An Internship Report On

Salesforce Supported Virtual Internship Program.

Salesforce Administrator Virtual Internship

December 2023 – January 2024

Submitted by,
Name: - Nikki Kumari RegistrationNo:20104135009
Branch:- ECE (7th SEM) Batch:- 2020-2024

Government Engineering College Vaishali

(Science, Technology and Technical Education Department)

iv
 ABSTRACT

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

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Internships are generally thought of to be reserved for college students
looking to gain experience in a particular field. 1--lowever, a wide array of
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
firsthand 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
 INTRODUCTION
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
Smartlnternz

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 o Salesforce Developer

• Cohort Starts : 20th Nov 2023

• Cohort Duration : 8 Weeks
• Eligibility : Student - Free (Bachelors of Technology) Region :

iv
 India

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

Leaders

Launch & Registrations

iv
 Completion of Super Badges on Workon
Industry Use
Trailhead
Cases
week 1-3
Week-@9
W

Instructor Led Live Hands -on Training

I AMA Sessions
ring

SUPERBADGE ADMIN SUPER SET

Prerequisites

iv
 Lightning
Experience Security Specialist
Administration Reports & Dashboards Superbadge Admin Super Set Specialist
Specialist
ADMIN SUPER SET

What You'll Be Doing to Earn This Superbadge

Identify data quality, UI tools, and dashboard

configurations. Demonstrate knowledge of reports and
dashboards. Identify data security and user access best
practices.

iv
 salesforce

Superbadge
• Business Administartion Specialist

o Reports & Dashboards for Lightning Experience

▪ Get to Know Lightning

Reports and Dashboards ii. Create
Reports with the Report Builder iii.
Filter Your Report iv.
Format Your

Report
v. Visualize Your Data with the Lightning Dashboard Builder

o Data Security
▪
Overview of Data

Security ii. Control Access to the Org iii. Control Access

to Objects

QI iv. Control Access to Fields

v. Control Access to Records vi. Create a Role Hierarchy

[E vii. Define Sharing Rules [E o Customize an Org to Support

a New Business Unit

▪ Manage User Access [E

ii. Manage Chatter iii. Modify Your Data
Model iv. Configure an Email

Letterhead and Template

v. Automate Your Business Process

o Create Reports and Dashboards for Sales and Marketing Managers

▪
Create Report and

Dashboard Folders ii. Create a Simple

Custom Report El iii. Filter
 Your Reports iv. Group and

Categorize Your Data

v. Use Summary Formulas in Your Reports

vi. Manage Reported Data v. Visualize Your Data [E

Superbadge
•
Lightning Experience Reports & Dashboards Specialist.
New
Playground

o Reports & Dashboards for Lightning Experience

▪ Get to Know Lightning

Reports and Dashboards ii. Create Reports
with the Report Builder iii.
Filter Your Report [E iv. Format

Your Report
v. Visualize Your Data with the Lightning Dashboard Builder

2. Create Reports and Dashboards for Sales and Marketing Managers

i. Create Report and Dashboard Folders
ii. Create a Simple Custom Report [El iii.
Filter Your Reports iv. Group and

Categorize Your Data LEI

v. Use Summary Formulas in Your Reports vi.
Manage Reported Data vii. Visualize
Your Data El
3. Quick Start: Lightning App Builder
i. Create Your First Page [E ii. Add More
Components iii. Add Quick Actions and

Activate the App

•
Security Specialist Superbadge Superbadge
[E

o User Authentication Specialist Superbadge Superbadge

a. User Authentication Settings Superbadge Unit Superbadge

I. Superbadge Program Security: Quick Look
i. Superbadges and the Salesforce Credentialing Program [El

Il. Credential Security

i. Enforce Strong Password Hygiene ii. Manage
Administrator Credentials [E iii.

Prevent Credential Exposure in Code

b. Multi-Factor Authentication and Single Sign-On Settings Superbadge Unit Superbadge

 I. Superbadge Program Security: Quick Look
i. Superbadges and the Salesforce Credentialing Program

Il. User Authentication

i. Secure Your Users' Identity ii. Customize Your Login
Process with My Domain [E iii. Set Up Single Sign-On
for Your Internal Users

c. User Authentication Troubleshooting Superbadge Unit Superbadge

I. Superbadge Program Security: Quick Look
i. Superbadges and the Salesforce Credentialing Program LEI

Il. User Authentication

i. Secure Your Users' Identity ii. Customize Your Login
Process with My Domain iii. Set Up Single Sign-On
for Your Internal Users [E

o Security Governance Specialist Superbadge Superbadge

a. Authentication Governance Superbadge Unit Superbadge New org] @ @ @

01. Superbadge Program Security: Quick Look

i. Superbadges and the Salesforce Credentialing Program [E

Il. User Authentication

i. Secure Your Users' Identity ii. Customize Your
Login Process with My Domain iii. Set Up Single
Sign-On for Your Internal Users

b. Access Governance Superbadge Unit Superbadge

I. Superbadge Program Security: Quick Look

i. Superbadges and the Salesforce Credentialing Program [E

Il. Data Security

i. Overview of Data Security
ii. Control Access to the Org
iii. Control Access to
Objects iv. Control Access to
Fields
v. Control Access to Records [E
vi. Create a Role Hierarchy vii.
Define Sharing Rules

Ill. Privileged User Responsibilities

i. Manage Privileged Users [E ii. Prevent Privileged
Access Vulnerabilities

3. User Access Specialist Superbadge Superbadge

• User Access Fundamentals Superbadge Unit Superbadge

o Superbadge Program Security: Quick Look

 i. Superbadges and the Salesforce Credentialing [E

Il. Data Security

i. Overview of Data Security ii.
Control Access to the Org [E iii.
Control Access to Objects iv.

Control Access to Fields

v. Control Access to Records [El
vi. Create a Role Hierarchy [E vii.
Define Sharing Rules

• Extended User Access and Restriction Superbadge Unit Superbadge

o Superbadge Program Security: Quick Look

i. Superbadges and the Salesforce Credentialing Program

e; Il. Data Security

i. Overview of Data Security ii.
Control Access to the Org iii.
Control Access to Objects [2 iv.

Control Access to Fields

v. Control Access to Records [E
vi. Create a Role Hierarchy vii.
Define Sharing Rule [E

Ill. Protect Your Data in Salesforce

▪ Restrict Login Hours and IP Ranges [E

Create Sharing Rules

▪ Create New Users and Allow a

v. Set Up Account Teams [E User to Delete Accounts [El iii. Set

c. User Access Troubleshooting
Superbadge
Organization-Wide Defaults and Create
a Role Hierarchy iv.

Superbadge Unit
I. Superbadge Program Security: Quick Look
i. Superbadges and the Salesforce Credentialing Program

Il. Data Security

i. Overview of Data Security ii. Control Access to
the Org iii. Control Access to Objects [E iv.

Control Access to Fields

v. Control Access to Records [El vi.
Create a Role Hierarchy [E vii.

Define Sharing Rules [E

 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 ('AM), 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)

Table of Contents
Title

Internship Certificate Abstract

Table of Contents
 Module 1: Introduction

Description of the Company

Overview of the Project

Data Security

Lightning App Builder

Salesforce Marketing Cloud

6
Salesforce Service Cloud
10
1.7 Salesforce Architecture
Module 2: Security Specialist Superbadge

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
l.lntroduction to Salesforce
Salesforce CRM provides a complete solution for that includes
featurerich 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 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$I 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.

SKILL UP FOR THE FUTURE

Learn new
skills from anywhere

ILHEAD IS TUE FUN WAY TO LEARN

Earn Resume-worthy Credentials Cmnect to Opportunities

Learn Inomand Skills

Fig: 1.2 Trailhead platform

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.

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

Fig:1.3 setup

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.

5
 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.
Authorization: Controls access rights and permissions based on user roles, ensuring that
individuals can only access the data and resources necessary for their responsibilities. 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:

From Setup, in the Quick Find box, enter Users, and then select Users.
Click New User. Or you can click Add Multiple Users to add up to ten users at a time.
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.
Select the user license this user will have. The license determines which profiles are
available for each user.
Select a profile, which specifies the user's minimum permissions and access settings. Select
the option to generate a new password and notify the user, then save.

Deactivate a User

6
 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.

From Setup, in the Quick Find box, enter Users, and then select Users Click
Edit next to the name of the user you want to deactivate.
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.

From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
Click the profile you want to change.
Under Login Hours, click Edit.
Set the days and hours when users with this profile can log in to the organization.
To allow users to log in at any time, click Clear all times.
To prohibit users from using the system on a specific day, set the start and end times to the
same value

7
1.3 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.

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.
Enter Lightning App Builder in Quick Find and select Lightning App Builder.

Under Lightning Pages, click New.

Select App Page then click Next.

In the Label field, type Field Sales App and click Next.
In Create a New Lightning Page, select Two Regions.
Click Done.
For your first component, drag a List View component onto the page.

l . In the Desktop drop-down list, click Tablet - Portrait. The canvas's preview layout changes
from the standard single column to two columns.
From the Standard Components menu on the left, drag the List View to the left column.
Set the properties of this component using the Properties list in the right sidebar.

8
In the Object drop-down list, select Account.
In the Filter drop-down list, select My Accounts.
In the Number of Records to Display field, enter 7.
Click Save and Not yet option to activate the Page

9
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 CIO

Module 2

1
SECURITY SPECIALIST SUPERBADGE
2.0 Security Specialist Superbadge
The Security Specialist Superbadge is a
Salesforce credential composed of three
superbadges.

Security Governance Specialist

S uperbadge

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.

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

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

1
 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.

User Access Fundamentals Superbadge Unit

Extended User Access and Restriction Superbadge Unit 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. 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 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.

1
 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 E 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"gure visibility
updates based on your organization's speci"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.

User Authentication Settings Superbadge Unit

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

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.

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

1
 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 confi
gurations with the Salesforce Authenticator app to ensure seamless integration and
optimal security.

33 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 confi guration 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.

Categories of authentication

KNOWLEDGE POSSESSION INHERENT

Something you know omething you own Something
you are

Fig: 2 Identity Verification

Module 4
LIGHTNING EXPERIENCE REPORTS &
DASHBOARDS

1
 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
datadriven 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).

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:

1
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 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.

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 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.

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Admin Super SetSecurity Specialist User Authentication Multi-Factor
Superbadge Specialist Superbadge Authentication and

Single Sign-On Settings

Superbadge Unit

htning Experience Business r Authentication User Authentication

Reports & ministration Settings
Dashboards oubleshooting
Specialist Superbadge Unit
pecialist perbadge Unit

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 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 profi i 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 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

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 Super Badge. Here I was asked to construct a new trailhead playground and was asked to install a package
(04tlHOOOOOl 8kEl) 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.

REFERENCES

https://www.forcetalks.com/blog/sales-cloud-in-salesforce-all-about-it/
https://www.forcetalks.com/blog/oauth-2-O-client-credentials-flowsalesforeedeveloper-guide/
https://www.forcetalks.com/blog/salesforce-crm-implementation-challengesandsolutions/
https://www.forcetalks.com/blog/managed-services-the-go-to-model-forsalesforceusers/
https://www.forcetalks.com/videos/data-migration-salesforce-admin-tutorial
https://www.forcetalks.com/videos/salesforce-salaries-in-current-market/
https://www.forcetalks.com/videos/is-salesforce-career-recession-proof/
https://www.forcetalks.com/videos/validation-rules-in-salesforce-video-tutorialguide/
https://www.forcctalks.com/blog/user-agent-flow-in-salesforce-the-developerguide/
https://www.forcetalks.com/blog/top-5-ways-salesforce-cdp-solves-customerdata-