Salesforce Certified Platform Foundations Cert Prep

Course details

In this course, prepare for the official Salesforce Associate Certification exam with expert instructors Emily and Jeremy Call. Learn how to view and explain the Salesforce ecosystem as a whole solution, navigate the Salesforce apps and configure your account and personal settings, and create reports and dashboards to summarize and roll up SF data. Plus, examine the Salesforce data model, objects, relationships and record types, and get insights into the structure and style of the exam through chapter quizzes and a final practice exam.

Concepts

Introduction

Welcome to the course
Our study method
About Emily
About Jeremy
About the exam
About this course
Glossary overview
Associate trailmix notes
Create a developer sandbox

The Salesforce Ecosystem

Introduction to the Salesforce ecosystem
What is Salesforce
What is Trailhead
What is the Trailblazer community
Trailhead playgrounds
Salesforce help
Customer 360
Sales cloud
Service cloud
Marketing cloud
Experience cloud
Nonprofit cloud
Commerce cloud
Einstein analytics
MuleSoft
Health cloud
Sustainability
Clicks vs. code
Careers and roles on the Salesforce platform
Scrum and agile development
Salesforce trust
Practice question walkthrough - Salesforce ecosystem

Navigation

Introduction to navigation
App launcher
App exchange
Sandboxes
Salesforce setup
Personal settings
Company settings
Adding users
Salesforce global search
List views
Lightning page customization
Salesforce service setup
Lightning knowledge setup
Create a knowledge article
Practice question walkthrough - Navigation

Data Model

Introduction to data model
Accounts in Salesforce
Contacts in Salesforce
Opportunities in Salesforce
Cases in Salesforce
Leads in Salesforce
How everything relates to accounts
What are objects
Standard vs. custom objects
Relationships
What are fields
Creating custom fields
Picklist fields
Formula fields
Rollup summary fields
Page layouts
Record types
How record types, page layouts, and profiles work together
Overview of Salesforce security
Profiles
Permission sets and permission set groups
Field level security
Roles and role hierarchies
Sharing rules
Public groups
Manual sharing
Sharing sets
Practice question walkthrough - Data model

Reports and Dashboards

Introduction to reports and dashboards
Quick start - Creating a report
Report types
Real-life scenario - Report types
Report formats
Report filters
Limits with reporting
Real-life scenario - Create a report with me
Quick start - Creating a dashboard
Dashboard components
Dashboard filters and dynamic dashboards
Folders and security
Real-life scenario - Create a dashboard with me
Practice question walkthrough - Reports and dashboards

Full Practice Exam

Introduction to the practice exam

Conclusion

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Trailheads
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Salesforce Certified Platform Foundations Cert Prep

Authors

Emily Call

Jeremy Call