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Course Outline
Configuration Basics
- Creating and customizing both standard and custom objects
- Implementing fields, validation rules, and record types
- Setting up page layouts and compact layouts
Object Manager & Lightning App Builder
- Utilizing Object Manager to oversee schema and relationships
- Constructing Lightning pages via App Builder
- Developing Lightning apps and navigation structures
Workflow and Process Automation
- Introduction to automation tools: Workflow, Process Builder, and Flow
- Designing record-triggered Flows for typical use cases
- Practical exercise: building a simple approval or notification Flow
Productivity and Collaboration
- Leveraging Chatter and activity timelines to enhance team collaboration
- Integrating productivity tools such as email, calendar, and mobile access
- 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
- Adopting best practices for safeguarding organization data
Practical Lab: End-to-End Scenario
- Configuring objects and pages for a sample business workflow
- Deploying automation and generating reports/dashboards
- Presenting and reviewing the solution with colleagues and the instructor
Troubleshooting and Optimization
- Addressing common configuration errors and their solutions
- Performance optimization tips for Flows and page layouts
- Resources for ongoing development and Trailhead paths
Summary and Future Steps
Requirements
- Fundamental understanding of CRM principles
- Proficiency in navigating web applications and forms
- Active access to a Salesforce account for practical exercises
Target Audience
- Administrators new to the Salesforce ecosystem
- Business analysts and advanced users
- Leaders of sales and service teams overseeing 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
