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Duration 7 hours
Course Outline
Configuration Basics
- 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 using App Builder
- Developing 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: Building a simple approval or notification Flow
Productivity and Collaboration
- Utilizing Chatter and activity timelines to enhance team interaction
- Integrations for productivity: email, calendar, and mobile access
- Tailoring the Lightning Experience for individual users
Reports and Dashboards
- Generating tabular, summary, and matrix reports
- Assembling dashboards and applying dashboard filters
- Scheduling report deliveries and user subscriptions
Security, Sharing & Access
- Understanding profiles, permission sets, and role hierarchies
- Managing record-level sharing and sharing rules
- Best practices for securing organizational data
Practical Lab: Complete Scenario
- Configuring objects and pages for a representative business workflow
- Implementing automation and generating reports/dashboards
- Presenting and evaluating the solution with peers and the instructor
Troubleshooting and Performance
- Identifying common configuration issues and solutions
- Optimization tips for Flow performance and page layout efficiency
- Guides for ongoing learning via Trailhead paths
Recap and Future Directions
Requirements
- Fundamental understanding of CRM principles
- Confidence in navigating web-based applications and forms
- Access to a Salesforce account for practical exercises
Target Audience
- Administrators new to the Salesforce ecosystem
- Business analysts and advanced power users
- Leaders in sales and service teams overseeing process management
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
