Salesforce Admin

  • Getting Around the App
    • Understand the data model and navigation.
    • Find answers in Help & Training
  • Getting Your Organization Ready for Users
    • Set up the company profile.
    • Configure the user interface.
    • Set up activities and calendars.
    • Configure search settings.
    • Set up Chatter.
    • Understand Salesforce1 settings.
  • Setting Up and Managing Users
    • Manage user profiles.
    • Create and manage users.
    • Troubleshoot user login issues.
    • Understand SalesforceA capabilities.
    • Set up Chatter Free and Chatter external users.
  • Security and Data Access
    • Restrict logins.
    • Determine object access.
    • Set up record access.
    • Manage record access with the role hierarchy.
    • Deal with record access exceptions.
    • Control access to events.
    • Manage field-level security.
  • Customization: Fields
    • Administer standard fields.
    • Create new custom fields.
    • Create selection fields: picklists and lookups.
    • Create formula fields.
    • Work with page layouts.
    • Work with record types and business processes.
    • Maintain data quality.
  • Managing Data
    • Import new records using import wizards
    • Update existing records with the data loader
    • Keep records up to date with Data.com and social accounts and contacts
    • Mass transfer records between users
    • Back up data with a we
  • Reports and Dashboards
    • Run and modify reports
    • Create new reports with the report builder
    • Filter reports
    • Summarize report data with formulas and visual summaries
    • Print, export, and email reports
    • Build dashboards
  • Automation
    • Manage email administration
    • Set up workflow rules
    • Automate leads and cases
  • Managing the Support Process
    • Automate the support process
    • Understand the Service Cloud console
    • Enable collaboration in the Service Cloud
    • Analyze support data with reports and dashboards

Salesforce Developer

  • Development Lifecycle
    • List and describe the key features, tools, and technologies of application lifecycle management and Force.com development
    • Describe best practices for managing multi-team and multi-project development initiatives with Force.com and describe how to use these best practices
    • List and describe the various development and test environments available on the Force.com platform
    • Describe how to manage sandbox environments
    • Given a scenario, determine whether to use package or metadata deployment
    • Describe how to use the Force.com migration tool
    • Describe the capabilities and constraints of metadata text files for manipulating application metadata
    • Describe the requirements and processes for deploying changes to an application using a metadata tool
  • Force.com Code (Apex)
    • List and describe the features of Force.com code and distinguish between it and other programming languages
    • Describe when and why to use Force.com code
    • List and describe syntax features of Force.com code
    • Describe the ways Force.com code can be invoked
    • Describe use cases for Force.com code in an integration scenario
    • Describe how to send and receive email via Force.com code
    • Describe use cases for dynamic Force.com code
    • Describe use cases for batch Force.com code
    • Describe the save execution order and use of before and after triggers
    • Describe the types of governor limits and contexts and the rationale behind them
    • Describe how to write scalable code that handles bulk operations
  • Force.com Pages (Visualforce)
    • Describe the benefits, functions, and features of Force.com pages and how it conforms to the model-view-controller pattern
    • Describe how to incorporate Force.com pages into Force.com applications
    • Describe how to create data, action, and component binding expressions
    • List and describe syntax features of Force.com pages
    • Describe best practices for incorporating static resources, style sheets, and other content into Force.com pages
    • Describe how to create and use a Force.com page as the template for multiple pages
    • Describe how to handle client-side behavior through the use of either standard components or custom JavaScript
    • Describe and incorporate proper error-handling techniques
    • Describe how to create a custom component and the benefits of custom components versus other techniques for code reuse
    • Describe how to leverage PDF generation
    • Distinguish between standard controllers, custom controllers, and extensions
    • Describe the request lifecycle of a Force.com page
    • Describe viewstate and the stateful programming model of Force.com pages
    • Describe the benefits of using Force.com code classes as structs or wrappers of sObjects
  • Testing and Debugging
    • Describe the techniques and tools available to debug, test, and monitor Force.com code execution
    • List and describe the contents and use of the System Log
    • Describe how to create and run unit tests as well as techniques for achieving 100% test coverage
    • Describe how to test Force.com page controllers
    • Describe how to test email send and receive in different environments
  • Deployment
    • Deployment connection
    • Deployment Options
    • OutBound ChangeSet
    • Inbound ChangeSet
    • Deployment using Eclipse