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Duration 7 hours (1 days)
Course Outline
Configuration Basics
- Creating and modifying 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 data structure and relationships
- Developing Lightning pages through App Builder
- Assembling 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: constructing a simple approval or notification Flow
Productivity and Teamwork
- Utilizing Chatter and activity timelines to enhance team cooperation
- Integrating productivity tools: email, calendar, and mobile access
- Tailoring the Lightning Experience for individual users
Reports and Dashboards
- Generating tabular, summary, and matrix-style reports
- Creating dashboards and applying dashboard filters
- Scheduling reports and managing user subscriptions
Security, Sharing & Access Control
- Understanding profiles, permission sets, and role hierarchies
- Managing record-level sharing and sharing rules
- Best practices for protecting organizational data
Practical Lab: Complete Scenario
- Configuring objects and pages for a sample business workflow
- Deploying automation and generating reports/dashboards
- Presenting and reviewing the solution with peers and the instructor
Troubleshooting and Performance Optimization
- Addressing common configuration errors and resolutions
- Performance recommendations for Flows and page layouts
- Resources for ongoing learning and Trailhead trails
Overview and Future Steps
Requirements
- Foundational knowledge of CRM principles
- Proficiency in navigating web applications and filling out forms
- Availability of a Salesforce account for practical exercises
Target Audience
- Newly appointed Salesforce administrators
- Business analysts and advanced users
- Sales and service team leads overseeing operational processes
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
