Describe the capabilities of and use cases for workflow, visual workflow, and Process Builder.Considerations for Configuring Approvals.Limits and Considerations for Approvals.Describe the capabilities of and use cases for approval processes.
Describe the capabilities of and use cases for validation rules. Defining Roll-Up Summary Fields in Salesforce. Describe the capabilities of, use cases for, and implications of roll-up summary fields. Describe the capabilities of and use cases for formula fields. Describe the capabilities of and use cases for record types. ResourcesīUSINESS LOGIC AND PROCESS AUTOMATION – 27% Thinking through the types of questions Salesforce asks, you can expect a few scenarios where you will be asked to make a recommendation, while keeping in mind the limitations of declarative tools. For example, in the above point #2, you will need to understand what is and is not possible in declarative and programmatic tools. Make sure you understand the intention behind each bullet point. These commonly break out into general understanding and best practice recommendations. Identify common scenarios for extending an org using the AppExchange. Given a scenario, identify the boundaries of declarative customization and the use cases for programmatic customization. Describe the capabilities of the core CRM objects in the Salesforce schema. For example, the ‘Salesforce Fundamentals’ section, the bullet points are: Under each topic in the study guide, there are bullet points that describe the information you need to know. In those guides, they provide a breakdown of the different sections and their relative weight. Salesforce provides a study guide for every certification test. Understanding the TestsĪs I mentioned in a previous post, understanding the intention and structure of the exams is key to passing. 
It also dives into security and data models, as well as automation and business processes. Development and code are not included, but it focuses heavily on how to use the Lightning platform to design, build, and deploy custom applications and capabilities. The Salesforce Platform App Builder certification focuses on the different declarative functions available to an admin. This is the Salesforce Platform App Builder resource guide. Resource guides don’t currently exist for the standard exams, so I have compiled content into a series of resource guides. I have found those incredibly useful in my study. The Salesforce Architect exams each come with a resource guide, which includes helpful links for each section of the exam.
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