Live Training
You can control user access to features in Salesforce by using profiles management and sharing rules. In this course, you will be introduced to different components of Salesforce’s security model and how each component limits or grants access to the user. You will learn how to manage security at user level and how to set up your own organization’s hierarchy within Salesforce and define security rules for different roles and profiles as needed.
Learning Outcomes
Understand Salesforce Security Model
Understand base level Security of Salesforce Data Model
Create your own set of rules to grant access to users
Manage Users & their roles and profiles in the organization
Set up your Organization Hierarchy
course details
This course is to be delivered over 3 sessions of 1 hours each:
Fuel your AI Agents with real-time insights
Customer service representatives can be armed with information in a few seconds with a simple conversational query. No more juggling multiple screens, swivel chairing and accessing multiple apps and interfaces to find information related to a customer.
Self-service possibilities for customers become more exciting as customers and partners can access AI Agent-powered web portals and web apps and lookup information, request actions and get progress visibility and status updates, in response to simple conversational requests, powered by live data streaming from ERPs and back-office systems.
Avoid expensive integrations
Your data stays as-is, in the system it belongs to. This bypasses the need for expensive data migrations and matching up reference IDs and data formats across multiple systems.
Data can be accessed on-demand by AI Agents without having to deal with the overhead of a long, complex integration project.
Bypass all ETL / data sync pains
The conventional Extract-Transform-Load complexity of data integrations is bypassed as the data is not synced or replicated across systems.
The zero-copy architecture simply queries the data on-demand as and when needed.