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Study notes

Topic-wise Salesforce notes with examples and interview questions — Admin and Developer tracks.

Admin progress: 0 / 8 read0%

Platform Basics

01
Data Model — Objects, Fields & Relationships

Standard vs custom objects, field types, lookup vs master-detail, junction objects and external IDs.

Data modelRelationshipsObjectsFields
02
Sandboxes, Deployment & Release Management

Sandbox types, change sets vs Metadata API / DevOps Center, and a safe release process.

SandboxesDeploymentChange setsDevOps

Security & Access

03
Security — Who Sees What

Org-wide defaults, role hierarchy, sharing rules, profiles vs permission sets and field-level security, with a worked example.

SecuritySharingProfilesPermission sets

Data Quality

04
Formulas, Validation Rules & Roll-ups

Formula fields, cross-object formulas, validation rule recipes with ISCHANGED/PRIORVALUE/REGEX and roll-up summaries.

FormulasValidation rulesRoll-up summary
05
Data Management — Import, Export & Duplicates

Data Import Wizard vs Data Loader, upsert with external IDs, duplicate and matching rules, backups.

Data LoaderImportDuplicatesUpsert

Automation

06
Flow & Process Automation

Flow types, before-save vs after-save, building common automations and choosing Flow or Apex.

FlowAutomationApproval process

Analytics

07
Reports & Dashboards

Report types, formats, filters, bucket and summary formulas, joined reports and dynamic dashboards.

ReportsDashboardsAnalytics

Clouds

08
Sales & Service Cloud Essentials

Lead conversion, opportunity stages and products, case management, assignment and escalation rules, queues.

Sales CloudService CloudLeadsCases