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Duration 7 hours
Course Outline
Foundations of Configuration
- Creation and customization of both standard and custom objects
- Implementation of fields, validation rules, and record types
- Setup of page layouts and compact layouts
Object Manager & Lightning App Builder
- Utilizing Object Manager to oversee schema and relationships
- Construction of Lightning pages using the App Builder
- Development of Lightning apps and navigation structures
Workflow and Process Automation
- Introduction to automation tools: Workflow, Process Builder, and Flow
- Designing record-triggered Flows for typical business scenarios
- Practical exercise: constructing a basic approval or notification Flow
Productivity and Team Collaboration
- Leveraging Chatter and activity timelines to enhance team cooperation
- Integrating productivity tools: email, calendar, and mobile access
- Tailoring the Lightning Experience for individual users
Reporting and Dashboards
- Generation of tabular, summary, and matrix reports
- Creation of dashboards and application of dashboard filters
- Scheduling reports and managing user subscriptions
Security, Sharing, & Access Control
- Comprehension of profiles, permission sets, and role hierarchies
- Management of record-level sharing and sharing rules
- Adoption of best practices for safeguarding organizational data
Practical Lab: End-to-End Scenario
- Configuration of objects and pages for a representative business process
- Implementation of automation and generation of reports and dashboards
- Presentation and review of the solution with peers and the instructor
Troubleshooting and Optimization
- Identification and resolution of common configuration issues
- Performance optimization tips for Flows and page layouts
- Resources for ongoing learning and Trailhead paths
Conclusion and Future Directions
Requirements
- Fundamental understanding of CRM concepts
- Proficiency in navigating web applications and filling out forms
- Access to a Salesforce account for practical exercises
Target Audience
- New administrators getting started with Salesforce
- Business analysts and advanced users
- Sales and service team leads overseeing process management
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
