Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Course Outline
Configuration Fundamentals
- Creating and customizing standard and custom objects.
- Adding fields, validation rules, and record types.
- Configuring page layouts and compact layouts.
Object Manager & Lightning App Builder
- Utilizing Object Manager to manage schema and relationships.
- Building Lightning pages with App Builder.
- Creating Lightning apps and navigation structures.
Workflow and Process Automation
- Overview of automation tools: Workflow, Process Builder, and Flow.
- Designing record-triggered Flows for common scenarios.
- Hands-on exercise: building a basic approval or notification Flow.
Productivity and Collaboration
- Using Chatter and activity timelines for team collaboration.
- Productivity integrations: email, calendar, and mobile.
- Personalizing the Lightning Experience for users.
Reports and Dashboards
- Creating tabular, summary, and matrix reports.
- Building dashboards and using dashboard filters.
- Scheduling reports and subscribing users.
Security, Sharing & Access
- Understanding profiles, permission sets, and roles.
- Record-level sharing and sharing rules.
- Best practices for securing org data.
Hands-on Lab: End-to-End Scenario
- Configure objects and pages for a sample business process.
- Implement automation and create reports/dashboards.
- Present and review the solution with peers and instructor.
Troubleshooting and Optimization
- Common configuration pitfalls and how to fix them.
- Performance tips for Flows and page layouts.
- Resources for continued learning and Trailhead paths.
Summary and Next Steps
Requirements
- Fundamental familiarity with CRM concepts.
- Comfort with using web applications and forms.
- Access to a Salesforce account for hands-on practice.
Audience
- Administrators who are new to Salesforce.
- Business analysts and power users.
- Sales and service team leads responsible for process management.
7 Hours
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
