Given a scenario, apply the appropriate sales productivity features using opportunity tools. View and Update Opportunity-Stage-to-Forecast-Category MappingsĬonsiderations for Managing Territory Forecasts (for example: sales process, opportunity, path, and forecast impact.) Topic Area Given a scenario, identify the capabilities and implications of the sales process. Topic AreaĪssign Page layouts to Profiles or Record Typesīusiness Processes (Lead, Opportunity & Case) Given a scenario, determine how to create and assign page layouts, record types and business processes for custom and standard objects.
Tailor Business Processes to Different Users Using Record TypesĮxplain how to create, delete, and customize fields and page layouts on standard and custom objects, and know the implications of deleting fields. Unable to create Master-Detail Relationships Parent/Child, Master-Detail/lookup/junction relationships Trailhead: Understand Custom & Standard Objectsįull list of Standard Object (FYI you don’t need to know them all!) (for example: standard object, parent/child, master detail/lookup/junction relationships, and record types.) Topic Area Object Manager and Lightning App Builder (20%)ĭescribe the standard object architecture and relationship model. Lightning vs Classic Feature Compatibility Sharing Rules: Roles, Subordinates, Hierarchy (for example: public groups, org wide default, sharing: roles, subordinates, hierarchy, report and dashboard folders) Topic Area Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model. (for example: Setup Audit Trail, Login Hours, Session Settings) Topic Area Topic AreaĬreate/Edit Users (Assigning correct Profiles, Permission Sets & Feature Licenses)Įxplain the various organization Security Controls. Given a scenario, demonstrate the proper setup and maintenance of users.
Trailhead: Create Global Quick Actions for Mobile Working with List Views in Lightning Experience Topic AreaĬreating an App & Personalizing Salesforce (for example: UI settings, app menu, list views, global actions, Lightning App Builder). Store Customers’ Data Privacy Preferencesĭistinguish and understand the administration of declarative configuration of the User Interface. Topic AreaĮnabling the Individual Object & Creating a record Object Manager and Lightning App Builder (20%)ĭescribe the information found in the company settings (for example: company settings fiscal year, business hours, currency management, default settings).
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