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Duration 7 hours (1 days)
Course Outline
Configuration Basics
- Establishing 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 schema and relationships
- Assembling Lightning pages with App Builder
- Creating Lightning apps and defining navigation
Workflow and Process Automation
- Introduction to automation tools: Workflow, Process Builder, and Flow
- Designing record-triggered Flows for typical use cases
- Practical session: constructing a basic approval or notification Flow
Productivity and Collaboration
- Utilising Chatter and activity timelines for team interaction
- Productivity integrations: email, calendar, and mobile
- Customising the Lightning Experience for individual users
Reports and Dashboards
- Generating tabular, summary, and matrix reports
- Constructing dashboards and applying dashboard filters
- Scheduling reports and managing user subscriptions
Security, Sharing & Access
- Comprehending profiles, permission sets, and roles
- Record-level sharing and configuring sharing rules
- Best practices for safeguarding org data
Practical Lab: End-to-End Scenario
- Configuring objects and pages for a sample business process
- Implementing automation and generating reports/dashboards
- Presentation and peer/instructor review of the solution
Troubleshooting and Optimisation
- Addressing common configuration errors and resolutions
- Performance advice for Flows and page layouts
- Resources for ongoing learning and Trailhead paths
Recap and Future Steps
Requirements
- Foundational understanding of CRM principles
- Confidence in navigating web applications and forms
- Access to a Salesforce account for practical application
Target Audience
- Administrators new to the Salesforce ecosystem
- Business analysts and power users
- Sales and service team leads with process responsibilities
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
