Sales PDF Sales Merged (1) AD
Sales PDF Sales Merged (1) AD
of
BACHELOR OF TECHNOLOGY
IN
MECHANICAL ENGINEERING
Submitted by
                                                                   EXTERNAL GUIDE
                                                                   PRIYARANJAN SHINA
                                                                   Salesforce Coordinator
              DEPARTMENT OF MECHANICAL ENGINEERING
CERTIFICATE
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.
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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.
PROGRAM OBJECTIVES :-
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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 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
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     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
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2. Data Security
Keywords:
◆ Identity and Access Management (IAM) and Data Security
◆ Threat    Detection and Prevention
◆ Username and Password Authentication
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
References
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                    Module 1 INTRODUCTION
1. Introduction to Salesforce
          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
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      1.2 DATA SECURITY
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.
      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.
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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.
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                           Module 2
    SECURITY SPECIALIST SUPERBADGE
                                                    2
implementing these measures, you'll safeguard your Salesforce organization and maintain a high
level of security.
        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.
Module 3
                                            4
       3.1 User Authentication Settings Superbadge Unit:
       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.
              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.
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                                                    5
                               Fig: 2 Identity Verification
       Module 4 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.
 ●   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.
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
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them visually appealing and easy to understand, and strategically placing charts and reports on
dashboards to provide users with key insights.
                                            8
                       Fig : 3 Lightning Experience Dashboard
                                    Module 5
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.
                                            1
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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:
This superbadge covers the fundamentals of Salesforce security, including Salesforce security
concepts, user permissions and access, data protection, login security, and Apex security.
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).
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.
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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.
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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-
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