Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
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
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students