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AUTHOR EBOOK THEME TU

2 JUNE 2020 / FORCETALKS.COM / 4 MIN READ / 3.28K

Trailhead Superbadge
- Security Specialist
Solution
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Kubaru will empower you to achieve the right assignment str

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Challenge 1 - Set object-level security


settings
Create the appropriate profiles to meet the business
requirements. Name the profiles after team names: Field
Sales User, Inside Sales User, and Sales Executive User.

Install the Trailhead Security superbadge managed


package.

Setup > Profile > New > Existing Profile = Standard User
& profile name = Field Sales User > Save

Now In Profile Detail click

Edit > In Standard Object Permissions, Remove check


from Create & delete for Account, also Remove check
from delete for Opportunity > Save

Setup > Profile > New > Existing Profile = Standard User
& profile name = Inside Sales User > Save

Now In Profile Detail click


Edit
LaptrinhX > In Standard Object Permissions, Remove
Share thischeck

from Delete for Account, also Remove check from delete


for opportunity>Save

Setup > Profile > New > Existing Profile = Standard User
& profile name = Sales Executive User> Save

Now In Profile Detail click

Edit > In Standard Object Permissions, Remove check


from Create, Edit & Delete also Add Check for view all for
Account, also Remove check from Create, Edit & Delete
also Add Check for view all for opportunity>Save

Setup > Role > Set up roles > In CEO press Add Role >
Lebel = Sales Executive > Save

Setup > Role > Set up roles > In Sales Executive press
Add Role > Label = Field Sales > Save

Setup > Role > Set up roles > In Sales Executive press
Add Role > Label = Inside Sales > Save
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Challenge 2 - Set record-level security


settings
Configure other Salesforce settings related to record-level
security to meet the business requirements. Create a
user, Samantha Cordero, and assign her the Field Sales
User profile and the Field Sales role. Create an
opportunity owned by Samantha with the stage name
'Needs Analysis'.
Check out anotherCreate a Closed
amazing Won
blog byopportunity owned
Aditya here:
by Samantha,
Salesforce with the Superbadge:
Trailhead type of 'Existing Customer
Apex -
Specialist
Upgrade'.
Solution

You will need to install the Trailhead Security


Superbadge managed package, then run all Apex
tests by:

1. Search for 'Apex Test Execution' in Setup Quick


Find.

2. Click the' Select Tests' button.

3. Choose '[All Namespaces]' from the dropdown


menu.
4. Select
LaptrinhX the 'BeAwesome' test with the 'sb_security'
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Namespace Prefix.

5. Click the 'Run' button.


Make sure all unit tests pass before checking this
challenge (there will be a green checkbox next to the
test).

Steps -

Setup > Public Groups > New > Label = Project Manager
> Save

Setup > Sharing Setting > Enable external sharing model


> Edit > Opportunity,

Default Internal Access = Private & Default External


Access = Private > Save

In Sharing Setting, Opportunity Sharing Rules > lebel =


Rule1> Rule Type = Based on Criteria (Field = Type,
operators = equal, value = Existing Customer- upgrade)
(Field = Stage, operators = equal, value = Closed Won)>
In Select the users to share with , Share with = public
groups + Project Manager> Save.

In Sharing Setting, Opportunity Sharing Rules> lebel =


Rule2> In Select which records to be share,
Opportunity:owned by members of = Roles & subordinate
+ Sales executive> In Select the users to share with ,
Share with = Roles + Inside Sales> Opportunity access=
Read/Write > save

Setup > Apex Test Execution > Select Tests


(Enlarge the box) > Choose '[All Namespaces]'
from the dropdown menu > Select the
LaptrinhX'BeAwesome' test with the 'sb_security'Share
Namespace
this

Prefix > Click the 'Run' button.

Setup > User > New > Last Name = Cordero,


FirstName = Samantha, Role = Field Sales, user
licence = Salesforce, profile = Field Sales
user>Save

Setup > User > New > last name = Sabnis


,FirstName = Amit, user licence = Salesforce
Platform, profile = Salesforce Platform User > Save

Now Create a new Opportunity Record with Name = For


Security Badge, Stage = Needs Analysis > Save

Change owner to Cordero Samantha

Now Create one more new Opportunity Record with Name


= For SuperBadge, Stage = Closed Won probability= 100
type = existing customer upgrade> Save

Change owner to Cordero Samantha

Challenge 3 - Quiz
1-A, 2-E, 3-C

Challenge 4
Review and update settings to ensure that you are
tracking changes to fields identified within the
requirements.

Object Manager > Opportunity> Field & relationship > Set


History Tracking > check Enable opportunity Field History
> In Track old and new values check Amount > Save.
Challenge 5
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Ensure that employees can see only the appropriate data


and set up any other security requirements for reporting.

Setup> Profile > Field Sales User > Edit > In


Administrative Permissions Remove Api Enabled
checklist , Check true to ( Create and Customize
Dashboards , Edit My Reports)> Save

Setup> Profile > Sales Executive User > Edit > In


Administrative Permissions Remove Api Enabled
checklist , Check true to ( Create and Customize
Dashboards )> Save
Don't
LaptrinhX forget to check out: Latest Salesforce
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Commerce Cloud Tools to Enhance Developer


Experience

Challenge 6
Ensure that you have appropriately configured 2FA per
the requirements. Assign 2FA to Samantha Cordero.k
Chall

Setup > Permission Set > New > label = 2fa Auth for
User Logins > In System , click System Permissions>Edit
> Check true (Two-Factor Authentication for User
Interface Logins)> Save > Save > Manage assignments>
Add Assignment> check true to (Cordero, Samantha) >
Assign > Done

Challenge 7
1- C, 2- B, 3- A, 4- D

The post Trailhead Superbadge - Security Specialist


Solution appeared first on Forcetalks.

Like source: forcetalks.com

forcetalks.com salesforce trailhead

apex specialist solution field sales user

inside sales user opportunity record


sales executive user
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salesforce settings salesforce trailhead superbadge

security settings security specialist

security specialist solution standard object

standard user superbadge

trailhead security superbadge

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