Organization Setup And User Setup |
10% |
- Describe the components of the company profile
- Identify the steps to set up and/or maintain a user
- Given a scenario, troubleshoot common user access and visibility issues
Global User Interface
|
Global User Interface And Security and Access |
16% |
- Distinguish between the various UI settings that an administrator controls
- Explain the various organization security options
- Describe the features and capabilities of the Salesforce sharing model
- Given a scenario, apply the appropriate security controls
- Describe the various settings and permissions a profile controls
- Given a scenario, determine the appropriate use of a custom profile
|
Standard And Custom Objects |
18% |
- 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 an object
- Explain how to create, delete, and customize record types and business processes
- Given a scenario, determine the appropriate record types and business processes
- Explain the implications of deleting fields
- Describe when to use and how to create formula fields
|
Sales Cloud Applications & Service Cloud Applications |
15% |
- Given a scenario, identify the capabilities and implications of the sales process
- Given a scenario, identify when to apply the appropriate sales productivity features in both Salesforce Classic and Lightning Experience
- 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
- 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 portals
- Describe the capabilities of Communities
- Describe the capabilities of Salesforce Knowledge
|
Activity Management, Chatter And Data Management |
15% |
- 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
|
Content and folder Management And Reports and Dashboard |
15% |
- Describe the capabilities of 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 capabiltities of custom report types
|
Workflow Automation |
07% |
- Describe when workflow 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
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Desktop and Mobile Administration |
02% |
- Describe the capabilities of Salesforce1 and SalesforceA
- Describe the installation and synchronization options of Salesforce for Outlook
|
AppExchange |
02% |
- Identify use cases for AppExchange applications
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