Security in Salesforce doesn’t usually come down to one big decision. It’s shaped over time by a lot of smaller ones—how access is set up, how permissions are assigned, and how users are managed as your org grows.
Individually, those choices often make sense in the moment. But over time, they can create gaps that aren’t always obvious. And in most orgs, admins are the ones making those calls.
To help admins navigate those decisions more confidently, we’re introducing a new hands-on workshop: Security In Action.
These interactive sessions put you in a real-world scenario inside a guided Salesforce environment, where you’ll identify and fix common security issues alongside a Salesforce expert. Whether you’re looking to strengthen your org’s security posture or just want a clearer starting point, this workshop is designed to help you build practical, applicable skills.
Keep reading to learn more and register for Security In Action today. Join us for our first session on May 19, 2026 at 9:00 a.m. PT.
Many admins are responsible for security without ever being formally trained in it. As you learn the core responsibilities of the role, you’re building reports, automating processes, and managing users—but security is often something you pick up along the way.
Most of the time, it only really comes into focus when something prompts it.
Maybe it’s during a compliance review, and someone asks, “Who actually has access to this?” and you have to dig a little deeper than expected. Or after a colleague leaves and you deactivate their user, only to realize just how much access they had. Or maybe your org has grown quickly, and you’re not entirely sure where things stand anymore.
We kept hearing a version of the same thing: “I know this matters. I just don’t always know where to start.”
So we built a hands-on workshop to help you do exactly that.
This isn’t a presentation or a list of best practices; it’s hands-on in a trial org.
You’ll get access to a pre-built Salesforce org based on a fictional company. It’s intentionally set up with common security challenges already in place—the kind that show up in real orgs all the time.
Your job is to work through them alongside a Salesforce expert.
As you go, you’ll run into scenarios like:
The goal is to help you proactively search for and recognize these patterns in your own org and know how to address them.
You’ll start with the big picture, using tools like Security Health Check to understand where risk tends to come from. A surprising amount of it comes down to configuration. Additionally, we’ll cover:
Security has always mattered, and it has always been part of the five core responsibilities of a Salesforce Admin. But security in the Agentic AI Era is more important than ever. Governing the Salesforce Platform means playing a central role in maintaining a healthy security posture.
As more teams rely on Salesforce to store and manage sensitive data, the impact of access decisions becomes more significant. At the same time, the pressure to move quickly doesn’t go away. There’s always a reason to choose the faster, more convenient option.
This workshop is about helping you navigate that balance—so you can make thoughtful decisions about access without slowing everything down.
The goal is to give you quick wins and actionable plans to make security feel more familiar and a lot more manageable.
You’ll come away with a clearer sense of where to look, how to evaluate what you have today, and what “good” looks like in practice.
If you’ve ever looked at your org and thought, “this is probably fine… but I’m not completely sure,” this is a great place to start.
You’ll get hands-on experience, work through realistic scenarios, and build confidence in an area that’s only becoming more important for admins.
This workshop runs monthly, and it’s designed to be something you can come back to. The core structure stays consistent—data, users, sessions—but the scenarios within those areas will shift over time. We will also launch an AI-focused workshop in July covering Agent Safeguards to help you navigate security best practices for working with agents.
As new risks, patterns, and questions come up, we’ll incorporate them into future sessions so it stays relevant to what admins are actually dealing with.
So while you’ll build a strong foundation the first time, there’s always something new to dig into.
Register for Security In Action today!
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As admins, you hold the keys to success for your users and companies to get the most out of Salesforce. You have the unique opportunity to build and manage trusted solutions that drive productivity and innovation through five admin core responsibilities: security, user management, data management, analytics, and a new core responsibility: product management. The […]
As admins, you hold the keys to success for your users and companies to get the most out of Salesforce. You have the unique opportunity to build and manage trusted solutions that drive productivity and innovation through five admin core responsibilities: security, user management, data management, analytics, and a new core responsibility: product management. The admin […]
