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Course Outline
Configuration Fundamentals
- Creation and customisation of 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 via App Builder
- Developing Lightning apps and navigation structures
Workflow and Process Automation
- 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 for team collaboration
- Integrating productivity tools: email, calendar, and mobile access
- Personalising the Lightning Experience for end-users
Reports and Dashboards
- Generating tabular, summary, and matrix reports
- Assembling dashboards and applying dashboard filters
- Scheduling reports and setting user subscriptions
Security, Sharing & Access
- Understanding profiles, permission sets, and roles
- Implementing record-level sharing and sharing rules
- Best practices for securing organisational 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 Optimisation
- Identifying common configuration pitfalls and solutions
- Performance tips for Flows and page layouts
- Resources for ongoing learning and 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
Target Audience
- Administrators new to the Salesforce environment
- Business analysts and advanced users
- Sales and service team leads overseeing operational processes
7 Hours
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
