Course Outline
Configuration Fundamentals
- Creating and customizing standard and custom objects for government use
- Adding fields, validation rules, and record types to enhance data integrity and usability
- Configuring page layouts and compact layouts to optimize user experience
Object Manager & Lightning App Builder
- Utilizing Object Manager to manage schema and relationships for government data structures
- Building Lightning pages with App Builder to create tailored user interfaces
- Creating Lightning apps and navigation to streamline access to critical information
Workflow and Process Automation
- Overview of automation tools: Workflow, Process Builder, and Flow for government processes
- Designing record-triggered Flows for common scenarios in public sector operations
- Hands-on: building a basic approval or notification Flow to enhance operational efficiency
Productivity and Collaboration
- Using Chatter and activity timelines for team collaboration in government settings
- Productivity integrations: email, calendar, and mobile applications to support government workflows
- Personalizing the Lightning Experience for users to improve engagement and efficiency
Reports and Dashboards
- Creating tabular, summary, and matrix reports to provide actionable insights for government decision-making
- Building dashboards and using dashboard filters to monitor key performance indicators (KPIs)
- Scheduling reports and subscribing users to ensure timely access to critical data
Security, Sharing & Access
- Understanding profiles, permission sets, and roles to manage user access effectively
- Implementing record-level sharing and sharing rules to control data visibility
- Best practices for securing org data to ensure compliance with government standards
Hands-on Lab: End-to-End Scenario
- Configuring objects and pages for a sample business process in a government context
- Implementing automation and creating reports/dashboards to support government operations
- Presenting and reviewing the solution with peers and instructors to ensure alignment with public sector needs
Troubleshooting and Optimization
- Identifying common configuration pitfalls and methods for resolution in government systems
- Performance tips for Flows and page layouts to enhance system efficiency for government use
- Resources for continued learning and Trailhead paths to support ongoing professional development for government staff
Summary and Next Steps
Requirements
- A foundational understanding of CRM principles
- Proficiency in using web applications and forms
- Access to a Salesforce account for practical exercises
Audience
- Administrators new to Salesforce for government operations
- Business analysts and power users within the public sector
- Team leaders in sales and service responsible for process management
Testimonials (5)
The way of interaction with students
izabela - BCA Polska Sp. z.o.o.
Course - Salesforce for Sales and Administration
The trainer was flexible and was always looking for our feedback. Prior to going to the next topic he wanted to make sure everybody understood what was explained in the previous one.
Valentin - PTC EASTERN EUROPE S.R.L
Course - Salesforce for Administrators
Fortunately I was 1 on 1 with my trainer. This was very good. Victor worked at my pace, he explained things clearly and I was very happy with the outcome.
Craig - Superior Minerlas
Course - Salesforce for End Users
application scenarios introduction
Rachel - ge ren
Course - Salesforce CPQ for Administrators
The style and method of Training, it was more interacting than just listening in through the whole training, She gave me chance to practically apply her teachings while she was doing the training. So i really enjoyed that, gave me all the attention and asked where and what needed her to show me and i learned so many new features and have more knowledge now than before, i also gained some confidence in doing my work and using Salesforce.
