. https://www.forcetalks.com/videos/salesforce-salaries-in-current-market/
7. https://www.forcetalks.com/videos/is-salesforce-career-recession-proof/
8. https://www.forcetalks.com/videos/validation-rules-in-salesforce-video-tutorialguide/
9. https://www.forcctalks.com/blog/user-agent-flow-in-salesforce-the-developerguide/
10. https://www.forcetalks.com/blog/top-5-ways-salesforce-cdp-solves-customerdata-
challenges-and-benefits-business-growth/

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