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Duration 7 hours (1 days)
Course Outline
Foundations of Configuration
- Creation and customization of both standard and custom objects.
- Incorporation of fields, validation rules, and record types.
- Configuration of page layouts and compact layouts.
Object Manager & Lightning App Builder
- Managing schema and relationships via Object Manager.
- Construction of Lightning pages using App Builder.
- Development of Lightning apps and navigation structures.
Workflow and Process Automation
- Overview of automation tools, including Workflow, Process Builder, and Flow.
- Design of record-triggered Flows tailored for common scenarios.
- Practical exercise: constructing a basic approval or notification Flow.
Productivity and Collaboration
- Leveraging Chatter and activity timelines to foster team collaboration.
- Productivity integrations covering email, calendar, and mobile devices.
- Customization of the Lightning Experience to suit individual user needs.
Reports and Dashboards
- Creation of tabular, summary, and matrix reports.
- Construction of dashboards and application of dashboard filters.
- Scheduling of reports and management of user subscriptions.
Security, Sharing & Access
- Comprehension of profiles, permission sets, and roles.
- Implementation of record-level sharing and sharing rules.
- Adherence to best practices for securing organizational data.
Hands-on Lab: Comprehensive Scenario
- Configuration of objects and pages for a sample business process.
- Implementation of automation and creation of corresponding reports and dashboards.
- Presentation and peer/instructor review of the developed solution.
Troubleshooting and Optimization
- Identification and resolution of common configuration issues.
- Performance optimization tips for Flows and page layouts.
- Access to resources for ongoing learning, including Trailhead paths.
Conclusion and Future Steps
Requirements
- Foundational understanding of CRM concepts.
- Proficiency in utilizing web applications and forms.
- Access to a Salesforce account for practical exercises.
Intended Audience
- Administrators new to the Salesforce environment.
- Business analysts and advanced power users.
- Team leads in sales and service roles responsible for process management.
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
