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.
Duration 7 hours
Course Outline
Configuration Fundamentals
- Creation and customization of standard and custom objects.
- Implementation of fields, validation rules, and record types.
- Configuration of page layouts and compact layouts.
Object Manager & Lightning App Builder
- Leveraging Object Manager to oversee schema and relationships.
- Construction of Lightning pages via App Builder.
- Development of Lightning apps and navigation structures.
Workflow and Process Automation
- An overview of automation tools, including Workflow, Process Builder, and Flow.
- Designing record-triggered Flows for typical business scenarios.
- Practical exercise: building a simple approval or notification Flow.
Productivity and Collaboration
- Utilizing Chatter and activity timelines to enhance team collaboration.
- Integrating productivity tools such as email, calendar, and mobile applications.
- Tailoring the Lightning Experience to suit individual user preferences.
Reports and Dashboards
- Generation of tabular, summary, and matrix reports.
- Assembly of dashboards and application of dashboard filters.
- Scheduling report distributions and managing user subscriptions.
Security, Sharing & Access
- Comprehension of profiles, permission sets, and roles.
- Management of record-level sharing and sharing rules.
- Adoption of best practices for securing organizational data.
Hands-on Lab: End-to-End Scenario
- Configuration of objects and pages for a sample business process.
- Implementation of automation and creation of corresponding reports/dashboards.
- Presentation and review of the solution with peers and the instructor.
Troubleshooting and Optimization
- Identification of common configuration pitfalls and their resolution.
- Performance optimization tips for Flows and page layouts.
- Identification of resources for ongoing learning and Trailhead paths.
Summary and Next Steps
Requirements
- A foundational understanding of CRM principles.
- Confidence in navigating web applications and filling out digital forms.
- Access to a Salesforce account for practical, hands-on experience.
Target Audience
- Administrators who are new to the Salesforce ecosystem.
- Business analysts and advanced power users.
- Sales and service team leads with responsibility for process management.
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
