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  3. Platform Foundations

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

Checklist progress

0/135Learned

  • What Trailhead is and its primary purpose for learning Salesforce skills
  • Types of learning content available on Trailhead (modules, projects, trails, superbadges)
  • What a Trailhead Playground is and how it is used for hands-on practice
  • What a superbadge is on Trailhead and how it differs from a standard badge (real-world challenge vs. guided learning)
  • Identifying the appropriate Salesforce resource when a user needs step-by-step guided learning (Trailhead trail or module)
  • What the Trailblazer Community is and how it supports Salesforce learners and professionals
  • Where to go to ask questions and get peer answers within the Salesforce community (Trailblazer Community forums)
  • What Salesforce Help & Training (help.salesforce.com) offers and when to use it
  • Identifying the appropriate Salesforce resource when a user needs official product documentation
  • The difference between Trailhead (self-paced learning) and Salesforce Help (product documentation and support)
  • What AppExchange is
  • Types of solutions available on AppExchange (apps, components, consulting services)
  • How AppExchange listings include ratings and reviews to help customers evaluate third-party solutions
  • What Salesforce Customer 360 is and its purpose as a suite of connected products
  • What Sales Cloud is and which business need it addresses (managing sales processes and opportunities)
  • Matching a sales pipeline tracking use case to the correct Salesforce product (Sales Cloud)
  • What Service Cloud is and which business need it addresses (customer support and case management)
  • Matching a customer support ticketing use case to the correct Salesforce product (Service Cloud)
  • What Marketing Cloud is and which business need it addresses (digital marketing and customer journeys)
  • Matching a customer-facing digital marketing use case to Marketing Cloud vs. Sales Cloud
  • What Experience Cloud is and which business need it addresses (partner portals, customer communities)
  • Matching a partner portal or customer self-service community use case to the correct Salesforce product (Experience Cloud)
  • What Commerce Cloud is and which business need it addresses (e-commerce and online storefronts)
  • What Data Cloud is and its general purpose (unifying customer data from multiple sources into a single customer profile)
  • What MuleSoft is and its general purpose (integration platform)
  • Matching a system integration use case (connecting Salesforce to an ERP) to the correct product (MuleSoft)
  • What Tableau is and its general purpose (data analytics and visualization)
  • What Slack is and how it connects to the Salesforce Customer 360 ecosystem (team collaboration)
  • What Einstein (Salesforce AI) is at a conceptual level and how it adds AI-powered insights across Customer 360 products
  • What CRM (Customer Relationship Management) means and why companies adopt it
  • The primary reason companies use Salesforce (managing customer relationships and business processes in one platform)
  • How Salesforce operates as a cloud-based (SaaS) platform vs. on-premise software
  • How different departments (sales, service, marketing) use Salesforce for their specific workflows
  • How Salesforce enables companies to track customer interactions across the entire customer lifecycle
  • What the multi-tenant architecture of Salesforce means conceptually (multiple customers share the same infrastructure while keeping data separate)
  • What a Salesforce Administrator does (configures and manages the platform for users)
  • What a Salesforce Developer does (builds custom functionality using Apex, Lightning Web Components, etc.)
  • What a Salesforce Consultant does (implements and configures Salesforce solutions for client business needs)
  • What a Salesforce Architect does (designs scalable, enterprise-level Salesforce solutions)
  • What a Salesforce Marketer role involves (uses Salesforce marketing tools to run campaigns and customer journeys)
  • Distinguishing between the Administrator role and the Developer role based on task type
  • Identifying the correct Salesforce job role when given a task description (e.g., creating a new custom field = Administrator)
  • Identifying the correct Salesforce job role when given a task description (e.g., writing Apex code = Developer)
  • What Salesforce certifications are and their role in validating expertise for career paths
  • What the Home page in Salesforce Lightning Experience displays (activity timeline, recent items, assistant)
  • What a Salesforce app is (a collection of tabs organized around a business function)
  • What the App Launcher is and how a user uses it to switch between Salesforce apps
  • Where the App Launcher is located in the Salesforce Lightning Experience interface
  • Identifying how to switch between Salesforce apps when a user needs to move from Sales app to Service app
  • How a user navigates to a specific object (e.g., Accounts, Contacts) using the navigation bar and tabs
  • Identifying the correct navigation step to find records of a specific object type (e.g., opening the Opportunities tab)
  • What the Global Search bar does and how a user uses it to find records across Salesforce
  • Identifying how to navigate to a recently viewed record in Salesforce
  • What a record detail page shows (fields, related lists, activity feed)
  • How to navigate a record detail page
  • What the Details tab vs. the Activity tab on a record page each display
  • What Related Lists are on a record page and what they show (e.g., related Contacts on an Account)
  • What list views are and how they help users find groups of records
  • What Favorites are in Salesforce Lightning and how they help users quickly access frequently used records or views
  • What the Kanban view is in a list view and how it differs from the standard list view (card-based pipeline view vs. rows)
  • What Setup is and its purpose as the administrative configuration area of Salesforce
  • What kinds of tasks are performed in Setup vs. the main app (administration vs. end-user work)
  • How to access Setup in Salesforce Lightning Experience (gear icon → Setup)
  • What the gear icon in Lightning Experience provides access to (Setup, Service Setup, Edit Object)
  • What the Quick Find box in Setup is used for (searching for configuration pages within Setup)
  • What Object Manager is within Setup and what it is used for (managing object fields, page layouts, etc.)
  • Identifying where an administrator would go to create a new custom field (Setup → Object Manager)
  • Identifying where an administrator would manage user accounts and profiles (Setup → Users)
  • Identifying where an administrator configures automation (e.g., Flows) vs. where a user logs an activity (end-user vs. Setup distinction)

Explain the relationship between the core standard objects

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  • What a record is in Salesforce (a single instance of an object, like one specific Account)
  • What a field is in Salesforce and how fields store data on records
  • What a standard object is vs. a custom object in Salesforce
  • What an Account object represents in Salesforce (a company or organization)
  • What a Contact object represents in Salesforce (an individual person associated with an account)
  • The relationship between Account and Contact (Contacts are related to Accounts via a lookup relationship)
  • Identifying which standard object to use for a given scenario (e.g., storing a company's primary contact person = Contact)
  • What a Lead object represents (a prospect who has not yet been qualified as a customer)
  • Identifying which standard object to use for a given scenario (e.g., recording a new unqualified prospect = Lead)
  • What happens when a Lead is converted (creates an Account, Contact, and optionally an Opportunity)
  • What an Opportunity object represents (a potential deal or sale in progress)
  • The relationship between Opportunity and Account (Opportunities are associated with Accounts)
  • Identifying which standard object to use for a given scenario (e.g., tracking a potential deal = Opportunity)
  • What a Case object represents (a customer's question, issue, or support request)
  • The relationship between Case and Account/Contact (Cases can be linked to both Accounts and Contacts)
  • Identifying which standard object to use for a given scenario (e.g., tracking a new support issue = Case)
  • What Activity objects (Tasks and Events) are and how they are used to track interactions on records
  • The difference between a Task and an Event in Salesforce activities (to-do item vs. time-based calendar event)
  • What a custom object is and when a company would create one (to store data not covered by standard objects)

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

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What record ownership means in Salesforce and how it affects data access

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What Organization-Wide Defaults (OWD) are and their general purpose (setting the baseline access level for records)

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The three OWD access levels for most objects (Public Read/Write, Public Read Only, Private)

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What each OWD access level grants by default

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Identifying the correct OWD setting when a company wants all employees to see all records by default

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Identifying the correct OWD setting when a company wants users to only see records they own

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What a Profile is at a high level (controls what a user can see and do in Salesforce)

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What a Role and Role Hierarchy are in Salesforce

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How Role Hierarchy opens up record visibility for users above others in the hierarchy

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Identifying the correct visibility feature when a manager needs to see all records owned by their direct reports (Role Hierarchy)

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What sharing rules are and how they extend record access beyond OWD to specific groups of users

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

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  • Common field types in Salesforce (Text, Number, Date, Picklist, Checkbox, Currency)
  • When to use each common field type for a given data need
  • What a picklist field type is and how it restricts data entry to predefined values
  • Identifying the correct data integrity tool when a business wants to ensure only approved values appear in a Status field (picklist)
  • What a required field is and how it enforces data completeness on a record
  • Identifying the correct data integrity tool when a business needs to prevent saving a record with a missing phone number (required field)
  • What a validation rule is and its purpose (preventing incorrect data from being saved)
  • The difference between a required field and a validation rule (field-level vs. rule-based enforcement)
  • Identifying the correct data integrity tool when a business needs to enforce a rule like 'Close Date cannot be in the past' (validation rule)
  • What a lookup relationship is at a conceptual level (linking two records together)
  • The conceptual difference between a lookup relationship and a master-detail relationship (independence vs. tight parent-child dependency)
  • What a Salesforce report is (a list or summary of records meeting specific criteria)
  • The primary purpose of reports in Salesforce (analyzing and presenting data for decision-making)
  • What the Reports tab is and how users navigate to their reports
  • What a report type is and how it determines which objects and fields are available in a report
  • The four report types in Salesforce at a conceptual level: Tabular, Summary, Matrix, and Joined
  • What a Tabular report is (a simple list of records, like a spreadsheet)
  • Identifying which report type to use when a user needs a simple flat list of all open opportunities (Tabular)
  • What a Summary report is (records grouped by a field with subtotals)
  • Identifying which report type to use when a user needs to see opportunities grouped by stage with subtotals (Summary)
  • What a Matrix report is (records grouped by both rows and columns to show data in a grid format)
  • Identifying which report type to use when a user needs totals grouped by sales rep and region (Matrix)
  • What report filters are used for (narrowing report results to a specific set of records)
  • What a report chart is and what it visualizes within a report
  • What a report folder is and how it controls who can access reports
  • What a Joined report is (combines multiple report blocks from different report types in a single view)
  • What a Salesforce dashboard is (a visual display of multiple report data as charts and metrics)
  • The difference between a report and a dashboard in terms of purpose and presentation
  • The relationship between reports and dashboards (dashboards are built on top of reports as their data source)
  • Where dashboards are stored and how users navigate to them (Dashboards tab)
  • What dashboard components are (charts, tables, metrics, gauges)
  • What each dashboard component type displays
  • Identifying the correct tool when a manager wants a single visual summary of team performance metrics (dashboard)
  • Identifying the correct tool when a user needs raw data rows about specific records (report) vs. a high-level visual overview (dashboard)
  • What dashboard folders are and how they control access to dashboards (similar to report folders)
  • What a dashboard refresh is and why data on a dashboard may not always reflect real-time data

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What a Role and Role Hierarchy are in Salesforce

Explainer

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Practice Question

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Next conceptHow Role Hierarchy opens up record visibility for users above others in the hierarchy

Checklist progress

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0 of 135 concepts learned

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Explainer

A role hierarchy organizes users to control record visibility vertically, allowing managers to access data owned by their subordinates. It functions alongside organization-wide sharing defaults to determine record access levels without requiring individual sharing rules for subordinate data.

Core information
  • Roles represent levels of data access needed rather than strictly mirroring company job titles.
More details and nuances
  • For custom objects, you can disable the Grant Access Using Hierarchies setting to prevent users above in the hierarchy from seeing subordinate records.