Salesforce Study

My personal study guide for the Salesforce Admin Certification. Follow along if you’re preparing for the exam too.

[Salesforce Study @StudySales]

Home is where users should find everything they need to manage their day.

Customize those home pages in Lightning App Builder and make each profile, app, and app-and-profile combinations unique.

#salesforcestudy #salesforce #salesforceadmin #concepts #configuration

[Salesforce Study @StudySales]

To relate or not to relate.
The relationship is pre-populated when selecting the action from the record.
No relationship is pre-populated when selecting the action from the Global Actions ➕

#salesforce #studysalesforce #admin #salesforceadmin #concepts

[Salesforce Study @StudySales]

If you only want Sales & Service to show in the App Launcher, go to the App Menu to configure.
#salesforce #studysalesforce #salesforceadmin

[Salesforce Study @StudySales]

Picture this.

Instead of a spreadsheet or table, it’s an Object with Fields(columns) and a bunch of identically structured Records(rows).

#salesforce #salesforcestudy #admin

[Salesforce Study @StudySales]

Do you speak Salesforce?
#salesforcestudy #salesforceadmin #concepts

[Salesforce Study @StudySales]

🤔 What do your customers think about their experience?

#servicecloud #managecases #customizeapplication #lightningexperience #surveys #salesforce #salesforcestudy #salesforceadmin

[Salesforce Study @StudySales]

Setting up Objects. #Salesforce #salesforceadmin #salesstudy #salesforcestudy

[Salesforce Study @StudySales]

Folders that contain the reports are shared, but not the report or dashboard itself.
#salesforceadmin #admin #concepts
#salesforcestudy #salesforce #ohana

[Salesforce Study @StudySales]

You never know what you’ll find on the audit report. #admin #concepts
#salesforcestudy #salesforce #ohana

[Salesforce Study @StudySales]

Personalize it! Say their name. Unless it’s Candyman and you’re saying it to the mirror three times.

#admin #concepts
#salesforcestudy #salesforce #ohana

[Salesforce Study @StudySales]

But the sole recipient of a workflow email can be… (Hint: Let it go)

#admin #concepts
#salesforcestudy #salesforce #ohana

[Salesforce Study @StudySales]

You just have to win the Login Challenge, at the organizational level. 🏆 #admin #concepts
#salesforcestudy #salesforce #ohana

[Salesforce Study @StudySales]

Sometimes you have to see things from their perspective. #admin #concepts
#salesforcestudy #salesforce #ohana

[Salesforce Study @StudySales]

What’s your favorite feature license?#admin #concepts
#salesforcestudy #salesforce #ohana

[Salesforce Study @StudySales]

Lightening Apps allow users to customize their navigation bars. However, sometimes, you need to keep it “classic”.

#admin #concepts
#salesforcestudy #salesforce #ohana

[Salesforce Study @StudySales]

Make it quick. #admin #concepts
#salesforcestudy #salesforce #ohana

[Salesforce Study @StudySales]

What makes your company unique?

#admin #concepts
#salesforcestudy #salesforce #ohana

[Salesforce Study @StudySales]

Once you enable Custom Fiscal Year, you can never go back. #admin #concepts
#salesforcestudy #salesforce #ohana

[Salesforce Study @StudySales]

Military or Standard time? #admin #concepts
#salesforcestudy #salesforce #ohana

[Salesforce Study @StudySales]

Show me the license. #admin #concepts
#salesforcestudy #salesforce #ohana