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Within this subject, the learners need to demonstrate that they are able to determine the AppExchange application use cases.
Reference: https://trailhead.salesforce.com/en/academy/classes/adm201-administration-essentials-for-new-admins/
This domain entails such skills as defining the relevant automation solution on the basis of the workflow capabilities depending on a scenario as well as explaining the use cases and capacities for the approval process.
| Section | Weight | Objectives |
|---|---|---|
| Activity Management and Chatter | 4% | - Tasks and Events - Chatter Best Practices - Chatter Groups and Feeds |
| Standard and Custom Objects | 8% | - Custom Object Creation - Standard Object Overview - Object Relationships (Lookup, Master-Detail) - Roll-up Summary Fields |
| Service Cloud Applications | 10% | - Cases and Entitlements - Service Cloud Features - Web-to-Case and Email-to-Case - Service Contracts - Omni-Channel |
| Reports and Dashboards | 11% | - Joined Reports - Dashboard Components - Report Builder - Scheduling Reports - Summary Reports and Matrix Reports - Report Types |
| Security and Access | 12% | - Record Access (OWD, Sharing Rules) - Login Hours and IP Ranges - Salesforce Shield - Field-Level Security - Object-Level Permissions |
| Sales Cloud Applications | 10% | - Sales Cloud Features - Opportunity Management - Account and Contact Management - Products, Price Books, and Quotes - Forecasting |
| Workflow and Process Automation | 17% | - Workflow Actions (Email Alerts, Field Updates, Tasks, Outbound Messages) - Approval Processes - Workflow Rules - Process Builder - Flows (Screen Flows, Autolaunched Flows) |
| Salesforce Mobile App and Lightning Experience | 6% | - Salesforce Mobile App Configuration - Lightning Experience Features - Navigation and UI Customization |
| Organization Setup | 4% | - Currency Management - Fiscal Year - Lightning Experience vs Classic - Company Information - User Interface |
| Data Management | 10% | - Data Import Wizard - Data Loader - Duplicate Rules and Matching Rules - Data Export - Data Quality Best Practices |
| User Setup | 8% | - Role Hierarchy - User Creation and Management - Profile Configuration - Delegated Authentication - Permission Sets - User Licenses |
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