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Duration 7 hours
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
- Utilising Object Manager to oversee schema and relationships
- Constructing Lightning pages with App Builder
- Creating Lightning apps and navigation structures
Workflow and Process Automation
- An overview of automation tools: Workflow, Process Builder, and Flow
- Designing record-triggered Flows for common scenarios
- Practical session: building a basic approval or notification Flow
Productivity and Collaboration
- Leveraging Chatter and activity timelines for team collaboration
- Productivity integrations: email, calendar, and mobile capabilities
- 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 subscribing users
Security, Sharing & Access
- Understanding profiles, permission sets, and roles
- Managing record-level sharing and sharing rules
- Best practices for securing org 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
- Common configuration pitfalls and corrective measures
- Performance tips for Flows and page layouts
- Resources for continued learning and Trailhead paths
Summary and Next Steps
Requirements
- A foundational 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 platform
- Business analysts and advanced users
- Sales and service team leads overseeing process management
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customised Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from £1600 + VAT*
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Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
