Details of the Salesforce Exam Prep

Trailhead Is the Fun Way to Learn

1. General Housekeeping items as we Get Started
2. Lightning Experience User Interface Overview
3. Setup Menu Tour
4. Organization Setup

• Setting an Organization’s Fiscal Year
• Setting an Organization’s Business Hours
• Organization Currency Management
• Enabling Advanced Currency Management
• Setting a Currency on an Opportunity
• Organization Default Settings
• User Interface Settings
• User Management Settings and GDPR
• Search Settings
• Creating and Filtering List Views
• Creating Kanban List Views
• Customizing a Home Page Layout
• Themes and Branding

5. User Setup

• User Setup Introduction
• Creating a New User
• Creating Multiple Users and Assigning Licenses
• Resetting a User Password
• Resolving Locked User Accounts
• Activating and Deactivating a User
• Freezing a User
• Logging In as Another User
• Salesforce Mobile App for User Administration

6. Security and Access

• Security and Access Introduction
• Organization Password Security Controls
• Network Access and Setting Trusted IP Ranges
• Login IP Ranges
• Trusted IP Ranges vs. Company Login IP Range
• Login Hours – What happens at 5:01 PM?
• Identity Verification and History
• Profiles Introduction
• Profile Object Settings
• Profile Tab Settings – On, Off and Hidden
• Creating a Custom Profile
• Custom vs. Standard Profiles
• Roles and the Role Hierarchy
• Editing the Role Hierarchy
• Setting Organization Wide Defaults
• Profiles vs. Roles
• Sample Exam Question #1
• Enhanced Profile List Views
• Permission Sets
• Profiles vs. Permission Sets
• Sharing Rules
• Manual Sharing
• Field Level Security
• Public Groups
• Folder Security