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Duration 7 hours (1 days)
Course Outline
Core Configuration Principles
- Establishing and modifying standard and custom objects
- Integrating fields, validation rules, and record types
- Setting up page layouts and compact layouts
Object Manager & Lightning App Builder
- Leveraging Object Manager to oversee schema and relationships
- Constructing Lightning pages using App Builder
- Developing Lightning apps and managing navigation
Workflow and Process Automation
- Exploration of automation tools: Workflow, Process Builder, and Flow
- Structuring record-triggered Flows for typical use cases
- Practical exercise: developing a simple approval or notification Flow
Productivity and Team Collaboration
- Utilizing Chatter and activity timelines to foster team interaction
- Productivity integrations: email, calendar, and mobile access
- Tailoring the Lightning Experience for end users
Reporting and Dashboards
- Generating tabular, summary, and matrix-style reports
- Assembling dashboards and applying dashboard filters
- Automating report scheduling and user subscriptions
Security, Sharing & Access Control
- Comprehending profiles, permission sets, and role hierarchies
- Managing record-level sharing and sharing rules
- Adhering to best practices for data security within the org
Practical Lab: Comprehensive Scenario
- Configuring objects and pages for a representative business process
- Deploying automation and generating reports/dashboards
- Presenting and discussing the solution with peers and the instructor
Troubleshooting and Performance Optimization
- Identifying common configuration errors and resolution strategies
- Performance recommendations for Flows and page layouts
- Resources for ongoing development and Trailhead paths
Wrap-up and Future Directions
Requirements
- Fundamental understanding of CRM principles
- Proficiency in navigating web applications and digital forms
- Availability of a Salesforce account for practical exercises
Target Audience
- Administrators beginning their Salesforce journey
- Business analysts and advanced users
- Team leads in sales and service roles overseeing operational processes
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
