trailhead
44 hrs 39 mins
Time to complete Trailmix
Organizational Setup (Global UI)  badge
Task

Organizational Setup (Global UI)

Exam Weight 2%
Salesforce User Basics badge

Salesforce User Basics

Get started with Salesforce and learn how to make it work for your bottom line.
Salesforce Platform Basics badge

Salesforce Platform Basics

Get introduced to the platform, navigate use cases, and build custom functionality.
Company-Wide Org Settings badge

Company-Wide Org Settings

Learn about search, regional settings, multiple currencies, and user interface controls.
Salesforce User Setup badge
Task

Salesforce User Setup

Exam Weight 7%
User Management badge

User Management

Set up users and control how they can view or edit your business data.
Customize an Org to Support a New Business Unit badge

Customize an Org to Support a New Business Unit

Manage users and optimize your business model for efficiency.
Salesforce Security and Access badge
Task

Salesforce Security and Access

Exam Weight 14%
Data Security badge

Data Security

Control access to data using point-and-click security tools.
Security Specialist badge

Security Specialist

Flex your security muscles by locking down permissions and tracking changes.
Standard and Custom Objects  badge
Task

Standard and Custom Objects

Exam Weight 15%
Data Modeling badge

Data Modeling

Give your data structure with objects, fields, and relationships.
Lightning Experience Customization badge

Lightning Experience Customization

Customize the Lightning Experience user interface without writing any code.
Sales and Marketing Applications badge
Task

Sales and Marketing Applications

Exam Weight 15%
Accounts & Contacts for Salesforce Classic badge

Accounts & Contacts for Salesforce Classic

Discover how accounts and contacts work together in Salesforce.
Leads & Opportunities for Salesforce Classic badge

Leads & Opportunities for Salesforce Classic

Learn how you can power your sales process with leads and opportunities in Salesforce.
Products, Quotes, & Contracts badge

Products, Quotes, & Contracts

Configure price books, templates, and contracts to help your sales reps sell products.
Marketing Cloud Basics badge

Marketing Cloud Basics

Explore our powerful suite of products and start building your digital marketing strategy.
Customize a Sales Path for Your Team badge

Customize a Sales Path for Your Team

Guide your reps during the sales process and make them more productive.
Service and Support Applications badge
Task

Service and Support Applications

Exam Weight 12%
Service Cloud for Salesforce Classic badge

Service Cloud for Salesforce Classic

Deliver extraordinary customer service with multi-channel support.
Knowledge Basics badge

Knowledge Basics

Help employees and customers find answers fast with an online, searchable knowledge base.
Community Cloud Basics badge

Community Cloud Basics

Use Community Cloud to connect with your customers, partners, and employees.
Build a Community with Knowledge and Chat badge

Build a Community with Knowledge and Chat

Use the Napili template to create a community with chat snap-ins and knowledge.
Activity Management and Collaboration  badge
Task

Activity Management and Collaboration

Exam Weight 3%
Chatter Administration for Lightning Experience badge

Chatter Administration for Lightning Experience

Get started with Chatter administration in Lightning Experience.
Data Management badge
Task

Data Management

Exam Weight 8%
Data Quality badge

Data Quality

Discover strategies for assessing and improving the quality of your data in Salesforce.
Data Management badge

Data Management

Learn how to import and export data in Salesforce.
Import and Export with Data Management Tools badge

Import and Export with Data Management Tools

Use Data Loader and the Data Import Wizard to manage data in Salesforce.
Analytics - Reports and Dashboards badge
Task

Analytics - Reports and Dashboards

Exam Weight 10%
Reports & Dashboards for Salesforce Classic badge

Reports & Dashboards for Salesforce Classic

Build real-time reports and charts to visualize key business metrics.
Create Reports and Dashboards for Sales and Marketing Managers badge

Create Reports and Dashboards for Sales and Marketing Managers

Track key business information for your stakeholders with reports and dashboards.
Workflow / Process Automation  badge
Task

Workflow / Process Automation

Exam Weight 12%
Lightning Flow badge

Lightning Flow

Automate processes for every app, experience, and portal with declarative tools.
Workflow Rule Migration badge

Workflow Rule Migration

Embrace Process Builder and take your automation to the next level.
Build a Discount Approval Process badge

Build a Discount Approval Process

Make it easy for your sales reps to get the approvals they need for discount offers.
Desktop and Mobile Administration  badge
Task

Desktop and Mobile Administration

Exam Weight 1%
Salesforce Mobile App Customization badge

Salesforce Mobile App Customization

Customize your mobile experience with the Salesforce app.
Outlook Integration badge

Outlook Integration

Help reps track customer interactions and work their Salesforce deals directly in Outlook.
AppExchange  badge
Task

AppExchange

Exam Weight 1%
AppExchange Basics badge

AppExchange Basics

Extend the power of Salesforce with solutions and services from AppExchange.
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