📖 About this Domain
This domain covers the declarative tools used to automate standard internal procedures and processes. It focuses on the capabilities, use cases, and limitations of Flow, Process Builder, Workflow Rules, and Approval Processes.
🎓 What You Will Learn
- You will learn to identify the appropriate automation solution based on the capabilities of Flow, Workflow, and Process Builder.
- You will learn the capabilities and use cases for Approval Processes to automate multi-step record approvals.
- You will learn to configure automation solutions using Flow Builder to address complex business requirements.
- You will learn the implications of record-triggered automation and the Salesforce Order of Execution.
🛠️ Skills You Will Build
- You will build the skill to analyze a business requirement and select the optimal automation tool.
- You will build the ability to design and implement multi-step approval processes with defined entry criteria and actions.
- You will build proficiency in implementing complex business logic declaratively using Flow Builder.
- You will build skills in debugging and troubleshooting automation failures by analyzing error messages and debug logs.
💡 Top Tips to Prepare
- Prioritize learning Flow Builder as it is the primary declarative automation tool and supersedes Workflow Rules and Process Builder.
- Memorize the specific use cases and limitations for each automation tool to correctly answer scenario-based questions.
- Practice building various automation types in a Developer Edition org to solidify your understanding of their configuration.
- Study the Salesforce Order of Execution to understand how different automation tools fire during a record-save transaction.
📖 About this Domain
This domain covers the configuration of Salesforce Service Cloud features for managing customer inquiries and issues. It focuses on the case management lifecycle, from creation to resolution, using automation tools to streamline support operations.
🎓 What You Will Learn
- Learn to configure case management including support processes, record types, and page layouts for different support scenarios.
- Understand how to implement case assignment rules, auto-response rules, and escalation rules to automate support workflows.
- Discover how to set up Salesforce Knowledge to create, publish, and manage articles for support agents and customers.
- Learn to configure Web-to-Case and Email-to-Case to automatically generate cases from external channels.
🛠️ Skills You Will Build
- You will build the ability to customize the Service Console layout for optimal agent productivity.
- You will gain skills in configuring entitlement management and milestones to enforce service-level agreements (SLAs).
- You will develop the skill to create and manage queues and assignment rules for efficient case routing.
- You will build the capability to automate case communications and escalations based on defined criteria.
💡 Top Tips to Prepare
- Master the order of execution for case assignment, auto-response, and escalation rules.
- Practice setting up a complete support process, including record types, page layouts, and paths in a developer org.
- Understand the differences and use cases for Web-to-Case versus Email-to-Case and their respective limitations.
- Get hands-on experience with Salesforce Knowledge, including article types and data categories.
📖 About this Domain
This domain covers maintaining data integrity using Salesforce tools and features. It also focuses on building reports and dashboards to visualize and analyze org data.
🎓 What You Will Learn
- You will learn to use data handling tools like the Data Import Wizard and Data Loader for mass data operations.
- You will learn to configure reports using report types, formats, and filters to meet business requirements.
- You will learn to build dashboards using components to visualize report data and track key metrics.
- You will learn to implement data quality controls using validation rules and duplicate management.
🛠️ Skills You Will Build
- You will build the skill to perform data migration and mass record management using appropriate tools.
- You will build the skill to translate complex data questions into functional reports and charts.
- You will build the skill to design and configure dashboards that provide actionable business intelligence.
- You will build the skill to enforce data governance policies to ensure high-quality CRM data.
💡 Top Tips to Prepare
- Memorize the specific use cases and limitations of the Data Import Wizard versus Data Loader.
- Understand how object relationships impact the creation and results of custom report types.
- Practice building reports with cross-filters and field-to-field filters to handle complex queries.
- Know the properties of each dashboard component and the data visualization they best support.
📖 About this Domain
This domain covers the declarative configuration of the Salesforce data model and user interface. You will use the Object Manager to define objects, fields, and relationships, and the Lightning App Builder to create custom pages.
🎓 What You Will Learn
- Configure standard and custom objects, including fields, page layouts, and record types to define the data structure.
- Establish and manage object relationships such as lookup, master-detail, and many-to-many to link records.
- Build and customize Lightning record pages, app pages, and home pages using standard and custom components.
- Utilize Schema Builder to visualize and modify the data model in a graphical interface.
🛠️ Skills You Will Build
- Translate business requirements into a functional data model using declarative tools.
- Design responsive and dynamic user interfaces tailored to specific user profiles and business processes.
- Implement complex data relationships that enforce data integrity and roll-up summary calculations.
- Manage UI and data visibility through the strategic use of page layouts, record types, and compact layouts.
💡 Top Tips to Prepare
- Master the differences between lookup and master-detail relationships, focusing on ownership, security, and deletion implications.
- Get hands-on practice in a Trailhead Playground creating custom objects and assigning Lightning record pages by app, record type, and profile.
- Understand the use cases and limitations of each field type, as scenario-based questions will test this knowledge.
- Use Schema Builder to visualize how objects are connected before attempting to build complex relationships or automations.
📖 About this Domain
This domain covers foundational org configuration and user interface management. You will configure company settings, UI elements, and manage user setup to align the org with business requirements. It establishes the core operational framework of your Salesforce environment.
🎓 What You Will Learn
- Configure company information, fiscal year, business hours, and multi-currency settings.
- Customize the user interface using themes, branding, page layouts, and the Lightning App Builder.
- Manage the user setup process, including creating users, assigning licenses, and managing passwords.
- Differentiate and apply various UI and search settings to optimize user experience and data visibility.
🛠️ Skills You Will Build
- Skill in declarative configuration of the Salesforce UI to meet specific business process needs.
- Proficiency in user administration, including managing user records, licenses, and login access policies.
- Competency in building and customizing Lightning record pages, home pages, and app pages.
- Ability to configure global search, lookup filters, and search layouts for efficient data retrieval.
💡 Top Tips to Prepare
- Focus on the declarative options available in the Setup menu for UI and company-wide settings.
- Utilize a Trailhead Playground to practice user creation and the assignment of profiles and permission sets.
- Understand the sequence of UI customization from page layouts to Lightning record pages.
- Review the implications of enabling or modifying core settings like fiscal year and currencies.
📖 About this Domain
This domain covers the standard capabilities of Sales and Marketing applications within Salesforce. It focuses on configuring core objects like Leads, Accounts, Contacts, Opportunities, and Campaigns. You will learn to manage the sales process and track marketing efforts.
🎓 What You Will Learn
- You will learn to configure the sales process, including Opportunity stages, sales paths, and record types.
- You will learn to manage the lead lifecycle using lead assignment rules, auto-response rules, and lead conversion field mapping.
- You will learn to configure Campaign objects, manage campaign members, and utilize campaign hierarchies.
- You will learn to manage Products, Price Books, and Opportunity Products to support sales transactions.
🛠️ Skills You Will Build
- You will build skills to implement and manage the end-to-end lead-to-opportunity sales cycle.
- You will build skills in configuring sales productivity features like Path and Kanban to streamline user experience.
- You will build skills to track marketing ROI by configuring campaign influence and related reporting.
- You will build skills in managing the data model for sales objects, including relationships between Accounts, Contacts, and Opportunities.
💡 Top Tips to Prepare
- Master the lead conversion process, including the objects created and how custom fields are mapped.
- Understand the relationship between Sales Processes, Opportunity Stages, and Opportunity Record Types.
- Practice configuring Products, Price Books, and adding them to Opportunities to understand the data structure.
- Know the capabilities and use cases for Campaign Influence to attribute revenue to marketing initiatives.
📖 About this Domain
This domain covers the configuration of core Salesforce features that enhance user efficiency and collaborative processes. You will be tested on your knowledge of Activities, Chatter, the Salesforce Mobile App, and AppExchange solutions. The focus is on implementing tools that streamline workflows and drive user adoption.
🎓 What You Will Learn
- Describe the capabilities of activity management, including configuring tasks, events, and calendars.
- Explain the features of Chatter, such as feeds, groups, and publisher actions, to enable collaboration.
- Identify the use cases and configuration options for the Salesforce Mobile App to support mobile users.
- Recognize scenarios for leveraging AppExchange applications to extend native Salesforce functionality.
🛠️ Skills You Will Build
- Configuring activity settings, public calendars, and reminders to manage user tasks and events effectively.
- Enabling and customizing Chatter features, including feed tracking and groups, to foster internal collaboration.
- Customizing the Salesforce Mobile App navigation menu and global actions to optimize the mobile user experience.
- Identifying appropriate AppExchange solutions to address business requirements not met by standard functionality.
💡 Top Tips to Prepare
- Practice creating tasks and events, and understand the differences between the activity timeline and related lists.
- Master the use cases for different Chatter group types, including public, private, and unlisted groups.
- Utilize a developer org to customize the Salesforce Mobile App navigation and create global quick actions.
- Familiarize yourself with common AppExchange categories and identify when to recommend a third-party app over custom development.
