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Salesforce Internship Report

Computer science and systems engineering (Sree Vidyanikethan Institute of

Management, Tirupati)

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Internship Report
on
Salesforce Administrator Virtual Internship

An internship report submitted to

Jawaharlal Nehru Technological University Anantapur
In partial fulfillment of the requirements for the award of the degree of

BACHELOR OF TECHNOLOGY
IN
COMPUTER SCIENCE AND SYSTEMS ENGINEERING

Submitted by
Mudiyam Nikhilesh Krishna
21121A3736
III B. Tech I Semester
Under the esteemed supervision of
Ms. K. Pujitha
Assistant Professor

Department of Computer Science and Systems Engineering

DEPARTMENT OF COMPUTER SCIENCE AND SYSTEMS ENGINEERING

SREE VIDYANIKETHAN ENGINEERING COLLEGE

(AUTONOMOUS)
(Affiliated to JNTUA, Anantapuramu and approved by AICTE, New Delhi) Accredited by NAAC with A Grade
Sree Sainath Nagar, Tirupati, Chittoor Dist. -517 102, A.P, INDIA
2023 - 2024

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DEPARTMENT OF COMPUTER SCIENCE AND SYSTEMS ENGINEERING

SREE VIDYANIKETHAN ENGINEERING
COLLEGE
(AUTONOMOUS)
(Affiliated to JNTUA, Ananthapuramu, Approved by AICTE, Accredited by
NBA & NAAC) Sree Sainath Nagar, Tirupati – 517 102, A.P., INDIA

Certificate
This is to certify that, the Salesforce Virtual Internship entitled
“Salesforce Administrator Virtual Internship”

is the bonafide work done by

Mudiyam Nikhilesh Krishna

21121A3736

in the Department of Computer Science and Systems Engineering, Sree Vidyanikethan

Engineering College (Autonomous), Sree Sainath Nagar, Tirupati and is submitted to
Jawaharlal Nehru Technological University Anantapur, Ananthapuramufor partial
fulfillment of the requirements of the award of B.Tech degree in CSE(CS) during the academic
year 2023-2024.

Supervisor: Head of the Dept.:

Ms. K. Pujitha. Dr. K. Ramani, M.Tech., Ph.D.

Assistant Professor Professor
Dept. of CSSE Dept. of CSSE
Sree Vidyanikethan Engineering College Sree Vidyanikethan Engineering College
Sree Sainath Nagar, Tirupati – 517 102 Sree Sainath Nagar, Tirupati – 517 102

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COMPLETION CERTIFICATE FROM

COMPANY

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ABSTRACT

The Security Specialist Superbadge is an all-inclusive program that equips

Salesforce administrators with the necessary skills to protect their
organizations from ever-changing cyber threats. This comprehensive
superbadge delves into Identity and Access Management (IAM), placing
emphasis on user provisioning, authentication options, authorization
models, and access control methods. The program also focuses on data
security, covering topics like encryption, data loss prevention, and data
masking techniques to safeguard sensitive information. In addition, it delves
into threat detection and prevention tactics, including security monitoring,
vulnerability assessments, and intrusion detection systems.

The User Authentication Specialist Superbadge is an immersion into the

essential signi昀椀cance of user authentication within Salesforce's security
measures. It delves into the nuances of username and password
authentication, such as password complexity requirements and secure reset
procedures. Additionally, the integration of Single Sign-On (SSO) is explored,
enabling users to access Salesforce using credentials from other trusted
systems. A further layer of security is also covered through Multi-Factor
Authentication (MFA), and administrators are guided on how to seamlessly
integrate external Identity Providers (IdPs) for authentication.

The Lightning Experience Reports & Dashboards Specialist Superbadge

empowers Salesforce administrators with the expertise to e昀昀ectively create
and oversee reports and dashboards. This comprehensive program teaches
the fundamentals of reporting, from report types to 昀椀elds and establishing
object relationships. It also delves into the advanced functionalities of report
昀椀lters and cross 昀椀lters, crucial for honing in on speci昀椀c data subsets. By
successfully completing this superbadge, administrators showcase their
mastery in utilizing Lightning Experience to extract valuable insights from

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large datasets, ultimately facilitating informed decision-making within the

Salesforce platform.

Keywords:
 Identity and Access Management (IAM) and Data Security
 Threat Detection and Prevention
 Username and Password Authentication
 Single Sign-On (SSO)

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Table of Contents
Title Pg.No.

Certi昀椀cate iii

Internship Certi昀椀cate iv

Abstract iv

Table of Contents v

List of Figures vi

Module 1: Introduction 1

1.1
Description of the Company 2
1.2
Overview of the Project 3
1.3
Data Security 4
1.4
Lightning App Builder 7

1.5
Salesforce Marketing Cloud 9
1.6
Salesforce Service Cloud
10
1.7
Salesforce Architecture 11

Module 2: Security Specialist Superbadge

12

2.1 Security Governance Specialist Superbadge

13

2.2 User Access Specialist Superbadge 14

Module 3 : User Authentication Specialist Superbadge 15

Module 4 : Lightning Experience Reports and Dashboards 17

Module 5: Super Badges

22

Conclusion
23

References 24

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Title Pg. No

List Fig: 1.1 Salesforce CRM 1

of Figures

Fig: 1.2 Trailhead platform 2

Fig:1.3 Setup 3

Fig: 1.4 Marketing Cloud 9

Fig:1.5 Service Cloud 10

Fig:1.6 Service Architecture 11

Fig: 2 Identity Verification 16

Fig: 3 Lightning Experience Dashboard 19

Fig: 4 Super Badges 20

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Module 1
INTRODUCTION

1.Introduction to Salesforce
Salesforce CRM provides a complete solution for that includes feature-
rich solutions for marketing, sales, services, partner management and
community management .CRM is originally software for managing customer
interaction, such as scheduling tasks, emailing, texting, and many more.
Salesforce does not o昀昀er a speci昀椀c product or software called
“Salesforce PPT.” Salesforce is primarily known for its customer relationship
management (CRM) platform and related cloud-based products for sales,
service, marketing, and other business functions. Talking about HR systems,
every company across the globe has an HR team. Each HR team would
require an HR application to store employee records. Almost all
speci昀椀cations for such an application would be common for all companies.
So, as a developer, it would be very easy to create a salesforce
application for such speci昀椀cations, post it onto the cloud, and provide it as a
service to multiple clients at the same time. Maintenance of the same can
be done altogether too. So basically, the problem of scalability gets
eliminated.

Fig 1.1 : Salesforce CRM

A CRM system allows businesses to manage customer and prospect

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relationships with data. You can store, track, and analyze customer and
prospect information in one central location, including contact and account
information, sales opportunities, service cases, and marketing campaigns.

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1.1 Description of the Company

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 for
learning, 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: 1.2 Trailhead platform

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1.2 Overview of Project Salesforce ORG

Customize the salesforce Platform

The Salesforce platform is used to develop custom objects and functionality 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. From the gear icon, click Setup to launch the setup page.
2. Click the Object Manager tab.
3. Click Contact.
4. In the Details panel, click Fields & Relationships, and then click New.
5. A data type indicates what kind of information your field holds. For this field, pick
Checkbox and click Next.
6. The Field Label is what you see on the Contact page. Enter Prequalified? and click Next.
7. Click Next again to accept the default field-level security.
8. Check the checkbox to add the new field to all the Contact Page Layouts and then click
Save.

Fig:1.3 Setup

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1.3 DATA SECURITY

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 before
granting 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 Data Encryption: Converts sensitive information into unreadable code, which can only
be decrypted by authorized parties with the appropriate keys. This is crucial for
protecting data during transmission and storage.

Control Access to the Org

When you ensure that only employees who meet certain criteria can log in to 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.

Create a User
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. From Setup, in the Quick Find box, enter Users, and then select Users.
2. Click New User. Or you can click Add Multiple Users to add up to ten users at a time.
3. Enter the user’s name, email address, and a unique username in the form of an email
address. By default, the username is the same as the email address.
4. Select the user license this user will have. The license determines which profiles are
available for each user.
5. Select a profile, which specifies the user’s minimum permissions and access settings.
6. Select the option to generate a new password and notify the user, then save.

Deactivate a User

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. From Setup, in the Quick Find box, enter Users, and then select Users
2. Click Edit next to the name of the user you want to deactivate.
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.
 On the Users page in Setup, click the username of the user whose account you want to
freeze.
 Click Freeze.

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Restrict Login Access by Time

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 at customer data while they're taking phone
calls nine to five, you can make it so they can't log in during evenings and weekends.

1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
2. Click the profile you want to change.
3. Under Login Hours, click Edit.
4. Set the days and hours when users with this profile can log in to the organization.
5. To allow users to log in at any time, click Clear all times.
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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1.4 LIGHTNING APP BUILDER

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.

Create Your First Page

A Lightning Page is a container for Lightning Components. Create your first page and add a
component to it.
If you haven’t already, log in to Trailhead, then launch your Trailhead Playground by
clicking Launch at the bottom of this page. This opens your Trailhead Playground in a new tab.

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. Enter Lightning App Builder in Quick Find and select Lightning App Builder.
3. Under Lightning Pages, click New.
4. Select App Page then click Next.
5. In the Label field, type Field Sales App and click Next.
6. In Create a New Lightning Page, select Two Regions.
7. Click Done.

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For your first component, drag a List View component onto the page.

1. In the Desktop drop-down list, click Tablet - Portrait. The canvas's preview layout
changes from the standard single column to two columns.
2. From the Standard Components menu on the left, drag the List View to the left column.
3. Set the properties of this component using the Properties list in the right sidebar.
o In the Object drop-down list, select Account.
o In the Filter drop-down list, select My Accounts.
o In the Number of Records to Display field, enter 7.
4. Click Save and Not yet option to activate the Page

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1.5 Salesforce Marketing Cloud

Marketing Cloud is used by almost all companies for marketing purposes. In

this Sales Market Cloud, you can send customized mass mailers to thousands of
potential customers at just a single click. You can also target some content on
social media using advertisements. This can be used to boost your sales
numbers.

There are many ways how an optimal marketing strategy should be. But
from those companies that failed badly in marketing, one thing is clear. Deluging
mistargeted ads to customers is clearly not the way to go. If you’re an avid

online user, you might de昀椀nitely have encountered such ads in your mailbox.

If you are into marketing, with Salesforce Marketing Cloud, you can make
your marketing team smarter and be more predictive about each customer.
You’ll get an intelligent platform integrating marketing, sales, service, and
commerce that will make for a collaborative CRM, equipped with tools and
data to make recommendations based on past purchases.

Fig: 1.4 Marketing Cloud

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This is also helpful in solving issues your customers might have with certain
products. You can increase engagement through custom communities (as
speci昀椀ed in the subsequent section below) and connect to your customers
through any device on any channel from social media. Gathering key
insights into strengthening your relationship with each customer at every
stage will be made easy with Salesforce Marketing Cloud. Easily adjustable
campaigns to help drive leads in the pipeline while you get a complete view
of the customer data to optimize your marketing strategy, all is possible
with Salesforce’s marketing facility

1.6 Salesforce Service Cloud

Using Salesforce, support agents can address customer problems with the
right tools. Building self-service communities give your customers the ability
to solve their issues on their own terms.

As a service owner, customer opinions ought to be your top concern. Every

share, like, heart, or recommendation makes a big di昀昀erence, and if they’re
happy you’re happy too. As a service business owner, you should know all
the issues of your customers and the customer history and then should
provide one-on-one service, accordingly.

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Fig: 1.5 Service Cloud

This makes you smarter and better able to discuss the details of each
sale and case history. You should also be able to put forward marketing
messages that tweak the interest of your customers. When you are better
able to connect to the technicians on the 昀椀eld, it becomes easier for you to
make them more productive. All this is possible with Salesforce Service
Cloud.

1.7 Salesforce Architecture

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Fig: 1.6 Salesforce Architecture

The architecture of Salesforce can be divided into various components

described as follows:
Trusted multitenant Cloud
In this component, multiple instances of one or more application operate
separately in a shared environment. The instances are known as tenants which
separate from each other. Although, there are physically remain in the same
hardware. It is called trusted as it o昀昀ers a high level of security
Scalable Metadata Platform
This component helps you to customizations. It also allows you to increase
the amount of data or concurrent user instances.
Enterprise Ecosystem

The enterprise Ecosystem of Salesforce is quite big as many partners

contribute by creating and maintaining in this platform.
APIs
Salesforce o昀昀ers a powerful suite of APIs to develop the Mobile App.

Salesforce as SaaS (Software as a Service): No installations, setup or

download
required. Just Log in and use software across the Cloud

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Module 2
SECURITY SPECIALIST SUPERBADGE

2.0 Security Specialist Superbadge

The Security Specialist Superbadge is a

Salesforce credential composed of three
superbadges.

 Security Governance Specialist

Superbadge
 User Access Specialist Superbadge

2.1 Security Governance Specialist Superbadge

The Security Governance Specialist Superbadge is a Salesforce credential

made up of two superbadge units.

1. Authentication Governance Superbadge Unit

2. Access Governance Superbadge Unit

1. Authentication Governance Superbadge Unit:

To earn the Security Specialist Superbadge, you'll demonstrate your

pro昀椀ciency in monitoring and enhancing user authentication. You'll conduct
thorough audits of single sign-on (SSO) and multi-factor authentication
(MFA) users, ensuring compliance and security. You'll build comprehensive
authentication monitoring reports and dashboards, providing valuable
insights into user activity and potential risks. You'll customize a 昀氀ow with a
concurrent sessions email action, proactively alerting users of suspicious
activity and preventing unauthorized access. By implementing these
measures, you'll safeguard your Salesforce organization and maintain a high
level of security.

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2. Access Governance Superbadge Unit:

To earn the Security Specialist Superbadge, you'll delve into the realm
of privileged user management, data protection, and connected app access
monitoring. You'll conduct thorough audits of privileged users, evaluating
their access levels and adjusting permissions as needed to ensure the
principle of least privilege. You'll vigilantly monitor changes to key data,
promptly identifying and mitigating any potential exposure of sensitive
information. You'll articulate best practices in monitoring connected app
access, ensuring that only authorized apps have access to Salesforce data.
By implementing these measures, you'll safeguard your Salesforce
organization from unauthorized access and data breaches.

2.2 User Access Specialist Superbadge

The User Access Specialist Superbadge is a Salesforce credential made

up of three superbadge units.

1. User Access Fundamentals Superbadge Unit

2. Extended User Access and Restriction Superbadge Unit
3. User Access Troubleshooting Superbadge Unit

1.User Access Fundamentals Superbadge Unit:

To earn the Security Specialist Superbadge, you'll embark on a

journey to master Salesforce's sophisticated permission management
system. You'll establish record access through organization-wide defaults,
ensuring a consistent security baseline across your Salesforce org. You'll
create and modify pro昀椀les, carefully de昀椀ning the access levels for di昀昀erent
user groups. You'll manage access to standard and custom objects, granting
users appropriate permissions to view, edit, or delete data. You'll create
permission sets and permission set groups, enabling granular control over
user access and streamlining permission assignments. By mastering these
concepts, you'll become an expert in safeguarding Salesforce data and
maintaining user access.

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2.Extended User Access and Restriction Superbadge Unit:

To earn the Security Specialist Superbadge, you'll delve into the
depths of Salesforce's robust sharing model. You'll 昀椀ne-tune organization-
wide sharing settings, establishing a balance between data visibility and
security. You'll create roles and implement hierarchical sharing, leveraging
the organizational structure to control record access. You'll construct owner-
based and criteria-based sharing rules, granting users access to speci昀椀c
records based on prede昀椀ned criteria. You'll employ restriction rules to 昀椀lter
record access based on user pro昀椀les, ensuring that only authorized users
can view sensitive data. By mastering these techniques, you'll become an
expert in managing Salesforce data sharing and safeguarding your

organization's information.

3.User Access Troubleshooting Superbadge Unit:

To earn the Security Specialist Superbadge, you'll demonstrate your

expertise in managing user access and preventing data leaks. You'll skillfully
adjust access levels using pro昀椀les and permission sets, ensuring that users
have only the necessary permissions to perform their tasks. You'll
proactively identify and rectify unintended sharing, safeguarding sensitive
information from unauthorized access. You'll con昀椀gure visibility updates
based on your organization's speci昀椀c requirements, maintaining data
integrity and compliance. You'll adhere strictly to company standards and
policies, ensuring that your actions align with the organization's security
framework.

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Module 3

USER AUTHENTICATION SPECIALIST

SUPERBADGE
3.0 User Authentication Specialist Superbadge

The User Authentication Specialist Superbadge is a Salesforce credential

composed of three superbadge units.

1. User Authentication Settings Superbadge Unit

2. Multi-Factor Authentication and Single Sign-On Settings Superbadge
Unit
3. User Authentication Troubleshooting Superbadge Unit

3.1 User Authentication Settings Superbadge Unit:

 Set appropriate password policies: Enforce strong password

requirements, such as minimum length, complexity, and regular
changes.
 Con昀椀gure login requirements and limits: Implement login history
tracking, lockout mechanisms for failed login attempts, and restrictions
on logins from suspicious IP addresses.
 Control API access for connected apps: Grant access only to trusted
apps, employ OAuth authentication for secure communication, and
closely monitor API usage patterns.
 Set trusted IP addresses for users: Restrict logins to authorized IP
addresses, utilize VPNs for secure remote connections, and employ IP
whitelisting for sensitive data access.

3.2 Multi-Factor Authentication and Single Sign-on Settings Super badge Unit:

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To earn the Security Specialist Superbadge, you'll delve into the realm
of enhanced authentication mechanisms, ensuring robust protection against
unauthorized access.
You'll con昀椀gure single sign-on (SSO) settings to streamline user
authentication and eliminate the need for multiple logins. You'll implement
multi-factor authentication (MFA) as an additional layer of security beyond
passwords. You'll enable Lightning Login, a streamlined authentication
experience that simpli昀椀es user access while maintaining security. You'll
thoroughly test your con昀椀gurations with the Salesforce Authenticator app to
ensure seamless integration and optimal security.

3.3 User Authentication Troubleshooting Superbadge Unit:

To earn the Security Specialist Superbadge, you'll demonstrate your

ability to handle various security-related scenarios. You'll assist a new user
in connecting to the Salesforce Authenticator app, ensuring smooth
onboarding. You'll troubleshoot single sign-on con昀椀guration issues,
maintaining seamless user access. You'll take swift security precautions if a
user's phone is stolen, safeguarding the Salesforce organization. By
e昀昀ectively managing these situations, you'll showcase your expertise in
Salesforce security.

Fig: 2 Identity Verification

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Module 4
LIGHTNING EXPERIENCE REPORTS & DASHBOARDS
SPECIALIST

4.0 Lightning Experience Reports & Dashboards Specialist

The Lightning Experience Reports & Dashboards Specialist

Superbadge is a Salesforce credential that validates your pro昀椀ciency in
creating, managing, and utilizing reports and dashboards in Salesforce
Lightning Experience. By earning this Superbadge, you demonstrate your
ability to extract meaningful insights from Salesforce data, present them in
a visually appealing and understandable format, and empower users to
make data-driven decisions.

Skills Required for a Lightning Experience Reports & Dashboards

Specialist

 To excel as a Lightning Experience Reports & Dashboards Specialist,

you should possess a blend of technical and analytical skills.
 Thorough understanding of Salesforce data models: You must have a
deep understanding of Salesforce data structures, relationships
between objects, and the Salesforce reporting language (SOQL).
 Pro昀椀ciency in Salesforce report builder: You should be pro昀椀cient in
using the Salesforce report builder to create reports, apply 昀椀lters, and
utilize conditional formulas.
 Experience with Salesforce dashboard components: You must be
familiar with various dashboard components, their functionalities, and
how to arrange them e昀昀ectively.
 Data analysis and visualization skills: You should possess the ability to
analyze data, identify patterns, and translate insights into visually
compelling charts and graphs.
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 Strong communication and collaboration skills: You must be able to

e昀昀ectively communicate complex data insights to non-technical users
and collaborate with stakeholders to understand their reporting needs.

Bene昀椀ts of Earning the Lightning Experience Reports & Dashboards

Specialist Superbadge

 Earning the Lightning Experience Reports & Dashboards Specialist

Superbadge o昀昀ers several bene昀椀ts, including:
 Recognition of your expertise: The Superbadge serves as a valuable
credential, validating your skills and knowledge in Salesforce reporting
and dashboarding.
 Enhanced career opportunities: The Superbadge can open doors to new
career opportunities, positioning you for promotions and advancement.
 Increased contribution to your organization: Your ability to create and
manage reports and dashboards can signi昀椀cantly enhance your
organization's data-driven decision-making capabilities.

Administer report and dashboard visibility and access

To ensure that only authorized users have access to sensitive data,

you'll learn to create and manage report and dashboard folders, set report
and dashboard sharing permissions, and grant or revoke access to reports
and dashboards. This involves understanding Salesforce's sharing model
and utilizing its features e昀昀ectively.

Apply report types and 昀椀elds

You'll gain pro昀椀ciency in creating custom report types to cater to

speci昀椀c reporting needs and data structures. This includes adding and

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removing 昀椀elds to reports, utilizing 昀椀lters and conditional formulas to re昀椀ne

reports, and understanding the di昀昀erent types of record 昀椀lters and their
impact on data presentation.

Design a record 昀椀ltering strategy

E昀昀ective 昀椀ltering is crucial for narrowing down report results and

focusing on relevant data. You'll learn to create e昀昀ective record 昀椀lters based
on speci昀椀c criteria, employ dynamic 昀椀lters to 昀椀lter reports based on real-
time data or user input, and combine multiple 昀椀lters to create sophisticated
昀椀ltering strategies.

Create and surface report charts and dashboards

Data visualization is essential for communicating insights e昀昀ectively.
You'll master creating a variety of chart types, including bar charts, line
charts, and pie charts, formatting charts to make them visually appealing
and easy to understand, and strategically placing charts and reports on
dashboards to provide users with key insights.

Apply buckets, groups, and custom summary formulas

Data summarization helps in understanding trends and patterns. You'll
learn to use buckets to group data into meaningful categories, create
groups to analyze data at di昀昀erent levels of detail, and develop custom
summary formulas to calculate complex metrics.

Create dashboard components

Dashboards provide a centralized view of key information. You'll learn
to add and remove components to dashboards, con昀椀gure component
properties to customize their appearance and behavior, and use 昀椀lters and
conditional formatting to personalize dashboards for speci昀椀c users
The Lightning Experience Reports & Dashboards Specialist
Superbadge is a valuable credential that demonstrates your expertise in a
critical area of Salesforce data management. By earning this Superbadge,
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you position yourself as a data-driven professional.

Fig : 3 Lightning Experience Dashboard

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Module 5

SUPER BADGES

5.0 SUPER BADGES

My typical day would consist of completing milestones and exploring challenges in the
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, when I read about a new topic, I can implement it in real time via virtual labs. 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.
Each medal may be obtained by completing a specific challenge in each module. This
pushed me to collect additional badges and points, which I may use to demonstrate
recruiters my talents through digital badges.

Fig: 4 Super badges

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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.

To earn the Admin Super Set, you must complete the following three superbadges:

Salesforce Security Specialist Superbadge

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

Salesforce Identity and Access Management Superbadge

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).

Salesforce Data Protection Specialist Superbadge

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

By successfully completing the three superbadge units, aspiring

security professionals gain in-depth knowledge of user authentication
mechanisms, security governance principles, and user access management
strategies. This comprehensive understanding equips them to tackle the
complexities of Salesforce security and make informed decisions to protect
organizational data.The Security Specialist Superbadge delves into the
intricacies of user authentication, emphasizing the importance of verifying
user identities before granting access to sensitive data. Through hands-on
exercises, individuals explore various authentication methods, including
username and password combinations, single sign-on (SSO) integration, and
multi-factor authentication (MFA) implementation.

The superbadge underscores the signi昀椀cance of security governance,

establishing a framework for safeguarding Salesforce organizations.
Participants gain insights into developing and implementing security
policies, enforcing access controls, and implementing data encryption
measures. They also learn to establish a comprehensive monitoring plan to
proactively identify and address potential security threats.The Security
Specialist Superbadge equips individuals with the skills to e昀昀ectively
manage user access within Salesforce environments. They learn to create
new users, assign roles and permissions, and maintain user pro昀椀les,
ensuring that access aligns with individual responsibilities. Additionally, they
master the art of provisioning and de-provisioning user access, ensuring
that access privileges remain relevant and aligned with current needs.

Earning the Security Specialist Superbadge is not merely an academic

pursuit; it is a transformative journey that elevates individuals to the
forefront of Salesforce security expertise. By mastering the superbadge's
concepts, individuals demonstrate their commitment to data security,
making them highly sought-after professionals in today's demanding job
market.The Security Specialist Superbadge stands as a testament to an
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individual's dedication to safeguarding Salesforce organizations. By earning

this prestigious credential, individuals not only enhance their career
prospects but also make a signi昀椀cant contribution to the overall security
posture of their organizations. As the world increasingly relies on Salesforce
for data management and business operations, the demand for security-
focused professionals will continue to rise. The Security Specialist
Superbadge empowers individuals to rise to this challenge, ensuring that
Salesforce remains a trusted platform for organizations worldwide
When I started working on Security Governance Super badge, they asked me to
complete the prerequisites like the Authentication Governance and Access Governance Units. 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 App
Page. 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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