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Accueil Trailhead
Accueil Trailhead

Review Salesforce Fundamentals

Learning Objectives

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

  • Describe the capabilities of the core CRM objects in the Salesforce schema.
  • Given a scenario, identify the boundaries of declarative customization and the use cases for programmatic customization.
  • Identify common scenarios for extending an org using AppExchange.

Key Topics

This unit prepares you for the Salesforce Fundamentals section of the Salesforce Platform App Builder exam, which makes up 8% of the overall exam. This section of the exam tests these topics.

  • Standard Salesforce Objects
  • Programmatic Use Cases
  • AppExchange Apps

This unit provides a number of interactive, real-world, scenario-based questions that are a lot like the ones you encounter as a Salesforce Platform App Builder. Looking at these scenarios helps prepare you to take the 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).

The unit also contains interactive flashcards, centered around study topics that help you prepare for the Salesforce Fundamentals section of the exam. 

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 and click 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. and 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 get a scenario wrong? Check out the table below for related study material.

Scenario 1
Learn how to extend functionality of your Salesforce org by checking out the AppExchange Basics Trailhead badge.  
Scenario 2
Review the Guidelines for Setting Up Web-to-Lead to better understand the declarative customizations to use with the core CRM objects.
Scenario 3
Study Control Which Records Apply to an Approval Process to learn the capabilities of the Approval Process.

Exam Topic Flashcards

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 get a flashcard wrong? Check out the table below for related study material.

Flashcard 1
Review Managing Assignment Rules to learn more about assignment rules on the Case object.
Flashcard 2
Learn what permission users need to install third-party apps from AppExchange by reviewing Who can use AppExchange?.  

Related Badges

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