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Duration 7 hours (1 days)
Course Outline
Configuration Fundamentals
- Creating and tailoring both standard and custom objects.
- Incorporating fields, defining validation rules, and setting up record types.
- Configuring standard page layouts and compact layouts.
Object Manager & Lightning App Builder
- Leveraging Object Manager to oversee schema structures and data relationships.
- Constructing Lightning pages via the App Builder interface.
- Developing Lightning applications and configuring navigation structures.
Workflow and Process Automation
- A comprehensive overview of automation tools, including Workflow, Process Builder, and Flow.
- Designing record-triggered Flows to address common business scenarios.
- Practical exercise: Building a basic approval or notification Flow.
Productivity and Collaboration
- Utilizing Chatter and activity timelines to foster team collaboration.
- Exploring productivity integrations for email, calendar, and mobile devices.
- Personalizing the Lightning Experience to suit individual user preferences.
Reports and Dashboards
- Generating tabular, summary, and matrix reports.
- Creating dashboards and implementing dashboard filters for focused insights.
- Scheduling automated report delivery and managing user subscriptions.
Security, Sharing & Access
- Comprehending profiles, permission sets, and the role hierarchy.
- Managing record-level sharing and establishing sharing rules.
- Adopting best practices for safeguarding organizational data.
Hands-on Lab: End-to-End Scenario
- Configuring objects and pages to support a sample business process.
- Implementing automation and generating corresponding reports and dashboards.
- Presenting and reviewing the developed solution with peers and the instructor.
Troubleshooting and Optimization
- Identifying common configuration pitfalls and effective resolution strategies.
- Performance optimization tips for Flows and page layouts.
- Resources for ongoing learning, including Trailhead paths.
Summary and Next Steps
Requirements
- Fundamental understanding of CRM concepts.
- Confidence in navigating web applications and digital forms.
- Access to a Salesforce account for practical, hands-on practice.
Target Audience
- Administrators newly introduced to the Salesforce ecosystem.
- Business analysts and advanced users seeking deeper proficiency.
- Sales and service team leaders responsible for overseeing operational processes.
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
