Webinar: Using Personas for Salesforce Permissions and Security

Who sees what in Salesforce? You can define what users see specific data in your organization using a variety of security settings, including profiles, permission sets, roles, sharing settings, and even app settings. These are all great options, but they can be complex and confusing. Defining personas for your users helps inform how you set up who sees what data. Join us for this webinar where we’ll show you how to develop your user accessibility strategy by starting with personas.

Key Takeaways:

• Personas are a user experience concept that helps you design and implement your organization’s accessibility and security strategy
• Learn how and when to use profiles, permission sets, roles, sharing settings, and apps to limit and grant access to data
• Creating a security strategy based on personas helps your users work more efficiently and be happier