Reference index
Every outside reference the courses cite, in one place, grouped by the chapter that teaches it. Each link shows who publishes it, the module that explains it, and the date it was last checked. Salesforce’s own documentation comes first; standards and law next; then everything else.
913 links from 80 sites, across 60 topics in 5 courses. Links that moved show their new address; Link changes lists every move. For Salesforce’s guides by release, see Salesforce documents by release.
Data Architect
Thinking Like a Data Architect 12
- About High-Volume Community or Site UsersTaught in Know Your Tools: The Nine Questions
- Considerations for Converting the Field Type of a Custom FieldTaught in The Data Model Is the Bones
- Considerations for Object RelationshipsTaught in The Reversibility Test
- Create a Sharing Set for Experience Cloud Site UsersTaught in Know Your Tools: The Nine Questions
- Data Classification Metadata FieldsTaught in The Data Model Is the Bones
- Object Relationships OverviewTaught in The Reversibility Test
- Roll-Up Summary FieldTaught in The Reversibility Test
- Salesforce Certified Platform Data Architect Exam GuideTaught in Thinking Like a Data Architect, Study guide
- Salesforce SurveysTaught in Architecture Is the Art of Trade-offs
- Platform Sharing ArchitectureTaught in Know Your Tools: The Nine Questions
- Well-Architected FrameworkTaught in Thinking Like a Data Architect
- Account Sharing Sets for HighTaught in Know Your Tools: The Nine Questions
Modeling Data for Meaning 8
- Custom Field TypesTaught in Build the Logical Model
- Roll-Up Summary FieldTaught in Turn the Model into Salesforce
- Salesforce Auto-Number Fields Are Not Always SequentialTaught in Build the Logical Model
- Salesforce Certified Platform Data Architect Exam GuideTaught in Modeling Data for Meaning, Study guide
- Parent-Child Data SkewTaught in Turn the Model into Salesforce
- Build Powerful Reports with Custom Report Types ? - Salesforce AdminsTaught in Design to Third Normal Form, Then Back Off
- FCI Breeds NomenclatureTaught in Design to Third Normal Form, Then Back Off
- Unleash the hounds, terriers and lapdogs: American Kennel Club recognizes 3 more breedsTaught in Design to Third Normal Form, Then Back Off
Salesforce Data Architecture 73
- About Advanced Currency ManagementTaught in Fields Are Architecture Too
- About High-Volume Community or Site UsersTaught in Ownership and Lifecycle
- About Salesforce Data 360Taught in Where Does This Data Live?
- Available Feature LicensesTaught in Choose the Right Object
- Considerations for Object RelationshipsTaught in Relationships Have Consequences
- Create a Custom Picklist FieldTaught in Fields Are Architecture Too
- Create a Many-to-Many Object RelationshipTaught in Relationships Have Consequences
- Custom Object Standard FieldsTaught in Custom Objects
- Data and Storage ResourcesTaught in The Standard Data Models
- Data Classification Metadata FieldsTaught in Fields Are Architecture Too
- Data Masking Limitations in AgentforceTaught in Fields Are Architecture Too
- Einstein Trust Layer: Designed for TrustTaught in Fields Are Architecture Too
- Enable Person AccountsTaught in The Standard Data Models
- Experience Cloud User LicensesTaught in Choose the Right Object
- Features Available with Lightning Platform Starter, Lightning Platform Plus, and Salesforce Platform Login LicensesTaught in Choose the Right Object
- Filter Restrictions for Text Area (Long) Fields in SalesforceTaught in Fields Are Architecture Too
- Formula Field Limits and RestrictionsTaught in Fields Are Architecture Too
- How to Reference a Custom Permission in a Formula, Workflow Rule, or Validation Rule in SalesforceTaught in Keeping Data Consistent
- Implicit SharingTaught in Ownership and Lifecycle
- Increase the Maximum Limit of Roll-Up Summary Fields on Salesforce ObjectsTaught in Relationships Have Consequences
- Increase the maximum relationships (master-detail plus lookup) allowed per objectTaught in Relationships Have Consequences
- Lookup FiltersTaught in Relationships Have Consequences
- Object Relationships OverviewTaught in Relationships Have Consequences
- Picklist LimitationsTaught in Keeping Data Consistent, Fields Are Architecture Too
- Rich Text Area Field ConsiderationsTaught in Fields Are Architecture Too
- Roll-Up Summary FieldTaught in Keeping Data Consistent, Relationships Have Consequences
- Salesforce Certified Platform Data Architect Exam GuideTaught in Study guide, Where Does This Data Live?
- Salesforce Data Storage: Estimated Record Size by Object TypeTaught in Salesforce Data Architecture, The Standard Data Models
- Salesforce Files Connect FAQ — SharePoint Online, OneDrive, and Google DriveTaught in The Standard Data Models, Where Does This Data Live?
- Salesforce Workflow Rules & Process Builder End of SupportTaught in Keeping Data Consistent
- Screen Flow hidden Checkbox does not evaluate to true for null checkTaught in Fields Are Architecture Too
- Sharing Rule ConsiderationsTaught in Ownership and Lifecycle
- Specify a Seasonal AddressTaught in The Standard Data Models
- Standard User LicensesTaught in Choose the Right Object, Custom Objects, Salesforce Data Architecture
- Supported Editions for Service FeaturesTaught in Choose the Right Object
- Things to Know About Duplicate RulesTaught in Keeping Data Consistent
- Unified Employee License DetailsTaught in Choose the Right Object
- Unmanaged Custom Field on Managed Package Object being returned with Namespace when making Describe call from Managed code in Subscriber OrgTaught in Custom Objects
- Validation Rule ConsiderationsTaught in Keeping Data Consistent
- Apex TransactionsTaught in Keeping Data Consistent
- AppExchange Object Prefixes and the APITaught in Custom Objects
- ApprovalProcessTaught in Relationships Have Consequences
- Big Objects Best PracticesTaught in Where Does This Data Live?
- CaseTaught in The Standard Data Models
- Custom FieldsTaught in Custom Objects
- Custom ObjectsTaught in Custom Objects
- Data Import DatesTaught in Fields Are Architecture Too
- Date Formats and Date Literals in WHERETaught in Fields Are Architecture Too
- Datetime ClassTaught in Fields Are Architecture Too
- DML Statements vs. Database Class MethodsTaught in Keeping Data Consistent
- Editable Properties After Package Promotion or InstallationTaught in Custom Objects
- EntitlementTaught in The Standard Data Models
- Insert or Update (Upsert) a Record Using an External IDTaught in Fields Are Architecture Too
- Location-Based SOQL QueriesTaught in Fields Are Architecture Too
- Namespace PrefixTaught in Custom Objects
- OpportunityLineItemTaught in The Standard Data Models
- Ownership Data SkewTaught in Ownership and Lifecycle
- Parent-Child Data SkewTaught in Ownership and Lifecycle, Relationships Have Consequences
- PricebookEntryTaught in The Standard Data Models
- Sharing a Record Using ApexTaught in Ownership and Lifecycle
- Understanding SharingTaught in Ownership and Lifecycle
- WHERETaught in Fields Are Architecture Too
- WorkOrderTaught in Design the Salesforce Physical Model
- WorkOrderLineItemTaught in Design the Salesforce Physical Model
- WorkTypeTaught in Design the Salesforce Physical Model
- Architecture BasicsTaught in More Than a Database
- Data Integration with SalesforceTaught in Where Does This Data Live?
- Platform Multitenant ArchitectureTaught in More Than a Database
- Learn to Manage Households Efficiently in Nonprofit SettingsTaught in The Standard Data Models
- Making a Validation Rule for BlankTaught in Fields Are Architecture Too
- why is checkbox returning nullTaught in Fields Are Architecture Too
- Salesforce Announces Marketing Cloud Next - SalesforceTaught in Where Does This Data Live?
- Trust StatusTaught in Where Does This Data Live?
Understanding Enterprise Data 10
- Metadata API Responses No Longer Include Authentication Provider Consumer SecretsTaught in The Systems Around Salesforce
- Salesforce Certified Platform Data Architect Exam GuideTaught in Study guide
- Salesforce Hyperforce — General Information, FAQ, Migration Guide, and Security OverviewTaught in Salesforce Is One System Among Many, Org Strategy Is a Landscape Decision
- SamlSsoConfigTaught in The Systems Around Salesforce
- How to Build Salesforce DiagramsTaught in Draw the System Landscape, Understanding Enterprise Data
- System LandscapeTaught in Draw the System Landscape
- The Salesforce Platform - Transformed for TomorrowTaught in Understanding Enterprise Data, Salesforce Is One System Among Many
- Data Cloud – Zero Copy ConnectivityTaught in The Systems Around Salesforce
- Regulation (EU) 2016/679, the General Data Protection RegulationTaught in Org Strategy Is a Landscape Decision
- How to Move Beyond a Monolithic Data Lake to a Distributed Data MeshTaught in The Systems Around Salesforce
Data Quality and Governance 29
- Break Up Your Record Details with Dynamic FormsTaught in Keeping Bad Data Out
- Create a Semantic Model in Data 360Taught in Dictionary, Lineage and Classification
- Data Classification Metadata FieldsTaught in Governance Is Designed Into the Org, Data Quality and Governance, Dictionary, Lineage and Classification
- Data Governance in Data 360Taught in Dictionary, Lineage and Classification
- Data Lineage FieldsTaught in Dictionary, Lineage and Classification
- Delete Data with Right to Be Forgotten PoliciesTaught in Consent and the Right to Be Forgotten
- Field Audit TrailTaught in Protect, Retain and Prove
- Field History Tracking OverviewTaught in Protect, Retain and Prove
- Filter Encrypted Data with Deterministic EncryptionTaught in Protect, Retain and Prove
- General Shield Platform Encryption ConsiderationsTaught in Protect, Retain and Prove
- Required and Read-Only Fields in Dynamic FormsTaught in Keeping Bad Data Out
- Salesforce Certified Platform Data Architect Exam GuideTaught in Study guide
- Salesforce Event Monitoring Frequently Asked QuestionsTaught in Protect, Retain and Prove
- Secure Your Sandbox Data with Salesforce Data Mask (Legacy)Taught in Protect, Retain and Prove
- Sharing and Record Access FeaturesTaught in Governance Is Designed Into the Org
- Things to Know About Duplicate RulesTaught in Keeping Bad Data Out
- Understand the Salesforce Consent Data ModelTaught in Consent and the Right to Be Forgotten, Data Quality and Governance
- Get Started with Data 360 DevelopmentTaught in Dictionary, Lineage and Classification
- CCPA, as amended by the CPRATaught in Privacy Laws Shape the Design
- Children's Online Privacy Protection Rule ("COPPA")Taught in Privacy Laws Shape the Design
- H.R.3763 - 107th Congress (2001-2002): Sarbanes-Oxley Act of 2002Taught in Privacy Laws Shape the Design
- Health Information PrivacyTaught in Privacy Laws Shape the Design
- LGPDTaught in Privacy Laws Shape the Design
- PCI DSSTaught in Privacy Laws Shape the Design
- PIPEDATaught in Privacy Laws Shape the Design
- Privacy Act 1988Taught in Privacy Laws Shape the Design
- Regulation (EU) 2016/679, the General Data Protection RegulationTaught in Consent and the Right to Be Forgotten, Data Quality and Governance, Privacy Laws Shape the Design
- Regulation (EU) 2024/1689 (the AI Act)Taught in Privacy Laws Shape the Design
- Brazil's Chamber of DeputiesTaught in Privacy Laws Shape the Design
Master Data and Identity 13
- Considerations for Merging Duplicate AccountsTaught in Master Data and Identity, Matching, Merging and Survivorship
- Considerations for Object RelationshipsTaught in Steve Trucking, What I Would Architect
- Considerations for Using Account HierarchyTaught in Hierarchies and Two-Way Data
- Experience Cloud User LicensesTaught in Steve Trucking, What I Would Architect
- Identity Resolution Match MethodsTaught in Master Data and Identity, A Map Is Not a Decision
- Identity Resolution Match RulesTaught in A Map Is Not a Decision
- Identity Resolution Reconciliation RulesTaught in Master Data and Identity, A Map Is Not a Decision
- Merge Duplicate Accounts in Lightning ExperienceTaught in Matching, Merging and Survivorship
- Salesforce Certified Platform Data Architect Exam GuideTaught in Study guide
- Salesforce Data Storage: Estimated Record Size by Object TypeTaught in Steve Trucking, What I Would Architect
- Things to Know About Duplicate RulesTaught in Matching, Merging and Survivorship
- Parent-Child Data SkewTaught in Steve Trucking, What I Would Architect
- Data 360 ArchitectureTaught in The Four Ways to Master Data, Master Data and Identity, A Map Is Not a Decision and 1 more
Designing for Scale 40
- Archive AppTaught in If You're Not Archiving Today\u2026
- Choose Which Salesforce Connect Adapter to UseTaught in If You're Not Archiving Today\u2026
- Considerations for Object RelationshipsTaught in Ownership, Parent and Lookup Skew
- Data and File Storage AllocationsTaught in If You're Not Archiving Today\u2026, When Volume Changes Everything
- Own From Salesforce Product Suite - FAQTaught in If You're Not Archiving Today\u2026
- Salesforce Certified Platform Data Architect Exam GuideTaught in Study guide
- Salesforce Connect SQL Adapter for Amazon AthenaTaught in If You're Not Archiving Today\u2026
- Best PracticesTaught in If You're Not Archiving Today\u2026
- Big ObjectsTaught in If You're Not Archiving Today\u2026
- Deferred Sharing CalculationsTaught in Volume Meets the Sharing Model
- Deleting DataTaught in If You're Not Archiving Today\u2026
- Deleting DataTaught in If You're Not Archiving Today\u2026
- Execution Governors and LimitsTaught in When Volume Changes Everything
- GeneralTaught in Ownership, Parent and Lookup Skew
- Group Membership LockingTaught in Volume Meets the Sharing Model
- IntroductionTaught in Designing for Scale
- IntroductionTaught in Designing for Scale, When Volume Changes Everything
- Loading Data from the APITaught in Ownership, Parent and Lookup Skew
- Managing Lookup Skew in Salesforce to Avoid Record Lock ExceptionsTaught in Ownership, Parent and Lookup Skew
- Ownership Data SkewTaught in Ownership, Parent and Lookup Skew, Volume Meets the Sharing Model
- Parent-Child Data SkewTaught in Ownership, Parent and Lookup Skew
- Record-Level Access: Under the HoodTaught in Volume Meets the Sharing Model
- Sharing a Record Using ApexTaught in Volume Meets the Sharing Model
- SOAP API End-of-Life PolicyTaught in When Volume Changes Everything
- StandardObjectNameShareTaught in Volume Meets the Sharing Model
- Takeaway: Tuning Group Membership for PerformanceTaught in Volume Meets the Sharing Model
- Understanding SharingTaught in Volume Meets the Sharing Model
- Winter '16 editionTaught in When Volume Changes Everything
- Winter '16 editionTaught in When Volume Changes Everything
- Winter '27 editionTaught in When Volume Changes Everything
- Winter '27 editionTaught in When Volume Changes Everything
- Working with Very Large SOQL QueriesTaught in When Volume Changes Everything
- WorkOrderTaught in Volume Meets the Sharing Model
- The Salesforce Platform - Transformed for TomorrowTaught in Designing for Scale, When Volume Changes Everything
- Optimize Large Data Volume & Avoid Data Skew in SalesforceTaught in Ownership, Parent and Lookup Skew
- Understanding Archival and Purge Strategies for Data CleanupTaught in If You're Not Archiving Today\u2026
- Own’s Data Resilience Tools, Now Part of SalesforceTaught in If You're Not Archiving Today\u2026
- ISO 15489-1:2016 - Information and documentation — Records management — Part 1: Concepts and principlesTaught in If You're Not Archiving Today\u2026
- Archive and PurgeTaught in If You're Not Archiving Today\u2026
- Archiving data from unpartitioned tablesTaught in If You're Not Archiving Today\u2026
Query and Retrieval Architecture 53
- Custom Object Standard FieldsTaught in How Salesforce Finds Your Data
- Database Operations Run in User Mode by Default, Not System ModeTaught in Search Is Not Query
- Developer Console Query Plan Tool FAQTaught in How Salesforce Executes a Query, When Salesforce Uses an Index
- Explore the Search Index with Search ManagerTaught in Search Is Not Query
- Filter Encrypted Data with Deterministic EncryptionTaught in How Salesforce Finds Your Data
- How Einstein Search WorksTaught in Search Is Not Query
- How Search Crowding Affects Search ResultsTaught in Query and Retrieval Architecture, Search Is Not Query
- Make Salesforce Platform SOQL Query SelectiveTaught in Query and Retrieval Architecture, When Salesforce Uses an Index
- Manage Searchable Objects and FieldsTaught in Search Is Not Query
- Manage the Search IndexTaught in Search Is Not Query
- Salesforce Certified Platform Data Architect Exam GuideTaught in Study guide
- Searchable Fields: Custom ObjectTaught in Search Is Not Query
- Announcing General Availability: Web Console – Your Modern In-Browser IDETaught in How Salesforce Executes a Query
- API PerformanceTaught in How Salesforce Executes a Query
- Custom Search FunctionalityTaught in Search Is Not Query
- CustomIndexTaught in How Salesforce Finds Your Data, How Salesforce Executes a Query
- Data AggregationTaught in How Salesforce Executes a Query
- Database StatisticsTaught in How Salesforce Executes a Query
- DivisionsTaught in How Salesforce Executes a Query
- Execution Governors and LimitsTaught in Search Is Not Query
- FieldDefinitionTaught in How Salesforce Finds Your Data
- FIND {SearchQuery}Taught in Search Is Not Query
- Get Feedback on Query Performance (Beta)Taught in How Salesforce Executes a Query
- IndexesTaught in How Salesforce Finds Your Data, How Salesforce Executes a Query, When Salesforce Uses an Index
- Indexing with NullsTaught in How Salesforce Executes a Query
- IntroductionTaught in Query and Retrieval Architecture
- Lightning Platform Query OptimizerTaught in How Salesforce Executes a Query
- Multi-Join Report PerformanceTaught in How Salesforce Executes a Query
- Multitenancy and Metadata OverviewTaught in Inside the Salesforce Engine
- ReportingTaught in How Salesforce Executes a Query
- Search ArchitectureTaught in How Salesforce Finds Your Data, Search Is Not Query
- SearchingTaught in Search Is Not Query
- Set an Access Mode for Database OperationsTaught in Search Is Not Query
- Skinny TablesTaught in How Salesforce Executes a Query, Inside the Salesforce Engine
- SObject AllTaught in How Salesforce Executes a Query, Search Is Not Query
- SOQL and SOSLTaught in How Salesforce Executes a Query, Search Is Not Query
- SOQL and SOSL Limits for Search QueriesTaught in Search Is Not Query
- Sort Optimization on a QueryTaught in How Salesforce Executes a Query
- SOSL Limits on Search ResultsTaught in Search Is Not Query
- The Salesforce Developer’s Guide to the Winter ’27 ReleaseTaught in How Salesforce Executes a Query
- Using SOQL and SOSLTaught in Search Is Not Query
- Working with Very Large SOQL QueriesTaught in How Salesforce Finds Your Data, When Salesforce Uses an Index
- Availability & Performance PatternsTaught in How Salesforce Executes a Query
- Data Protection PatternsTaught in When Salesforce Uses an Index
- Platform Multitenant ArchitectureTaught in How Salesforce Finds Your Data, Query and Retrieval Architecture, How Salesforce Executes a Query and 1 more
- ReliabilityTaught in When Salesforce Uses an Index
- Resource and Cost OptimizationTaught in How Salesforce Executes a Query, When Salesforce Uses an Index
- The Agentic EnterpriseTaught in When Salesforce Uses an Index
- The Salesforce Platform - Transformed for TomorrowTaught in Inside the Salesforce Engine
- TrustTaught in Inside the Salesforce Engine, Search Is Not Query, When Salesforce Uses an Index
- Optimize Large Data Set Queries & SearchesTaught in How Salesforce Executes a Query
- Introducing Salesforce Headless 360 - SalesforceTaught in How Salesforce Executes a Query
- "A Multi-tenant Relational OLTP Database at Salesforce"Taught in How Salesforce Finds Your Data, Inside the Salesforce Engine
Integration and Data Movement 24
- Custom Field AttributesTaught in Keys and Write Ownership
- Salesforce Certified Platform Data Architect Exam GuideTaught in Study guide
- Sending Session IDs in Outbound Messages Is Being RemovedTaught in Proof of Delivery
- Add a Filter with Tooling APITaught in Before the Arrow
- Change Data CaptureTaught in Proof of Delivery
- Change Data Capture AllocationsTaught in Before the Arrow, Proof of Delivery
- Considerations for Defining and Publishing Platform EventsTaught in Proof of Delivery
- Event Message DurabilityTaught in Proof of Delivery
- Extracting Data from the APITaught in Before the Arrow
- Insert or Update (Upsert) a Record Using an External IDTaught in Keys and Write Ownership
- IntroductionTaught in Before the Arrow, Integration and Data Movement, Study guide
- Introduction to Apex RESTTaught in The Integration Data Contract
- Loading Data from the APITaught in Before the Arrow
- Standard-Volume Platform Event AllocationsTaught in Proof of Delivery
- StandardObjectNameChangeEventTaught in Before the Arrow
- Data Integration with SalesforceTaught in Before the Arrow, Integration and Data Movement, The Integration Data Contract and 1 more
- Data Protection PatternsTaught in The Integration Data Contract
- Integration PatternsTaught in Integration and Data Movement, The Integration Data Contract, Proof of Delivery
- Operational ExcellenceTaught in The Integration Data Contract
- ReliabilityTaught in Before the Arrow, Proof of Delivery
- Resource and Cost OptimizationTaught in Before the Arrow
- About OpenflowTaught in Before the Arrow
- About the Openflow Connector for Salesforce Bulk APITaught in Before the Arrow
- External network access overviewTaught in Before the Arrow
Migration and Synchronization 45
- B2C Commerce Realm Split FAQTaught in Cutover Weekend
- Custom Login FlowsTaught in Cutover Weekend
- Defer Sharing CalculationsTaught in Automation During the Load
- Define Custom SettingsTaught in Automation During the Load
- Export Backup Data from SalesforceTaught in Keeping Another System in Step
- Freeze or Unfreeze User AccountsTaught in Cutover Weekend
- Global Variables ResourceTaught in Automation During the Load
- How the Import Process WorksTaught in Migration Is a Quality Project First
- How to Reference a Custom Permission in a Formula, Workflow Rule, or Validation Rule in SalesforceTaught in Automation During the Load
- Salesforce Certified Platform Data Architect Exam GuideTaught in Study guide
- Salesforce Performance and Scale Test FAQsTaught in Loading at Volume
- Salesforce Workflow Rules & Process Builder End of SupportTaught in Automation During the Load
- Bulk API and Bulk API 2.0 Limits and AllocationsTaught in Keeping Another System in Step, Migration and Synchronization, Loading at Volume
- Change Data Capture AllocationsTaught in Automation During the Load
- Create a JobTaught in Loading at Volume
- Create a Query JobTaught in Keeping Another System in Step
- Create Records Using sObject CollectionsTaught in Loading at Volume
- create()Taught in Loading at Volume
- Custom Metadata Type MethodsTaught in Automation During the Load
- Custom Settings MethodsTaught in Automation During the Load
- data upsert bulkTaught in Loading at Volume
- Deleting DataTaught in Keeping Another System in Step
- Execution Governors and LimitsTaught in Automation During the Load
- Extracting Data from the APITaught in Keeping Another System in Step
- FeatureManagement ClassTaught in Automation During the Load
- General Guidelines for Data LoadsTaught in Migration and Synchronization, Loading at Volume, Migration Is a Quality Project First
- Get Started with Data 360 DevelopmentTaught in Migration Is a Quality Project First
- IntroductionTaught in Migration and Synchronization
- JobInfoTaught in Loading at Volume
- LimitsTaught in Loading at Volume
- Loading Data from the APITaught in Loading at Volume
- Ownership Data SkewTaught in Loading at Volume
- PK ChunkingTaught in Keeping Another System in Step
- Relationship Fields in a Header RowTaught in Migration Is a Quality Project First
- Step 3: Bulk InsertTaught in Loading at Volume
- Understanding Bulk API 2.0 QueryTaught in Keeping Another System in Step
- WorkOrderTaught in Migration Is a Quality Project First
- FairnessTaught in Migration Is a Quality Project First
- Operational Excellence - Automation PatternsTaught in Automation During the Load
- Record-Triggered AutomationTaught in Automation During the Load
- Resource and Cost OptimizationTaught in Automation During the Load
- Guide to Import Dry Run & Data Health ChecksTaught in Migration Is a Quality Project First
- Import Data With Nonprofit Success Pack (NPSP)Taught in Migration Is a Quality Project First
- Components of AWS DMS - AWS Database Migration ServiceTaught in Cutover Weekend
- Data migration planning for go-live - Power PlatformTaught in Cutover Weekend
Transactions, Concurrency, and Reliability 38
- Salesforce Certified Platform Data Architect Exam GuideTaught in Study guide
- Analyze Concurrent Errors in Scale CenterTaught in Designing Out Lock Contention
- Avoiding DeadlocksTaught in Designing Out Lock Contention, The Lock Footprint of a Save
- Choosing a Partition KeyTaught in Designing Out Lock Contention
- Composite Request BodyTaught in Safe to Retry
- Conditional Request HeadersTaught in The Lock Footprint of a Save
- Core Data Types Used in API CallsTaught in The Lock Footprint of a Save, Safe to Retry
- Database ClassTaught in Designing Out Lock Contention, Safe to Retry
- Enterprise Messaging Platform EventsTaught in Safe to Retry
- Exception Class and Built-In ExceptionsTaught in The Lock Footprint of a Save
- Insert or Update (Upsert) a Record Using an External IDTaught in Safe to Retry
- Loading Data from the APITaught in Designing Out Lock Contention
- Locking StatementsTaught in Transactions, Concurrency, and Reliability, The Lock Footprint of a Save
- Managing Lookup Skew in Salesforce to Avoid Record Lock ExceptionsTaught in The Lock Footprint of a Save
- Parallel Subscription Configuration Examples in Tooling API and Metadata APITaught in Designing Out Lock Contention
- Platform Event Processing at Scale with Parallel Subscriptions for Apex TriggersTaught in Designing Out Lock Contention, Transactions, Concurrency, and Reliability
- Publish Event Messages with ApexTaught in Designing Out Lock Contention
- Retry Event Triggers with EventBus.RetryableExceptionTaught in Safe to Retry
- Salesforce Platform Record Locking and ConcurrencyTaught in Designing Out Lock Contention, The Lock Footprint of a Save
- Salesforce Scale Center is Generally AvailableTaught in Designing Out Lock Contention
- Send Multiple Requests Using CompositeTaught in Safe to Retry
- sObjects That Can’t Be Used Together in DML OperationsTaught in The Lock Footprint of a Save
- Subscribe to Platform Event Notifications with Apex TriggersTaught in Designing Out Lock Contention, Safe to Retry
- Transaction ControlTaught in Safe to Retry
- Triggers and Order of ExecutionTaught in Transactions, Concurrency, and Reliability, The Lock Footprint of a Save
- Updating Records IssuesTaught in The Lock Footprint of a Save
- Upserting RecordsTaught in Safe to Retry
- ReliabilityTaught in Designing Out Lock Contention, Transactions, Concurrency, and Reliability, The Lock Footprint of a Save and 1 more
- Reliability for the Agentic EnterpriseTaught in Safe to Retry
- Resource and Cost OptimizationTaught in Designing Out Lock Contention, Transactions, Concurrency, and Reliability, The Lock Footprint of a Save
- Resource and Cost Optimization for the Agentic EnterpriseTaught in Safe to Retry
- Empowering Admins: Build Org Scalability With New Scale Center Features - Salesforce AdminsTaught in Designing Out Lock Contention
- Idempotent requestsTaught in Safe to Retry
- Optimistic Concurrency - ADO.NETTaught in The Lock Footprint of a Save
- Optimistic Offline LockTaught in The Lock Footprint of a Save
- Pessimistic Offline LockTaught in The Lock Footprint of a Save
- PostgreSQL: Documentation: 18: 13.3. Explicit LockingTaught in The Lock Footprint of a Save
- Timeouts, retries, and backoff with jitterTaught in Safe to Retry
Data Security for Humans, Applications, and Agents 33
- About High-Volume Community or Site UsersTaught in The Sharing Model Your Data Model Must Respect
- Agent Execution Context and Data Access by TypeTaught in Security Is Decided in the Data Model, Data Security for Humans, Applications, and Agents, Treat an Agent Like a Curious Human
- Create a Sharing Set for Experience Cloud Site UsersTaught in Steve Trucking at Scale, What I Would Architect, Data Security for Humans, Applications, and Agents
- Differences Between FLE and Database EncryptionTaught in Classify, Then Protect
- Field PermissionsTaught in Security Is Decided in the Data Model
- Filter Encrypted Data with Deterministic EncryptionTaught in Classify, Then Protect
- Give Integration Users API Only AccessTaught in Security Is Decided in the Data Model
- Grant Access to Records with Manual Sharing in Lightning ExperienceTaught in The Sharing Model Your Data Model Must Respect
- Keep Manual Shares When Transferring RecordsTaught in The Sharing Model Your Data Model Must Respect
- PermissionsTaught in Security Is Decided in the Data Model
- Permissions in Profiles Retirement CancelledTaught in Security Is Decided in the Data Model
- Sales Territories ConceptsTaught in The Sharing Model Your Data Model Must Respect
- Salesforce Field Service app for iOS and Android performance considerationsTaught in Steve Trucking at Scale, What I Would Architect
- Salesforce Platform: New Connected Apps Can No Longer Be Created in Spring '26Taught in Security Is Decided in the Data Model
- Sharing RulesTaught in Data Security for Humans, Applications, and Agents, The Sharing Model Your Data Model Must Respect
- ConsiderationsTaught in The Sharing Model Your Data Model Must Respect
- FieldSecurityClassificationTaught in Classify, Then Protect
- Implicit SharingTaught in The Sharing Model Your Data Model Must Respect
- Invoke REST APIs with the Salesforce Integration User and OAuth Client CredentialsTaught in Security Is Decided in the Data Model
- Protect Apex Shares: Custom Row Causes on Standard ObjectsTaught in The Sharing Model Your Data Model Must Respect
- SharingSetTaught in Steve Trucking at Scale, What I Would Architect
- The Salesforce Developer’s Guide to the Summer ’26 ReleaseTaught in Security Is Decided in the Data Model
- Understand Apex Behavior While OfflineTaught in Security Is Decided in the Data Model
- Using Event MonitoringTaught in Security Is Decided in the Data Model
- Platform Sharing ArchitectureTaught in The Sharing Model Your Data Model Must Respect
- TrustTaught in Classify, Then Protect, Security Is Decided in the Data Model
- Trust for the Agentic EnterpriseTaught in Classify, Then Protect, Data Security for Humans, Applications, and Agents, Treat an Agent Like a Curious Human
- Optimizing Salesforce Role Hierarchies for Data SecurityTaught in The Sharing Model Your Data Model Must Respect
- Jen’s Top Spring '26 Features for Admins - Salesforce AdminsTaught in The Sharing Model Your Data Model Must Respect
- Salesforce Shield Platform Encryption Architecture - Salesforce Compliance SiteTaught in Classify, Then Protect
- California Code, CIV 1798.100Taught in Classify, Then Protect
- LLM01:2025 Prompt Injection - OWASP Gen AI Security ProjectTaught in Data Security for Humans, Applications, and Agents, Treat an Agent Like a Curious Human
- Regulation (EU) 2016/679, the General Data Protection RegulationTaught in Classify, Then Protect
Sharing & Visibility Architect
Thinking Like a Security Architect 17
- Controlling Access Using the Role HierarchyTaught in Four Principles, the Salesforce Way
- Database Operations Run in User Mode by Default, Not System ModeTaught in Four Principles, the Salesforce Way, The Route Through This Course, and What Changed in 2025\u20132026
- Enable Profile Filtering (Release Update)Taught in The Route Through This Course, and What Changed in 2025\u20132026
- Limit Profile Details to Required UsersTaught in The Route Through This Course, and What Changed in 2025\u20132026
- Make a File Private on a RecordTaught in Four Principles, the Salesforce Way
- Object PermissionsTaught in Four Principles, the Salesforce Way, The Building, the Offices and the File Cabinets
- Permissions in Profiles Retirement CancelledTaught in The Building, the Offices and the File Cabinets, The Route Through This Course, and What Changed in 2025\u20132026
- Salesforce Certified Platform Sharing and Visibility Architect Exam GuideTaught in Building for Today, Thinking About Tomorrow, Thinking Like a Security Architect, Study guide
- Salesforce Platform: New Connected Apps Can No Longer Be Created in Spring '26Taught in The Building, the Offices and the File Cabinets
- Set File Sharing to Inherit Record PermissionsTaught in Four Principles, the Salesforce Way
- “View All” and “Modify All” Permissions OverviewTaught in Four Principles, the Salesforce Way, The Building, the Offices and the File Cabinets
- AttachmentTaught in Four Principles, the Salesforce Way
- Enforce Sharing RulesTaught in The Route Through This Course, and What Changed in 2025\u20132026
- Platform Sharing ArchitectureTaught in Thinking Like a Security Architect, The Building, the Offices and the File Cabinets
- TrustTaught in Building for Today, Thinking About Tomorrow, Four Principles, the Salesforce Way, Thinking Like a Security Architect
- Platform Sharing and Visibility Architect credentialTaught in Building for Today, Thinking About Tomorrow
- Jen’s Top Summer '26 Release Features For Admins - Salesforce AdminsTaught in The Route Through This Course, and What Changed in 2025\u20132026
The Front Door: Logging In to Salesforce 27
- Custom Login FlowsTaught in Different Users, Different Doors
- Edit Session Settings in ProfilesTaught in IP Ranges, Login Hours and Sessions
- Event RelayTaught in The Doors Into Salesforce
- Give Integration Users API Only AccessTaught in Different Users, Different Doors
- Limit Profile Details to Required UsersTaught in Different Users, Different Doors
- Login Flow ExamplesTaught in Different Users, Different Doors
- Modify Session Security SettingsTaught in Passwords and MFA, IP Ranges, Login Hours and Sessions
- OAuth User-Agent and Hybrid User-Agent Flows Retirement (Release Update)Taught in The Doors Into Salesforce
- Permissions in Profiles Retirement CancelledTaught in What Stays on the Profile, Health Check and Security Center
- Prepare for MFA Enforcement for All Employee UsersTaught in What Stays on the Profile, Health Check and Security Center, Passwords and MFA, The Doors Into Salesforce and 1 more
- Prepare for Phishing-Resistant MFA Enforcement for Privileged Users including AdminsTaught in Passwords and MFA, The Doors Into Salesforce, IP Ranges, Login Hours and Sessions
- Preventing Connections from Anonymizing VPNs, Proxies and High-Risk IP AddressesTaught in IP Ranges, Login Hours and Sessions
- Refresh Token Idle TTL Is Limited to 30 DaysTaught in The Doors Into Salesforce
- Restrict Login IP Addresses in ProfilesTaught in IP Ranges, Login Hours and Sessions
- Retirement of OAuth 2.0 Username-Password Flow for Connected Apps (Release Update)Taught in The Doors Into Salesforce
- Salesforce Certified Platform Identity and Access Management Architect Exam GuideTaught in Study guide
- Salesforce Certified Platform Sharing and Visibility Architect Exam GuideTaught in Study guide
- Salesforce Platform: New Connected Apps Can No Longer Be Created in Spring '26Taught in The Doors Into Salesforce
- Security Health CheckTaught in What Stays on the Profile, Health Check and Security Center
- Security-Related Product Updates to the Salesforce Platform: User Identity, Data Protection, and Access ControlsTaught in What Stays on the Profile, Health Check and Security Center, The Front Door: Logging In to Salesforce, Passwords and MFA
- Set Trusted IP Ranges for Your OrgTaught in IP Ranges, Login Hours and Sessions
- Set Up a Login Flow and Connect to ProfilesTaught in Different Users, Different Doors
- Stay Secure with Proactive Health Check NotificationsTaught in What Stays on the Profile, Health Check and Security Center
- Take Charge of Your Security Goals with Security CenterTaught in What Stays on the Profile, Health Check and Security Center
- View and Edit Login Hours in ProfilesTaught in IP Ranges, Login Hours and Sessions
- View and Edit Password Policies in ProfilesTaught in Passwords and MFA
- TrustTaught in Different Users, Different Doors, The Front Door: Logging In to Salesforce, Passwords and MFA and 1 more
Profiles, Permission Sets and Permission Set Groups 52
- Activate Lightning Record or Home PagesTaught in One of Something
- Activate Session-Based Permission Set ActionTaught in Expiring and Session-Activated
- Automatically Grant or Revoke Access with a User Access PolicyTaught in User Access Policies
- Break Up Your Record Details with Dynamic FormsTaught in One of Something
- Controlled by Permission Set Behavior on Email-to-Case Routing AddressTaught in One of Something
- Converting Profiles to Permission SetsTaught in One of Something
- Create an Agent from an Agentforce Service Agent TemplateTaught in People, Integrations and Agents
- Create Permission SetsTaught in Lego Blocks, Not Too Small
- Create Session-Based Permission Set GroupsTaught in Expiring and Session-Activated
- Data Category VisibilityTaught in One of Something
- Delegate Account Management to an External UserTaught in Licenses, Delegation, and Seeing a User's Access
- Delegate Administrative DutiesTaught in Licenses, Delegation, and Seeing a User's Access
- Give Integration Users API Only AccessTaught in People, Integrations and Agents
- Guidelines for Creating Permission Sets and Permission Set GroupsTaught in Profiles, Permission Sets and Permission Set Groups, Lego Blocks, Not Too Small, One of Something
- Increase Number of Permission Sets per OrganizationTaught in Lego Blocks, Not Too Small
- Licenses OverviewTaught in Licenses, Delegation, and Seeing a User's Access
- Login Flow ExamplesTaught in Expiring and Session-Activated
- Manage Employee Agent AccessTaught in People, Integrations and Agents, One of Something
- Manage Object Access in Object ManagerTaught in Licenses, Delegation, and Seeing a User's Access
- Manage Permissions in the Permission Set and Permission Set Group Access SummariesTaught in Licenses, Delegation, and Seeing a User's Access
- Muting Permission SetsTaught in View, Normal, Power and Admin
- Muting Permission Sets Are Not Included in Salesforce Change SetsTaught in View, Normal, Power and Admin
- Permission Assignment Expiration ConsiderationsTaught in Expiring and Session-Activated
- Permission Set ConsiderationsTaught in Lego Blocks, Not Too Small
- Permission Set Group ConsiderationsTaught in Expiring and Session-Activated, View, Normal, Power and Admin, Lego Blocks, Not Too Small
- Permission Set Group Muting DependenciesTaught in View, Normal, Power and Admin
- Permission Set Group Status and RecalculationTaught in View, Normal, Power and Admin
- Permission Set GroupsTaught in View, Normal, Power and Admin
- Permission Set Groups and Combined Permissions ViewTaught in View, Normal, Power and Admin
- PermissionsTaught in Licenses, Delegation, and Seeing a User's Access, One of Something
- Permissions and SharingTaught in Licenses, Delegation, and Seeing a User's Access
- Permissions in Profiles Retirement CancelledTaught in Profiles, Permission Sets and Permission Set Groups, One of Something
- Preauthorize User App Access Through External Client App PoliciesTaught in People, Integrations and Agents
- ProfilesTaught in One of Something
- Salesforce Certified Platform Sharing and Visibility Architect Exam GuideTaught in Study guide
- Salesforce Enterprise Edition AllocationsTaught in Lego Blocks, Not Too Small
- See the Count of Permission Set Groups a Permission Set Is Added ToTaught in Licenses, Delegation, and Seeing a User's Access
- Session-Based Permission SetsTaught in Expiring and Session-Activated
- Set Assignment Expiration Details for Users in Permission Sets and Permission Set GroupsTaught in Expiring and Session-Activated, View, Normal, Power and Admin
- Standard Permission SetsTaught in Lego Blocks, Not Too Small
- Standard User LicensesTaught in Licenses, Delegation, and Seeing a User's Access
- User Access PoliciesTaught in User Access Policies
- User Access Policy ConsiderationsTaught in User Access Policies
- View and Manage UsersTaught in Licenses, Delegation, and Seeing a User's Access
- PermissionSetTaught in One of Something
- PermissionSetGroupTaught in View, Normal, Power and Admin
- ProfileTaught in One of Something
- Migrate Users with User Access PoliciesTaught in User Access Policies
- Admin Best Practices for User ManagementTaught in One of Something
- Get Agentforce Ready: Move From Profiles to Permission SetsTaught in One of Something, User Access Policies
- Reduce Salesforce Profiles for Greater EfficiencyTaught in One of Something
- Managing Salesforce Permissions at ScaleTaught in Lego Blocks, Not Too Small
Object and Field Security: What Users Can Touch 19
- Controlling Access Using the Role HierarchyTaught in The Assigned-Rep Field
- Data Classification Metadata FieldsTaught in Who Can See It, and Proving It
- Database Operations Run in User Mode by Default, Not System ModeTaught in The Assigned-Rep Field
- Dynamic Forms Tips and ConsiderationsTaught in Layouts and Dynamic Forms, Object and Field Security: What Users Can Touch
- Fields Required for Creating Custom ObjectsTaught in List Views, Reports, Search and Files
- Log In as Another UserTaught in Who Can See It, and Proving It
- Make a File Private on a RecordTaught in List Views, Reports, Search and Files
- Object PermissionsTaught in Object and Field Security: What Users Can Touch, Create, Read, Edit, Delete
- PermissionsTaught in Who Can See It, and Proving It, Read and Edit, in Permission Sets, Layouts and Dynamic Forms
- Salesforce Certified Platform Sharing and Visibility Architect Exam GuideTaught in Study guide
- Set File Sharing to Inherit Record PermissionsTaught in List Views, Reports, Search and Files
- Set Your Internal Organization-Wide Sharing DefaultsTaught in The Assigned-Rep Field
- Verify Access for a Particular FieldTaught in Read and Edit, in Permission Sets
- Visibility Rules on Lightning PagesTaught in Layouts and Dynamic Forms
- Ways to Control User Access to FieldsTaught in List Views, Reports, Search and Files, Read and Edit, in Permission Sets, Layouts and Dynamic Forms
- What Determines Field Access?Taught in List Views, Reports, Search and Files, Read and Edit, in Permission Sets
- “View All” and “Modify All” Permissions OverviewTaught in Create, Read, Edit, Delete
- Call Apex MethodsTaught in The Assigned-Rep Field
- Using the runAs MethodTaught in Who Can See It, and Proving It
Steve's 25 Ways to Share a Record: The Map 44
- About High-Volume Community or Site UsersTaught in Sharing Sets, Share Groups, Account Relationships
- Allocations and Considerations for TerritoriesTaught in Manual, Teams, Territories and More
- Case TeamsTaught in Manual, Teams, Territories and More
- Configure Account Relationship Data Sharing RulesTaught in Sharing Sets, Share Groups, Account Relationships
- Configure Digital Experiences SettingsTaught in Roles, Super Users, Account Hierarchies
- Considerations for Using Account TeamsTaught in Manual, Teams, Territories and More
- Create a Sharing Set for Experience Cloud Site UsersTaught in Sharing Sets, Share Groups, Account Relationships
- Create and Edit Public GroupsTaught in Criteria, Guest, Owner
- Create QueuesTaught in Defaults, Hierarchy, Ownership, Queues
- Data Category VisibilityTaught in View All, Implicit, Data Categories
- Database Operations Run in User Mode by Default, Not System ModeTaught in Sharing in Code and Flow, and System Mode
- Delegate Administrative DutiesTaught in View All, Implicit, Data Categories
- Delegate Site Administration to an External UserTaught in Roles, Super Users, Account Hierarchies
- Enable Faster Account Sharing Recalculation by Not Storing Case and Contact Implicit Child Shares (Release Update)Taught in View All, Implicit, Data Categories
- External Account Hierarchies ConsiderationsTaught in Roles, Super Users, Account Hierarchies
- External Organization-Wide Defaults OverviewTaught in Defaults, Hierarchy, Ownership, Queues
- Grant Access to Records with Manual Sharing in Lightning ExperienceTaught in 25 Ways, in Eight Sets
- Grant Portal Super User Access to Partner and Customer UsersTaught in Roles, Super Users, Account Hierarchies
- How Category Visibility Differs from Other Salesforce ModelsTaught in 25 Ways, in Eight Sets, View All, Implicit, Data Categories
- Implicit SharingTaught in View All, Implicit, Data Categories
- Keep Manual Shares When Transferring RecordsTaught in 25 Ways, in Eight Sets
- Manual SharingTaught in Manual, Teams, Territories and More
- Permissions and SharingTaught in Manual, Teams, Territories and More, Sharing in Code and Flow, and System Mode
- Restriction Rule ConsiderationsTaught in Restriction and Scoping Rules
- Restriction RulesTaught in Restriction and Scoping Rules
- Sales TerritoriesTaught in Manual, Teams, Territories and More
- Sales Territories ConceptsTaught in 25 Ways, in Eight Sets
- Salesforce Certified Platform Sharing and Visibility Architect Exam GuideTaught in Study guide
- Salesforce Platform Flow: Enforce Parent Sharing on Lookup RelationshipsTaught in Sharing in Code and Flow, and System Mode
- Scoping RulesTaught in Restriction and Scoping Rules
- Set Flow Run ContextTaught in 25 Ways, in Eight Sets, Sharing in Code and Flow, and System Mode
- Share Your Calendar in Lightning ExperienceTaught in Manual, Teams, Territories and More
- Sharing and Record Access FeaturesTaught in Steve's 25 Ways to Share a Record: The Map, 25 Ways, in Eight Sets, Defaults, Hierarchy, Ownership, Queues
- Sharing Rule ConsiderationsTaught in Criteria, Guest, Owner, Sharing Sets, Share Groups, Account Relationships
- Sharing Rule TypesTaught in Criteria, Guest, Owner
- Sharing RulesTaught in Criteria, Guest, Owner
- Use Share Groups to Share Records Owned by High-Volume Experience Cloud Site UsersTaught in Sharing Sets, Share Groups, Account Relationships
- AccountShareTaught in Defaults, Hierarchy, Ownership, Queues, Criteria, Guest, Owner, Manual, Teams, Territories and More and 4 more
- Factors that Affect Data AccessTaught in 25 Ways, in Eight Sets, View All, Implicit, Data Categories
- Protect Apex Shares: Custom Row Causes on Standard ObjectsTaught in 25 Ways, in Eight Sets, Sharing in Code and Flow, and System Mode
- Sharing a Record Using ApexTaught in Sharing in Code and Flow, and System Mode
- Understanding SharingTaught in Sharing in Code and Flow, and System Mode, Roles, Super Users, Account Hierarchies
- Platform Sharing ArchitectureTaught in Steve's 25 Ways to Share a Record: The Map, 25 Ways, in Eight Sets, Defaults, Hierarchy, Ownership, Queues and 1 more
- Compliant Data Sharing in Financial Services ExplainedTaught in Manual, Teams, Territories and More
Org-Wide Defaults, Ownership and the Role Hierarchy 31
- Considerations for Object RelationshipsTaught in When the Data Model Shares for You
- Control Manual Sharing for User RecordsTaught in The User Record Is a Record Too
- Control Standard Report VisibilityTaught in The User Record Is a Record Too
- Create a Many-to-Many Object RelationshipTaught in When the Data Model Shares for You
- Create a User RoleTaught in Start at the Top of the Hierarchy, Design It for Access, Not as an Org Chart
- Create QueuesTaught in Start at the Top of the Hierarchy, Who Holds the Key to Each Record
- External Organization-Wide Defaults OverviewTaught in How Locked Each File Cabinet Starts
- Grant Access Using Hierarchies by Default in New QueuesTaught in Who Holds the Key to Each Record
- Keep Manual Shares When Transferring RecordsTaught in Who Holds the Key to Each Record
- Keep Manual Shares When Transferring RecordsTaught in Who Holds the Key to Each Record
- Object Relationships OverviewTaught in When the Data Model Shares for You
- Organization-Wide Default Access SettingsTaught in How Locked Each File Cabinet Starts, The User Record Is a Record Too
- Restriction Rule ConsiderationsTaught in Start at the Top of the Hierarchy
- Restriction RulesTaught in Start at the Top of the Hierarchy
- Salesforce Certified Platform Sharing and Visibility Architect Exam GuideTaught in Study guide
- Set the Org-Wide Sharing Defaults for User RecordsTaught in The User Record Is a Record Too
- Set Your Internal Organization-Wide Sharing DefaultsTaught in How Locked Each File Cabinet Starts
- Sharing and Record Access FeaturesTaught in Who Holds the Key to Each Record
- Transfer RecordsTaught in Who Holds the Key to Each Record
- User Sharing and VisibilityTaught in The User Record Is a Record Too
- User Sharing ConsiderationsTaught in The User Record Is a Record Too
- Access GrantsTaught in How Salesforce Decides Who Can See a Record
- Data Access in SalesforceTaught in Org-Wide Defaults, Ownership and the Role Hierarchy, How Salesforce Decides Who Can See a Record
- Database ArchitectureTaught in How Salesforce Decides Who Can See a Record
- Group Maintenance TablesTaught in How Salesforce Decides Who Can See a Record
- Group Membership Operations and Sharing RecalculationTaught in Org-Wide Defaults, Ownership and the Role Hierarchy, How Salesforce Decides Who Can See a Record
- Product2Taught in Who Holds the Key to Each Record
- Record Access CalculationTaught in How Salesforce Decides Who Can See a Record
- Sharing RowsTaught in How Salesforce Decides Who Can See a Record
- Platform Sharing ArchitectureTaught in Start at the Top of the Hierarchy, How Locked Each File Cabinet Starts, Who Holds the Key to Each Record and 1 more
- Jen’s Top Spring '26 Features for Admins - Salesforce AdminsTaught in Design It for Access, Not as an Org Chart
Public Groups and Criteria-Based Sharing Rules 21
- Allocations and Considerations for TerritoriesTaught in How Many Buckets? Sharing Rule Limits and Steve's Number of Zeros
- Best Practices and Considerations for Using the Guest Record Default OwnerTaught in The Rule That Reaches the Public
- Best Practices and Considerations When Working with the Site Guest User RecordTaught in The Rule That Reaches the Public
- Considerations for List Views and Related ListsTaught in Sharing a List View Doesn't Share the Records
- Create a Custom List View in Lightning ExperienceTaught in Sharing a List View Doesn't Share the Records
- Create and Edit Public GroupsTaught in The Swiss Army Knife of Sharing
- Create Criteria-Based Sharing RulesTaught in Sharing by What's on the Record, Never Hard-Code IDs in Sharing Rules, and How Rules Sprawl, Public Groups and Criteria-Based Sharing Rules
- Create Guest User Sharing RulesTaught in Sharing by What's on the Record, The Rule That Reaches the Public
- Group Member TypesTaught in The Swiss Army Knife of Sharing
- Public and Personal GroupsTaught in Public Groups and Criteria-Based Sharing Rules, The Swiss Army Knife of Sharing
- Public Group ConsiderationsTaught in The Swiss Army Knife of Sharing
- Salesforce Certified Platform Sharing and Visibility Architect Exam GuideTaught in Study guide
- Sandbox Licenses and Storage Limits by TypeTaught in Never Hard-Code IDs in Sharing Rules, and How Rules Sprawl
- Servers and IDsTaught in Never Hard-Code IDs in Sharing Rules, and How Rules Sprawl
- Sharing Records with Manager GroupsTaught in The Swiss Army Knife of Sharing
- Sharing Rule ConsiderationsTaught in Sharing by What's on the Record, The Rule That Reaches the Public
- Sharing Rule TypesTaught in Sharing by What's on the Record
- Sharing RulesTaught in Sharing by What's on the Record, How Many Buckets? Sharing Rule Limits and Steve's Number of Zeros
- SharingRulesTaught in Never Hard-Code IDs in Sharing Rules, and How Rules Sprawl
- Platform Sharing ArchitectureTaught in The Swiss Army Knife of Sharing
- Jen’s Top Summer '26 Release Features For Admins - Salesforce AdminsTaught in Sharing by What's on the Record, Sharing a List View Doesn't Share the Records
Owner-Based Sharing Rules 11
- Create Owner-Based Sharing RulesTaught in Owner-Based Sharing Rules, Choosing Whose Records and Who Gets Them, Sharing by Who Owns the Record
- Create Sharing RulesTaught in Owner-Based or Criteria-Based? Choosing the Sharing Rule
- Salesforce Certified Platform Sharing and Visibility Architect Exam GuideTaught in Study guide
- Sharing Rule CategoriesTaught in Choosing Whose Records and Who Gets Them, Sharing by Who Owns the Record
- Sharing Rule ConsiderationsTaught in Owner-Based or Criteria-Based? Choosing the Sharing Rule, Choosing Whose Records and Who Gets Them, Sharing by Who Owns the Record and 1 more
- Sharing Rule TypesTaught in Owner-Based or Criteria-Based? Choosing the Sharing Rule, Sharing by Who Owns the Record
- Group Membership LockingTaught in Owner-Based Rules, Reorganizations and Recalculation
- Group Membership Operations and Sharing RecalculationTaught in Owner-Based Sharing Rules, Owner-Based Rules, Reorganizations and Recalculation
- Ownership Data SkewTaught in Owner-Based Rules, Reorganizations and Recalculation
- Takeaway: Tuning Group Membership for PerformanceTaught in Owner-Based Rules, Reorganizations and Recalculation
- Tools for Large-Scale RealignmentsTaught in Owner-Based Rules, Reorganizations and Recalculation
Config-Based Sharing: Manual Shares, Teams and Territories 27
- Add Participant Roles for Compliant Data Sharing Enabled ObjectsTaught in Participants, Roles and Groups
- Allocations and Considerations for TerritoriesTaught in Models, Types and Assignment Rules
- Case TeamsTaught in Account, Opportunity and Case Teams
- Compliant Data SharingTaught in Participants, Roles and Groups
- Considerations and Guidelines for Using Opportunity TeamsTaught in Account, Opportunity and Case Teams
- Considerations and Limitations for Compliant Data SharingTaught in Participants, Roles and Groups
- Considerations for Changing a Record’s OwnerTaught in Config-Based Sharing: Manual Shares, Teams and Territories, One Record, Shared by Hand, Every Way Side by Side
- Considerations for Using Account TeamsTaught in Account, Opportunity and Case Teams
- Control Who Sees What with Compliant Data SharingTaught in Participants, Roles and Groups
- Enable Compliant Data Sharing for ObjectsTaught in Participants, Roles and Groups
- Grant Access to Records with Manual Sharing in Lightning ExperienceTaught in One Record, Shared by Hand
- How Account Assignment Rules WorkTaught in Models, Types and Assignment Rules
- How Do Permissions for Territories Affect Feature and Data Access?Taught in Territories and Roles Together
- Keep Manual Shares When Transferring RecordsTaught in One Record, Shared by Hand, Every Way Side by Side
- Manual SharingTaught in Config-Based Sharing: Manual Shares, Teams and Territories, One Record, Shared by Hand
- Manual Sharing ConsiderationsTaught in One Record, Shared by Hand, Every Way Side by Side
- Run Assignment Rules for a TerritoryTaught in Models, Types and Assignment Rules
- Run territory assignment rules when you edit an AccountTaught in Models, Types and Assignment Rules
- Sales Territories ConceptsTaught in Models, Types and Assignment Rules
- Salesforce Certified Platform Sharing and Visibility Architect Exam GuideTaught in Study guide
- Sharing Rule ConsiderationsTaught in Every Way Side by Side
- Territory Assignment Rules in lightning do not run when the “Evaluate this account against territory rules on save” field is not on the layout even ifTaught in Models, Types and Assignment Rules
- Territory Model StateTaught in Models, Types and Assignment Rules, Territories and Roles Together
- Protect Apex Shares: Custom Row Causes on Standard ObjectsTaught in Every Way Side by Side
- Territory2Taught in Models, Types and Assignment Rules
- Platform Sharing ArchitectureTaught in Territories and Roles Together
- Compliant Data Sharing in Financial Services ExplainedTaught in Participants, Roles and Groups
Overrides and Implicit Sharing: What You Get for Free 18
- Create a User RoleTaught in What Account Owners See
- Enable Faster Account Sharing Recalculation by Not Storing Case and Contact Implicit Child Shares (Release Update)Taught in What Implicit Sharing Costs, The Six Kinds, and Parent and Child Live
- Implicit SharingTaught in What Account Owners See, Overrides and Implicit Sharing: What You Get for Free, Implicit Sharing for External Users and 2 more
- Limit Access to Field Service RecordsTaught in Steve Trucking's Internal Users, What I Would Architect
- Release UpdatesTaught in What Implicit Sharing Costs
- Restrict Experience Cloud Site User Access to CasesTaught in Implicit Sharing for External Users
- Role FieldsTaught in What Account Owners See
- Salesforce Certified Platform Sharing and Visibility Architect Exam GuideTaught in Study guide
- Salesforce Site Users Not Able to See Contacts That Are Not Enabled for Experience Cloud SitesTaught in Implicit Sharing for External Users
- View Sharing OverridesTaught in View All, Modify All and the All Data Permissions
- “View All” and “Modify All” Permissions OverviewTaught in Overrides and Implicit Sharing: What You Get for Free, View All, Modify All and the All Data Permissions
- Implicit SharingTaught in What Implicit Sharing Costs, Implicit Sharing for External Users, The Six Kinds, and Parent and Child Live
- ObjectPermissionsTaught in View All, Modify All and the All Data Permissions
- Parent-Child Data SkewTaught in What Implicit Sharing Costs
- PermissionSetTaught in View All, Modify All and the All Data Permissions
- Takeaway: Tuning Data Relationships and Updates for PerformanceTaught in What Implicit Sharing Costs
- UserRoleTaught in What Account Owners See
- Platform Sharing ArchitectureTaught in What Account Owners See, Account Hierarchies and Custom Objects
Programmatic Sharing: Apex and Flow Managed Sharing 22
- Allocations and Considerations for TerritoriesTaught in Groups and Hidden Territories as Targets
- Considerations for Changing a Record’s OwnerTaught in Code's Shares That Survive an Owner Change
- Defer Sharing CalculationsTaught in Keeping Programmatic Shares Right
- Flow Run ContextTaught in The Same Share Record Without Code
- Keep Manual Shares When Transferring RecordsTaught in Code's Shares That Survive an Owner Change
- Public Group ConsiderationsTaught in Groups and Hidden Territories as Targets
- Record-Triggered Flow ConsiderationsTaught in The Same Share Record Without Code
- Sales Territories ConceptsTaught in Groups and Hidden Territories as Targets
- Salesforce Certified Platform Sharing and Visibility Architect Exam GuideTaught in Study guide
- Schedule-Triggered Flow Limits and ConsiderationsTaught in The Same Share Record Without Code
- Set Flow Run ContextTaught in The Same Share Record Without Code
- ObjectTerritory2AssociationTaught in Groups and Hidden Territories as Targets
- Protect Apex Shares: Custom Row Causes on Standard ObjectsTaught in Code's Shares That Survive an Owner Change, Groups and Hidden Territories as Targets
- Recalculating Apex Managed SharingTaught in Programmatic Sharing: Apex and Flow Managed Sharing, Keeping Programmatic Shares Right
- Sharing a Record Using ApexTaught in Code's Shares That Survive an Owner Change, When Programmatic Sharing Is Justified, Programmatic Sharing: Apex and Flow Managed Sharing and 2 more
- SharingReasonTaught in Code's Shares That Survive an Owner Change
- sObjects That Can’t Be Used Together in DML OperationsTaught in Groups and Hidden Territories as Targets, Keeping Programmatic Shares Right
- Understanding SharingTaught in Row Causes, Access Levels and Sharing Reasons
- UserTerritory2AssociationTaught in Groups and Hidden Territories as Targets
- Asynchronous Processing on the Lightning Platform Decision GuideTaught in The Same Share Record Without Code
- Record-Triggered AutomationTaught in The Same Share Record Without Code
- Jen’s Top Spring '26 Features for Admins - Salesforce AdminsTaught in Keeping Programmatic Shares Right
Files, Folders, Reports and Other Data 37
- Access Levels for Report and Dashboard FoldersTaught in Who Opens the Folder, and Whose Access Fills the Dashboard
- Add Row-Level Security by Inheriting Sharing RulesTaught in The Dataset Starts with Everything
- Add Row-Level Security with a Security PredicateTaught in The Dataset Starts with Everything
- Chatter GroupsTaught in Public, Private and Unlisted, and the Files Shared to Them
- Choose the Sharing or Access Model for Lightning KnowledgeTaught in Who Can Read a Knowledge Article? Data Categories, Standard Sharing and Channels
- Configure Dashboard Data Visibility in Lightning ExperienceTaught in Who Opens the Folder, and Whose Access Fills the Dashboard
- Control Dashboard Data VisibilityTaught in What Isn't a Record, and Who Decides Who Sees It
- Create a Custom List View in Lightning ExperienceTaught in What Isn't a Record, and Who Decides Who Sees It
- Create and Share CRM Analytics Apps to Give Business Users a Big Data PictureTaught in The Dataset Starts with Everything
- Dashboard Data Visibility ConsiderationsTaught in Who Opens the Folder, and Whose Access Fills the Dashboard, Files, Folders, Reports and Other Data
- Data Category VisibilityTaught in Who Can Read a Knowledge Article? Data Categories, Standard Sharing and Channels
- Default Organization-Wide Access LevelsTaught in Who Can See a Meeting? Calendars, Activities and Private Events
- Dynamic DashboardsTaught in Who Opens the Folder, and Whose Access Fills the Dashboard
- Enable Content Deliveries and Public LinksTaught in Who Can See a File? Owners, Records, Libraries and Public Links
- Event Fields in Lightning ExperienceTaught in Who Can See a Meeting? Calendars, Activities and Private Events
- External Objects in Salesforce ConnectTaught in When There's No Share Table
- Folders and Enhanced Sharing in Lightning ExperienceTaught in Who Opens the Folder, and Whose Access Fills the Dashboard
- How Category Visibility Differs from Other Salesforce ModelsTaught in Who Can Read a Knowledge Article? Data Categories, Standard Sharing and Channels, What Isn't a Record, and Who Decides Who Sees It
- Make a File Private on a RecordTaught in Who Can See a File? Owners, Records, Libraries and Public Links
- Manage Library PermissionsTaught in Who Can See a File? Owners, Records, Libraries and Public Links
- Organization-Wide Default Access SettingsTaught in Who Can See a Meeting? Calendars, Activities and Private Events
- Page Layout Considerations for Lightning KnowledgeTaught in Who Can Read a Knowledge Article? Data Categories, Standard Sharing and Channels
- Prevent Others from Sharing and Unsharing a FileTaught in Who Can See a File? Owners, Records, Libraries and Public Links
- Restriction Rule ConsiderationsTaught in When There's No Share Table
- Salesforce Certified Platform Sharing and Visibility Architect Exam GuideTaught in Study guide
- Salesforce Data Access in CRM AnalyticsTaught in The Dataset Starts with Everything, What Isn't a Record, and Who Decides Who Sees It
- Share a Lightning Report or Dashboard FolderTaught in Who Opens the Folder, and Whose Access Fills the Dashboard, What Isn't a Record, and Who Decides Who Sees It
- Share Files Via LinkTaught in Who Can See a File? Owners, Records, Libraries and Public Links
- Share Your Calendar in Lightning ExperienceTaught in Who Can See a Meeting? Calendars, Activities and Private Events
- Sharing Considerations for Lightning KnowledgeTaught in Who Can Read a Knowledge Article? Data Categories, Standard Sharing and Channels
- Sharing Inheritance Limits and ConsiderationsTaught in The Dataset Starts with Everything
- Unlisted Chatter GroupsTaught in Public, Private and Unlisted, and the Files Shared to Them
- View and Edit LibrariesTaught in Who Can See a File? Owners, Records, Libraries and Public Links
- Who Can See My File?Taught in Who Can See a File? Owners, Records, Libraries and Public Links, Files, Folders, Reports and Other Data, What Isn't a Record, and Who Decides Who Sees It
- Big ObjectsTaught in When There's No Share Table, What Isn't a Record, and Who Decides Who Sees It
- IdentityType EnumTaught in When There's No Share Table
- Jen’s Top Spring '26 Features for Admins - Salesforce AdminsTaught in Who Can See a File? Owners, Records, Libraries and Public Links
Testing the Security Model 15
- Additional Considerations for Troubleshooting Access IssuesTaught in Why Can't This User See the Record?
- Example Queries for Troubleshooting Access IssuesTaught in Why Can't This User See the Record?
- Organization-Wide Default Access SettingsTaught in Prove the Positive and the Negative
- Permissions and SharingTaught in Who Can See It, and Why
- Salesforce Certified Platform Sharing and Visibility Architect Exam GuideTaught in Study guide
- Sharing Rule ConsiderationsTaught in Build It, Then Prove It
- Troubleshoot Access Issues for External UsersTaught in Why Can't This User See the Record?
- Troubleshoot Field Access IssuesTaught in Why Can't This User See the Record?
- Troubleshoot Object and Record Access IssuesTaught in Who Can See It, and Why, Why Can't This User See the Record?
- Troubleshooting User Access Issues and Insufficient Privileges ErrorsTaught in Why Can't This User See the Record?
- Viewing Which Users Have Access to Your Records in Lightning ExperienceTaught in Testing the Security Model, Who Can See It, and Why
- Test ClassTaught in Keep the Proof Running
- Understanding Test DataTaught in Keep the Proof Running
- UserRecordAccessTaught in Who Can See It, and Why
- Using the runAs MethodTaught in Testing the Security Model, Keep the Proof Running
Integration Architect
Think Like an Integration Architect 9
- External Client AppsTaught in You're Already Doing Integration
- Migrate All Connected Apps to External Client Apps (Release Update)Taught in Owners, Boundaries and Change, You're Already Doing Integration
- Prepare for Connected App Usage RestrictionTaught in You're Already Doing Integration
- Salesforce Certified Platform Integration Architect Exam GuideTaught in Everything Is Knowable, Think Like an Integration Architect, Study guide
- Salesforce Platform: New Connected Apps Can No Longer Be Created in Spring '26Taught in You're Already Doing Integration
- Enable Bulk API 2.0Taught in You're Already Doing Integration
- Event Message DurabilityTaught in Plan for Failure
- Protect Your Salesforce Environment from Social Engineering ThreatsTaught in You're Already Doing Integration
- The Cost of a Call: From Voice Phishing to Data ExtortionTaught in You're Already Doing Integration
The Client and Server 13
- Give Integration Users API Only AccessTaught in The Client\u2013Server Tango
- Retirement of OAuth 2.0 Username-Password Flow for Connected Apps (Release Update)Taught in Knocking on the Door
- Salesforce Certified Platform Integration Architect Exam GuideTaught in Study guide
- Salesforce Platform: New Connected Apps Can No Longer Be Created in Spring '26Taught in The Client\u2013Server Tango
- Python quick startTaught in Finding the Server
- HTTP Semantics (RFC 9110)Taught in The Client and Server, You Are the Client
- IPv4 Address Blocks Reserved for Documentation (RFC 5737)Taught in Finding the Server
- RFC 2606Taught in Finding the Server
- RFC 9700, Best Current Practice for OAuth 2.0 SecurityTaught in Knocking on the Door
- Service Name and Transport Protocol Port Number RegistryTaught in Finding the Server
- Special-Use Domain Names (RFC 6761)Taught in Finding the Server, You Are the Client
- TLS 1.3 (RFC 8446)Taught in Finding the Server
- httpbin.orgTaught in You Are the Client
APIs, Contracts and Data Across the Wire 36
- OpenAPI 2.0 and 3.0 SupportTaught in AI in the Work, APIs, Contracts and Data Across the Wire, The Contract
- Salesforce Certified Platform Integration Architect Exam GuideTaught in Study guide
- Salesforce Platform API Versions 31.0 through 40.0 RetirementTaught in The Contract
- Agentforce Vibes OverviewTaught in AI in the Work
- Create a JobTaught in Formats, Old to New
- DataWeave in ApexTaught in Schemas and Transformation
- Differences Between Change Events Received with Streaming API vs. Pub/Sub APITaught in Formats, Old to New
- Event Data Serialization with Apache AvroTaught in Formats, Old to New
- migrationTaught in The REST Request, Taken Apart
- Using DataWeave Expressions and Transformations in Anypoint Code BuilderTaught in AI in the Work
- 3.0.4Taught in AI in the Work
- ACH File OverviewTaught in Formats, Old to New
- Additional HTTP Status Codes (RFC 6585)Taught in The REST Request, Taken Apart
- Apache Avro specificationTaught in Formats, Old to New
- Base16, Base32, and Base64 Encodings (RFC 4648)Taught in Formats, Old to New, The Star Trek Transporter
- CSV (RFC 4180)Taught in Formats, Old to New
- HL7 FHIRTaught in Formats, Old to New
- HL7 Version 2Taught in Formats, Old to New
- HTTP Semantics (RFC 9110)Taught in APIs, Contracts and Data Across the Wire, The REST Request, Taken Apart
- ISO 4217 currency codesTaught in The Star Trek Transporter
- ISO 8601 date and timeTaught in The Star Trek Transporter
- JSON SchemaTaught in Schemas and Transformation
- OpenAPI Specification 3.2.0Taught in APIs, Contracts and Data Across the Wire, The Contract
- PATCH Method for HTTP (RFC 5789)Taught in The REST Request, Taken Apart
- The JSON Data Interchange Format (RFC 8259)Taught in Formats, Old to New, The Star Trek Transporter
- URI Generic Syntax (RFC 3986)Taught in The REST Request, Taken Apart, The Star Trek Transporter
- UTF-8 (RFC 3629)Taught in Formats, Old to New, The Star Trek Transporter
- What is OpenAPI?Taught in The Contract
- XML 1.0Taught in Formats, Old to New
- XML Schema (XSD) 1.1Taught in Schemas and Transformation
- XSLT 3.0Taught in Schemas and Transformation
- YAML 1.2.2Taught in Formats, Old to New
- Representational State Transfer (REST)Taught in The REST Request, Taken Apart
- Swagger: about OpenAPITaught in The Contract
- Transporter (Star Trek)Taught in The Star Trek Transporter
- Word OriginsTaught in The Star Trek Transporter
The Admin's Integration Toolkit 25
- Authentication Protocols for Named CredentialsTaught in Named and External Credentials
- Configure an HTTP Callout ActionTaught in Flow HTTP Callouts
- Configure Every Fault Path to Send You an EmailTaught in What You'll See When It Breaks
- Connect a Record-Triggered Flow to an External System Using an Asynchronous PathTaught in Flow HTTP Callouts, What You'll See When It Breaks
- Connecting to an API Without a Connector Using HTTP CalloutTaught in Flow HTTP Callouts
- Customize What Happens When a Flow FailsTaught in What You'll See When It Breaks
- Default Flow Error HandlingTaught in What You'll See When It Breaks
- Enforce One-Time-Use Refresh Tokens with Refresh Token Rotation (RTR) in SalesforceTaught in What You'll See When It Breaks
- External Client AppsTaught in The Admin's Integration Toolkit, Who's Calling In
- External ServicesTaught in External Services From an OpenAPI Spec
- How Flows Run in TransactionsTaught in Flow HTTP Callouts, What You'll See When It Breaks
- HTTP Callout Considerations and LimitsTaught in Flow HTTP Callouts, What You'll See When It Breaks
- Limit the Idle Refresh Token TTL in External Client AppsTaught in What You'll See When It Breaks
- Monitoring and Managing Paused and Failed Flow InterviewsTaught in What You'll See When It Breaks
- OAuth 2.0 Client Credentials Flow for Server-to-Server IntegrationTaught in Who's Calling In
- OAuth Tokens and ScopesTaught in Who's Calling In
- OpenAPI 2.0 and 3.0 SupportTaught in External Services From an OpenAPI Spec
- Salesforce Certified Platform Integration Architect Exam GuideTaught in Study guide
- Schema Update SupportTaught in External Services From an OpenAPI Spec
- Get StartedTaught in The Admin's Integration Toolkit, Named and External Credentials
- Named Credentials as Callout EndpointsTaught in Named and External Credentials
- Platform Event FieldsTaught in Platform Events in Flow
- Publish Event Messages with FlowsTaught in Platform Events in Flow
- Subscribe to Platform Event Messages with FlowsTaught in Platform Events in Flow, What You'll See When It Breaks
- ReliabilityTaught in What You'll See When It Breaks
Understanding the System Landscape 19
- About Salesforce Data 360Taught in Boxes, Boundaries and Touch Points
- Manage Trusted URLsTaught in Browser or Server
- Salesforce B2B CommerceTaught in Boxes, Boundaries and Touch Points
- Salesforce Certified Platform Integration Architect Exam GuideTaught in Study guide
- Call APIs from JavaScriptTaught in Browser or Server
- Canvas Developer Guide (PDF)Taught in Browser or Server
- Lightning Out 2.0 Is Now Generally Available in Winter '26Taught in Browser or Server
- The Salesforce Developer’s Guide to the Winter ’27 ReleaseTaught in Browser or Server
- How to Build Salesforce DiagramsTaught in Two Boxes Protect You
- Integration PatternsTaught in Browser or Server, Understanding the System Landscape
- An Update on HerokuTaught in Boxes, Boundaries and Touch Points, What the Arrow Means on a Landscape
- Salesforce Announces Marketing Cloud Next - SalesforceTaught in Boxes, Boundaries and Touch Points
- Salesforce Completes Acquisition of InformaticaTaught in Point to Point, or Hub and Spoke
- Trust StatusTaught in Boxes, Boundaries and Touch Points, Understanding the System Landscape
- Fetch Standard (CORS)Taught in Browser or Server
- Google Maps Platform security guidanceTaught in Browser or Server
- Next steps for Privacy SandboxTaught in Browser or Server
- Third-party cookiesTaught in Browser or Server
- WebKit: Full Third-Party Cookie BlockingTaught in Browser or Server
Understanding Integration Requirements 8
- Data Classification Metadata FieldsTaught in Classifying the Data
- Salesforce Certified Platform Integration Architect Exam GuideTaught in Study guide
- API Request Limits and AllocationsTaught in Constraints
- Data Integration with SalesforceTaught in Constraints
- Integration PatternsTaught in Understanding Integration Requirements, Listening for the Shape of the Integration
- TrustTaught in Understanding Integration Requirements, Success Factors, Growth and Regulation
- Hyperforce Operating ZoneTaught in Success Factors, Growth and Regulation
- Hyperforce: Public Cloud InfrastructureTaught in Success Factors, Growth and Regulation
Integration Patterns 7
- Salesforce Certified Platform Integration Architect Exam GuideTaught in Study guide
- Salesforce ConnectTaught in Several Patterns, One Solution
- Integration PatternsTaught in Call-Outs and Call-Ins, Steve Trucking, What I Would Architect, Choosing a Pattern and 6 more
- Claim CheckTaught in Publish and Subscribe
- Enterprise Integration PatternsTaught in Integration Patterns, Patterns Are a Language
- Point-to-Point ChannelTaught in Publish and Subscribe
- Publish-Subscribe ChannelTaught in Publish and Subscribe
Salesforce as an API Provider 43
- Retirement of OAuth 2.0 Username-Password Flow for Connected Apps (Release Update)Taught in Many in One Call, REST First
- Salesforce Certified Platform Integration Architect Exam GuideTaught in Study guide
- Salesforce Platform API Versions 31.0 through 40.0 RetirementTaught in All the Locked Doors, GraphQL and the UI API, Many in One Call and 3 more
- Salesforce Platform: New Connected Apps Can No Longer Be Created in Spring '26Taught in All the Locked Doors
- Turn On and Customize Web-to-CaseTaught in All the Locked Doors
- Which API Do I Use?Taught in All the Locked Doors, Many in One Call, Study guide and 2 more
- Apex REST Basic Code SampleTaught in Custom Apex REST
- Apex REST MethodsTaught in Custom Apex REST
- API LibraryTaught in All the Locked Doors, Salesforce as an API Provider, Who's at the Door
- API Request LimitsTaught in GraphQL and the UI API
- API Request Limits and AllocationsTaught in Who's at the Door
- API Total UsageTaught in All the Locked Doors
- Composite BatchTaught in Many in One Call
- Composite Graph LimitsTaught in Many in One Call
- Connect Postman to SalesforceTaught in Who's at the Door
- Create or Clone a RecordTaught in GraphQL and the UI API
- Create Records Using sObject CollectionsTaught in Many in One Call
- Get Feedback on Query Performance (Beta)Taught in REST First
- Get Records Using sObject RowsTaught in REST First
- Get StartedTaught in GraphQL and the UI API
- Get Started with User Interface APITaught in GraphQL and the UI API
- Introduction to Apex RESTTaught in Custom Apex REST
- Introduction to REST APITaught in Salesforce as an API Provider, REST First
- MutationsTaught in GraphQL and the UI API
- QueryTaught in REST First
- Query LimitationsTaught in GraphQL and the UI API
- Query Options HeaderTaught in REST First
- QueryAllTaught in REST First
- Salesforce Hosted MCP Servers Are Now Generally AvailableTaught in All the Locked Doors
- Send Multiple Requests Using CompositeTaught in Many in One Call
- sObject CollectionsTaught in Many in One Call
- sObject DescribeTaught in REST First
- sObject Get UpdatedTaught in REST First
- sObject Rows by External IDTaught in REST First
- sObject TreeTaught in Many in One Call
- The Salesforce Developer’s Guide to the Winter ’27 ReleaseTaught in All the Locked Doors, REST First
- Using Composite GraphsTaught in Many in One Call
- What is GraphQL API?Taught in GraphQL and the UI API
- RateLimit header fields for HTTPTaught in Custom Apex REST
- RFC 6585Taught in Custom Apex REST
- RFC 9110Taught in Custom Apex REST
- RFC 9457, Problem Details for HTTP APIsTaught in Custom Apex REST
- GraphQLTaught in GraphQL and the UI API
Salesforce as an API Consumer 20
- Salesforce Certified Platform Integration Architect Exam GuideTaught in Study guide
- Sending Session IDs in Outbound Messages Is Being RemovedTaught in Callbacks and Outbound Messages
- Apex Reference GuideTaught in The Six Lines of a Callout
- Callout Limits and LimitationsTaught in Speed Limits, Study guide, The Six Lines of a Callout and 1 more
- Change Data Capture AllocationsTaught in Leaving Salesforce
- Considerations for SecurityTaught in Callbacks and Outbound Messages
- ContinuationsTaught in Where a Callout Can Run
- Execution Governors and LimitsTaught in Speed Limits
- Get StartedTaught in Salesforce as an API Consumer, Leaving Salesforce
- Invoking Callouts Using ApexTaught in Salesforce as an API Consumer
- Outbound MessagingTaught in Callbacks and Outbound Messages
- Performing DML Operations and Mock CalloutsTaught in Testing Callouts
- Queueable ApexTaught in Where a Callout Can Run
- Standard-Volume Platform Event AllocationsTaught in Leaving Salesforce
- Testing HTTP CalloutsTaught in Testing Callouts
- Testing HTTP Callouts by Implementing the HttpCalloutMock InterfaceTaught in Testing Callouts
- The Salesforce Developer’s Guide to the Winter ’27 ReleaseTaught in Dealing With the Answer, Testing Callouts
- Understanding NotificationsTaught in Callbacks and Outbound Messages
- Use Batch ApexTaught in Where a Callout Can Run
- Asynchronous Processing on the Lightning PlatformTaught in Where a Callout Can Run
Moving Data at Scale 39
- Platform SOAP API login() Retirement & new Security RequirementsTaught in 2.0 Now, 1.0 for What Only It Does
- Salesforce Certified Platform Integration Architect Exam GuideTaught in Study guide
- Bulk API and Bulk API 2.0 Limits and AllocationsTaught in A Job, Call by Call, Bulk Query, Choosing the Size of the Truck and 4 more
- BulkApi2JobEvent (Beta)Taught in A Job, Call by Call
- Conditional Request HeadersTaught in Keeping a Copy in Sync
- Create a JobTaught in Choosing the Size of the Truck, Did It All Arrive?, Parallel and Locking
- Create a Query JobTaught in Bulk Query, Keeping a Copy in Sync
- Enable Bulk API 2.0Taught in Choosing the Size of the Truck
- Extracting Data from the APITaught in Bulk Query
- Get Information About an Ingest JobTaught in A Job, Call by Call, Parallel and Locking
- Get Job Failed Record ResultsTaught in Did It All Arrive?, Parallel and Locking
- Get Job Successful Record ResultsTaught in Did It All Arrive?
- Get Job Unprocessed Record ResultsTaught in Did It All Arrive?
- Get Parallel Results for a Query JobTaught in Bulk Query
- Get Results for a Query JobTaught in Bulk Query
- Get Started with Ingestion APITaught in Choosing the Size of the Truck
- GetUpdatedResultTaught in Keeping a Copy in Sync
- Insert or Update (Upsert) a Record Using an External IDTaught in Did It All Arrive?
- Introducing Events and Partial Downloads in Bulk API 2.0Taught in A Job, Call by Call
- Introduction to Bulk API 2.0 and Bulk APITaught in Moving Data at Scale
- Introduction to Bulk API 2.0 and Bulk APITaught in The Bank Teller and the 18-Wheeler
- Job StatesTaught in Bulk Query
- JobInfoTaught in Parallel and Locking, 2.0 Now, 1.0 for What Only It Does
- LimitsTaught in Choosing the Size of the Truck
- LimitsTaught in Parallel and Locking
- Loading Data from the APITaught in Parallel and Locking
- PK ChunkingTaught in Bulk Query
- Polling for ChangesTaught in Keeping a Copy in Sync
- QueryTaught in Bulk Query
- sObject Get DeletedTaught in Keeping a Copy in Sync
- sObject Get UpdatedTaught in Keeping a Copy in Sync
- Step 1: Log In Using the SOAP APITaught in 2.0 Now, 1.0 for What Only It Does
- Step 3: Bulk InsertTaught in A Job, Call by Call, The Bank Teller and the 18-Wheeler
- System FieldsTaught in Keeping a Copy in Sync
- Understanding Bulk API 2.0 QueryTaught in Bulk Query
- Upload Job DataTaught in A Job, Call by Call
- What’s the Difference Between Bulk API 2.0 and Bulk API?Taught in 2.0 Now, 1.0 for What Only It Does
- Work with BatchesTaught in 2.0 Now, 1.0 for What Only It Does
- Data Integration with SalesforceTaught in Moving Data at Scale
Events 67
- Event RelayTaught in Beyond the Bus
- Event Type, Size, and FeaturesTaught in Beyond the Bus
- Salesforce Certified Platform Integration Architect Exam GuideTaught in Study guide
- AllocationsTaught in Allocations
- AuthenticationTaught in The Event Bus and the Pub/Sub API
- Change Data CaptureTaught in Events, Platform Events and Change Data Capture
- Change Data Capture AllocationsTaught in Allocations, Platform Events and Change Data Capture
- Change Event Body FieldsTaught in Platform Events and Change Data Capture
- Change Event FiltersTaught in Platform Events and Change Data Capture
- Change Event Message StructureTaught in Platform Events and Change Data Capture
- Choosing a Partition KeyTaught in Events Inside the Org
- Common Platform Event AllocationsTaught in Allocations, Platform Events and Change Data Capture
- Comparing setResumeCheckpoint() and EventBus.RetryableExceptionTaught in Events Inside the Org
- Compose Streams of Change Data Capture Notifications with Custom ChannelsTaught in Platform Events and Change Data Capture
- Configure the User and Batch Size for Your Platform Event Trigger with PlatformEventSubscriberConfigTaught in Events Inside the Org
- Considerations for Defining and Publishing Platform EventsTaught in Replay, Retention, Order, The Contract and the Envelope for Events
- Default Platform Event Allocations for Event Publishing and DeliveryTaught in Allocations
- Enrich Change Events with Extra FieldsTaught in Platform Events and Change Data Capture
- Enterprise Messaging Platform EventsTaught in Replay, Retention, Order
- Event Data Serialization with Apache AvroTaught in The Contract and the Envelope for Events
- Event Message DurabilityTaught in Replay, Retention, Order
- Event TypesTaught in Beyond the Bus, The Event Bus and the Pub/Sub API
- Gap EventsTaught in Platform Events and Change Data Capture
- Get StartedTaught in Events, The Reversed Arrow
- GetSchema RPC MethodTaught in The Contract and the Envelope for Events, The Event Bus and the Pub/Sub API
- Getting Started with Streaming APITaught in The Reversed Arrow
- GetTopic RPC MethodTaught in The Event Bus and the Pub/Sub API
- Increase Your Event Delivery and Publishing Allocations with a Platform Event Add-On LicenseTaught in Allocations
- Managed Event Subscriptions (Beta)Taught in The Event Bus and the Pub/Sub API
- Merged Change EventsTaught in Platform Events and Change Data Capture
- Message DurabilityTaught in Replay, Retention, Order
- Monitor Event Usage Against Your AllocationsTaught in Allocations
- Order of Events in Parallel SubscriptionsTaught in Events Inside the Org
- Overflow EventsTaught in Platform Events and Change Data Capture
- Platform Event FieldsTaught in Platform Events and Change Data Capture
- Platform Event Processing at Scale with Parallel Subscriptions for Apex TriggersTaught in Events Inside the Org
- Platform Events Developer GuideTaught in Events
- PlatformEventSubscriberConfigTaught in Events Inside the Org
- Pub/Sub API EndpointsTaught in The Event Bus and the Pub/Sub API
- Pub/Sub API FeaturesTaught in The Event Bus and the Pub/Sub API
- Publish Event Messages with ApexTaught in Platform Events and Change Data Capture
- Pull Subscription and Flow ControlTaught in The Event Bus and the Pub/Sub API, The Reversed Arrow
- Python Quick StartTaught in The Event Bus and the Pub/Sub API
- Resume a Platform Event Trigger After an Uncaught ExceptionTaught in Events Inside the Org
- Retry Event Triggers with EventBus.RetryableExceptionTaught in Events Inside the Org
- Retry Long-Lived RPC Calls After an Error OccursTaught in The Reversed Arrow
- sObjects That Can’t Be Used Together in DML OperationsTaught in Events Inside the Org
- Standard-Volume Platform Event AllocationsTaught in Platform Events and Change Data Capture, Replay, Retention, Order, The Event Bus and the Pub/Sub API
- Subscribe RPC MethodTaught in Replay, Retention, Order, The Event Bus and the Pub/Sub API
- Subscribe to Change EventsTaught in Replay, Retention, Order
- Subscribe to Platform Event Messages with FlowsTaught in Events Inside the Org
- Subscribe to Platform Event Notifications with Apex TriggersTaught in Events Inside the Org
- Subscription ChannelsTaught in Platform Events and Change Data Capture
- View and Manage an Event’s Subscribers on the Platform Event’s Detail PageTaught in Events Inside the Org
- WorkOrderTaught in Platform Events and Change Data Capture
- Event-Driven ArchitectureTaught in Events, Platform Events and Change Data Capture, Study guide and 1 more
- Subscribe to Custom Channels with Streaming MonitorTaught in The Event Bus and the Pub/Sub API
- Processing Events with Salesforce Connector 12.0Taught in Beyond the Bus
- 4.2.0 Release AnnouncementTaught in Beyond the Bus, The Event Bus and the Pub/Sub API
- AsyncAPI Spec 3.1.0 Release NotesTaught in The Contract and the Envelope for Events
- AsyncAPI Specification 3.1.0Taught in The Contract and the Envelope for Events
- CNCF project pageTaught in The Contract and the Envelope for Events
- application integration decision guideTaught in Beyond the Bus
- Choose between Azure Event Grid, Event Hubs, and Service BusTaught in Beyond the Bus
- CloudEvents v1.0 schema with Azure Event GridTaught in The Contract and the Envelope for Events
- payloads up to 1 MBTaught in Beyond the Bus
- What is Azure Event Hubs for Apache Kafka?Taught in Beyond the Bus
Keys, Certificates and Trust 29
- Certificates and KeysTaught in Assume Every Certificate Expires, Keys, Certificates and Trust, Public and Private Keys
- Certificates in Mutual Authentication for SalesforceTaught in Two-Way TLS
- Certificates in SalesforceTaught in Assume Every Certificate Expires, The Chain of Trust
- Expand Integrations with Named Credentials Support for Custom CA CertificatesTaught in Two-Way TLS
- Generate a Self-Signed CertificateTaught in Assume Every Certificate Expires
- OAuth 2.0 Web Server Flow for Web App IntegrationTaught in Hashes and Signatures
- Salesforce Certified Platform Integration Architect Exam GuideTaught in Study guide
- Set Up a Mutual Authentication Certificate for API LoginTaught in Two-Way TLS
- Enhance Integration Security with mTLS for Salesforce and MuleSoftTaught in Two-Way TLS
- Using CertificatesTaught in Two-Way TLS
- Salesforce Recommends Transitioning from RSA Key Exchanges to TLS 1.3Taught in How Strangers Agree on a Key
- Ballot SC081v3: Introduce Schedule of Reducing Validity and Data Reuse PeriodsTaught in Assume Every Certificate Expires
- Baseline Requirements for the Issuance and Management of Publicly-Trusted TLS Server CertificatesTaught in Assume Every Certificate Expires, The Chain of Trust
- FIPS 180-4, Secure Hash Standard (SHS)Taught in Hashes and Signatures
- NIST Releases First 3 Finalized Post-Quantum Encryption StandardsTaught in Keys and Ciphers
- NIST Retires SHA-1 Cryptographic AlgorithmTaught in Hashes and Signatures
- NIST SP 800-57 Part 1 Rev. 5, Recommendation for Key Management: Part 1 – GeneralTaught in Public and Private Keys
- NIST to Withdraw Special Publication 800-67 Revision 2Taught in Keys and Ciphers
- NIST Withdraws Outdated Data Encryption StandardTaught in Keys and Ciphers
- NIST: AES (FIPS 197)Taught in Keys and Ciphers
- Post-Quantum Cryptography: FAQsTaught in Keys and Ciphers
- RFC 5280: Internet X.509 Public Key Infrastructure Certificate and CRL ProfileTaught in Public and Private Keys
- RFC 7465: Prohibiting RC4 Cipher SuitesTaught in Keys and Ciphers
- RFC 8439: ChaCha20 and Poly1305 for IETF ProtocolsTaught in Keys and Ciphers
- RFC 8996, Deprecating TLS 1.0 and TLS 1.1Taught in How Strangers Agree on a Key
- TLS 1.3 (RFC 8446)Taught in Keys, Certificates and Trust, Study guide, How Strangers Agree on a Key
- Chrome Root Program PolicyTaught in Two-Way TLS
- Ending OCSP Support in 2025Taught in Assume Every Certificate Expires
- Google Chrome Root ProgramsTaught in The Chain of Trust, Keys, Certificates and Trust
Trust, Identity, and Integration Security 39
- Connected App to External Client App MigrationTaught in What to Build On
- Considerations for Private Connect with AWSTaught in Protecting What Crosses
- Enabling PKCE for OAuth for Salesforce External Client and Connected AppsTaught in Choosing a Flow
- Enforce One-Time-Use Refresh Tokens with Refresh Token Rotation (RTR) in SalesforceTaught in One Integration, One Identity, Security Keeps Changing, Tokens as a Design Decision
- Give Integration Users API Only AccessTaught in Trust, Identity, and Integration Security, One Integration, One Identity
- Manage API AccessTaught in One Integration, One Identity
- Migrate All Connected Apps to External Client Apps (Release Update)Taught in What to Build On
- OAuth 2.0 Client Credentials Flow for Server-to-Server IntegrationTaught in Choosing a Flow, Secrets
- OAuth Authorization FlowsTaught in Choosing a Flow, Trust, Identity, and Integration Security, Tokens as a Design Decision
- OAuth Security Controls Are Enforced for New External Client Apps and Connected AppsTaught in Choosing a Flow, Tokens as a Design Decision
- OAuth User-Agent and Hybrid User-Agent Flows Retirement (Release Update)Taught in Security Keeps Changing
- Prepare for Connected App Usage RestrictionTaught in The Three Doors
- Refresh Token Idle TTL Is Limited to 30 DaysTaught in Tokens as a Design Decision
- Restrict the OAuth 2.0 Device Flow to Local External Client Apps (Release Update)Taught in Choosing a Flow, The Three Doors
- Retirement of OAuth 2.0 Username-Password Flow for Connected Apps (Release Update)Taught in Choosing a Flow, Security Keeps Changing
- Revoke OAuth Tokens ProgrammaticallyTaught in Tokens as a Design Decision
- Salesforce Certified Platform Integration Architect Exam GuideTaught in Study guide
- Salesforce Platform: New Connected Apps Can No Longer Be Created in Spring '26Taught in What to Build On
- Secure Cross-Cloud Integrations with Private ConnectTaught in Protecting What Crosses
- Understand Legacy Named CredentialsTaught in What to Build On
- Configure PostmanTaught in Secrets
- Create an External Client AppTaught in Secrets
- Crypto ClassTaught in Protecting What Crosses
- Disabling TLS 1.0: Preparing Mobile SDK Apps for the Big ChangeTaught in Security Keeps Changing
- Named Credentials GlossaryTaught in What to Build On
- OAuth 2.0 Demonstrating Proof of Possession (DPoP)Taught in Security Keeps Changing, Tokens as a Design Decision
- TrustTaught in Trust, Identity, and Integration Security
- Protect Your Salesforce Environment from Social Engineering ThreatsTaught in The Three Doors
- Protecting Your Data: Essential Actions to Secure Experience Cloud Guest User Access - SalesforceTaught in The Three Doors
- FAQ 1210Taught in Protecting What Crosses
- PCI Data Storage Do's and Don'tsTaught in Protecting What Crosses
- RFC 2577, FTP Security ConsiderationsTaught in Security Keeps Changing
- RFC 8996, Deprecating TLS 1.0 and TLS 1.1Taught in Security Keeps Changing
- RFC 9700, Best Current Practice for OAuth 2.0 SecurityTaught in Security Keeps Changing
- Authenticate with OAuth 2.0 authentication in PostmanTaught in Secrets
- Store secrets in Postman VaultTaught in Secrets
- The Cost of a Call: From Voice Phishing to Data ExtortionTaught in The Three Doors
- Use vault secrets in PostmanTaught in Secrets
- Widespread Data Theft Targets Salesforce Instances via Salesloft DriftTaught in Secrets, The Three Doors
Reliability, Recovery, and Observability 36
- Freeze or Unfreeze User AccountsTaught in Escalation and Recovery
- Monitoring and Managing Paused and Failed Flow InterviewsTaught in What Salesforce Shows You
- Release UpdatesTaught in Resilience to Releases
- Salesforce Certified Platform Integration Architect Exam GuideTaught in Study guide
- Salesforce Platform API Versions 31.0 through 40.0 RetirementTaught in Resilience to Releases, What Salesforce Shows You
- Scale CenterTaught in What Salesforce Shows You
- Threat DetectionTaught in What Salesforce Shows You
- Best PracticesTaught in Retention and Masking
- Big Objects Best PracticesTaught in the Integration Log
- Composite API Subrequest Event TypeTaught in What Salesforce Shows You
- Considerations for Defining and Publishing Platform EventsTaught in The Return Receipt
- Define and Deploy Custom Big ObjectsTaught in the Integration Log
- Delete Data in a Custom Big ObjectTaught in Retention and Masking
- EventLogFile Supported Event TypesTaught in What Salesforce Shows You
- Get the Result of Asynchronous Platform Event Publishing with Apex Publish CallbacksTaught in The Return Receipt
- Platform Event FieldsTaught in the Integration Log
- The Big Objects Playbook: Payload Capture and ReplayTaught in the Integration Log, Reliability, Recovery, and Observability, Reporting
- Transaction ControlTaught in the Integration Log
- View Big Object Data in Reports and DashboardsTaught in Reporting
- Integration PatternsTaught in Every Arrow, Out and In
- Operational ExcellenceTaught in Escalation and Recovery, Reliability, Recovery, and Observability
- ReliabilityTaught in Escalation and Recovery, Every Arrow, Out and In, Reliability, Recovery, and Observability and 3 more
- Access Sandbox Preview for New FeaturesTaught in Resilience to Releases
- OWASP Logging Cheat SheetTaught in Retention and Masking
- Regulation (EU) 2016/679, the General Data Protection RegulationTaught in Retention and Masking
- RFC 4130, AS2Taught in The Return Receipt
- The Idempotency-Key HTTP Header FieldTaught in Retries Without Duplicates
- Trace ContextTaught in What Salesforce Shows You
- Create a Postman mock server from a mock or a collectionTaught in Resilience to Releases
- Dead Letter ChannelTaught in Retries Without Duplicates
- How a Postman mock server matches requests to saved examplesTaught in Resilience to Releases
- HTTP semantic conventions declared stableTaught in What Salesforce Shows You
- Idempotent ReceiverTaught in The Return Receipt
- IntroductionTaught in Resilience to Releases
- Pattern: Transactional outboxTaught in The Return Receipt
- Timeouts, retries, and backoff with jitterTaught in Retries Without Duplicates
Integration Orchestration 20
- Action Button Screen Input ComponentTaught in The User Waits
- Automate Complex Processes with OrchestrationsTaught in Long Waits and People, Where the Conductor Lives
- How Flows Run in TransactionsTaught in The User Waits
- Salesforce Certified Platform Integration Architect Exam GuideTaught in Study guide
- Wait for Conditions ElementTaught in Long Waits and People
- Transaction ControlTaught in There's No Rollback Across Systems
- Transaction FinalizersTaught in Where the Conductor Lives
- Agentic Integration PatternsTaught in Integration Orchestration, Orchestrating Agents
- Integration PatternsTaught in One Call, Many Steps
- Flow Orchestration Is Now a Standard Flow Type: No Add-On Required - Salesforce AdminsTaught in Where the Conductor Lives
- mid-year releaseTaught in Orchestrating Agents
- RFC 9110Taught in One Call, Many Steps
- AWS Step FunctionsTaught in Where the Conductor Lives
- Azure Durable FunctionsTaught in Where the Conductor Lives
- Camunda 8Taught in Where the Conductor Lives
- ChoreographyTaught in Integration Orchestration, Orchestration or Choreography
- Pattern: SagaTaught in Integration Orchestration, Study guide, The Saga and the Undo Step
- Process ManagerTaught in Where the Conductor Lives
- SagaTaught in Integration Orchestration, There's No Rollback Across Systems, Orchestration or Choreography and 1 more
- TemporalTaught in Where the Conductor Lives
Choosing the Right Integration Design 8
- General Limits for Salesforce ConnectTaught in Combining Mechanisms, and Licensing Them
- General Limits for Salesforce Connect OData AdaptersTaught in Combining Mechanisms, and Licensing Them
- Salesforce Certified Platform Integration Architect Exam GuideTaught in Study guide
- Salesforce Connect Adapters Included per Add-On LicenseTaught in Combining Mechanisms, and Licensing Them, Choosing the Right Integration Design
- Change Data Capture AllocationsTaught in Steve Trucking Under Load
- Data 360 Decision GuidesTaught in Salesforce's Decision Guide, Read Well
- Data Integration with SalesforceTaught in Choosing the Right Integration Design, Pattern First, Then Mechanism, Study guide and 2 more
- Platform Decision GuidesTaught in Salesforce's Decision Guide, Read Well
Identity & Access Architect
Thinking Like an Identity Architect 10
- Changes to Device Activation for Single Sign-On (SSO) LoginsTaught in Security Keeps Changing
- OAuth User-Agent and Hybrid User-Agent Flows Retirement (Release Update)Taught in Security Keeps Changing
- Prepare for MFA Enforcement for All Employee UsersTaught in Thinking Like an Identity Architect, Checkpoint challenge, Security Keeps Changing
- Retirement of OAuth 2.0 Username-Password Flow for Connected Apps (Release Update)Taught in Security Keeps Changing
- Salesforce Certified Platform Identity and Access Management Architect Exam GuideTaught in Thinking Like an Identity Architect, Study guide, Two Goals, One Route
- Salesforce Platform: New Connected Apps Can No Longer Be Created in Spring '26Taught in Security Keeps Changing
- Step One: Sign up for Salesforce Developer EditionTaught in Intricate, Not Hard, Checkpoint challenge
- HTTP Semantics (RFC 9110)Taught in Read a Swim Lane
- RFC 6238: TOTP: Time-Based One-Time Password AlgorithmTaught in Checkpoint challenge
- RFC 6749, section 4.1Taught in Read a Swim Lane
The Front Door: Logging In to Salesforce 27
- Custom Login FlowsTaught in Different Users, Different Doors
- Edit Session Settings in ProfilesTaught in IP Ranges, Login Hours and Sessions
- Event RelayTaught in The Doors Into Salesforce
- Give Integration Users API Only AccessTaught in Different Users, Different Doors
- Limit Profile Details to Required UsersTaught in Different Users, Different Doors
- Login Flow ExamplesTaught in Different Users, Different Doors
- Modify Session Security SettingsTaught in Passwords and MFA, IP Ranges, Login Hours and Sessions
- OAuth User-Agent and Hybrid User-Agent Flows Retirement (Release Update)Taught in The Doors Into Salesforce
- Permissions in Profiles Retirement CancelledTaught in What Stays on the Profile, Health Check and Security Center
- Prepare for MFA Enforcement for All Employee UsersTaught in What Stays on the Profile, Health Check and Security Center, Passwords and MFA, The Doors Into Salesforce and 1 more
- Prepare for Phishing-Resistant MFA Enforcement for Privileged Users including AdminsTaught in Passwords and MFA, The Doors Into Salesforce, IP Ranges, Login Hours and Sessions
- Preventing Connections from Anonymizing VPNs, Proxies and High-Risk IP AddressesTaught in IP Ranges, Login Hours and Sessions
- Refresh Token Idle TTL Is Limited to 30 DaysTaught in The Doors Into Salesforce
- Restrict Login IP Addresses in ProfilesTaught in IP Ranges, Login Hours and Sessions
- Retirement of OAuth 2.0 Username-Password Flow for Connected Apps (Release Update)Taught in The Doors Into Salesforce
- Salesforce Certified Platform Identity and Access Management Architect Exam GuideTaught in Study guide
- Salesforce Certified Platform Sharing and Visibility Architect Exam GuideTaught in Study guide
- Salesforce Platform: New Connected Apps Can No Longer Be Created in Spring '26Taught in The Doors Into Salesforce
- Security Health CheckTaught in What Stays on the Profile, Health Check and Security Center
- Security-Related Product Updates to the Salesforce Platform: User Identity, Data Protection, and Access ControlsTaught in What Stays on the Profile, Health Check and Security Center, The Front Door: Logging In to Salesforce, Passwords and MFA
- Set Trusted IP Ranges for Your OrgTaught in IP Ranges, Login Hours and Sessions
- Set Up a Login Flow and Connect to ProfilesTaught in Different Users, Different Doors
- Stay Secure with Proactive Health Check NotificationsTaught in What Stays on the Profile, Health Check and Security Center
- Take Charge of Your Security Goals with Security CenterTaught in What Stays on the Profile, Health Check and Security Center
- View and Edit Login Hours in ProfilesTaught in IP Ranges, Login Hours and Sessions
- View and Edit Password Policies in ProfilesTaught in Passwords and MFA
- TrustTaught in Different Users, Different Doors, The Front Door: Logging In to Salesforce, Passwords and MFA and 1 more
Keys, Certificates and Trust 29
- Certificates and KeysTaught in Assume Every Certificate Expires, Keys, Certificates and Trust, Public and Private Keys
- Certificates in Mutual Authentication for SalesforceTaught in Two-Way TLS
- Certificates in SalesforceTaught in Assume Every Certificate Expires, The Chain of Trust
- Expand Integrations with Named Credentials Support for Custom CA CertificatesTaught in Two-Way TLS
- Generate a Self-Signed CertificateTaught in Assume Every Certificate Expires
- OAuth 2.0 Web Server Flow for Web App IntegrationTaught in Hashes and Signatures
- Salesforce Certified Platform Integration Architect Exam GuideTaught in Study guide
- Set Up a Mutual Authentication Certificate for API LoginTaught in Two-Way TLS
- Enhance Integration Security with mTLS for Salesforce and MuleSoftTaught in Two-Way TLS
- Using CertificatesTaught in Two-Way TLS
- Salesforce Recommends Transitioning from RSA Key Exchanges to TLS 1.3Taught in How Strangers Agree on a Key
- Ballot SC081v3: Introduce Schedule of Reducing Validity and Data Reuse PeriodsTaught in Assume Every Certificate Expires
- Baseline Requirements for the Issuance and Management of Publicly-Trusted TLS Server CertificatesTaught in Assume Every Certificate Expires, The Chain of Trust
- FIPS 180-4, Secure Hash Standard (SHS)Taught in Hashes and Signatures
- NIST Releases First 3 Finalized Post-Quantum Encryption StandardsTaught in Keys and Ciphers
- NIST Retires SHA-1 Cryptographic AlgorithmTaught in Hashes and Signatures
- NIST SP 800-57 Part 1 Rev. 5, Recommendation for Key Management: Part 1 – GeneralTaught in Public and Private Keys
- NIST to Withdraw Special Publication 800-67 Revision 2Taught in Keys and Ciphers
- NIST Withdraws Outdated Data Encryption StandardTaught in Keys and Ciphers
- NIST: AES (FIPS 197)Taught in Keys and Ciphers
- Post-Quantum Cryptography: FAQsTaught in Keys and Ciphers
- RFC 5280: Internet X.509 Public Key Infrastructure Certificate and CRL ProfileTaught in Public and Private Keys
- RFC 7465: Prohibiting RC4 Cipher SuitesTaught in Keys and Ciphers
- RFC 8439: ChaCha20 and Poly1305 for IETF ProtocolsTaught in Keys and Ciphers
- RFC 8996, Deprecating TLS 1.0 and TLS 1.1Taught in How Strangers Agree on a Key
- TLS 1.3 (RFC 8446)Taught in Keys, Certificates and Trust, Study guide, How Strangers Agree on a Key
- Chrome Root Program PolicyTaught in Two-Way TLS
- Ending OCSP Support in 2025Taught in Assume Every Certificate Expires
- Google Chrome Root ProgramsTaught in The Chain of Trust, Keys, Certificates and Trust
Single Sign-On: The Browser Is the Broker 15
- Change Your My Domain DetailsTaught in Checkpoint challenge
- Personalize Your Org with Themes and BrandingTaught in Checkpoint challenge
- Require Users to Log In with Single Sign-On (SSO)Taught in Single Sign-On: The Browser Is the Broker, Keep a Back Door
- Salesforce Certified Platform Identity and Access Management Architect Exam GuideTaught in Study guide
- Salesforce Platform: Replace an Expired Certificate in SSO (Single Sign-On) SettingsTaught in No Arrow Between Them
- SAML Login ErrorsTaught in Study guide, What the Browser Carries
- SAML SSO with Salesforce as the Service ProviderTaught in Single Sign-On: The Browser Is the Broker, One Person, Many Logins, The Actors and 1 more
- Set the My Domain Login PolicyTaught in Keep a Back Door
- Step 2: Create a SAML Single Sign-On Setting in SalesforceTaught in No Arrow Between Them
- Users Redirected to www.salesforce.com After Logout When My Domain Is Configured with a Single SSO Authentication ServiceTaught in Keep a Back Door
- Users with SAML SSO Cannot Log In at login.salesforce.com or Custom URL (Login Form Checkbox Deselected in My Domain)Taught in Keep a Back Door
- Step One: Sign up for Salesforce Developer EditionTaught in Checkpoint challenge
- HTTP Semantics (RFC 9110)Taught in The Browser Is the Broker
- RFC 4511: Lightweight Directory Access Protocol (LDAP): The ProtocolTaught in The Actors
- saml-bindings-2.0-os.pdfTaught in The Browser Is the Broker, What the Browser Carries
SSO or OAuth? Choosing the Mechanism 18
- Configure the External Client App OAuth SettingsTaught in OAuth
- Give Integration Users API Only AccessTaught in SSO or OAuth? Choosing the Mechanism, The Integration User, or a Chosen Person
- Migrate All Connected Apps to External Client Apps (Release Update)Taught in The Decision Table
- OAuth 2.0 Client Credentials Flow for Server-to-Server IntegrationTaught in The Integration User, or a Chosen Person, Who Starts It, and What Does It Reach?
- OAuth 2.0 Device Flow for IoT IntegrationTaught in Devices and Things
- OAuth 2.0 JWT Bearer Flow for Server-to-Server IntegrationTaught in The Integration User, or a Chosen Person
- OAuth 2.0 SAML Bearer Assertion Flow for Previously Authorized AppsTaught in The Integration User, or a Chosen Person
- OAuth Authorization FlowsTaught in OAuth, Devices and Things, SSO or OAuth? Choosing the Mechanism and 4 more
- OAuth Security Controls Are Enforced for New External Client Apps and Connected AppsTaught in OAuth, The Decision Table, Who Starts It, and What Does It Reach?
- OAuth User-Agent and Hybrid User-Agent Flows Retirement (Release Update)Taught in OAuth, The Decision Table
- Platform SOAP API login() Retirement & new Security RequirementsTaught in The Decision Table
- Prepare for MFA Enforcement for All Employee UsersTaught in Study guide
- Protect Your Data with the OAuth 2.0 Demonstrating Proof-of-Possession (DPoP) ExtensionTaught in OAuth
- Restrict the OAuth 2.0 Device Flow to Local External Client Apps (Release Update)Taught in Devices and Things, The Decision Table, Who Starts It, and What Does It Reach?
- Retirement of OAuth 2.0 Username-Password Flow for Connected Apps (Release Update)Taught in The Integration User, or a Chosen Person, The Decision Table, Who Starts It, and What Does It Reach?
- Salesforce Certified Platform Identity and Access Management Architect Exam GuideTaught in Study guide
- Salesforce Platform: New Connected Apps Can No Longer Be Created in Spring '26Taught in OAuth, Devices and Things, The Integration User, or a Chosen Person and 2 more
- SAML Assertion Flow for Accessing the APITaught in The Integration User, or a Chosen Person
Salesforce as the Service Provider: SAML 16
- Add Identity Providers to the My Domain Login PageTaught in Checkpoint challenge, Setting Up Salesforce as the Service Provider
- Changes to Device Activation for Single Sign-On (SSO) LoginsTaught in The SP-Initiated Flow, Step by Step, Watch It Happen
- Considerations for Deactivating UsersTaught in the Federation ID
- Enable Salesforce as a SAML Identity ProviderTaught in Checkpoint challenge, Watch It Happen
- How to Pass RelayState from an Identity Provider (IDP) in Salesforce SAML Single Sign-On (SSO)Taught in the Relay State
- Salesforce Certified Platform Identity and Access Management Architect Exam GuideTaught in Study guide
- Salesforce Platform: New Connected Apps Can No Longer Be Created in Spring '26Taught in The SP-Initiated Flow, Step by Step, the Federation ID
- Salesforce SAML SSO: RelayState Parameter Returned as NULL from Identity Provider (IDP)Taught in the Relay State, Watch It Happen
- SAML Login ErrorsTaught in The SP-Initiated Flow, Step by Step, When It Fails
- SAML Single Sign-On FlowsTaught in Salesforce as the Service Provider: SAML, The Second App, and the IdP-Initiated Flow, The SP-Initiated Flow, Step by Step and 1 more
- Step 1: Gather Information from Your Identity ProviderTaught in Setting Up Salesforce as the Service Provider, The SP-Initiated Flow, Step by Step
- Step 2: Create a SAML Single Sign-On Setting in SalesforceTaught in Salesforce as the Service Provider: SAML, Checkpoint challenge, Setting Up Salesforce as the Service Provider and 3 more
- Troubleshoot SAML Assertion ErrorsTaught in When It Fails
- Update Your SAML SSO IdP Configuration After a Login or Site URL ChangeTaught in When It Fails
- ExtlClntAppSamlConfigurablePoliciesTaught in the Federation ID
- Configure Salesforce for Single sign-on in Microsoft Entra ID - Microsoft Entra IDTaught in Setting Up Salesforce as the Service Provider
Salesforce as the Identity Provider 10
- Complete Prerequisites for SAML Service Provider IntegrationTaught in Beyond Salesforce, The Dance
- Enable Salesforce as a SAML Identity ProviderTaught in The Dance, The First Login, Watched, The Other Seat
- Integrate a SAML SSO Service Provider as an External Client AppTaught in Checkpoint challenge, Registering the Service Provider Today
- Integrate Service Providers as SAML-Enabled AppsTaught in Salesforce as the Identity Provider, Registering the Service Provider Today, The Dance
- Map Salesforce Users to the SAML Service ProviderTaught in Checkpoint challenge, The Dance
- Salesforce as an Identity ProviderTaught in Beyond Salesforce, Choosing the Identity Provider, Salesforce as the Identity Provider and 2 more
- Salesforce Certified Platform Identity and Access Management Architect Exam GuideTaught in Study guide
- Salesforce Platform: New Connected Apps Can No Longer Be Created in Spring '26Taught in Registering the Service Provider Today, The Dance
- Single LogoutTaught in Beyond Salesforce, The First Login, Watched
- ExtlClntAppSamlConfigurablePoliciesTaught in Beyond Salesforce, Checkpoint challenge, Registering the Service Provider Today and 2 more
OAuth: The Base Pattern 11
- Configure a Client Credentials FlowTaught in Client Credentials
- Give Integration Users API Only AccessTaught in Client Credentials
- OAuth 2.0 Client Credentials Flow for Server-to-Server IntegrationTaught in Client Credentials, Don't Go Straight to the Stall, OAuth: The Base Pattern and 2 more
- OAuth 2.0 Refresh Token Flow for Renewed SessionsTaught in The Re-Entry Pass
- OAuth 2.0 Username-Password Flow for Special ScenariosTaught in How It Began
- OAuth Authorization FlowsTaught in Don't Go Straight to the Stall, Once You Know This One
- OAuth Tokens and ScopesTaught in Don't Go Straight to the Stall, OAuth: The Base Pattern, Once You Know This One and 3 more
- OpenID Connect Token IntrospectionTaught in The Re-Entry Pass
- Retirement of OAuth 2.0 Username-Password Flow for Connected Apps (Release Update)Taught in Don't Go Straight to the Stall, How It Began
- Revoke OAuth Tokens ProgrammaticallyTaught in Checkpoint challenge, The Re-Entry Pass
- Salesforce Certified Platform Identity and Access Management Architect Exam GuideTaught in Study guide
The Burger House: Flows With a Person 11
- Enabling PKCE for OAuth for Salesforce External Client and Connected AppsTaught in The Pickup Word
- OAuth 2.0 Device Flow for IoT IntegrationTaught in The Burger House: Flows With a Person, Checkpoint challenge, The Derivatives
- OAuth 2.0 User-Agent Flow for Desktop or Mobile App IntegrationTaught in The Derivatives
- OAuth 2.0 Web Server Flow for Web App IntegrationTaught in The Burger House: Flows With a Person, On the Wire, Checkpoint challenge and 4 more
- OAuth Security Controls Are Enforced for New External Client Apps and Connected AppsTaught in On the Wire, The Burger House
- OAuth Tokens and ScopesTaught in Who Is She?
- OAuth User-Agent and Hybrid User-Agent Flows Retirement (Release Update)Taught in The Derivatives
- Query for User InformationTaught in Who Is She?
- Restrict the OAuth 2.0 Device Flow to Local External Client Apps (Release Update)Taught in The Derivatives
- Salesforce Certified Platform Identity and Access Management Architect Exam GuideTaught in Study guide
- Salesforce Platform: New Connected Apps Can No Longer Be Created in Spring '26Taught in On the Wire, The Derivatives
The Mirror Image: Social Sign-On and Delegated Authentication 10
- Authentication Provider SSOTaught in The Mirror Image: Social Sign-On and Delegated Authentication, Study guide, The Mirror and 1 more
- Configure a Salesforce Authentication ProviderTaught in Auth Providers, Checkpoint challenge
- Configure an Authentication Provider Using OpenID ConnectTaught in Auth Providers
- Configure Salesforce for Delegated AuthenticationTaught in Delegated Authentication
- Create an Authentication Provider Registration HandlerTaught in Auth Providers, The Mirror, The Registration Handler
- Define an Authentication ProviderTaught in Auth Providers, Where It Fits
- Delegated AuthenticationTaught in Delegated Authentication, The Mirror Image: Social Sign-On and Delegated Authentication
- FAQs for Delegated AuthenticationTaught in Delegated Authentication
- Salesforce Certified Platform Identity and Access Management Architect Exam GuideTaught in Study guide
- RegistrationHandler InterfaceTaught in Auth Providers, Checkpoint challenge, The Registration Handler
Acting as Someone: The Impersonation Flows 11
- OAuth 2.0 Asset Token Flow for Securing Connected DevicesTaught in The Asset Token
- OAuth 2.0 Client Credentials Flow for Server-to-Server IntegrationTaught in The Golden Pass
- OAuth 2.0 JWT Bearer Flow for Server-to-Server IntegrationTaught in Acting as Someone: The Impersonation Flows, Nobody Home, Checkpoint challenge and 2 more
- OAuth 2.0 SAML Bearer Assertion Flow for Previously Authorized AppsTaught in Borrowed Trust
- OAuth Authorization FlowsTaught in Borrowed Trust
- Salesforce Certified Platform Identity and Access Management Architect Exam GuideTaught in Study guide
- Salesforce Platform: New Connected Apps Can No Longer Be Created in Spring '26Taught in Borrowed Trust, The Golden Pass
- SAML Assertion Flow for Accessing the APITaught in Borrowed Trust
- Set Up the Token Exchange FlowTaught in Token Exchange
- Token Exchange Flow Diagram and ProcessTaught in Acting as Someone: The Impersonation Flows, Token Exchange
- Create an External Client App in Your OrgTaught in Checkpoint challenge, The Golden Pass
Getting Users In and Out: Provisioning 13
- Comparison of Connected Apps and External Client Apps FeaturesTaught in Salesforce as the Source
- Considerations for Deactivating UsersTaught in Just in Time, Out, as Well as In
- Enable Just-in-Time ProvisioningTaught in Create User, Update User, Everywhere, Getting Users In and Out: Provisioning, Just in Time and 3 more
- Freeze or Unfreeze User AccountsTaught in Out, as Well as In
- Identity Connect RetirementTaught in Salesforce as the Source
- Integrate a SAML SSO Service Provider as an External Client AppTaught in Checkpoint challenge
- Just-in-Time SAML Assertion Fields for SalesforceTaught in Just in Time
- Manage Salesforce User Identities with SCIMTaught in Getting Users In and Out: Provisioning, Out, as Well as In, Who Makes the User?
- Salesforce Certified Platform Identity and Access Management Architect Exam GuideTaught in Study guide
- Salesforce Platform: New Connected Apps Can No Longer Be Created in Spring '26Taught in Just in Time
- User Provisioning for Connected AppsTaught in Salesforce as the Source
- ExtlClntAppSamlConfigurablePoliciesTaught in Just in Time
- SamlJitHandler InterfaceTaught in Create User, Update User, Everywhere
External Client Apps, Tokens and Their Lifecycle 17
- Configure the External Client App OAuth SettingsTaught in Steve Trucking, External Client Apps, Tokens and Their Lifecycle, Checkpoint challenge and 2 more
- External Client AppsTaught in External Client Apps, Tokens and Their Lifecycle, The App Is the Gatekeeper
- Manage API AccessTaught in Who May Use It, and How
- Manage Session Policies for a Connected AppTaught in Who May Use It, and How
- Migrate All Connected Apps to External Client Apps (Release Update)Taught in Study guide, The App Is the Gatekeeper
- Monitor App Security Controls on the Insights PageTaught in Steve Trucking, Checkpoint challenge, The App Is the Gatekeeper
- OAuth Security Controls Are Enforced for New External Client Apps and Connected AppsTaught in Study guide, The Re-Entry Pass, Over Time
- OAuth User-Agent and Hybrid User-Agent Flows Retirement (Release Update)Taught in Study guide, The Re-Entry Pass, Over Time
- Protect Your Data with the OAuth 2.0 Demonstrating Proof-of-Possession (DPoP) ExtensionTaught in The Re-Entry Pass, Over Time
- Restrict the OAuth 2.0 Device Flow to Local External Client Apps (Release Update)Taught in Study guide
- Retirement of OAuth 2.0 Username-Password Flow for Connected Apps (Release Update)Taught in Study guide, The App Is the Gatekeeper
- Salesforce Certified Platform Identity and Access Management Architect Exam GuideTaught in Study guide
- Salesforce Platform: New Connected Apps Can No Longer Be Created in Spring '26Taught in The App Is the Gatekeeper
- Protect Your Salesforce Environment from Social Engineering ThreatsTaught in Where It Went Wrong, 2024\u20132026
- Trust StatusTaught in Where It Went Wrong, 2024\u20132026
- The Cost of a Call: From Voice Phishing to Data ExtortionTaught in Where It Went Wrong, 2024\u20132026
- Widespread Data Theft Targets Salesforce Instances via Salesloft DriftTaught in Where It Went Wrong, 2024\u20132026
Data 360 Architect
Data 360 in One Picture 3
Understanding Your Data Structures 3
The Doors In 3
Bringing In CRM Data 3
Streams and the Lake 3
- CategoryTaught in Streams and the Lake
- Monitoring Data Stream Problem RecordsTaught in Streams and the Lake
- Data 360 ArchitectureTaught in Streams and the Lake
Data Transforms 3
- Batch Data Transform Run TypesTaught in Data Transforms
- Batch Data TransformsTaught in Data Transforms
- Streaming Data TransformsTaught in Data Transforms
No links match. Try fewer words, or turn the sources back on.
