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Course Outline
Configuration Fundamentals
- Creating and customizing standard and custom objects
- Adding fields, validation rules, and record types
- Configuring page layouts and compact layouts
Object Manager & Lightning App Builder
- Utilizing Object Manager to manage schema and relationships
- Building Lightning pages with the App Builder
- Creating Lightning apps and defining navigation structures
Workflow and Process Automation
- Overview of automation tools: Workflow, Process Builder, and Flow
- Designing record-triggered Flows for common scenarios
- Hands-on exercise: building a basic approval or notification Flow
Productivity and Collaboration
- Using Chatter and activity timelines to foster team collaboration
- Productivity integrations: email, calendar, and mobile access
- Personalizing the Lightning Experience for end-users
Reports and Dashboards
- Creating tabular, summary, and matrix reports
- Building dashboards and utilizing dashboard filters
- Scheduling reports and subscribing users to updates
Security, Sharing & Access
- Understanding profiles, permission sets, and roles
- Record-level sharing and configuring sharing rules
- Best practices for securing organizational data
Hands-on Lab: End-to-End Scenario
- Configure objects and pages for a sample business process
- Implement automation and create reports/dashboards
- Present and review the solution with peers and the instructor
Troubleshooting and Optimization
- Common configuration pitfalls and strategies to resolve them
- Performance tips for Flows and page layouts
- Resources for continued learning and recommended Trailhead paths
Summary and Next Steps
Requirements
- Basic understanding of CRM concepts
- Comfort with using web applications and forms
- Access to a Salesforce account for hands-on practice
Audience
- Administrators new to the Salesforce ecosystem
- Business analysts and power users
- Sales and service team leads responsible for process management
7 Hours
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
