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Platform Foundations

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Platform Foundations Study Checklist
  • Platform Administrator
  • Platform App Builder
  • Platform Foundations
  • Platform Developer
  • Platform Administrator II
  • Agentforce Sales Consultant
  • Agentforce Service Consultant
  • Platform Data Architect
  • Platform Development Lifecycle and Deployment Architect
  • Platform Identity and Access Management Architect
  • Platform Integration Architect
  • Platform Sharing and Visibility Architect
  • Heroku Architect
  • B2C Solution Architect
  • Experience Cloud Consultant
  • Agentforce Field Service and Operations Consultant
  • Agentforce Nonprofit Consultant
  • Data 360 Consultant
  • Omnistudio Consultant
  • CRM Analytics and Einstein Discovery Consultant
  • Platform User Experience Designer
  • Platform Strategy Designer
  • B2C Commerce Developer
  • JavaScript Developer
  • Omnistudio Developer
  • Platform Developer II
  • Marketing Cloud Engagement Administrator
  • Marketing Cloud Engagement Specialist
  • Marketing Cloud Engagement Consultant
  • Agentforce Sales Foundations
  • Business Analyst
  • Marketing Cloud Engagement Developer
  • Marketing Cloud Engagement Foundations
  • Agentforce Specialist
  • Agentforce Life Sciences Consultant
  • B2B Commerce Administrator AP
  • B2B Commerce Developer AP
  • Agentforce Consumer Goods AP
  • Agentforce Financial Services AP
  • Agentforce Health AP
  • Agentforce Manufacturing AP
  • MuleSoft Integration Foundations
  • MuleSoft Developer
  • MuleSoft Developer II
  • MuleSoft Platform Integration Architect
  • MuleSoft Platform Architect
  • Tableau Desktop Foundations
  • Tableau Data Analyst
  • Tableau Consultant
  • Tableau Server Administrator
  • Tableau Architect
  • Slack Administrator

Checklist progressProgress

0/133Learned

  • Trailhead as the Salesforce learning platform
  • Trailhead badges, trails and trailmixes
  • Superbadges versus standard badges
  • Trailhead Playground for hands-on practice
  • Trailblazer Community and Community Groups
  • Salesforce Help and documentation as a skills resource
  • Salesforce certifications and what they validate
  • Trailhead Academy for expert-led training
  • myTrailhead versus public Trailhead content
  • Driving company-wide Salesforce adoption with Trailhead
  • Customer 360 as an integrated family of Salesforce solutions
  • Sales Cloud (Agentforce Sales) for leads, opportunities and pipeline
  • Service Cloud (Agentforce Service) for case management and support
  • Marketing Cloud for personalized customer journeys
  • Commerce Cloud for online storefronts and digital shopping
  • Experience Cloud for customer, partner and employee sites
  • Slack for team collaboration connected to Salesforce
  • Tableau versus in-app reports and dashboards for analytics
  • MuleSoft for integrating Salesforce with other business systems
  • Data Cloud (Data 360) for unifying customer data from many sources
  • Agentforce AI agents versus Prompt Builder for AI use cases
  • Nonprofit Cloud for fundraising and program management
  • AppExchange for extending Salesforce with prebuilt solutions
  • CRM and Salesforce as a customer success platform
  • Real-time visibility and collaboration benefits of Salesforce
  • Connecting sales and service teams for a 360-degree customer view
  • Salesforce Platform custom apps for HR, IT and other departments
  • Multitenant cloud architecture and automatic upgrades
  • Salesforce orgs and types of instances
  • Salesforce core values
  • The 1-1-1 model and business as a platform for change
  • Makeup of the Salesforce ecosystem and Trailblazers
  • Salesforce partners and how they help customers
  • Customer success stories and industry guides for use-case research
  • The Salesforce Economy and demand for Salesforce talent
  • In-house customer roles versus partner-hired roles
  • Salesforce administrator role and core responsibilities
  • Business analyst versus administrator role
  • Requirements gathering and user stories
  • Salesforce developer role versus declarative admin work
  • Salesforce architect role
  • Salesforce designer role
  • Sales and marketing career paths using Salesforce
  • Role-based Salesforce certifications
  • Resources for researching and building a Salesforce career path
  • Navigation vocabulary for apps, tabs, objects and records
  • App Launcher for switching apps and finding items
  • Navigation bar and console navigation menu within an app
  • Utility bar for quick access to productivity tools
  • Home page tools for daily priorities
  • Global search for finding records across objects
  • Recently viewed records and lists
  • Favorites as shortcuts to frequently used pages
  • Record page areas for locating record details and activity
  • Related lists for viewing associated records
  • Custom list views for filtering records
  • Private versus shared list views and record access
  • Kanban view for visual record tracking
  • Recycle Bin for finding and restoring deleted records
  • In-app Help and page-specific guidance
  • Setup and Setup Home as the org customization hub
  • Setup menu categories and the work each one covers
  • Quick Find versus browsing the Setup menu
  • Object Manager for standard and custom object settings
  • Custom fields versus custom objects for new business data
  • Lightning App Builder and the Lightning pages it customizes
  • Page layout editor versus Lightning App Builder
  • Compact layouts and the record highlights panel
  • App Manager and custom Lightning apps
  • Admin-defined app navigation versus personal navigation bar changes
  • Personal settings and profile page versus Setup
  • Key Setup pages for users, org details and history

Explain the relationship between the core standard objects

0/14

  • Objects, fields, and records in the Salesforce data model
  • Standard objects versus custom objects
  • Core standard objects and the business records each one tracks
  • Lookup, master-detail and hierarchical relationships
  • Account and contact relationship
  • Contacts to Multiple Accounts
  • Leads versus opportunities in the sales process
  • Lead conversion and the records it creates
  • Opportunity contact roles and related Sales Cloud objects
  • Cases and their links to accounts and contacts
  • Account hierarchies and parent accounts
  • Account teams for coworker roles and access on an account
  • Business accounts versus person accounts
  • Schema Builder for viewing object relationships

Given a scenario, determine which feature to use to ensure data visibility

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Levels of data access control in Salesforce

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Object permissions and object-level access

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Profiles versus permission sets for granting access

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Permission set groups for job-based access bundles

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Field-level security versus page layouts for hiding fields

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Org-wide default settings for baseline record access

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Role hierarchy and access to subordinates' records

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Sharing rules as automatic exceptions to org-wide defaults

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Public groups versus personal groups in sharing

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Manual sharing of individual records

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Layering org-wide defaults with record sharing tools

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Record types for process-specific picklist values and layouts

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Dynamic Forms for field placement and visibility on record pages

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Given a scenario, determine which tool to use to ensure data integrity

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  • Choosing a field data type to fit the data
  • Picklists for standardized field values
  • Dependent picklists and controlling fields
  • Default field values for new records
  • Validation rules and required fields for data entry standards
  • Formula fields for automatically calculated values
  • Lookup filters for limiting related record choices
  • Duplicate management with matching and duplicate rules
  • Purpose of a Salesforce report
  • Where users find, search and create reports
  • Role of the report type in a report
  • Standard versus custom report types
  • Report builder panes and report preview
  • Tabular, summary and matrix report formats
  • Joined reports for multiple views in one report
  • Report filters and filter options
  • Formula fields versus report formulas for calculated values
  • Drill-down and inline editing on the report run page
  • Report charts and embedded report charts
  • Report folders and who can see a report
  • Report subscriptions and scheduled email delivery
  • Exporting report data outside Salesforce
  • Turning a business question into report requirements
  • Purpose of a Salesforce dashboard
  • Where dashboards are created, found and displayed
  • Source reports behind dashboard widgets
  • Dashboard widget types and when to use each
  • Report charts versus dashboards
  • Dashboard filters versus report filters
  • Dashboard folders and sharing access
  • Dashboard running user and data visibility
  • Dynamic dashboards for per-viewer data
  • Refreshing dashboard data
  • Dashboard subscriptions and scheduled email delivery

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  1. Platform Foundations Checklist
  3. Data Model

Field-level security versus page layouts for hiding fields

Explainer

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Practice Question

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Next conceptOrg-wide default settings for baseline record access

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  1. Platform Foundations Checklist
  3. Data Model
Field-level security versus page layouts for hiding fields

Explainer

Learn More

Practice Question

Keep going

Next conceptOrg-wide default settings for baseline record access

Explainer

Salesforce has two tools that affect which fields a user sees on a record: field-level security (also called field permissions) and page layouts. Field-level security is a security control that decides whether a user can view or edit a field anywhere in the app. Page layouts only organize what appears on a record's detail and edit pages. When a stakeholder needs to keep a field away from certain users, field-level security is the answer.
Core information
  • Field-level security, also called field permissions, controls whether a user can see and edit the value of a specific field on an object. For example, you can protect a candidate's social security number without hiding the whole Candidate object.
More details and nuances
  • Salesforce explicitly says not to use page layouts to secure data. A page layout controls field visibility only on detail and edit pages, while field-level security also covers related lists, list views, reports, and search results.

Explainer

Salesforce has two tools that affect which fields a user sees on a record: field-level security (also called field permissions) and page layouts. Field-level security is a security control that decides whether a user can view or edit a field anywhere in the app. Page layouts only organize what appears on a record's detail and edit pages. When a stakeholder needs to keep a field away from certain users, field-level security is the answer.
Core information
  • Field-level security, also called field permissions, controls whether a user can see and edit the value of a specific field on an object. For example, you can protect a candidate's social security number without hiding the whole Candidate object.
More details and nuances
  • Salesforce explicitly says not to use page layouts to secure data. A page layout controls field visibility only on detail and edit pages, while field-level security also covers related lists, list views, reports, and search results.