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Course Outline
Configuration Fundamentals
- Creating and customizing standard and custom objects
- Adding fields, validation rules, and record types
- Configuring page layouts and compact layouts
Object Manager & Lightning App Builder
- Utilizing Object Manager to manage schema and relationships
- Building Lightning pages with the App Builder
- Creating Lightning applications 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 exercise: building a basic approval or notification Flow
Productivity and Collaboration
- Utilizing Chatter and activity timelines to foster team collaboration
- Productivity integrations: email, calendar, and mobile access
- Personalizing the Lightning Experience for end-users
Reports and Dashboards
- Creating tabular, summary, and matrix reports
- Building dashboards and implementing dashboard filters
- Scheduling reports and managing user subscriptions
Security, Sharing & Access
- Understanding profiles, permission sets, and roles
- Managing record-level sharing and sharing rules
- Implementing best practices for securing organization data
Hands-on Lab: End-to-End Scenario
- Configuring objects and pages for a sample business process
- Implementing automation and creating reports/dashboards
- Presenting and reviewing the solution with peers and the instructor
Troubleshooting and Optimization
- Addressing common configuration pitfalls and resolution strategies
- Performance optimization tips for Flows and page layouts
- Resources for continued learning and Trailhead paths
Summary and Next Steps
Requirements
- Foundational understanding of CRM concepts
- Comfort level with utilizing web applications and forms
- Access to a Salesforce account for practical exercises
Audience
- Administrators who are new to the Salesforce ecosystem
- Business analysts and advanced users
- Sales and service team leads responsible for managing processes
7 Hours
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
