SMB study guide
SMB · Work through your exam, one topic at a time.
The Salesforce Certified Small Business Specialist is a Salesforce credential aimed at consultants, administrators, and partner staff who implement Salesforce for small businesses. It validates that a candidate can map a small company's sales, service, marketing, and reporting needs onto Salesforce's small business product line and standard platform tools rather than enterprise-scale architecture. The SMB study guide has 6 sections and about 1,701 words.
01Salesforce Fundamentals for Small Business
Every Salesforce question ultimately rests on understanding that records are stored in objects (standard like Account, Contact, Opportunity, Case, or custom), that objects have fields with data types, and that records relate to each other through lookups and master-detail relationships . Small businesses live on the standard model: one Account per customer, Contacts under it, Opportunities for deals, Cases for support.
313 words, about 2 min02Sales Cloud for Small Business
Candidates must know the standard sales objects and how they connect: Lead (unqualified interest) converts into Account, Contact, and optionally Opportunity ; Opportunity tracks a deal through stages toward Closed Won or Closed Lost ; Products and Price Books attach line items; Quotes formalize pricing. Know that lead conversion maps fields and that converted leads are locked from editing.
278 words, about 1 min03Service Cloud for Small Business
Every service question circles around the Case object. Know the lifecycle: a case is created (from email, web form, phone, or chat), routed, worked, and closed with a status and priority .
268 words, about 1 min04Marketing and Commerce for Small Business
Campaigns are the hub for marketing effort. Know that Campaign Members link Leads and Contacts to a campaign with a member status, and that campaign influence ties campaigns to Opportunities so you can report on return.
261 words, about 1 min05Data and Analytics for Small Business
Know the difference cold: reports are the query and data display; dashboards visualize report results in components and refresh on a schedule or on demand. Report types (standard or custom) define which objects can be combined and how.
266 words, about 1 min06Platform, Automation, and AI (Agentforce) for Small Business
Salesforce automation is layered. Know the tools and when each applies: Flow Builder is the primary automation tool (screen flows, record-triggered flows, scheduled flows); approval processes route records for sign-off; validation rules block bad saves.
315 words, about 2 min