Overview

Topics Covered

  • Describe the components of the company profile
  • Identify the steps to set up and maintain a user
  • Given a scenario, troubleshoot common user access and visibility issues
  • Distinguish between and identify the implications of the various user interface features that an administrator controls
  • Explain the various organization security options
  • Describe the features and capabilities of the sharing model
  • Given a scenario, apply the appropriate security controls
  • Describe the various profiles controls
  • Given a scenario, determine the appropriate use of a custom profile
  • Describe the standard object architecture and relationship model
  • Explain how to create, delete, and customize fields, page layouts, and list views for custom and standard objects
  • Given a scenario, determine the appropriate fields and page layouts for custom and standard objects
  • Explain how to create, delete, and customize record types for custom and standard objects
  • Given a scenario, determine the appropriate record types and business processes for custom and standard objects
  • Explain the implications of deleting fields
  • Describe when to use and how to create formula fields
  • Given a scenario, identify the capabilities and implications of the sales process
  • Given a scenario, identify when to apply the appropriate sales productivity features
  • Describe the capabilities of products and price books
  • Describe the capabilities of lead management
  • Given a, identify how to automate lead management
  • Describe the capabilities of campaign management
  • Describe the capabilities of case management
  • Given a scenario, identify how to automate case management
  • Describe the capabilities of solution management
  • Describe the capabilities of Communities
  • Describe the capabilities of the Community application, such as Ideas and Answers
  • Describe the capabilities of Salesforce Knowledge
  • Describe the capabilities of activity management
  • Describe the features of Chatter
  • Describe the considerations when importing, updating, transferring, and mass deleting data
  • Given a scenario, identify tools and use cases for managing data
  • Describe the capabilities and implications of the data validation tools
  • Describe the different ways to back up data
  • Describe the capabilities of Salesforce Content
  • Describe how folders can be used to organize and secure communication templates, dashboards, reports and documents
  • Describe the options available when creating or customizing a report
  • Describe the impact of the sharing model on reports
  • Describe the options available when creating and modifying dashboards
  • Describe the capabilities of custom report types
  • Describe when workflow rules are evaluated
  • Describe the capabilities of workflow rules and actions
  • Given a scenario, identify the appropriate workflow solution
  • Describe capabilities and use cases for the approval process
  • Describe the capabilities of Salesforce1 and SalesforceA
  • Describe the installation and synchronization options of Salesforce for Outlook
  • Identify use cases for AppExchange applications
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Study Notes

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Games

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Quizzes

Organization Setup

Topics Covered

  • Describe the components of the company profile
Organization Setup Resources
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Study Notes

User Setup

Topics Covered

  • Identify the steps to set up and maintain a user
  • Given a scenario, troubleshoot common user access and visibility issues
User Setup Resources
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Study Notes

 

Global User Interface

Topics Covered

  • Distinguish between and identify the implications of the various user interface features than an administrator controls
Global User Interface Resources
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Study Notes

Security and Access

Topics Covered

  • Explain the various organization security options
  • Describe the features and capabilities of the sharing model
  • Given a scenario, apply the appropriate security controls
  • Describe the various profiles controls
  • Given a scenario, determine the appropriate use of a custom profile
Security and Access Resources
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Study Notes

Standard and Custom Objects

Topics Covered

  • Describe the standard object architecture and relationship model
  • Explain how to create, delete, and customize fields, page layouts, and list views for custom and standard objects
  • Given a scenario, determine the appropriate fields and page layouts for custom and standard objects
  • Explain how to create, delete, and customize record types for custom and standard objects
  • Given a scenario, determine the appropriate record types and business processes for custom and standard objects
  • Explain the implications of deleting fields
  • Describe when to use and how to create formula fields
Standard and Custom Objects Resources
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Study Notes

 

Sales Cloud Applications

Topics Covered

  • Given a scenario, identify the capabilities and implications of the sales process
  • Given a scenario, identify when to apply the appropriate sales productivity features
  • Describe the capabilities of products and price books
  • Describe the capabilities of lead management
  • Given a scenario, identify how to automate lead management
  • Describe the capabilities of campaign management
Sales Cloud Applications Resources
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Study Notes

Service Cloud Applications

Topics Covered

  • Describe the capabilities of case management
  • Given a scenario, identify how to automate case management
  • Describe the capabilities of solution management
  • Describe the basic capabilities of Communities
  • Describe the capabilities of the Community application, such as Ideas and Answers
  • Describe the capabilities of Salesforce Knowledge
Service Cloud Applications Resources
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Study Notes

 

Activity Management

Topics Covered

  • Describe the capabilities of activity management
Activity Management Resources
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Study Notes

 

Chatter

Topics Covered

  • Describe the features of Chatter
Chatter Resources
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Study Notes

Data Management

Topics Covered

  • Describe the considerations when importing, updating, transferring, and mass deleting data
  • Given a scenario, identify tools and use cases for managing data
  • Describe the capabilities and implications of the data validation tools
  • Describe the different ways to back up data
Data Management Resources
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Study Notes

 

Content and Folder Management

Topics Covered

  • Describe the capabilities of Salesforce Content
  • Describe how folders can be used to organize and secure communication templates, dashboards, reports and documents
Content and Folder Management Resources
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Study Notes

Reports and Dashboards

Topics Covered

  • Describe the options available when creating or customizing a report
  • Describe the impact of the sharing model on reports
  • Describe the options available when creating and modifying dashboards
  • Describe the capabilities of custom report types
Reports and Dashboards Resources
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Study Notes

 

Workflow Automation

Topics Covered

  • Describe when workflow rules are evaluated
  • Describe the capabilities of workflow rules and actions
  • Given a scenario, identify the appropriate workflow solution
  • Describe capabilities and use cases for the approval process
Workflow Automation Resources
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Study Notes

 

Desktop and Mobile Administration

Topics Covered

  • Describe the capabilities of Salesforce1 and SalesforceA
  • Describe the installation and synchronization options of Salesforce for Outlook
Desktop and Mobile Administration Resources
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Study Notes

 

AppExchange

Topics Covered

  • Identify use cases for AppExchange applications
AppExchange Resources
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Study Notes