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
Configuration Basics
- Establishing and tailoring 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 relationships
- Assembling Lightning pages with the App Builder
- Developing Lightning apps and navigation structures
Workflow and Process Automation
- Introduction to automation tools: Workflow, Process Builder, and Flow
- Structuring record-triggered Flows for typical use cases
- Practical session: developing a simple approval or notification Flow
Productivity and Collaboration
- Utilizing Chatter and activity timelines for team engagement
- Productivity integrations: email, calendar, and mobile access
- Customizing the Lightning Experience for individual users
Reports and Dashboards
- Generating tabular, summary, and matrix-style reports
- Constructing dashboards and applying dashboard filters
- Scheduling report distribution and user subscriptions
Security, Sharing & Access
- Comprehending profiles, permission sets, and role hierarchies
- Managing record-level sharing and sharing rules
- Best practices for protecting organization 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 evaluating the solution with peers and the instructor
Troubleshooting and Optimization
- Identifying common configuration errors and corrective measures
- Performance optimization tips for Flows and page layouts
- Resources for ongoing learning and Trailhead paths
Conclusion and Future Path
Requirements
- Fundamental knowledge of CRM principles
- Proficiency in navigating web applications and completing forms
- Availability of a Salesforce account for practical exercise
Target Audience
- Administrators new to the Salesforce environment
- Business analysts and advanced 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
