Marketing Cloud Administrator
Marketing Cloud Email Specialist
Marketing Cloud Consultant
Marketing Cloud Developer
Community Cloud Consultant
Platform App Builder
The Administrator study guide summarizes all certification objectives of the Winter 20 exam outline.
Describe the information found in the company settings.
Distinguish between the various UI features that an administrator controls, including the implications.
Identify the steps to set up and/or maintain a user.
Understand the implications of activating, deactivating, or freezing a user.
Security and Access
Explain the various organization security controls.
Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model.
Profiles and Permission Sets
Given a scenario, determine the appropriate use of a custom profile or permission set using the various profile settings and permissions.
Describe how folders can be used to organize and secure communication templates, dashboards, and reports.
Standard and Custom Objects
Objects and Relationships
Describe the standard object architecture and relationship model.
Fields and Page Layouts
Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and understand the implications of deleting fields.
Records Types and Business Processes
Given a scenario, determine how to create and assign page layouts, record types, and business processes for custom and standard objects.
Sales and Marketing Applications
Given a scenario, identify the capabilities and implications of the sales process.
Given a scenario, identify the appropriate sales productivity features using opportunity tools, and know when products and Price Books should be used.
Lead and Campaign Management
Describe the capabilities of lead automation tools and campaign management.
Describe the capability of Salesforce Content.
Service and Support Applications
Describe the capabilities of case management.
Given a scenario, identify how to automate case management.
Describe the capabilities of Salesforce Knowledge.
Describe the capabilities of the Community application.
Activity Management and Collaboration
Describe the capabilities of activity management.
Describe the features of Chatter.
Describe the considerations when importing, updating, transferring, and mass deleting data.
Data Management Tools
Given a scenario, identify tools and use cases for managing data.
Describe the capabilities and implications of data validation tools.
Describe the different ways to backup data.
Analytics, Reports and Dashboards
Describe the options available when creating or customizing a report.
Describe the impact of the sharing model on reports.
Describe the options available when creating and modifying dashboards.
Describe the capabilities of custom report types.
Workflow and Process Automation
Workflows and Processes
Given a scenario, identify the appropriate automation solution based on the capabilities of workflow/process.
Describe capabilities and use cases for the approval process.
Desktop and Mobile Administration
Describe the capabilities of the Salesforce Mobile App.
Describe the installation and synchronization options of Salesforce Lightning for Outlook.
Identify use cases for AppExchange applications.