Course Outline
Configuration Fundamentals
- Creating and customizing standard and custom objects
- Adding fields, validation rules, and record types
- Configuring page layouts and compact layouts
Object Manager & Lightning App Builder
- Using Object Manager to manage schema and relationships
- Building Lightning pages with App Builder
- Creating Lightning apps and navigation
Workflow and Process Automation
- Overview of automation tools: Workflow, Process Builder, and Flow
- Designing record-triggered Flows for common scenarios
- Hands-on: building a basic approval or notification Flow
Productivity and Collaboration
- Using Chatter and activity timelines for team collaboration
- Productivity integrations: email, calendar, and mobile
- Personalizing the Lightning Experience for users
Reports and Dashboards
- Creating tabular, summary, and matrix reports
- Building dashboards and using dashboard filters
- Scheduling reports and subscribing users
Security, Sharing & Access
- Understanding profiles, permission sets, and roles
- Record-level sharing and sharing rules
- Best practices for securing org data
Hands-on Lab: End-to-End Scenario
- Configure objects and pages for a sample business process
- Implement automation and create reports/dashboards
- Present and review the solution with peers and instructor
Troubleshooting and Optimization
- Common configuration pitfalls and how to fix them
- Performance tips for Flows and page layouts
- Resources for continued learning and Trailhead paths
Summary and Next Steps
Requirements
- Basic familiarity with CRM concepts
- Comfort using web applications and forms
- Access to a Salesforce account for hands-on practice
Audience
- Administrators new to Salesforce
- Business analysts and power users
- Sales and service team leads responsible for processes
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized 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 1300 € + VAT*
Contact us for an exact quote and to hear our latest promotions
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
I had already worked with Salesforce before, but I was able to learn much more in the course, especially about reports.
Antonio Tropia - Molycop Chile S.A.
Course - Salesforce for Sales
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