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Duration 7 hours
Course Outline
Core Configuration Principles
- Creating and modifying 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 App Builder
- Developing Lightning applications and navigation structures
Workflow and Process Automation
- Introduction to automation tools: Workflow, Process Builder, and Flow
- Structuring record-triggered Flows for typical use cases
- Practical exercise: constructing a simple approval or notification Flow
Efficiency and Teamwork
- Utilizing Chatter and activity timelines for collaborative work
- Efficiency integrations: email, calendar, and mobile access
- Tailoring the Lightning Experience for individual users
Reporting and Dashboards
- Generating tabular, summary, and matrix reports
- Assembling dashboards and applying dashboard filters
- Scheduling report deliveries and managing user subscriptions
Security, Sharing & Access Control
- Comprehending profiles, permission sets, and roles
- Implementing record-level sharing and sharing rules
- Best practices for protecting organizational data
Practical Lab: Comprehensive Scenario
- Configuring objects and pages for a sample business workflow
- Deploying automation and generating reports/dashboards
- Presenting and evaluating the solution with colleagues and the instructor
Troubleshooting and Refinement
- Identifying common configuration issues and resolving them
- Performance recommendations for Flows and page layouts
- Resources for ongoing education and Trailhead pathways
Overview and Future Directions
Requirements
- Fundamental understanding of CRM principles
- Proficiency in navigating web applications and filling out forms
- Access to a Salesforce account for practical application
Intended Audience
- New administrators adopting Salesforce
- Business analysts and advanced users
- Leads in sales and service teams overseeing processes
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
