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Course Outline

Fundamentals of Configuration

  • Creation and customization of standard and custom objects
  • Implementation of fields, validation rules, and record types
  • Setup of page layouts and compact layouts

Object Manager & Lightning App Builder

  • Leveraging Object Manager to oversee schema and relationships
  • Constructing Lightning pages using App Builder
  • Development of 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 simple approval or notification Flow

Productivity and Collaboration

  • Utilizing Chatter and activity timelines to enhance team cooperation
  • Integrating productivity tools: email, calendar, and mobile capabilities
  • Tailoring the Lightning Experience for individual users

Reports and Dashboards

  • Generation of tabular, summary, and matrix reports
  • Construction of dashboards and application of dashboard filters
  • Scheduling report delivery and managing user subscriptions

Security, Sharing & Access

  • Comprehension of profiles, permission sets, and roles
  • Management of record-level sharing and sharing rules
  • Adoption of best practices for safeguarding organization data

Practical Lab: Comprehensive Scenario

  • Configuring objects and pages for a sample business workflow
  • Implementing automation and generating reports/dashboards
  • Presenting and reviewing the solution with peers and the instructor

Troubleshooting and Optimization

  • Identifying common configuration errors and resolution strategies
  • Performance enhancements for Flows and page layouts
  • Accessing resources for ongoing learning and Trailhead paths

Summary and Future Directions

Requirements

  • Fundamental understanding of CRM principles
  • Proficiency in using web-based applications and forms
  • Access to a Salesforce account for practical exercises

Target Audience

  • New administrators beginning their Salesforce journey
  • Business analysts and advanced power users
  • Sales and service team leads overseeing process management
 7 Hours

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