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Course Outline
Configuration Basics
- Creation and customization of standard and custom objects.
- Incorporation of fields, validation rules, and record types.
- Setup of page layouts and compact layouts.
Object Manager & Lightning App Builder
- Leveraging Object Manager to oversee schema and relationships.
- Construction of Lightning pages using App Builder.
- Development of Lightning apps and navigation structures.
Workflow and Process Automation
- Introduction to automation tools: Workflow, Process Builder, and Flow.
- Design of record-triggered Flows for typical use cases.
- Practical exercise: building a simple approval or notification Flow.
Productivity and Collaboration
- Utilization of Chatter and activity timelines to facilitate team collaboration.
- Integration of productivity tools: email, calendar, and mobile access.
- Personalization of the Lightning Experience for individual users.
Reports and Dashboards
- Generation of tabular, summary, and matrix reports.
- Creation of dashboards and application of dashboard filters.
- Scheduling of reports and user subscriptions.
Security, Sharing & Access
- Comprehension of profiles, permission sets, and role hierarchies.
- Implementation of record-level sharing and sharing rules.
- Adoption of best practices for securing organizational data.
Hands-on Lab: Comprehensive Scenario
- Configuration of objects and pages for a representative business process.
- Implementation of automation and creation of reports/dashboards.
- Presentation and peer review of the solution with the instructor.
Troubleshooting and Optimization
- Identification of common configuration errors and corrective actions.
- Performance optimization tips for Flows and page layouts.
- Exploration of resources for continued learning and Trailhead paths.
Conclusion and Future Pathways
Requirements
- Familiarity with fundamental CRM concepts.
- Proficiency in navigating web applications and digital forms.
- Access to a Salesforce account for practical exercises.
Target Audience
- Administrators new to the Salesforce platform.
- Business analysts and advanced power users.
- Sales and service team leads accountable 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
