| Section | Weight | Objectives |
| Topic 1: Sales and Marketing Applications | 10% | - Marketing tools
- 1. Marketing automation capabilities
- 2. Campaigns, campaign influence
- Sales Cloud features
- 1. Opportunity management, stages, products, price books
- 2. Lead management, conversion, assignment rules
|
| Topic 2: Configuration and Setup | 15% | - Company settings
- 1. Default settings and organizational structure
- 2. Fiscal year, business hours, currency management
- User interface configuration
- 1. Navigation and global settings
- 2. Declarative customization options
- Security and access
- 1. Profiles, permission sets, roles and sharing rules
- 2. Password policies and login access
|
| Topic 3: Productivity and Collaboration | 10% | - Mobile and integrations
- 1. AppExchange and third-party integrations
- 2. Salesforce Mobile App capabilities
- Activity management
- 1. Tasks, events, calendars
- Chatter
- 1. Feeds, groups, collaboration features
|
| Topic 4: Data and Analytics Management | 17% | - Reports and dashboards
- 1. Report types, creation, customization
- 2. Dashboard components and sharing
- Data management
- 1. Data validation and quality tools
- 2. Import, update, export, mass delete, backup
|
| Topic 5: Object Manager and Lightning App Builder | 15% | - Lightning App Builder
- 1. App navigation and customization
- 2. Custom Lightning pages and components
- Object customization
- 1. Page layouts, record types, business processes
- 2. Standard and custom objects, fields, relationships
|
| Topic 6: Service and Support Applications | 10% | - Case management
- 1. Cases, queues, assignment rules, escalation rules
- 2. Support processes and entitlements
- Knowledge and Communities
- 1. Knowledge base setup and usage
- 2. Community configuration and access
|
| Topic 7: Automation | 15% | - Process Automation
- 1. Email alerts, field updates, tasks
- 2. Flow Builder, approval processes
|
| Topic 8: Agentforce AI | 8% | - AI capabilities
- 1. AI features and usage guidelines
- 2. Agentforce setup and configuration
|