CSA-C01 study plan
CSA-C01 · Give each week a clear focus.
8 weeks · About 7 hours per week
Users, Groups, and Roles & Data Schema, Tables, and Fields
Create three custom roles and assign them to two test groups, then verify inherited access with an impersonated user
Build a custom table with at least six field types and configure a one-to-many reference to a second table
Write down the difference between role containment and group membership after testing both in a dev instance
Map each of the 12 exam domains to a personal confidence score from 1 to 5
Your checkpoint
A one-page access-and-schema cheat sheet plus a working two-table custom app in a personal developer instance
Business Rules, Script Includes, and Client Scripts
Write a before business rule that sets a field value and log the order of execution against an after rule on the same table
Create a script include and call it from both a business rule and a client-callable context
Build an onSubmit client script that validates a field and blocks submission when invalid
Compare client-side and server-side gs usage and list which APIs are unavailable on each side
Your checkpoint
A script reference card listing when to use business rules, script includes, and client scripts, backed by four working scripts
Business Rules, Script Includes, and Client Scripts & Instance Configuration
Add a UI action that calls a script include and test its visibility with a condition
Configure instance-level settings such as currency and time zone, then document where each setting lives
Create a dictionary override on an extended table and confirm the change applies only to the child
Debug a failing script using the system log and the script debugger
Your checkpoint
A troubleshooting log of five script errors with root cause and fix for each
Lists, Filters, and Reports & Forms, UI Policies, and UI Actions
Build three filters using OR, AND, and a related-list condition, then save each as a personal list
Create a report of each core type (bar, pie, list) from the same filtered data
Add a UI policy that makes a field mandatory and read-only based on another field
Write a client script and a UI policy that achieve the same field behavior and note the tradeoffs
Your checkpoint
A report pack of three saved reports and a UI policy/UI action demo page with screenshots of before and after states
Workflow, Flow Designer, and Approvals & Notifications and Scheduled Jobs
Build a flow with a approval action and an approval record, then run it end to end as two different users
Create a scheduled job that runs a script include on a recurring interval and verify the next-run time
Configure an email notification triggered by a record event and confirm delivery in the outbox
Compare Flow Designer and Workflow for a simple approval and state which you would choose and why
Your checkpoint
A working approval flow with evidence of completion plus a notification and scheduled job in the same instance
Service Catalog and Knowledge Management & Import Sets, Data Sources, and Transform Maps
Create a catalog item with three variable types and a two-step approval
Publish a knowledge article and link it to the catalog item, then test search results
Build a transform map from a CSV data source into a staging table and map at least five fields including a coalesce
Run an import, fix one failed row using a transform script, and re-run the import
Your checkpoint
An end-to-end import-to-production record trace plus a published catalog item with attached knowledge article
Platform Overview and Navigation & Instance Configuration
Navigate the platform to locate system properties, logs, and update sets without searching documentation
Create an update set, capture changes across two domains, and preview it in a second instance
Explain the instance hierarchy and where configuration versus customization belongs
Review domain weights and re-score confidence against week 1 baseline
Your checkpoint
A migrated update set successfully previewed in a clean instance, with a short written navigation guide
Users, Groups, and Roles & Data Schema, Tables, and Fields & Lists, Filters, and Reports & Forms, UI Policies, and UI Actions & Business Rules, Script Includes, and Client Scripts & Workflow, Flow Designer, and Approvals & Service Catalog and Knowledge Management & Notifications and Scheduled Jobs & Import Sets, Data Sources, and Transform Maps
Take a timed 60-question practice set and log every missed question by domain
Re-study the two weakest domains using targeted hands-on labs
Re-take the practice set and compare scores to confirm improvement
Write a final one-page summary of the concepts you still find least intuitive
Your checkpoint
A score progression log from first to second practice attempt with a prioritized list of remaining weak areas
Milestones
Week 2: Can explain and demonstrate the execution order of business rules versus client scripts without notes
Week 4: Can build a filtered report and a UI policy from scratch in under 15 minutes each
Week 6: Can complete a CSV import through a transform map and publish a catalog item with knowledge linkage unaided
Week 8: Second practice attempt improves by at least 15 percentage points over the first, with no domain below 60 percent