Curriculum
- 1 Section
- 9 Lessons
- 1 Day
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- Topics9
- 1.1Lessons and Topics Salesforce Fundamentals Capabilities of core CRM objects Boundaries of declarative customizations Use cases for programmatic customizations
- 1.2Security Restricting and extending object, record, and field access Determining appropriate sharing solutions
- 1.3Data Modeling and Management Determining an appropriate data model Relationship types and impact on record access, user interface, and reporting Considerations for changing field types Considerations of the schema builder Considerations for importing and exporting data Use cases of external objects
- 1.4Reporting Creating reports Report types Dashboards
- 1.5User Interface Customization options Custom buttons, links, and actions Declarative options for incorporating Lightning Components
- 1.6Mobile Declarative customizations available for the Salesforce1 user interface
- 1.7Business Logic and Process Automation Record types Formula fields Roll-up summary fields Validation rules Approval processes Workflow Visual workflow Process builder Automating business processes Ramifications of field updates and potential for recursion
- 1.8App Deployment Application lifecycle Sandboxes Change sets Unmanaged and managed packages Determining an appropriate deployment plan
- 1.9Wrapping Up Test preparation Practice exam
Security Restricting and extending object, record, and field access Determining appropriate sharing solutions
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