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ORGANIZATION SETUP (GLOBAL UI)
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USER SETUP
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PROVIDING SECURITY AND ACCESS
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GAINING KNOWLEDGE ON STANDARD AND CUSTOM OBJECTS
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WORKING ON SALES AND MARKETING APPLICATIONS
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HANDLING SERVICE AND SUPPORT APPLICATIONS
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ACTIVITY MANAGEMENT AND COLLABORATION
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ANALYTICS – DEVELOPING REPORTS AND DASHBOARDS
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AUTOMATING WORKFLOW/PROCESSES
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OPERATING BOTH DESKTOP AND MOBILE APPLICATIONS
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APPEXCHANGE
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ORGANIZATION SETUP (GLOBAL UI)
- Describe the information found in the company profile (e.g., fiscal year, business hours, currency management, default settings, company information).
- Distinguish between the various UI features that an administrator controls, including the implications (e.g., UI settings, search settings, list views, home page layouts).
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USER SETUP
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SECURITY AND ACCESS
- Explain the various organization security controls (e.g., passwords, IP restrictions, identity confirmation, network settings).
- Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model (e.g., organization-wide defaults, roles, and the role hierarchy, manual sharing, sharing rules, and public groups).
- Given a scenario, determine the appropriate use of a custom profile or permission set using the various profile settings and permissions.
- Describe how folders can be used to organize and secure communication templates, dashboards, reports, and documents.
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STANDARD AND CUSTOM OBJECTS
- Describe the standard object architecture and relationship model.
- Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and understand the implications of deleting fields.
- Given a scenario, determine how to create and assign page layouts, record types, and business processes for custom and standard objects.
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SALES AND MARKETING APPLICATIONS
- Given a scenario, identify the capabilities and implications of the sales process.
- Given a scenario, identify the appropriate sales productivity features using opportunity tools and know when products and Price Books should be used (e.g., big deal alerts, update reminders, similar opportunities, competitors, team selling).
- Describe the capability of Salesforce Content.
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ACTIVITY MANAGEMENT AND COLLABORATION
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DATA MANAGEMENT
- Describe the considerations when importing, updating, transferring, and mass deleting data (e.g., CSV files, field matching, matching types, record IDs, external IDs, duplicate records).
- Given a scenario, identify tools, and use cases for managing data (e.g., dataloader, data import wizard).
- Describe the capabilities and implications of data validation tools.
- Describe the different ways to back up data (e.g., weekly data export service, exports, dataloader).
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ANALYTICS - REPORTS AND DASHBOARDS
- Describe the options available when creating or customizing a report (e.g., report type, report format, fields, summarizing data, filtering data, charting, scheduling, and conditional highlighting).
- Describe the impact of the sharing model on reports.
- Describe the options available when creating and modifying dashboards (e.g., dashboard components, data sources, chart types, scheduling, and running user).
- Describe the capabilities of custom report types.
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WORKFLOW/PROCESS AUTOMATION
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DESKTOP AND MOBILE ADMINISTRATION
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APPEXCHANGE
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