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The document is a virtual internship report submitted by Adarsh Raj Pandey for a Bachelor of Technology in Mechanical Engineering, detailing his experience with Salesforce administration. It outlines the objectives of the internship program, the skills acquired, and the project focused on modernizing Apex commands for better user experience. Additionally, it highlights the importance of data security and user authentication within the Salesforce ecosystem.

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0% found this document useful (0 votes)
52 views44 pages

Sales PDF Sales Merged (1) AD

The document is a virtual internship report submitted by Adarsh Raj Pandey for a Bachelor of Technology in Mechanical Engineering, detailing his experience with Salesforce administration. It outlines the objectives of the internship program, the skills acquired, and the project focused on modernizing Apex commands for better user experience. Additionally, it highlights the importance of data security and user authentication within the Salesforce ecosystem.

Uploaded by

munnaraj1205
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 44

SALESFORCE ADMINISTRATOR

VIRTUAL INTERNSHIP REPORT

A report submitted in partial fulfillment of the requirements of the award degree

of

BACHELOR OF TECHNOLOGY

IN

MECHANICAL ENGINEERING

Submitted by

ADARSH RAJ PANDEY


Reg no. 20102117007

DEPARTMENT OF MECHANICAL ENGINEERING

LOK NAYAK JAI PRAKASH INSTITUTE OF TECHNOLOGY, CHAPRA

BIHAR ENGINEERING UNIVERSITY, PATNA

UNDER THE GUIDANCE OF

EXTERNAL GUIDE
PRIYARANJAN SHINA
Salesforce Coordinator
DEPARTMENT OF MECHANICAL ENGINEERING

LOK NAYAK JAI PRAKASH INSTITUTE OF TECHNOLOGY, CHAPRA

BIHAR ENGINEERING UNIVERSITY, PATNA

CERTIFICATE

This is to certify that the Salesforce Project report” submitted by ADARSH


RAJ PANDEY (Regd. No. :20102117007) is a bonafide record of work
done by him and submitted during 2023 – 2024 academic year, in partial
fulfilment of the requirements for the award of the degree of BACHELOR
OF TECHNOLOGY in MECHANICAL ENGINEERING.

Head of the Department

Dr. Abhishek Sharma


Department of Mechanical
Engineering
I am highly indebted to Principal Dr. Mithilesh Kumar Singh, for the
facilities provided to accomplish this internship.

I would like to thank our Head of the Department Dr.Abhishek Sharma


for his constructive criticism throughout my internship.

I would be very pleased to express my heartfelt thanks to


PRIYARANJAN SHINA, Salesforce Coordinator for their
guidance and support provided to complete the internship.

I also thank all those who extended their support and co-operation while
bringing out this internship.

Finally, I would like to thank our family member and friends for their kind
co-operation and motivation in my internship work.

ADARSH RAJ PANDEY


REG NO. 20102117007
SALESFORCE ADMINISTRATION

Salesforce is an american cloud-based software company headquartered in san


francisco, california. It provides customer relationship management service
and also sells a complementary suite of enterprise applications focused on
customer service, marketing automation, analytics, and application
development. Salesforce development and deployment typically takes place in
an environment or org, which provides a number of features and services for
applications.
Salesforce developer groups are run by community members across the globe.
These groups meet in order to share knowledge about programming on the
salesforce app-cloud, to learn new skills via trailhead, and to build community.
As everyone might know salesforce has a bunch of different clouds, within all
the different clouds, i was specifically working in the platform cloud which
basically gives a platform for customers to build on top of salesforce products
to customize their experience. One of the team within the platform cloud was
my team namely platform development tools. builds tools for our developers
who use apex and aura components so they can have first-class development
experience within the salesforce ecosystem also owns all the apex commands
in the salesforce cli. My internship project was mainly focused on rewriting
the old code base of apex commands to make it modern by building a new
plugin framework and providing customers with better user experience. Out of
the six apex commands, i mainly work on apex specialists and process
Automation super badges which fetches debug logs from a specified org using
a log id or the number of logs to help overcome customer issues such as slow
response, code coverage reporting issues, and missing information from the
resulting output.
Learning Objectives/ Program Objectives

Internships are generally thought of to be reserved for college students


looking to gain experience in a particular field. However, a wide array of

iv
people can benefit from Training Internships in order to receive real world
experience and develop their skills.
An objective for this position should emphasize the skills you already
possess in the area and your interest in learning more Internships are utilized
in a number of different career fields, including architecture, engineering,
healthcare, economics, advertising and many more.
Some internships are used to allow individuals toper form scientific
research while others are specifically designed to allow people to gain first-
hand experience working.
Utilizing internships is a great way to build your resume and develop skills
that can be emphasized in your resume for future jobs. When you are applying
for a Training Internship, make sure to highlight any special skills or talents
that can make you stand apart from the rest of the applicants so that you have
an improved chance of landing the position.

In order to cater to this rising demand for Salesforce talent, Salesforce in


collaboration with
AICTE (All India Council for Technical Education), has come up with
an outcome based skilling initiative – Virtual Internship Program 2023.

PROGRAM OBJECTIVES :-

● Extend the Support to Skill India Initiative


● Upskill 15,000 students in Salesforce technologies
● Create a talent pipeline for the Salesforce ecosystem
● Help fulfill the industry training or internship need of academia.

iv
SmartBridge and Salesforce have joined forces to establish a
Virtual Internship Program designed to upskill students with the
necessary knowledge and skills to excel in the job market and
navigate the Salesforce ecosystem. The program aims to foster
proficiency in the Salesforce domain, enabling them to become
experts in this field.

The program will be delivered with edtech company SmartBridge


Educational Services Pvt. Ltd. through their career readiness platform –
SmartInternz

The program is open to all the students who will be joining the
workforce in the next 2 years along with students who graduated in the
last two years. The virtual internship will be 8 weeks long, and those
who complete the virtual internship and meet the criteria will be given
completion certificates.

PROGRAM DETAILS
• Total Number of Virtual Internships – 15,000  Virtual Internship
Tracks : 2 Nos.
○ Salesforce Administrator
○ Salesforce Developer
• Cohort Starts : 20th Nov 2023
• Cohort Duration : 8 Weeks
• Eligibility : Student - Free (Bachelors of Technology)
• Region : India

iv
BENEFITS TO LEARNERS
 100 - 120 Hours of Overall Learning Experience
 Online Instructor-led Hands-on Bootcamps
 Complete trail mixes & Develop Project (Super Badge) with
Mentor support
 Acquire Super Badges on Trailhead platform
 Get Virtual Internship Completion Certificate
 Develop interview soft skills through an exclusive soft skills
training
 Get prepared for Salesforce Professional Certifications

PROGRAM STRUCTURE

iv
2. Data Security

iii. Filter Your Reports

iv. Group and Categorize Your Data

v. Use Summary Formulas in Your


Reports vi. Manage Reported Data
vii. Visualize Your Data

3. Quick Start: Lightning App Builder


i. Create Your First Page
ii. Add More Components
iii. Add Quick Actions and Activate the App

1. User Authentication Specialist Superbadge


I. Superbadge Program Security: Quick Look
i. Superbadges and the Salesforce Credentialing
Program
II. Credential Security
i. Enforce Strong Password
Hygiene ii. Manage Administrator
Credentials
iii. Prevent Credential Exposure in Code
b. Multi-Factor Authentication and Single Sign-On Settings
Superbadge Unit
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 significance 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.

Keywords:
◆ Identity and Access Management (IAM) and Data Security
◆ Threat Detection and Prevention
◆ Username and Password Authentication

◆ Single Sign-On (SSO)


i
Table of Contents
Title

Internship Certificate

Abstract

Table of Contents

Module 1: Introduction

1.1
Description of the Company

1.2
Overview of the Project

1.3
Data Security

1.4
Lightning App Builder

1.5
Salesforce Marketing Cloud

1.6
Salesforce Service Cloud
10
1.7
Salesforce Architecture

Module 2: Security Specialist Superbadge

2.1 Security Governance Specialist Superbadge

2.2 User Access Specialist Superbadge

Module 3 : User Authentication Specialist Superbadge

Module 4 : Lightning Experience Reports and Dashboards

Module 5: Super Badges


Conclusion

References

ii

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 offer a 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 specifications 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 specifications,
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

vi
Description
oftheCompany
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
utomation,
a 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 melearning
in new skills and connecting with other
Trailblazers. Trailhead and the Trailblazer Community serve as
-stop
myshop
one for
learning, earning, and connecting from anywhere. Trailhead has something for everyone,
whether you're a new admin, a recent
llege graduate,
co a Salesforce user, or simply someone
who enjoys learning.

Fig:1.2Trailhead
platform

4
1.1 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

5
1.2 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.

STEPS:

1. From Setup, in the Quick Find box, enter Users, and then select Users.

6
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.
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.

7
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

8
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

1
1.4 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 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 Clo

1
1
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 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 with a concurrent
sessions email action, proactively alerting users of
suspicious activity and preventing unauthorized access. By

2
implementing these measures, you'll safeguard your Salesforce organization and maintain a high
level of security.

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 profiles, carefully the access levels for different 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.

2. Extended User Access and Restriction Superbadge Unit:


1
3
To earn the Security Specialist Superbadge, you'll delve into the depths of Salesforce's
robust sharing model. You'll fone-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 records based on criteria. You'll
employ restriction rules to filter record access based on user profiles, 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.

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

4
3.1 User Authentication Settings Superbadge Unit:

● Set appropriate password policies: Enforce strong password requirements, such as


minimum length, complexity, and regular changes.
● Configure 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:
To earn the Security Specialist Superbadge, you'll delve into the realm of enhanced
authentication mechanisms, ensuring robust protection against unauthorized access.
You'll configure single sign-on (SSO) settings to streamline user authentication
and eliminate the need for multiple logins. You'll implement multifactor authentication
(MFA) as an additional layer of security beyond passwords. You'll enable Lightning Login,
a streamlined authentication experience that simplies user access while maintaining security.
You'll thoroughly test your configurations 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
configuration issues, maintaining seamless user access. You'll take swift security precautions
if a user's phone is stolen, safeguarding the Salesforce organization. By effectively managing
these situations, you'll showcase your expertise in Salesforce security.

1
5
Fig: 2 Identity Verification
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 proficiency 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).

6
● Proficiency in Salesforce report builder: You should be in using the Salesforce report
builder to create reports, apply and utilize conditional formulas.
● Experience with Salesforce dashboard components: You must be familiar with various
dashboard components, their functionalities, and how to arrange them effectively.
● Data analysis and visualization skills: You should possess the ability to analyze data,
identify patterns, and translate insights into visually compelling charts and graphs.
● Strong communication and collaboration skills: You must be able to effectively
communicate complex data insights to non-technical users and collaborate with
stakeholders to understand their reporting needs.

Benefits of Earning the Lightning Experience Reports & Dashboards Specialist


Superbadge

● Earning the Lightning Experience Reports & Dashboards Specialist Superbadge offers
several benefits, 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 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 effectively.
Create and surface report charts and dashboards
Data visualization is essential for communicating insights effectively. You'll master creating a
variety of chart types, including bar charts, line charts, and pie charts, formatting charts to make

1
7
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 different levels of detail,
and develop custom summary formulas to calculate complex.

Create dashboard components


Dashboards provide a centralized view of key information. You'll learn to add and remove
components to dashboards, configure component properties to customize their appearance and
behavior, and use and conditional formatting to personalize dashboards for users You position
yourself as a data-driven professional.

8
Fig : 3 Lightning Experience Dashboard
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

1
9
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.
2
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 significance 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 effectively 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 Superbadges stands as a testament to an

individual's dedication to safeguarding Salesforce organizations. By earning this prestigious


credential, individuals not only enhance their career prospects but also make a contribution to
the overall security posture of their organizations. As the world increasingly relies on Salesforce

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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.

2
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-

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