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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
- Leveraging Object Manager to control schema and relationships
- Constructing Lightning pages via the App Builder
- Developing Lightning apps and managing navigation
Workflow and Process Automation
- An overview of automation tools: Workflow, Process Builder, and Flow
- Designing record-triggered Flows for typical scenarios
- Practical exercise: building a basic approval or notification Flow
Productivity and Collaboration
- Utilising Chatter and activity timelines to foster team collaboration
- Productivity integrations covering email, calendar, and mobile applications
- Personalising the Lightning Experience for end-users
Reports and Dashboards
- Generating tabular, summary, and matrix reports
- Building dashboards and applying dashboard filters
- Scheduling reports and managing user subscriptions
Security, Sharing & Access
- Understanding profiles, permission sets, and roles
- Managing record-level sharing and sharing rules
- Best practices for securing data within the organisation
Hands-on Lab: End-to-End Scenario
- Configuring objects and pages for a sample business process
- Implementing automation and generating reports and dashboards
- Presenting and reviewing the solution with peers and the instructor
Troubleshooting and Optimization
- Identifying common configuration pitfalls and remediation strategies
- Performance optimisation tips for Flows and page layouts
- Resources for ongoing learning, including Trailhead paths
Summary and Next Steps
Requirements
- Basic understanding of CRM concepts
- Confidence in using web applications and forms
- Access to a Salesforce account for practical exercises
Audience
- Administrators new to Salesforce
- Business analysts and power users
- Sales and service team leads responsible for process management
7 Hours
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
