- Describe the standard object architecture and relationship model.
- Explain how to create, delete, and customize fields, page layouts, and list views for custom & standard objects.
- Given a scenario, determine the appropriate fields and page layouts for custom & standard objects.
- Explain how to create, delete, and customize record types for custom and standard objects.
- Given a scenario, determine the appropriate record types and business processes for custom & standard objects.
- Explain the implications of deleting fields.
- Decribe when to use and how to create formula fields.
- Given a scenario, identify the capabilities and implications of the sales process.
- Given a scenario, identify when to apply the appropriate sales productivity features (e.g., big deal alerts, update reminders, similar opportunities, competitors, team selling).
- Describe the capabilities of products and price books.
- Describe the capabilities of lead management (e.g., lead conversions, lead source, lead field mapping).
- Given the scenario, identify how to automate lead management (e.g., queues, assignment rules, web-to-lead, and auto-response).
- Describe the capabilities of campaign management (e.g., hierarchies, influences, campaign members).
