| 1.00 | Set up, use, and manage Salesforce for a company, understand the use cases for Salesforce, and the platform's capabilities and functionality. | 45% | B2 Understand Conceptual |
| 1.01 | Navigate Salesforce and explain platform basics including use cases and capabilities. | 5% | - |
| 1.02 | Create custom objects, custom fields, records, object relationships, and data models. | 10% | - |
| 1.03 | Import and export data and understand the use cases and methods. | 9% | - |
| 1.04 | Create custom objects, fields, and records in Salesforce Lightning and explain benefits of Lightning apps and compact pages. | 10% | - |
| 1.05 | Explain the benefits of using the Salesforce mobile app and the reasons to customize the app. | 3% | - |
| 1.06 | Translate business requirements and needs into Salesforce Report and Dashboard use cases and build reports. | 8% | - |
| 2.00 | Manage users and security settings for an organization and create picklist and formula fields. Set up and roll out Salesforce Mobile. | 24% | B2 Understand Conceptual |
| 2.01 | Create a custom formula field, use the formula editor, create formulas, create roll-up summary fields to calculate values from a set of related records, and create a validation rule. | 4% | - |
| 2.02 | Create security plans and protocols based on business needs and create, view, and manage users. | 4% | - |
| 2.03 | Create and manage picklists. | 3% | - |
| 2.04 | Practice building an application on the Salesforce Platform from start to finish without code. | 3% | - |
| 2.05 | Use and demonstrate use of Process Builder, Flow Builder, and approval processes. | 3% | - |
| 2.06 | Learn about and navigate the Salesforce AppExchange. | 1% | - |
| 2.07 | Understand use cases for, find, and add external services. | 1% | - |
| 2.08 | Plan and execute Salesforce Mobile app roll outs. | 1% | - |
| 2.09 | Practice building an application on the Salesforce Platform from start to finish without code. | 4% | - |
| 3.00 | Manage organizational settings in Salesforce. Use formulas according to best practice for given use cases. | 21% | B2 Understand Conceptual |
| 3.01 | Know and create each formula type and know use cases and best practices for each. | 10% | - |
| 3.02 | Enable transaction security and know the benefits of and use cases for transaction security. | 1% | - |
| 3.03 | Log in to and navigate to several tools in Workbench, query an EventLogFile object using the SOQL query editor and REST Explorer, compare and contrast the SOAP and REST APIs for querying event log files, download an event log file, and identify an application for downloading event log files without writing code. | 3% | - |
| 3.04 | Build familiarity with Salesforce Connect and create an external data source in a Salesforce org to specify how to connect to an external system. | 2% | - |
| 3.05 | Translate a company’s business requirements into company settings and make changes at the org level. | 5% | - |
| 4.00 | Locally determined content to support CRM | 10% | B2 Understand Conceptual |
