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Duration 7 hours
Course Outline
Configuration Fundamentals
- Creating and customizing 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 the App Builder
- Developing Lightning apps and managing navigation
Workflow and Process Automation
- Overview of automation tools: Workflow, Process Builder, and Flow
- Designing record-triggered Flows for typical use cases
- Practical session: building a basic approval or notification Flow
Productivity and Collaboration
- Utilizing Chatter and activity timelines to foster team collaboration
- Integrating productivity tools: 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 reports and enabling user subscriptions
Security, Sharing & Access
- Comprehending profiles, permission sets, and roles
- Managing record-level sharing and sharing rules
- Adhering to best practices for securing org data
Hands-on Lab: End-to-End Scenario
- Configuring objects and pages for a sample business process
- Implementing automation and generating reports/dashboards
- Presenting and reviewing the solution with peers and the instructor
Troubleshooting and Optimization
- Identifying common configuration issues and resolution strategies
- Performance optimization tips for Flows and page layouts
- Accessing resources for ongoing learning and Trailhead paths
Summary and Next Steps
Requirements
- Familiarity with fundamental CRM concepts
- Confidence in using web applications and digital forms
- Access to a Salesforce account for practical exercises
Target Audience
- Administrators new to the Salesforce environment
- Business analysts and advanced power users
- Sales and service team leads 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
