• Given a scenario, identify how a user can locate and access necessary information.
• Given a scenario, identify where Salesforce customization takes place.

• Explain the relationship between the core standard objects (account, contact, lead, opportunity, case).
• Given a scenario, determine which feature to use to ensure data visibility.
• Given a scenario, determine which tool to use to ensure data integrity.

• Describe reports on Salesforce.
• Describe dashboards on Salesforce.

Your knowledge of how to locate information such as licenses, company details and organisational settings, list views (including use cases for Kanban), Search, and personalization will be tested in this scenario-based portion (tabs, language, timezone).

You should be able to recognise where end-users can make changes, such as adding a phone number, changing their default locale, resetting their password, or altering their App navigation tabs, in addition to knowing where to make changes at a more general level.

You should be familiar with the AppExchange, user administration, and the setup tools that allow for basic customisation, such as the Lighting App Builder.

• Using accounts and contacts, you can keep track of customer data in Salesforce. Accounts are the businesses you do business with, and contacts are the employees of those businesses.
• There are three different kinds of relationships between individuals and the accounts . Different types of relationships provide various perspectives on your company.
  • Ties between businesses (accounts) and the personnel who work there (contacts). Your customers’ (accounts’) interactions with other customers (other accounts).
  • You may keep track of connections between people and the businesses they collaborate with by connecting a contact to many accounts (referred to as Contacts to Multiple Accounts). Moving the sale along depends on knowing whether a contact has a connection to Get Cloudy indirectly.
  • Customer (account) relationships with the coworkers that deal with them (other Salesforce users). Account teams also reveal which sales representatives are engaged in the Get Cloudy deal. You can coordinate more effectively by using account teams.
• You can simply track the connections between people and companies without maintaining duplicate records when you link a single contact to several accounts. Still, the ground rules are straightforward. Each contact must be connected to a specific account. The company the contact is typically most closely affiliated with is the account that appears in Account Name.
• Every Salesforce cloud and product is covered by AppExchange, although there are typically only two types of listings: consultants and solutions. A solution is something that connects to Salesforce and enhances its essential features. For instance, a program that connects Service Cloud with a third-party survey tool
• Packages, which are containers for apps, tabs, and objects, are how AppExchange solutions are installed in your organization. Managed and unmanaged packages are available. Which package type the solution provider chooses to use for distribution determines how the solution will operate in your organization.
• Scrum has five core values. 
  • Focus
  • Courage
  • Openness
  • Commitment
  • Respect
• Scrum drives us to:
  • Deliver or demonstrate something every sprint so the team can get feedback on deliverables frequently.
  • We must always work to enhance our performance, that of the team, and the final result.
  • Put together a smart team and delegate all decision-making to them.
  • Designate a single person to take down the obstacles so that someone is in charge.
  • Designate a single person to create work schedules and project priorities for teams so that everyone is concentrating on what matters.
• Use SOQL:
  • Retrieve data from a single object or from multiple objects that are related to one another.
  • Count the number of records.
  • Sort results as part of the query.
  • Retrieve data from number, date, or checkbox fields.
• Use SOSL:
  • Retrieve information for a term you are aware of existing in a field. SOSL searches are quicker and can produce more relevant results because SOSL can tokenize multiple terms in a field and create a search index from this.
  • Effortlessly retrieve various objects and fields, including related or unrelated objects.
  • Retrieve data for a particular division in an organization using the divisions feature, and you want to find it in the most efficient way possible.
• You can view the records that are important to you in list views. You can use filters to create lists of accounts, contacts, opportunities, or other Salesforce records that are unique to you and your sales reps.
• Home is a cutting-edge, intelligent home page with a variety of tools to help your sales team get their day off to a quick start. Sales agents can track their progress toward their goals and get information on important accounts from home. Additionally, they have access to the Assistant, a schedule of activities, and locations.
• The Opportunity Kanban is a visualization tool for opportunities that sales representatives can use to review deals arranged by the pipeline stage. Sales representatives can move deals between stages using drag-and-drop functionality, and they can also receive customized alerts on important deals as they are in flight.
• Sales representatives will enjoy the option to customize report filters when using Lightning Experience Report, and admins will value the dashboard editor’s spanning columns and flexible style, which let you combine more dashboard components (charts) of various sizes on a single dashboard.
• The information about your business is gathered in your corporate settings. The majority of this collection is recorded when you buy a Salesforce product, however, you can change the settings if your business relocates or goes worldwide. It’s essentially a snapshot of the character of your business.
• Providing information to users in a familiar format enhances their Salesforce experience and increases their effectiveness as spies. The display formats for date and time, user names, addresses, and periods and commas in numbers are determined by the Salesforce locale settings.

You must show that you comprehend the Salesforce architecture, common items, and their relationships in this area. Accounts, Contacts, Leads, Opportunities, and Cases should be familiar to you.

You will determine how visibility is managed based on a scenario, thus you must be familiar with features like roles, role hierarchy, profiles, permission sets, record kinds, page layouts, and field visibility.

Additionally, you should be aware of the methods for ensuring data integrity, such as default values, mandatory fields, and validation guidelines.

• There are two main types of object relationships: lookup and master-detail.
  • Lookup Relationship: You can have one-to-one or one-to-many lookup connections. Because a single account might have numerous linked contacts, the relationship between an account and a contact is one to many. You might establish a one-to-one relationship between the Property object and a Home Seller object for our DreamHouse example.
  • Master-Detail Relationship: Master-detail connections are a little closer knit than lookup relationships, which tend to be more casual. One object serves as the master in this connection, while another acts as the detail. Who can view the data in the detail object, for example, is controlled by the master object.
• Using the tool Schema Builder, you can view and modify your data model. It is helpful for creating and comprehending intricate data models.
• Leads are the individuals and businesses you have recognised as possible clients. There are various techniques to find leads. Many of your leads may come from satisfied clients referring you to others. Additionally, you can collect leads through website contact, conference booth visitors, and information exchanges with partner businesses. Lead records in Salesforce are where leads’ information is kept.
• You can quickly access useful utilities and popular productivity tools from the utility bar, which is a fixed footer. These include Notes, Quip, a flow launcher, telephony features, and even customized options that your admin creates.
• Each record in Salesforce comes with a number of standard fields. Most CRM organizations use standard fields like company name, contact information, account number, status, date, and amount. However, because every company is different, you might want to record significant information that isn’t covered by a typical field.

Get yourself familiar with –

• Reports
  • Report formats e.g. Tabular, Summary, Matrix, Joined
  • When to create and use custom report types
  • Bucket fields
  • Conditional formatting
  • Report formulas
  • Report limitations, e.g. how many records are displayed in a report
  • Subscriptions
• Dashboards
  • Components
  • Filters
  • Subscriptions