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Duration 7 hours
Course Outline
Configuration Fundamentals
- Establishing and customizing standard and custom objects
- Incorporating fields, validation rules, and record types
- Setting up page layouts and compact layouts
Object Manager & Lightning App Builder
- Utilizing Object Manager to oversee schema and data relationships
- Constructing Lightning pages via the App Builder
- Creating Lightning applications and defining navigation paths
Workflow and Process Automation
- An overview of automation capabilities: Workflow, Process Builder, and Flow
- Designing record-triggered Flows for standard business scenarios
- Practical session: developing a basic approval or notification Flow
Productivity and Collaboration
- Leveraging Chatter and activity timelines to facilitate team collaboration
- Integrating productivity tools: email, calendar, and mobile access
- Personalizing the Lightning Experience to suit individual user preferences
Reports and Dashboards
- Generating tabular, summary, and matrix-based reports
- Assembling dashboards and utilizing dashboard filters for analysis
- Scheduling report deliveries and managing user subscriptions
Security, Sharing & Access
- Understanding the roles of profiles, permission sets, and user hierarchies
- Managing record-level sharing and implementing sharing rules
- Best practices for safeguarding organizational data
Hands-on Lab: End-to-End Scenario
- Configuring objects and pages for a representative business process
- Implementing automation solutions and generating reports/dashboards
- Presenting the solution for review by peers and the instructor
Troubleshooting and Optimization
- Identifying common configuration errors and applying corrective measures
- Performance optimization tips for Flows and page layouts
- Resources for continued development, including Trailhead learning paths
Summary and Next Steps
Requirements
- A fundamental understanding of CRM principles
- Proficiency in utilizing web applications and digital forms
- Access to a Salesforce account for practical, hands-on exercises
Target Audience
- Administrators new to the Salesforce ecosystem
- Business analysts and advanced end-users
- Sales and service team leaders accountable for process management
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
