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“Who Sees What?” in Salesforce with Video list

  • by Simone

Salesforce is very versatile and the setup and configuration are multi-layered. It took me a while to find the “Who Sees What?” Videos from Salesforce Support on YouTube. Unfortunately, they are all over the place, in different languages, and not in the correct order.

Salesforce Support’s Who sees what video series is a godsend! All the videos are sorted and for me now easier to understand. While watching these videos over and over again I have created my own little cheat sheet to help me to remember the most important steps of the Salesforce Security Settings

Happy learning, Trailblazers!

Authentification Governance Superbadge Superbadges

Authentication Governance Superbadge Unit

  • by Simone

What is Salesforce testing in this Superbadge?

According to Trailhead:

  • Audit SSO and MFA Users
  • Build Authentication Reports and Dashboards
  • Customize a flow

The Concept tested in this Superbadge:

  • Authentication Governance

You need to create a new Trailhead Playground for this Superbadge! The new Dev Org includes the “User Access & Permission Assistant” which you will find in the App Launcher by typing in “User”. The new Dev Org needs to be connected to your Trailhead Profile.

Users, Roles, and Profiles and the Authentification they have to use:

UserRoleProfileAuthentication requirementActiv?
[Admin]SFAdminSystem AdministratornoneA
User, Security–Analytics Cloud SecuritySSOA
Chatter ExpertChatter Free UserSSOA
A,AiyazCustomer Support, North AmericaStandard Plattform UserSSOA
B,RachelCustomer Support, InternationalStandard Plattform UserSSOA
Campfire, Carla–Break Glass AdminSalesforce MFAA
User, Integration–Analytics Cloud Integration UserSSOA
R,OliverInstallation & Repair ServiceStandard UserSSO
M,BeccaVP, MarketingStandard UserSSO
G,RobinSVP,Customer Service & SupportStandard UserSSO
P,DanielDirector, Direct SalesCustom, Sales ProfileSSO
Fractour,Cristal–Break Glass AdminSalesforce MFA

I wrote on my Notepad the Role Hierarchy, but this information was not necessary. Also, I did not need to use the User & Access Permission Assistant but it is a nice App, I would consider using it in my Org taking the active Users in the Org into consideration.

User Authentication Reports to create

Report NameDescription
Login Attempts by StatusAll login attempts grouped by login status
Failed Login Attempts by UserAll unsuccessful login attempts grouped by username and login status
Verification Challenges by MethodAll identity verification challenges grouped by method and status
Logins without SSO and MFAAll successful login attempts where login type does not include SSO and (Identity Verification) Method is blank; grouped by username and login type

Reports should show All Users and Logins from the last 30 Days. Don’t forget to hide the Report details.
I created a failed login attempt for the 2nd report with one of the Break Glass Admins to have a reference for the report. Do not get discouraged if the report you create is empty!

The Flow task is pretty straightforward. The explanation where to put the information and where to create the Login Flows is in the sentence. You do not have to test the flow with the Standard and Custom: Sales Profile before checking.


The Trailhead Help contains all the information you need to be successful. Good luck with this Superbadge! You can do it!

Security Superbadge Superbadges

The Salesforce Security Superbadge – Requirements & User Stories

  • by Simone

Have you started to learn about Salesforce, made your way through Trailhead and now look at this Superbadge?

Have you just managed all the other Superbadges which are now required before you tackle this one?

But do not quite know where and how to start?

Following Jeffrey Alhadeff YouTube Video about the Superbadge, I have drawn out UserStories and talk about some of the challenges! Sorry, you won’t find solutions here though!

What the Salesforce Security Superbadge is about

According to Trailhead, GenZ Capital security has to meet the OldGuard requirements and you as the Salesforce Admin are the go-to person!

Here is the Organisational Chart for GenZ:

Pay attention to the Organisational Chart, it is important for the setup of the GenZ Capital Users.

The Challenge as table:

 ORG wideExecutiveInside SalesField SalesProject Manager**
LoginPW reset every 90 days
PW 8 characters include alpha and numeric characters
mobile access on demand
no hour restriction
access via IP 0.0.0.0
between 8:00am and 6:00pm
no mobile access 
mobile access on demand
no hour restriction 
mobile access on demand
name security property “Project Managers” 
Accountsaccess for anyone (if profile allows it)View allView, create, edit all (no delete)read, edit all*  
Opportunityaccess to their own & managerView allView, create, edit all (no delete)*read, create, and edit their own (but not delete)view all if Type = “Existing Customer & Upgrade” and Stage = “Closed Won” 
list view/folders create / not create or manage for otherscreate, manage for them and otherscreate / not create, manage for others 
reports/dashboards create R&D, not folderscreate, create & manage folders create / but not create or manage folders 

*do not use View all, Modify All

**do not use Profile to set record level permission, do not use Role for sharing records

GenZ Capital User Stories

I have started the habit of writing User Stories for the Superbadges and in general, for the Dev Orgs, I am creating. It helps to get into the right mindset and keep track of the tasks and keep an eye on the Acceptance criteria, especially if you set up your own Salesforce Dev Org. I will write more about User Stories [later here]

  • UserStory Executive
  • UserStory Field Sales
  • UserStory Project Manager
  • UserStory Inside Sales
Storyboard - Salesforce Order of Execution Salesforce Learning

Salesforce Order of Execution – Storyboard

  • by Simone

Do you struggle to learn the List called “Salesforce Order of Execution” too?

Here is, how I learned it!

You need to learn the Order of Execution, but remembering it from a list is difficult. I hear you! Have you ever heard of the Method of loci?

The method of loci is a strategy for memory enhancement, which uses visualizations of familiar spatial environments in order to enhance the recall of information. The method of loci is also known as the memory journey, memory palace, or mind palace technique. 

Wikipedia

I created a Storyboard to remember the Order of Execution!
The list includes Custom Validation, so my story somehow works around an Airport and Customs.

  • Order of Execution List
  • Order of Execution Story Board
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