CSA-C01 study materials
CSA-C01 study resources

CSA-C01 study plan

CSA-C01 · Give each week a clear focus.

8 weeks · About 7 hours per week

Week 1

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

Week 2

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

Week 3

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

Week 4

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

Week 5

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

Week 6

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

Week 7

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

Week 8

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