Introduction
Welcome to the course
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Our study method
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About Emily
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About Jeremy
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About the exam
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About this course
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Glossary overview
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Associate trailmix notes
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Create a developer sandbox
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Course promo
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1. The Salesforce Ecosystem
Introduction to the Salesforce ecosystem
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What is Salesforce?
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What is Trailhead?
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What is the Trailblazer community?
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Trailhead playgrounds
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Salesforce help
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Customer 360
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Sales cloud
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Service cloud
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Marketing cloud
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Experience cloud
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Nonprofit cloud
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Commerce cloud
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Revenue cloud
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CRM analytics
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Einstein analytics
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Agentforce
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Data Cloud
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MuleSoft
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Health cloud
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Sustainability
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Clicks vs. code
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Careers and roles on the Salesforce platform
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Certification path for developers
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Other potential jobs for Salesforce admins
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Scrum and agile development
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Salesforce trust
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Practice question walkthrough: Salesforce ecosystem
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2. Navigation
Introduction to navigation
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App launcher
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App exchange
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Sandboxes
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Salesforce setup
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Personal settings
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Company settings
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Adding users
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Salesforce global search
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List views
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Lightning page customization
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Salesforce service setup
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Lightning knowledge setup
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Create a knowledge article
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Practice question walkthrough: Navigation
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3. Data Model
Introduction to data model
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Accounts in Salesforce
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Contacts in Salesforce
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Opportunities in Salesforce
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Cases in Salesforce
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Leads in Salesforce
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How everything relates to accounts
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What are objects?
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Standard vs. custom objects
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Relationships
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What are fields?
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Creating custom fields
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Picklist fields
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Formula fields
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Rollup summary fields
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Page layouts
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Record types
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How record types, page layouts, and profiles work together
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Overview of Salesforce security
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Profiles
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Permission sets and permission set groups
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Field level security
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Roles and role hierarchies
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Sharing rules
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Public groups
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Manual sharing
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Sharing sets
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Salesforce automations
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Validation rules
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Validation rules in practice
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Practice question walkthrough: Data model
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4. Reports and Dashboards
Introduction to reports and dashboards
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Quick start: Creating a report
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Report types
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Real-life scenario: Report types
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Report formats
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Report filters
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Limits with reporting
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Real-life scenario: Create a report with me
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Quick start: Creating a dashboard
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Dashboard components
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Dashboard filters and dynamic dashboards
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Folders and security
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Real-life scenario: Create a dashboard with me
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Practice question walkthrough: Reports and dashboards
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5. Full Practice Exam
Introduction to the practice exam
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Conclusion
Thank you so much for taking this course
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Trailheads
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Reviews are extremely helpful
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Let's connect
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Ex_Files_Salesforce_Certified_Platform.zip
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