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Duration 7 hours
Course Outline
Configuration Basics
- Creating and tailoring 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 relationships
- Constructing Lightning pages via App Builder
- Creating Lightning apps and configuring navigation
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 basic approval or notification Flow
Productivity and Collaboration
- Leveraging Chatter and activity timelines to enhance team collaboration
- Productivity integrations: email, calendar, and mobile access
- Personalizing the Lightning Experience for individual users
Reports and Dashboards
- Generating tabular, summary, and matrix reports
- Assembling dashboards and applying dashboard filters
- Scheduling reports and managing user subscriptions
Security, Sharing & Access
- Gaining insights into profiles, permission sets, and roles
- Managing record-level sharing and defining sharing rules
- Implementing best practices for securing organization data
Practical Lab: End-to-End 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 applying fixes
- Optimizing performance for Flows and page layouts
- Accessing resources for ongoing learning and Trailhead paths
Wrap-Up and Future Steps
Requirements
- Basic understanding of CRM concepts
- Proficiency with web applications and data entry forms
- Access to a Salesforce account for practical exercises
Target Audience
- Administrators new to the Salesforce ecosystem
- Business analysts and advanced power users
- Sales and service team leads tasked with process management
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
