Getting Started

Step by Step Guide to getting started with Own and Trusted Services

If you are brand new to Own and Trusted Services as a Salesforce Partner, follow the steps below to get started on your journey.


    Partner Pocket Guide

    Partner
    Pocket Guide

    This Partner Pocket Guide is your one-stop shop for all the content and tools you need to successfully learn and implement Own and Trusted Services as a Salesforce Partner.

    Overview  Use Cases Enablement Collaboration
    Org Access Resources
    Overview  Use Cases Enablement
    Collaboration Org Access
    Resources

    Overview

    Enablement

    Get started with these Own and Trusted Services Partner enablement tools.

    Enablement

    Events

    Grow your skills and knowledge through content customized for you. Join us for virtual and in-person events to expand your expertise as an implementation expert! Filter Products for Salesforce Platform to find registration links for Own & Trusted Services events.

    Visit Events Site
    Enablement

    Certified Salesforce Administrator

    The Salesforce Administrator credential is designed for those who have experience with Salesforce and continuously look for ways to assist their companies in getting even more from additional features and capabilities. To become an Own & Trusted Services (Platform & Security) Implementation Expert, you must be a certified Salesforce Administrator.

    Learn About Exam
    Enablement

    Building Trust with Platform & Own from Salesforce: Enablement Recording

    This recording is for the Building Trust with Platform & Own from Salesforce webinar. This webinar covers Product & GTM Positioning, Market Intelligence, Customer Scenarios & Partner Opportunities, and next steps & enablement resources. (Passcode: o6#X*H?LS6)

    Past Enablement Recording (GTM)
    Enablement

    Salesforce Launch of Own Products: Enablement Recording

    This recording is for the Salesforce Launch of Own Products (Pre-GA) enablement session. This webinar covers an overview of the Own & Trusted Services Product Integration roadmap. Passcode: (7TAS#Z#j.Q)

    Past Enablement Recording (GTM)
    Enablement

    Own GTM Kickoff: Enablement Recording

    This recording is for the Own Data Partner Surge Kickoff. This webinar covers an overview of the Own Products and the customer challenges they address. As well as a brief tour of the Partner Opportunity related to these products. (Passcode: s@A%!B*H1M)

    Past Enablement Recording (GTM)
    Enablement

    GTM Basics: Enablement Recording

    This recording is for the Own & Trusted Services GTM Basics, Buying Signals, & Use Cases webinar. This webinar covers the use cases and buying signals for Own & Trusted Services solutions. With special guest Evans Killeen, AVP, Salesforce Platform Sales. (Passcode: D8%YWT*n24)

    Past Enablement Recording (GTM)
    Enablement

    Own Fundamentals (Data Resilience): Technical Enablement Recording

    This webinar covers a deep-dive of the Backup & Recover, and Discover solutions from Own & Trusted Services. Incusive of live demos and an introduction to related service opportunities for SI Partners. (Passcode: 1Pt#irp1JO)

    Past Enablement Recording (Technical)
    Enablement

    Own Fundamentals (Data Security): Technical Enablement Recording

    This webinar covers a deep-dive of the Security Center 2.0, and Shield 2.0 solutions from Trusted Services. Incusive of live demos and an introduction to related service opportunities for SI Partners. (Passcode: zGF%Pq=*K0)

    Past Enablement Recording (Technical)
    Enablement

    Own Fundamentals (Data Compliance): Technical Enablement Recording

    This webinar covers a deep-dive of the Archive, and Data Mask & Seed solutions from Own & Trusted Services. Incusive of live demos and an introduction to related service opportunities for SI Partners. (Passcode: e2!YNE!TQM)

    Past Enablement Recording (Technical)
    Enablement

    Own Service Sessions (Data Recovery, Readiness, & Response - DR3): Technical Enablement Recording

    This webinar covers service opportunities related to Backup & Recover, specifically the Data Recovery, Readiness, & Response (DR3) use-case. Inclusive of the DR3 Playbook and Deliverables. (Passcode: J&z+2FiYU2)

    Past Enablement Recording (Technical)
    Enablement

    Own Service Sessions (Security Risk Assessment SRA & Shield Implementation): Technical Enablement Recording

    This webinar highlights the service opportunities related to Salesforce Shield & Security Center, specifically the Security Risk Assessment (SRA) and Shield Implementation use-cases. Inclusive of the SRA Playbook and Deliverables. (Passcode: *tJySW*z3A)

    Past Enablement Recording (Technical)
    Enablement

    Own Service Sessions (Data Compliance Management & DevSecOps): Technical Enablement Recording

    This webinar highlights the service opportunities related to Archive, and Data Mask & Seed, specifically the Archive Policy Management, and Secure Development (DevSecOps) use-cases. (Passcode: 8QGQ?bZmzx)

    Past Enablement Recording (Technical)

    Collaboration

    Get involved with these Own and Trusted Services Partner enablement collaboration channels.

    Collaboration

    Partner Community

    Join the offical Own & Trusted Services Partner Surge group on Partner community and join Trailblazers from around the world. This group is private so you will have to request access upon selecting the link below.

    Visit Partner Community
    Collaboration

    Partner Community

    Join the offical Platform for Partners group on Partner community and join Trailblazers from around the world. While the Own & Trusted Services group is the priority group for Own & Trusted Services, this group also contains helpful links and updates.

    Visit Partner Community
    Collaboration

    Office Hours

    Join the Own & Trusted Services Office Hour series to hear about updates, address challenges and optimize your implementations.

    Register

    Demo Org Access

    Where do I get access to a Own and Trusted Services Demo / Developer org?


    Resources

    Resource Description Added/Updated
    FAQIf you have any questions please consult the Own & Trusted Services Frequently Asked Questions document. If you can’t find an answer, search the Partner Community group before posting your question.May 2025
    Troubleshooting ResourcesKnowledge base articles for troubleshooting common errors and warnings you may encounter during data recovery exercises. July 2025
    Technical Learning Journey DiagramHigh level view of the technical learning journey for those well-versed in the Salesforce platform. To attain Implementation Expert status for Own & Trusted Services (Platform & Security) you must be a certified Salesforce Administrator, and attend Implmentation Expert workshops. Pre-work for the Implementation Expert workshops includes viewing the recordings of the Own Fundamentals and Own Service Sessions enablement series (or attending these sessions live). May 2025
    Technical Learning Journey DeckMore detailed view of the technical learning journeyMay 2025
    Administrator ExamReview the exam guide and learn how to register.May 2025
    Backup & Recover Trial Account: Getting Started GuideLearn how to sign up for a trial account and set up your first backup. May 2025
    Secure, Compliant, and Resilient Data for Agentforce: DatasheetThis datasheet highlights the importance of securing and managing data, which is more vital than ever due to Agentforce and the era of Agentic AI.May 2025
    CRM Resilience GuideThis datasheet highlights how to minimize Salesforce data risks at scale.May 2025
    Salesforce Backup & Recover DatasheetExplore how Salesforce Backup & Recover empowers customers to protect their mission-critical data.May 2025
    Archive DatasheetExplore how Archive empowers users to manage growing data volumes and enhance the user experience.May 2025
    Data Mask & Seed DatasheetExplore how Data Mask & Seed accelerates data seeding and masking without compromising security.May 2025
    Salesforce Discover DatasheetExplore how Salesforce Discover allows users to leverage backups to fuel analytics with rich historical data.May 2025
    Salesforce Shield DatasheetExplore how Salesforce Shield empowers users to understand, monitor, and protect critical Salesforce data.May 2025
    Salesforce Shield Platform EncryptionUnderstand how to encrypt data and maintain business functionality with Shield.May 2025
    Salesforce Shield Audit TrailLeverage Shield to track changes to sensitive data within Salesforce orgs.May 2025
    Own & Trusted Services Launch PageOwn & Trusted Services homepageMay 2025
    The 360 Blog - How CIOs Can Securely Innovate with New Platform CapabilitiesRead about how CIOs can securely innovate with the new Own & Trusted services solutions. May 2025
    Cloud Data Security & PrivacyCloud Data Security & Privacy homepageMay 2025
    Data SecurityData Security homepageMay 2025
    Data Privacy & ComplianceData Privacy & Compliance homepageMay 2025
    Data Residency & ResilienceData Residency & Resilience homepageMay 2025
    ArchiveArchive homepageMay 2025
    Backup & RecoverBackup & Recover homepageMay 2025
    Data Mask & SeedData Mask & Seed homepageMay 2025
    Salesforce DiscoverSalesforce Discover homepageMay 2025
    ShieldShield homepageMay 2025
    Security CenterSecurity Center homepageMay 2025
    Backup & Recover: Account & User SettingsHow-To Video: A review of basic account settings and overview of features available to manage Backup & RecoverMay 2025
    Backup & Recover: Adding and Archiving Backup ServicesHow-To Video: How to connect to Salesforce to setup your first backup service, and archive it once created.May 2025
    Backup & Recover: Troubleshooting Authentication ErrorsHow-To Video: Common authentication errors and how to troubleshoot.May 2025
    Backup & Recover: Backup ExclusionsHow-To Video: Create rules to control your backups. Select the items you wish to exclude from backups for a straightforward view exclusoins with a clear audit trail.May 2025
    Archive: Create an Archive PolicyHow-To Video: Archive policies allow you to create automated jobs that run on a set cadence to remove data from your environmentMay 2025
    Archive: Creating Archive Policies from the ConsoleHow-To Video: Archive policies allow you to create automated jobs that run on a set cadence to remove data from your environmentMay 2025
    Data Mask and Seed: Create Seeding TemplateHow-To Video: Creating and seeding a template using parent and child relationshipsMay 2025
    Data Mask and Seed: AnonymizationHow-To Video: Seed data using an Anonymization templateMay 2025
    Security Center: Who Sees What Explorer Object LensHow-To Video: Leveraging the Security Center Who Sees What featureMay 2025
    Security Center: Who Sees What Explorer Records LensHow-To Video: Leveraging the Security Center Who Sees What featureMay 2025
    Security Center: Who Sees What Explorer Users LensHow-To Video: Leveraging the Security Center Who Sees What featureMay 2025
    Security Center: Who Sees What Explorer System Permissions LensHow-To Video: Leveraging the Security Center Who Sees What featureMay 2025
    Security Center: Who Sees What Explorer Profiles and Permission Sets LensHow-To Video: Leveraging the Security Center Who Sees What featureMay 2025
    Security Center: Security Insights NavigationHow-To Video: The Security Insights tab gives users a detailed view of their current Salesforce security posture.May 2025
    Security Center: Getting Started with Risk Scoring in Security InsightsHow-To Video: Understand risk scoring and how to interpret risk scores within Security Insights.May 2025
    Security Center: Prioritize Risk Mitigation Activities in Security InsightsHow-To Video: Review the Action Plan to understand and prioritize mitigation activities and next steps.May 2025
    Security Center: Data Classification OverviewHow-To Video: Learn how to classify data with Security Center.May 2025
    Security Center: Data Classification SyncHow-To Video: Learn how to transfer data classifications directly to your Salesforce environment.May 2025
    Shield: Platform Encryption AnalyzerHow-To Video: High level overview of the Platform Encryption Analyzer tab.May 2025
    Shield: History Retention Policy ManagerHow-To Video: Overview of the History Retention Policy Manager tab and how to configure fields for field change tracking.May 2025
    Shield: Field History ExplorerHow-To Video: Overview of the Field History Explorer tab and how to leverage it to identify changes to records.May 2025
    Salesforce Discover: Partner Demo15 minute demo instructing users how to connect backups to Salesforce Discover.May 2025
    Backup & Recover: Partner Demo10 minute demo on Backup & RecoverMay 2025


    Salesforce Confidential Materials provided as a Program Benefit as that term is defined in the Salesforce Partner Program Agreement ℗Copyright 2025 Salesforce.com, inc. All rights reserved.