Study Salesforce Fundamentals

Learning Objectives 

After completing this unit, you’ll be able to:

  • Identify the boundaries of declarative customization and the use cases for programmatic customization.
  • Identify common scenarios for extending org functionality using AppExchange.
  • Apply features and capabilities to restrict and extend object, record, and field access.
  • Determine the appropriate sharing solution that meets business requirements.
  • Identify the features and capabilities available when creating reports, report types, and dashboards.
  • Determine the appropriate global, object-specific actions, and layouts to optimize the Salesforce mobile user experience that meets requirements.
  • Describe the customizations and multiple use cases available for Chatter.

Key Topics

This unit prepares you for the Salesforce Fundamentals section of the Salesforce Platform App Builder exam, which makes up 23% of the overall exam. This section of the exam tests these topics. 

  • Standard Salesforce objects
  • Restricting and extending object, record, and field access
  • Determining appropriate sharing solutions
  • Programmatic use cases
  • AppExchange apps
  • Capabilities of reports, report types, and dashboards
  • Mobile
  • Chatter

This unit provides a number of interactive, real-world, scenario-based questions that are a lot like the ones you’ll encounter as a Salesforce Platform App Builder. Looking at these scenarios helps prepare you to take the Salesforce Fundamentals section of the Salesforce Platform App Builder exam. As you tackle the practice questions, you get immediate feedback on your answers, along with detailed information on why your answers are correct (or incorrect).

Download the Guide

Would you like a hard copy of this module’s content as a study aid? Download the Platform App Builder Certification Prep: Fundamentals and User Interface guide. (Each module in this trail includes a link to a printable version of the content that you can download.)

Exam Practice Questions

Ready to jump in? The sample tool below is not scored—it's just an easy way to quiz yourself. To use it, read the scenario, then click on the answer you think is correct. Some questions may have more than one correct answer. Click Submit to learn whether the answer you chose is correct or incorrect, and why. If there’s a longer explanation, click Expand button to expand the window, then click anywhere in the window to close it. When you reach the end, you can review the answers or retake the questions.

Did you choose a wrong answer? Check out the table for related study material.

Question 1

Learn how to extend functionality of your Salesforce org by checking out the AppExchange Basics Trailhead badge.

Question 2

Review the Guidelines for Setting Up Web-to-Lead to better understand the declarative customizations to use with the core CRM objects.

Question 3

Review Custom Permissions to determine the appropriate solution when extending access to objects, records, and fields.

Question 4

Explore the different Sharing Rule Types to learn when to apply appropriate sharing solutions.

Question 5

Study Controlling Access Using Hierarchies to know who can see what records when using hierarchies.

Exam Topic Flashcards

The following flashcards cover AppExchange apps, sharing solutions, and standard objects. Use these interactive flashcards to brush up on some of the key topics you’ll find on this part of the exam.

Read the question or term on each card, then click or tap the card to reveal the correct answer. Click the right-facing arrow to move to the next card, and the left-facing arrow to return to the previous card.

Did you choose a wrong answer? Check out the table for related study material.

Flashcard 1

Review Assignment Rules to learn more about assignment rules on the Case object.

Flashcard 2

Study Report Limits, Limitations, and Allocations to learn about what capabilities are available when creating reports, report types, and dashboards.

Flashcard 3

Explore Sharing Rule Types to learn about the two types of sharing rules.

Flashcard 4

Refresh your knowledge on controlling access at the field level by studying Field-Level Security.

Flashcard 5

Describe how to manage access to reports and dashboards by studying up on Access Levels for Report and Dashboard Folders.

Flashcard 6

Identify the appropriate solution for restricting and extending access to objects, records, and field access by studying Controlling Access Using Hierarchies.

Flashcard 7

Review User Permissions and Access to learn two ways to grant object-level access to users.

Looking for more information? Explore these related badges.

You’ve reviewed the Salesforce Fundamentals section of the exam. Next, let’s take a look at the User Interface section. 

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