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Course Outline
Configuration Fundamentals
- Creating and customising standard and custom objects.
- Adding fields, validation rules, and record types.
- Configuring page layouts and compact layouts.
Object Manager & Lightning App Builder
- Utilising the Object Manager to manage schema and relationships.
- Building Lightning pages using the App Builder.
- Creating Lightning apps and navigation structures.
Workflow and Process Automation
- Overview of automation tools: Workflow, Process Builder, and Flow.
- Designing record-triggered Flows for common business scenarios.
- Hands-on activity: Building a basic approval or notification Flow.
Productivity and Collaboration
- Leveraging Chatter and activity timelines to facilitate team collaboration.
- Productivity integrations: email, calendar, and mobile.
- Personalising the Lightning Experience for users.
Reports and Dashboards
- Creating tabular, summary, and matrix reports.
- Building dashboards and utilising dashboard filters.
- Scheduling reports and subscribing users to updates.
Security, Sharing & Access
- Understanding profiles, permission sets, and roles.
- Record-level sharing and sharing rules.
- Best practices for securing organisational data.
Hands-on Lab: End-to-End Scenario
- Configure objects and pages for a sample business process.
- Implement automation and create reports/dashboards.
- Present and review the solution with peers and the instructor.
Troubleshooting and Optimization
- Common configuration pitfalls and how to resolve them.
- Performance tips for Flows and page layouts.
- Resources for continued learning and Trailhead paths.
Summary and Next Steps
Requirements
- Fundamental understanding of CRM concepts.
- Confidence in using web applications and forms.
- Access to a Salesforce account for practical exercises.
Target Audience
- Administrators who are new to Salesforce.
- Business analysts and power users.
- Sales and service team leads 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
