- Describe Salesforce.com and customer relationship management (CRM).
- Describe the basic functionality of the Sales Cloud and Service Cloud.
- Describe what editions Salesforce.com offers.
- Explain the concepts of cloud computing, multi-tenancy, and software-as-a-service (SaaS).
- Explain the different user interfaces available within Salesforce.com.
- Explain how to switch between Salesforce Lightning Experience and Salesforce Classic.
- Explain the difference between a field, object, tab, and record.
- Describe the following terms: application, page layout, list view.
- Describe the difference between data and metadata.
- Describe how to navigate the setup menu in Salesforce.com.
- Describe how to navigate to your personal settings in Salesforce.
- Describe the difference between standard and custom components.
- Describe the difference between production and sandbox environments.
- Describe the difference between a Salesforce environment, organization, instance, and pod.
- Describe where to monitor Salesforce.com system status.
- Describe options to get involved in the Salesforce Community.
- Explain how Salesforce provides new releases to their platform.
- Describe options for storing Salesforce.com credentials.
- Describe how to manage multiple concurrent sessions to Salesforce.com
- Learn the behind the scenes story of Salesforce.com origins and success.
- Overview – Module Checkpoint
Release Readiness & Feature Adoption (Chatter Group)
Community
Should
N/A
Salesforce.com Community
This is arguably the best location to find up to date information about the next release (Salesforce community login required – see Salesforce Success Community). I would recommend joining this group and subscribing to an email digest.
Objectives for this Resource:
Salesforce updates their platform 3 times per year (Winter, Spring, Summer), and includes new features or other improvements. All Salesforce orgs are automatically updated with the latest release (according to the release schedule emailed to administrators) for free.
As an administrator, it is a best practice to review release training and read through release notes.
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