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Course Outline
Configuration Fundamentals
- Creating and customizing both standard and custom objects.
- Adding fields, establishing validation rules, and defining record types.
- Configuring page layouts and compact layouts.
Object Manager & Lightning App Builder
- Utilizing Object Manager to manage schema structures and relationships.
- Building Lightning pages via the App Builder.
- Creating Lightning applications and navigation structures.
Workflow and Process Automation
- Overview of automation tools: Workflow, Process Builder, and Flow.
- Designing record-triggered Flows for common business scenarios.
- Practical exercise: Building a basic approval or notification Flow.
Productivity and Collaboration
- Leveraging Chatter and activity timelines to enhance team collaboration.
- Utilizing productivity integrations for email, calendar, and mobile access.
- Personalizing the Lightning Experience for individual users.
Reports and Dashboards
- Creating tabular, summary, and matrix reports.
- Building dashboards and implementing dashboard filters.
- Scheduling reports and setting up user subscriptions.
Security, Sharing & Access
- Understanding profiles, permission sets, and roles.
- Managing record-level sharing and sharing rules.
- Adhering to best practices for securing organizational data.
Hands-on Lab: End-to-End Scenario
- Configuring objects and pages for a sample business process.
- Implementing automation and creating reports/dashboards.
- Presenting and reviewing the solution with peers and the instructor.
Troubleshooting and Optimization
- Identifying common configuration pitfalls and resolving them.
- Gaining performance tips for Flows and page layouts.
- Accessing resources for continued learning and Trailhead paths.
Summary and Next Steps
Requirements
- Foundational understanding of CRM concepts.
- Proficiency in navigating web applications and digital forms.
- Access to a Salesforce account to facilitate hands-on practice.
Audience
- Administrators new to the Salesforce ecosystem.
- Business analysts and experienced users.
- Sales and service team leads with responsibility for operational processes.
7 Hours
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
