Know When to Code
Understanding declarative limits Evaluate customization priorities Typical coding scenarios
Understanding declarative limits Evaluate customization priorities Typical coding scenarios
Using the AppExchange How to assess apps Unmanaged and Managed
Types of Sandboxes Creating and Refreshing Sandboxes Metadata vs. Data
Queues Assignment Rules Auto-Response Rules Escalation Rules Web to Case
Custom Report Types Custom Summary Formulas Bucket Fields
Recognizing the need to create a custom object Lookup or
Understand the capabilities Know how to configure Understand Salesforce Use
Understand Chatter Understand use cases for Chatter Configure Chatter invites
Workflow Process Builder Flows
Sending emails with tracking code Mass emailing
Folders and security Create reports using standard report types Create
Import using the data import wizard Import using dataloader.io
Required fields Matching and duplicate rules Validation rules History tracking
Customize standard objects and fields Creating custom objects and custom
Setting object access Setting record access Creating a role hierarchy
Managing users Managing profiles Managing licenses Understanding login security Troubleshooting
Company profile UI Calendar Chatter Setting up activities Using list
Logging into Salesforce Using search Parent-child object relationships Configuring personal