Configuration and Setup
Company information, user management, security settings
- Company settings & user management
- Security controls & permissions
- Data access & sharing
- Login & authentication
Object Manager & App Builder
Custom objects, fields, relationships, and Lightning apps
- Custom objects & fields
- Record types & page layouts
- Lightning App Builder
- Schema relationships
Sales & Marketing Applications
Lead management, opportunities, campaigns, and forecasting
- Lead & opportunity management
- Campaign management
- Sales processes & forecasting
- Products & price books
Service & Support Applications
Case management, knowledge base, and service console
- Case management & escalation
- Knowledge base setup
- Service console configuration
- Support processes
Productivity & Collaboration
Activity management, calendar integration, and Chatter
- Activity management
- Calendar & email integration
- Chatter configuration
- Mobile app management
Data & Analytics Management
Data quality, import/export, reports, and dashboards
- Data import/export tools
- Data quality & deduplication
- Reports & dashboards
- Mass update & delete
Workflow/Process Automation
Flow builder, process builder, workflow rules, and approval processes
- Flow Builder automation
- Process Builder & workflow rules
- Approval processes
- Automation best practices
