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
Foundations of Configuration
- Creation and customization of 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 data relationships
- Constructing Lightning pages using the App Builder
- Developing Lightning applications and configuring navigation
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 basic approval or notification Flow
Productivity and Team Collaboration
- Utilizing Chatter and activity timelines to enhance team communication
- Integrating productivity tools: email, calendar, and mobile access
- Tailoring the Lightning Experience for individual users
Reporting and Dashboards
- Developing tabular, summary, and matrix reports
- Creating dashboards and applying dashboard filters
- Scheduling report deliveries and managing user subscriptions
Security, Sharing & Access Control
- Comprehending profiles, permission sets, and role hierarchies
- Implementing record-level sharing and sharing rules
- Applying best practices for data security within the org
Practical Lab: End-to-End Scenario
- Configuring objects and pages for a sample business workflow
- Implementing automation and generating corresponding reports and dashboards
- Presentation and peer/instructor review of the developed solution
Troubleshooting and Performance Optimization
- Identifying common configuration errors and their resolutions
- Optimizing performance for Flows and page layouts
- Accessing resources for ongoing learning, including Trailhead paths
Summary and Future Pathways
Requirements
- Fundamental understanding of CRM principles
- Confidence in navigating web applications and digital forms
- Access to a Salesforce account for practical exercises
Target Audience
- Administrators new to the Salesforce platform
- Business analysts and advanced power users
- Sales and service team leads managing operational processes
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
