Securing Your Data
- Accessing the Org
- Object Permissions
- Impact of Sharing
- Delegated Administration
Objects, Fields, and Relationships
- Create Custom Objects
- Customize Fields
- Master Detail and Lookup Relationships
- Many to Many Relationships
- Benefits of Relationship Fields
- Additional Relationship Types
Increasing Efficiency with Lightning Apps
- Building Lightning Applications
- Selecting Tabs
- Page Layout Editor
- Applying Quick Actions
- Record Type & Business Process
Improve Data Quality
- Data Quality Lifecycle
- Enforcing Data Quality
- Validation Rules & Formula Functions
- Eliminate Duplicates
Salesforce Flow
- Identifying the Right Automation Tool
- Flow Overview
- Migrating to Flow
- Flow and the Order of Execution
Flow: Building From Scratch
- Building a Flow: The Basics
- Building a Flow: Resources & Elements
- Collection Management
Creating a Flow
- Record-Triggered Flow
- Schedule-Triggered Flow
- Screen Flow
- Autolaunched Flow
Flow: Considerations & Troubleshooting
- Considerations
- Limitations
- Troubleshooting
The Approval Process
- What Is an Approval Process
- Create an Approval Process
- Troubleshoot an Approval Process
Audit and Extend Automations
- The Order of Execution
- Auditing Tools
- Extending Beyond Automations
Advanced Reporting
- Creating Custom Report Types
- Exception Reports with Cross Filters
- Bucketing Data
- Historical Reporting
- Extending Summaries in Reports and Dashboards