Overview

Topics Covered

  • Given a scenario, determine the implications to record and field data access
  • Describe the capabilities of territory management and the implications to the sharing model
  • Compare and contrast the capabilities of custom profiles, permission sets, and delegated administration
  • Describe the appropriate use of relationship types when building custom objects
  • Given a scenario, determine the appropriate tools for monitoring and troubleshooting system activity
  • Explain how to customize and maintain products, price books, schedules, and quotes
  • Describe the capabilities of Customize and Collaborative forecasting
  • Explain how to create and maintain Salesforce Knowledge
  • Explain how to create and maintain service entitlements and entitlement processes
  • Describe the features of Salesforce which enable interaction between support agents and customers
  • Explain the tools and best practices for improving and enriching data quality
  • Explain how to set up and maintain Salesforce CRM Content
  • Describe the options available to move metatdata between environments
  • Describe the capabilities and best practices for using change sets to move metatdata between environments
  • Given a scenario, determine the appropriate analytic tools to meet complex reporting requirements
  • Given a scenario, troubleshoot an approval process
  • Given a complex scenario, determine the solution using a combination of automation tools to solve a business problem
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Study Notes

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Paid Class Link

Class Login

Security and Access

Topics Covered

  • Given a scenario, determine the implications to record and field data access
  • Describe the capabilities of territory management and the implications to the sharing model
  • Compare and contrast the capabilities of custom profiles, permission sets, and delegated administration

 

Security and Access Resources
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Extending Custom Objects and Applications

Topics Covered

  • Describe the appropriate use of relationship types when building custom objects

 

Extending Custom Objects and Applications Resources
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Auditing and Monitoring

Topics Covered

  • Given a scenario, determine the appropriate tools for monitoring and troubleshooting system activity

 

Auditing and Monitoring Resources
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Sales Cloud Applications

Topics Covered

  • Explain how to customize and maintain products, price books, schedules, and quotes
  • Describe the capabilities of Customize and Collaborative forecasting

 

Sales Cloud Applications Resources
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Service Cloud Applications

Topics Covered

  • Explain how to create and maintain Salesforce Knowledge
  • Explain how to create and maintain service entitlements and entitlement processes
  • Describe the features of Salesforce which enable interaction between support agents and customers

 

Service Cloud Applications Resources
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Data Management

Topics Covered

  • Explain the tools and best practices for improving and enriching data quality
Data Management Resources
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Content Management

Topics Covered

  • Explain how to set up and maintain Salesforce CRM Content

 

Content Management Resources
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Change Management

Topics Covered

  • Describe the options available to move metatdata between environments
  • Describe the capabilities and best practices for using change sets to move metatdata between environments

 

 

Change Management Resources
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Reports and Dashboards

Topics Covered

  • Given a scenario, determine the appropriate analytic tools to meet complex reporting requirements

 

 

 

Reports and Dashboards Resources
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Process Automation

Topics Covered

  • Given a scenario, troubleshoot an approval process
  • Given a complex scenario, determine the solution using a combination of automation tools to solve a business problem

 

 

 

Process Automation Resources
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