- Configuration and Setup: 20%
- App Page vs Home Page
- Themes and Branding
- App Menu vs App Manager
- Lightning App Builder
- In-App Guidance
- Tabs
- Navigation Bar
- Search Layout vs List View
- Enhanced List Views
- Quick, Global, and Mass Actions
- Company Information
- Fiscal Years
- Business Hours
- Currency Management
- Default Locale
- Adding Users
- Custom Tabs
- Marketing User Checkbox
- Language and List Email
- Multiple Managers
- Profiles and Permissions
- Page Layouts
- Org Wide Defaults and Org Level Security
- Login
- What's a Security Health Check in Salesforce
- Field History, Login Forensics, and Auditing Tools
- Standard Profiles
- Delegated Admin
- Salesforce Security Structure
- Field Level Security
- Record Level Security
- Folder Sharing, File Sharing, CRM Content
- Email Templates
- This top has 6 sub-topics.
-
Describe the information found in Company Settings (fiscal year, business hours, currency management, and default settings).
-
Distinguish and understand the administration of Declarative Configuration (UI Settings, App Menu, List Views, Search Layouts, Gloabl Actions, Lightning App Builder).
-
Given a scenario, demonstrate proper Setup and Maintenance of users (Different org security controls, audit trails, login hours, sessions setting).
-
Explain the various organization Security Controls.
-
Given a scenario, apply the appropriate Security Controls based on the features and capabilities of the Salesforce Sharing Model.
-
Given a scenario, determine the appropriate use of a Custom Profile or Permission Set using the various profile settings and permissions (Profiles and permission sets).
-
Record Pages are special because you can only have one per object, per app. When a user first opens a record page they see the Search Layout, (List View) then the Record Detail when they open a single record.
-
Home Page is kind of like the standard Salesforce Home page for all Apps, except it doesn't actually have to be included in all Apps.