
A few things upfront:
- Create your own Developer Org
- Get the Exam Guide
- Find also our case Study
Learn to use global search and tailor opportunities with custom layouts and Einstein settings. Create and refine list views with filters and kanban, table, or split views.
Learn to use the Lightning App Builder to customize lead and home pages by dragging components, organizing the chatter feed and related lists in tabs, and activating app-wide page assignments.
Learn how to work with global and object-specific actions, configure publisher layouts, create and link actions to objects like campaigns and opportunities, and use dynamic actions with predefined values.
Explore Salesforce security settings, including password policies, trusted IP ranges, and session options, then learn how content delivery network caching and profile versus org-wide defaults affect access and health checks.
Explore how to set single fields on page layouts as read-only or required for different profiles, and distinguish page layout versus field level requirements.
Master creating, organizing, and sharing reports and dashboards in Salesforce, using folders, filters, and tabular, summary, and matrix formats to analyze opportunities and accounts.
Enable entitlement management and configure entitlement processes with milestone timelines to meet service level agreements, setting priorities and response times for case handling.
Configure a schedule triggered flow to run daily on contracts, check if the end date is past, and update the contract status to expired using a today formula.
Prepare for the exam with a self-guided case study and tricky sample questions, and note when to use the data loader for imports.
Here you will find the relevant material you will need for the case study!
Update the account type picklist and add customer type and partner level fields to drive validation rules and data consistency. Expose discounts on opportunities via formulas and enable account teams.
Explore Salesforce Trailhead super badges, including the admin super badge set of three, through practical case studies to prepare for exams and gain career insights.
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