Detailed Course Outline
Salesforce Fundamentals
- Capabilities of core CRM objects
- Boundaries of declarative customizations
- Use cases for programmatic customizations
Security
- Restricting and extending object, record, and field access
- Determining appropriate sharing solutions
Data 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
Reporting
- Creating reports
- Report types
- Dashboards
User Interface
- Customization options
- Custom buttons, links, and actions
- Declarative options for incorporating Lightning Components
Mobile
- Declarative customizations available for the Salesforce1 user interface
Business 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
App Deployment
- Application lifecycle
- Sandboxes
- Change sets
- Unmanaged and managed packages
- Determining an appropriate deployment plan
Wrapping Up
- Test preparation
- Practice exam