Lesson 3: Automation, Sales, Service, Reports, and Analytics Scenarios
Lesson Overview
This lesson develops practical skills in automation, sales, service, reports, and analytics scenarios for Salesforce Administrator Certification Exam Prep (CRT101).
Topics Covered
Flow, approvals, assignment, auto-response, escalation, formulas, and validation rules
Lead conversion, opportunities, products, campaigns, forecasting, and sales productivity
Cases, queues, email-to-case, web-to-case, knowledge, entitlements, and support processes
Reports, dashboards, report types, filters, formulas, folders, and subscriptions
Lightning App Builder, mobile, productivity, and adoption features
Mixed-domain scenario practice and error analysis
Practical Activity
Configure or analyze a scenario involving flow, approvals, assignment, auto-response, escalation, formulas, and validation rules.
Build and validate an exercise covering lead conversion, opportunities, products, campaigns, forecasting, and sales productivity and cases, queues, email-to-case, web-to-case, knowledge, entitlements, and support processes.
Use tests, logs, reports, or documentation to verify mixed-domain scenario practice and error analysis.
Key Takeaways
Explain flow, approvals, assignment, auto-response, escalation, formulas, and validation rules in the context of Salesforce Administrator Certification Exam Prep (CRT101).
Apply practical methods for lead conversion, opportunities, products, campaigns, forecasting, and sales productivity and cases, queues, email-to-case, web-to-case, knowledge, entitlements, and support processes.
Test, document, and troubleshoot mixed-domain scenario practice and error analysis.
