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Duration 7 hours (1 days)
Course Outline
Setup Basics
- Creating and tailoring standard and custom objects
- Incorporating fields, validation rules, and record types
- Configuring page layouts and compact layouts
Object Manager & Lightning App Builder
- Leveraging Object Manager for schema and relationship management
- Constructing Lightning pages via App Builder
- Developing Lightning applications 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: developing a simple approval or notification Flow
Productivity and Collaboration
- Utilizing Chatter and activity timelines for team interaction
- Productivity integrations: email, calendar, and mobile connectivity
- Tailoring the Lightning Experience for individual user preferences
Reports and Dashboards
- Generating tabular, summary, and matrix-style reports
- Assembling dashboards and applying dashboard filters
- Scheduling report runs and managing user subscriptions
Security, Sharing & Access
- Grasping profiles, permission sets, and role hierarchies
- Implementing record-level sharing and sharing rules
- Best practices for safeguarding organizational data
Practical Lab: End-to-End Scenario
- Setting up objects and pages for a sample business workflow
- Implementing automation and generating reports/dashboards
- Presenting and reviewing the solution with peers and the instructor
Troubleshooting and Optimization
- Identifying common configuration errors and solutions
- Performance tips for Flows and page layouts
- Resources for ongoing development and Trailhead paths
Overview and Future Directions
Requirements
- Fundamental understanding of CRM principles
- Proficiency with web-based applications and forms
- Access to a Salesforce account for practical exercises
Target Audience
- Administrators new to the Salesforce ecosystem
- Business analysts and advanced power users
- Sales and service team leaders overseeing process management
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students