Packt

Data Management, Security, and Sharing

Labor Day starts with $70+ in savings on Coursera Plus. Save 40% for 3 months.

Packt

Data Management, Security, and Sharing

Included with Coursera PlusLearn more

Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

9 hours to complete
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

9 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Use Data Loader and Data Import Wizard to efficiently manage Salesforce data.

  • Implement profiles, permission sets, and object-level security for controlled access.

  • Configure role hierarchies, sharing rules, and manual sharing to secure records.

  • Apply special permissions and manage record types and page layouts for optimized workflows.

Details to know

Shareable certificate

Add to your LinkedIn profile

Recently updated!

August 2026

Assessments

8 assignments

Taught in English

See how employees at top companies are mastering in-demand skills

 logos of Petrobras, TATA, Danone, Capgemini, P&G and L'Oreal

Build your subject-matter expertise

This course is part of the Salesforce Platform App Builder Complete Training Program Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 6 modules in this course

In this module, we will explore Salesforce data import and export tools, including Data Loader and the Data Import Wizard. You will learn to handle large volumes of data efficiently and update records as needed. Practical exercises will include inserting, updating, deleting, and exporting records to reinforce your understanding.

What's included

10 videos2 readings1 assignment

In this module, we will cover sharing settings in Salesforce to control who can access what data. You will learn to configure profiles, permission sets, and tab visibility to enforce security rules. Hands-on examples will include updating records and managing access through different Salesforce features.

What's included

13 videos1 assignment

In this module, we will dive into Salesforce data security, including OWD, role hierarchy, sharing rules, and manual sharing. You will learn to control record-level access based on roles and criteria. Practical exercises will include creating users, roles, and sharing rules to reinforce secure data management.

What's included

13 videos1 assignment

In this module, we will explore Salesforce’s special permissions such as View All, Modify All, View All Data, and Modify All Data. You will learn how these permissions affect data visibility and control. Real-world examples will demonstrate the appropriate use of these elevated access rights.

What's included

3 videos1 assignment

In this module, we will focus on Salesforce’s Recycle Bin for recovering deleted records. You will learn how to access, restore, or permanently delete records. This ensures data safety and allows for recovery of accidental deletions.

What's included

1 video1 assignment

In this module, we will explore page layouts and record types in Salesforce. You will learn to tailor layouts for specific business processes and profiles. Hands-on practice will help you improve data presentation and user experience.

What's included

1 video1 reading3 assignments

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

Packt - Course Instructors
Packt
2,238 Courses656,908 learners

Offered by

Packt

Explore more from Data Management

Why people choose Coursera for their career

Felipe M.

Learner since 2018
"To be able to take courses at my own pace and rhythm has been an amazing experience. I can learn whenever it fits my schedule and mood."

Jennifer J.

Learner since 2020
"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."

Larry W.

Learner since 2021
"When I need courses on topics that my university doesn't offer, Coursera is one of the best places to go."

Chaitanya A.

"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."

Frequently asked questions