security specialist solution

Trailhead Superbadge - Security Specialist Solution

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 > In Standard Object Permissions,  Remove check 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'. Create a Closed Won opportunity owned by Samantha, with the type of 'Existing Customer - Upgrade'. 

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 the 'BeAwesome' test with the 'sb_security' 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 'BeAwesome' test with the 'sb_security' Namespace 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

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

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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

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