| 1A · Company settings |
01 Org Settings, Users and Login Controls |
| 1B · Declarative interface setup |
03 Relationships, Fields and Lightning Pages |
| 1C · User lifecycle and licensing |
01 Org Settings, Users and Login Controls |
| 1D · Organization security |
01 Org Settings, Users and Login Controls, 02 Object, Field and Record Access |
| 1E · Record and folder sharing |
02 Object, Field and Record Access, 08 Reports, Dashboards and Analytical Visibility |
| 1F · Profiles and permission sets |
02 Object, Field and Record Access |
| 2A · Object relationships |
03 Relationships, Fields and Lightning Pages |
| 2B · Fields and layout changes |
03 Relationships, Fields and Lightning Pages |
| 2C · Record types and business processes |
03 Relationships, Fields and Lightning Pages, 04 Leads, Opportunities and Campaigns, 05 Cases, Queues and Service Automation |
| 3A · Sales lifecycle |
04 Leads, Opportunities and Campaigns |
| 3B · Sales productivity |
04 Leads, Opportunities and Campaigns |
| 3C · Lead and campaign automation |
04 Leads, Opportunities and Campaigns |
| 4A · Case ownership |
05 Cases, Queues and Service Automation |
| 4B · Service automation |
05 Cases, Queues and Service Automation |
| 5A · Tasks and events |
06 Activities, Collaboration, Mobile and Packages |
| 5B · Collaboration audiences |
06 Activities, Collaboration, Mobile and Packages |
| 5C · Mobile configuration |
06 Activities, Collaboration, Mobile and Packages |
| 5D · Packaged applications |
06 Activities, Collaboration, Mobile and Packages |
| 6A · Data movement and recovery |
07 Imports, Duplicates and Recoverable Data Changes |
| 6B · Validation and duplicates |
07 Imports, Duplicates and Recoverable Data Changes |
| 6C · Reports and report types |
08 Reports, Dashboards and Analytical Visibility |
| 6D · Reporting access |
02 Object, Field and Record Access, 08 Reports, Dashboards and Analytical Visibility |
| 6E · Dashboard behavior |
08 Reports, Dashboards and Analytical Visibility |
| 7A · Automation tool selection |
09 Flow, Approvals and Automation Choice |
| 7B · Flow design |
09 Flow, Approvals and Automation Choice |
| 7C · Approvals |
09 Flow, Approvals and Automation Choice |
| 8A · Agent suitability and access |
10 Agentforce, Grounding and Permission Troubleshooting |
| 8B · Instructions and agent testing |
10 Agentforce, Grounding and Permission Troubleshooting |
