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Duration 7 hours (1 days)
Course Outline
Configuration Basics
- Creating 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
- Constructing Lightning pages with App Builder
- Developing Lightning apps and navigation structures
Workflow and Process Automation
- Introduction to automation tools: Workflow, Process Builder, and Flow
- Designing record-triggered Flows for standard scenarios
- Practical exercise: developing a basic approval or notification Flow
Productivity and Collaboration
- Utilising Chatter and activity timelines for team interaction
- Productivity integrations: email, calendar, and mobile access
- Tailoring the Lightning Experience for individual users
Reports and Dashboards
- Generating tabular, summary, and matrix reports
- Assembling dashboards and applying dashboard filters
- Scheduling reports and managing user subscriptions
Security, Sharing & Access
- Comprehending profiles, permission sets, and roles
- Managing record-level sharing and sharing rules
- Best practices for protecting organisational data
Hands-on Lab: End-to-End Scenario
- Configuring objects and pages for a sample business process
- Implementing automation and generating reports/dashboards
- Presenting and reviewing the solution with peers and the instructor
Troubleshooting and Optimization
- Identifying common configuration errors and resolution strategies
- Performance optimisation tips for Flows and page layouts
- Resources for ongoing learning and Trailhead paths
Summary and Next Steps
Requirements
- Fundamental understanding of CRM concepts
- Confidence in navigating web applications and filling out forms
- Access to a Salesforce account for practical exercises
Target Audience
- Administrators new to the Salesforce platform
- Business analysts and advanced power users
- Sales and service team leads overseeing operational processes
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
