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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 oversee schema and relationships.
- Building Lightning pages with the App Builder.
- Creating Lightning applications and navigation structures.
Workflow and Process Automation
- Overview of automation tools: Workflow, Process Builder, and Flow.
- Designing record-triggered Flows for common business scenarios.
- Hands-on activity: Building a basic approval or notification Flow.
Productivity and Collaboration
- Leveraging Chatter and activity timelines for enhanced team collaboration.
- Productivity integrations: email, calendar, and mobile access.
- Personalizing the Lightning Experience for individual users.
Reports and Dashboards
- Creating tabular, summary, and matrix reports.
- Building dashboards and applying dashboard filters.
- Scheduling reports and setting up user subscriptions.
Security, Sharing & Access
- Understanding profiles, permission sets, and roles.
- Managing record-level sharing and sharing rules.
- Best practices for securing organization data.
Hands-on Lab: End-to-End Scenario
- Configuring objects and pages for a sample business process.
- Implementing automation and generating reports/dashboards.
- Presenting and reviewing 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 Trailhead paths.
Summary and Next Steps
Requirements
- Basic understanding of CRM concepts.
- Comfort level with using web applications and digital forms.
- Access to a Salesforce account for practical exercises.
Audience
- Administrators new to the Salesforce platform.
- Business analysts and power users.
- Sales and service team leaders responsible for managing processes.
7 Hours
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
