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Duration 7 hours (1 days)
Course Outline
Core Configuration Principles
- Establishing and refining 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
- Developing Lightning apps and managing navigation structures
Workflow and Process Automation
- Exploration of automation capabilities: Workflow, Process Builder, and Flow
- Architecting record-triggered Flows for typical business cases
- Practical session: constructing a basic approval or notification Flow
Productivity and Collaboration
- Leveraging Chatter and activity timelines to enhance team interaction
- Integrating productivity tools: email, calendar, and mobile access
- Customizing the Lightning Experience to suit individual user preferences
Reports and Dashboards
- Generating tabular, summary, and matrix-style reports
- Assembling dashboards and applying dashboard filters
- Scheduling report deliveries and managing user subscriptions
Security, Sharing & Access Control
- Comprehending profiles, permission sets, and role hierarchies
- Implementing record-level sharing and sharing rules
- Adopting best practices for securing organizational data
Practical Exercise: Comprehensive Scenario
- Configuring objects and pages for a representative business process
- Executing automation and producing corresponding reports and dashboards
- Presenting and evaluating the solution alongside peers and the instructor
Troubleshooting and Performance Tuning
- Identifying common configuration errors and applying corrective measures
- Optimizing performance for Flows and page layouts
- Accessing resources for ongoing development, including Trailhead paths
Conclusion and Future Directions
Requirements
- Familiarity with fundamental CRM concepts
- Proficiency in navigating web applications and forms
- Access to a Salesforce account for practical application
Target Audience
- Administrators new to the Salesforce ecosystem
- Business analysts and advanced users
- Sales and service team leads overseeing operational processes
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
