Salesforce Course Overview
This Salesforce certification training course is designed to ensure that you learn and master the concepts of being a Salesforce Administrator and App Builder. In this Salesforce training, you will learn how to configure Salesforce to collect, analyze, and retrieve vital customer information and create applications using Salesforce Lightning.
Skills Covered
Salesforce overview
Sales and service cloud
Quote templates
Salesforce objects
Field types
Validation and workflow rules
Lightning components
Security controls
Profiles Chatter reports and dashboards
Data management
User interface
Application lifecycles
Salesforce Course Curriculum
Elgibility
This Salesforce certification training course is suitable for individuals looking to build a career in Salesforce, particularly for app builders, developers, system administrators, sales representatives, IT managers, and product managers.
- 0.1 Introduction to Salesforce
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1.1 Salesforce
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1.2 Salesforce Overview
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1.3 Introduction to Salesforce
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1.4 Salesforce Editions
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1.5 Home Page Customization
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1.6 User Management
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1.7 Creating and Customizing Tabs
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1.8 Creating an App
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1.9 Uploading a Company Logo
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1.10 Company Information Page
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1.11 System Overview Page
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1.12 Updating the Fiscal Year
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1.13 Quiz
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1.14 Case Study
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1.15 Case study Demo
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1.16 Key Takeaways
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1.17 Conclusion
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2.1 Introduction to Sales Cloud
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2.2 Sales Cloud
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2.3 Leads Home Page
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2.4 Creating List Views
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2.5 Creating and Converting Leads
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2.6 Creating Accounts
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2.7 Creating Contacts
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2.8 Creating Email Templates
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2.9 Sending Individual Emails
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2.10 Sending Mass Emails
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2.11 Creating and Managing Price Books
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2.12 Creating Products
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2.13 Creating Opportunities
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2.14 Creating Activities
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2.15 Creating a Web-to-Lead Form
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2.16 Creating a Lead Assignment Rule
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2.17 Creating a Lead Queue
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2.18 Creating an Auto-Response Rule
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2.19 Creating Campaigns
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2.20 Record Types
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2.21 Quiz
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2.22 Case Study 1
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2.23 Case Study Demo 1
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2.24 Case Study 2
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2.25 Case Study Demo 2
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2.26 Key Takeaways
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2.27 Conclusion
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3.1 Introduction to Quote Templates
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3.2 Quote Templates
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3.3 Creating a Quote Record
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3.4 Creating a Quote Template
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3.5 Generating a Quote PDF
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3.6 Emailing a Quote PDF
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3.7 Modifying Quote Templates
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3.8 Quiz
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3.9 Case Study
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3.10 Case Study Demo
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3.11 Key Takeaways
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3.12 Conclusion
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4.1 Introduction to Service Cloud
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4.2 Service Cloud
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4.3 Creating Cases
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4.4 Creating Case Assignment Rules
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4.5 Creating Case Escalation Rules
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4.6 Enabling Solutions
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4.7 Creating Solutions
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4.8 Attaching Solutions to Cases
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4.9 Enabling Knowledge
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4.10 Configuring Knowledge
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4.11 Creating a Web-to-Case Form
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4.12 Creating an Email-to-Case Address
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4.13 Quiz
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4.14 Case Study 1
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4.15 Case Study 1 Demo
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4.16 Case Study 2
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4.17 Case Study 2 Demo
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4.18 Key take aways
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4.19 Conclusion
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5.1 Introduction to Field Types
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5.2 Field Types
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5.3 Modifying Standard Fields
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5.4 Creating Auto-number Fields
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5.5 Creating Formula Fields
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5.6 Creating Roll-Up Summary Fields
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5.7 Creating Lookup and Master Detail Fields
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5.8 Creating Checkbox Fields
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5.9 Creating Currency, Number, and Percent Fields
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5.10 Creating Date Field and Date and Time Fields
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5.11 Creating Phone and Email Fields
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5.12 Creating Geolocation Fields
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5.13 Creating Picklist and Multi-Select Picklist Fields
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5.14 Creating Text and Text Area Fields
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5.15 Creating Text Area Long and Text Area Rich Fields
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5.16 Creating Encrypted Fields
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5.17 Creating URL Fields
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5.18 Quiz
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5.19 Case Study
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5.20 Case Study Demo
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5.21 Key Takeaways
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5.22 Conclusion
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6.1 Introduction to Salesforce Objects
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6.2 Salesforce Objects
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6.3 Standard Object Components
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6.4 Renaming Standard Objects
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6.5 Modifying Standard Objects
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6.6 Understanding External Objects
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6.7 Creating Custom Objects
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6.8 Quiz
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6.9 Case Study
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6.10 Case Study Demo
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6.11 Key Takeaways
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6.12 Conclusion
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7.1 Introduction to Creating Buttons, Links, and Actions
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7.2 Creating Buttons, Links, and Actions
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7.3 Creating New Records with Actions
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7.4 Logging a Call with Actions
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7.5 Updating a Record with Actions
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7.6 Creating Custom Buttons
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7.7 Creating Custom Links
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7.8 Quiz
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7.9 Case Study
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7.10 Case Study Demo
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7.11 Key Takeaways
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7.12 Conclusion
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8.1 Introduction to Visual Workflow, Process Builder, and Schema Builder
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8.2 Visual Workflow, Process Builder, and Schema Builder
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8.3 Creating a Visual Flow
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8.4 Modifying Existing Flows
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8.5 Creating a Process in the Process Builder
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8.6 Creating Fields in the Schema Builder
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8.7 Quiz
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8.8 Case Study
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8.9 Case Study Demo
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8.10 Key Takeaways
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8.11 Conclusion
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9.1 Introduction to Validation Rules
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9.2 Validation Rules
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9.3 Creating Validation Rules
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9.4 Creating Formulas
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9.5 Creating Error Messages
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9.6 Quiz
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9.7 Case Study
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9.8 Case Study Demo
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9.9 Key Takeaways
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9.10 Conclusion
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10.1 Introduction to Workflow Rules
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10.2 Workflow Rules
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10.3 Creating a Workflow Rule
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10.4 Creating a Workflow Rule Field Update
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10.5 Creating a Workflow Rule Task Assignment
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10.6 Creating a Workflow Rule Email Alert
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10.7 Quiz
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10.8 Case Study 1
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10.9 Case Study Demo 1
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10.10 Case Study 2
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10.11 Case Study Demo 2
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10.12 Key Takeaways
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10.13 Conclusion
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11.1 Introduction to Lightning Components
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11.2 Lightning Components
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11.3 Installing Lightning Components
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11.4 Lightning Component Capabilities
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11.5 Lightning Components vs. Visualforce
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11.6 Quiz
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11.7 Case Study
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11.8 Case Study Demo
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11.9 Key Takeaways
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11.10 Conclusion
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12.1 Introduction to Role Hierarchy
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12.2 Role Hierarchy
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12.3 Viewing Role Hierarchy
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12.4 Creating Roles
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12.5 Enabling Field History
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12.6 Creating Groups
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12.7 Creating Permission Sets
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12.8 Assigning Roles to Users
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12.9 Quiz
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12.10 Case Study
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12.11 Case Study Demo
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12.12 Key Takeaways
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12.13 Conclusion
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13.1 Introduction to Security Controls
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13.2 Security Controls
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13.3 Viewing Object Security
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13.4 Changing Default Record Access
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13.5 Sharing Settings
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13.6 Field Accessibility
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13.7 Password Policies
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13.8 Session Settings
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13.9 Login Flows
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13.10 Network Access
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13.11 Activations
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13.12 Session Management
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13.13 Login Access Policies
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13.14 Certificate and Key Management
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13.15 Viewing Setup Audit Trail
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13.16 Executing Expire All Passwords
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13.17 Delegated Administration
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13.18 Remote Site Settings
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13.19 Named Credentials
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13.20 File Upload and Download Security
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13.21 Quiz
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13.22 Case Study
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13.23 Case Study Demo
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13.24 Key Takeaways
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13.25 Conclusion
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14.1 Introduction to Profiles
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14.2 Profiles
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14.3 Standard Profiles Overview
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14.4 Assigning Page Layouts
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14.5 Field-Level Security
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14.6 Custom App Settings and Access
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14.7 Tab Settings
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14.8 Record Type Settings
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14.9 Administrative Permissions
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14.10 General User Permissions
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14.11 Standard Object Permissions
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14.12 Custom Object Permissions
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14.13 Password Policies and Session Timeout
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14.14 Login Hours and IP Ranges
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14.15 Enabling Apex and Visualforce Access
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14.16 Quiz
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14.17 Case Study
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14.18 Case Study Demo
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14.19 Key Takeaways
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14.20 Conclusion
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15.1 Introduction to Chatter
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15.2 Chatter
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15.3 Chatter Overview
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15.4 Enabling Chatter
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15.5 Enabling Chatter Feeds on Records
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15.6 Configuring Chatter Groups
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15.7 Creating Customer Groups
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15.8 Creating a Free Customer Chatter User
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15.9 Customizing Chatter Email Notifications
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15.10 Configuring Salesforce to Salesforce
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15.11 Accepting a Salesforce Connection
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15.12 Sharing an Account via Salesforce to Salesforce
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15.13 Enabling Ideas
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15.14 Configuring Ideas Themes
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15.15 Enabling Social Accounts
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15.16 Enabling Libraries and Content
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15.17 Customizing Libraries and Content
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15.18 Uploading Documents to Libraries and Content
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15.19 Configuring Salesforce1
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15.20 Quiz
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15.21 Case Study
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15.22 Case Study Demo
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15.23 Key Takeaways
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15.24 Conclusion
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16.1 Introduction to Reports
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16.2 Reports
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16.3 Understanding Report Formats
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16.4 Creating a Leads Report
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16.5 Creating Contacts and Accounts Report
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16.6 Creating an Opportunity Report
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16.7 Adding Leads to a Campaign from a Report
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16.8 Creating a Report Chart
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16.9 Scheduling Reports
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16.10 Creating a Campaign Report
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16.11 Summarizing Report Data
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16.12 Creating a Report Formula
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16.13 Exporting Reports to Excel
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16.14 Quiz
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16.15 Case Study 1
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16.16 Case Study 1 Demo
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16.17 Case Study 2
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16.18 Case Study 2 Demo
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16.19 Key Takeaways
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16.20 Conclusion
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17.1 Introduction to Dashboards
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17.2 Dashboards
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17.3 Understanding Dashboard Components
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17.4 Creating a Dashboard
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17.5 Refreshing a Dashboard
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17.6 Modifying Columns on Dashboards
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17.7 Adding Filter to Dashboard
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17.8 Managing Access to Reports
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17.9 Adding a Report as a Dashboard Component
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17.10 Setting Up Dynamic Dashboards
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17.11 Enabling Dashboards for iPad
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17.12 Modifying Report and Dashboard Interfaces
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17.13 Activating the Report Builder on Profiles
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17.14 Quiz
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17.15 Case Study
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17.16 Case Study Demo
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17.17 Key Takeaways
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17.18 Conclusion
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18.1 Introduction to Data Management
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18.2 Data Management
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18.3 Importing Leads
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18.4 Importing Contacts and Accounts
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18.5 Using Mass Delete
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18.6 Installing Data Loader
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18.7 Importing Records with Data Loader
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18.8 Updating Records with Data Loader
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18.9 Deleting Records with Data Loader
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18.10 Exporting Records with Data Loader
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18.11 Adding a Field in the Schema Builder
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18.12 Scheduling a Data Export
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18.13 Creating and Using Sandbox
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18.14 Mass Transferring Records
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18.15 Reporting Snapshots
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18.16 Working with Tags
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18.17 Quiz
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18.18 Case Study
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18.19 Case Study Demo
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18.20 Key Takeaways
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18.21 Conclusion
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19.1 Introduction to AppExchange
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19.2 AppExchange
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19.3 AppExchange Overview
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19.4 Finding and Selecting an App
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19.5 Finding a Developer
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19.6 Finding a Consultant
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19.7 Quiz
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19.8 Case Study
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19.9 Case Study Demo
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19.10 Key take aways
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19.11 Conclusion
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20.1 Introduction to Communities
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20.2 Communities
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20.3 Creating a New Community
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20.4 Topic Management
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20.5 Recommendations Management
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20.6 Reputation Management
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20.7 Adding Members
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20.8 Managing Tabs and Branding
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20.9 Login and Registration
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20.10 Community Preferences
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20.11 Quiz
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20.12 Case Study
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20.13 Case Study Demo
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20.14 Key Takeaways
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20.15 Conclusion
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21.1 Introduction to Change Sets and Deployment
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21.2 Change Sets and Deployment
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21.3 Outbound Change Sets
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21.4 Inbound Change Sets
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21.5 Deployment Settings
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21.6 Deployment Status
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21.7 Eclipse IDE
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21.8 Quiz
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21.9 Case Study
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21.10 Case Study Demo
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21.11 Key Takeaways
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21.12 Conclusion
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22.1 Introduction to User Interface
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22.2 User Interface
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22.3 User Interface General Options
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22.4 User Interface Sidebar Options
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22.5 User Interface Calendar Options
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22.6 User Interface Name Settings
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22.7 User Interface Setup Options
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22.8 Quiz
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22.9 Case Study
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22.10 Case Study Demo
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22.11 Key Takeaways
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22.12 Conclusion
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23.1 Introduction to Application Lifecycles
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23.2 Application Lifecycles
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23.3 Key Milestones and Considerations
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23.4 Using Sandboxes for Development
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23.5 Using Change Sets
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23.6 Using Unmanaged Packages
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23.7 Quiz
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23.8 Case Study
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23.9 Case Study Demo
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23.10 Key Takeaways
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23.11 Conclusion
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24.1 Introduction to Help and Training
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24.2 Help and Training
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24.3 Using Answers
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24.4 Using Ideas
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24.5 Searching for a Help Topic
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24.6 Contacting Support
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24.7 Trust Site
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24.8 Known Issues
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24.9 Quiz
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24.10 Case Study
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24.11 Case Study Demo
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24.12 Key Takeaways
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24.13 Conclusion