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Course Outline
Configuration Fundamentals
- Creating and tailoring 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
- An introduction to automation tools: Workflow, Process Builder, and Flow
- Designing record-triggered Flows for typical scenarios
- Practical application: constructing a simple approval or notification Flow
Productivity and Collaboration
- Utilizing Chatter and activity timelines to enhance team collaboration
- Integrating productivity tools: email, calendar, and mobile
- Customizing the Lightning Experience for individual users
Reports and Dashboards
- Generating tabular, summary, and matrix reports
- Assembling dashboards and applying dashboard filters
- Scheduling reports and managing 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 pitfalls and their resolutions
- Performance optimization tips for Flows and page layouts
- Resources for ongoing 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
