Get in Touch
 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

Number of participants


Price per participant

Testimonials (2)

Upcoming Courses

Related Categories