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Course Outline
Foundations of Configuration
- Developing and modifying standard and custom objects
- Incorporating fields, validation rules, and record types
- Adjusting page layouts and compact layouts
Object Manager & Lightning App Builder
- Utilizing Object Manager to oversee schema and relationships
- Constructing Lightning pages via App Builder
- Creating Lightning applications and setting up navigation
Workflow and Process Automation
- Introduction to automation options: Workflow, Process Builder, and Flow
- Designing record-triggered Flows for typical use cases
- Practical session: constructing a simple approval or notification Flow
Productivity and Teamwork
- Leveraging Chatter and activity timelines for group collaboration
- Integrating productivity tools: email, calendar, and mobile access
- Tailoring the Lightning Experience for individual users
Reporting and Dashboards
- Generating tabular, summary, and matrix reports
- Assembling dashboards and applying dashboard filters
- Scheduling reports and managing user subscriptions
Security, Data Sharing & Access Control
- Comprehending profiles, permission sets, and role hierarchies
- Managing record-level sharing and sharing rules
- Adopting best practices for protecting organizational data
Practical Lab: Comprehensive Scenario
- Configuring objects and pages for a sample business workflow
- Applying automation and generating reports or dashboards
- Presenting the solution for review by peers and the instructor
Troubleshooting and Performance Tuning
- Identifying common configuration issues and corrective measures
- Tips for improving Flow and page layout performance
- Resources for ongoing development and Trailhead paths
Conclusion and Future Steps
Requirements
- Foundational understanding of CRM principles
- Proficiency with web-based applications and data entry forms
- Access to a Salesforce account for practical exercise purposes
Target Audience
- New Salesforce administrators
- Business analysts and advanced users
- Sales and service team leaders overseeing workflow processes
7 Hours
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students