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Duration 7 hours
Course Outline
Configuration Fundamentals
- 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 oversee schema and relationships.
- Constructing Lightning pages via the App Builder.
- Developing Lightning apps and establishing navigation structures.
Workflow and Process Automation
- An overview of automation tools: Workflow, Process Builder, and Flow.
- Designing record-triggered Flows for typical business scenarios.
- Practical session: constructing a basic approval or notification Flow.
Productivity and Collaboration
- Utilizing Chatter and activity timelines to enhance team collaboration.
- Integrating productivity tools: email, calendar, and mobile access.
- Customizing the Lightning Experience to suit user preferences.
Reports and Dashboards
- Generating tabular, summary, and matrix-based reports.
- Assembling dashboards and applying dashboard filters.
- Scheduling report runs and managing user subscriptions.
Security, Sharing & Access
- Comprehending profiles, permission sets, and organizational roles.
- Managing record-level sharing and defining sharing rules.
- Adhering to best practices for safeguarding org data.
Hands-on Lab: End-to-End Scenario
- Configuring objects and pages for a representative business process.
- Implementing automation and generating accompanying reports/dashboards.
- Presenting and reviewing the solution alongside peers and the instructor.
Troubleshooting and Optimization
- Identifying common configuration pitfalls and applying fixes.
- Optimizing performance for Flows and page layouts.
- Exploring resources for ongoing learning, including Trailhead paths.
Summary and Next Steps
Requirements
- A foundational understanding of CRM concepts.
- Proficiency in navigating web applications and digital forms.
- Access to a Salesforce account for practical exercise completion.
Target Audience
- Newly appointed Salesforce administrators.
- Business analysts and advanced power users.
- Sales and service team leads overseeing process management.
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
