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carina al-der
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Decks in this class (18)
Customize a Salesforce Object
How do you setup account history ...,
What is account history tracking,
How do you add a related list
5
cards
Accounts & contacts for lightning experience
Business account,
Contacts,
Person account
15
cards
Leads & Opportunities for Lightning Experience
How do leads fit into the sales p...,
What happens when you convert a lead,
How do you create and convert leads
32
cards
(Service and support applications 11%) Set up the service console
How do you create your own servic...,
What is the service console,
How can you customize service con...
9
cards
(Service and Support applications 11%) creating a process for managing support cases
How do you create an escalation rule,
Why would you create different re...,
How can you define picklist value...
7
cards
(Service and Support applications 11%) Set up case escalation and entitlements
What do you see when you go to ca...,
What do you use to ensure large a...,
What are entitlements
3
cards
(Productivity and collaboration 7%) Chatter administration for lightning experience
What are chatter publisher features,
How do you enable chatter email n...,
What are groups
19
cards
(Productivity and collaboration 7%) Salesforce Mobile App Customization
What are some of the benefits of ...,
How can the app be ready to go ri...,
Why should you still customize yo...
19
cards
(Productivity and collaboration 7%) AppExchange Basics
What is appexchange,
How are apps priced on appexchange,
How can you develop an appexchang...
10
cards
(Data and Analytics Management 14%) Data management
List the steps involved in prepar...,
Data import wizard,
Data loader
6
cards
More things to know about
How can you restrict when and whe...,
How can you determine the levels ...,
How can you setup a data access m...
18
cards
Formula and validations
How can you create a custom formu...,
Why are formula fields so useful,
What is a roll up summary field
8
cards
Products and pricebooks
Explain how products and price bo...,
How do you setup a price book,
Explain how quote templates help ...
5
cards
Salesforce campaigns
Describe what salesforce campaign...,
Explain why marketing teams use c...,
List three things campaigns can b...
13
cards
Salesforce crm basics
What is salesforce,
What is crm,
Describe key features of lightnin...
8
cards
(Data and analytics management 14% ) Duplicate management
Explain how duplicate data is was...,
Explain how your company wins whe...,
Identify solutions for resolving ...
14
cards
(Data and analytics management 14%) Import and export with data management tools
What the first step of importing ...,
Dataloaderio,
What the difference between a rep...
20
cards
Workflow / Process Automation
What s a workflow used for,
What s process builder used for,
What s flow builder used for
10
cards
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Salesforce Admin GUIDE Trailhead
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