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Duration 7 hours (1 days)
Course Outline
Configuration Basics
- Creating and tailoring standard and custom objects
- Incorporating fields, validation rules, and record types
- Setting up page layouts and compact layouts
Object Manager & Lightning App Builder
- Leveraging Object Manager to control schema and relationships
- Constructing Lightning pages via App Builder
- Developing Lightning apps and navigation structures
Workflow and Process Automation
- Introduction to automation tools: Workflow, Process Builder, and Flow
- Designing record-triggered Flows for typical use cases
- Practical exercise: developing a basic approval or notification Flow
Productivity and Collaboration
- Utilizing Chatter and activity timelines to foster team collaboration
- Integrating productivity tools: email, calendar, and mobile applications
- Customizing the Lightning Experience for individual users
Reports and Dashboards
- Generating tabular, summary, and matrix reports
- Assembling dashboards and applying dashboard filters
- Scheduling reports and managing user subscriptions
Security, Sharing & Access Control
- Understanding profiles, permission sets, and role hierarchies
- Implementing record-level sharing and sharing rules
- Adopting best practices for securing organizational data
Practical Lab: Comprehensive Scenario
- Configuring objects and pages for a representative business process
- Implementing automation and generating reports/dashboards
- Presenting and reviewing the solution with peers and the instructor
Troubleshooting and Optimization
- Addressing common configuration challenges and remediation strategies
- Enhancing performance for Flows and page layouts
- Accessing resources for ongoing development and Trailhead paths
Wrap-up and Future Directions
Requirements
- Fundamental understanding of CRM principles
- Proficiency in using web-based applications and forms
- Access to a Salesforce account for practical application
Target Audience
- Administrators newly introduced to the Salesforce ecosystem
- Business analysts and advanced users
- Leads in sales and service teams overseeing operational processes
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
