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Course Outline
Configuration Fundamentals
- Establishing and customizing standard and custom data objects
- Implementing fields, validation rules, and record types to enforce business logic
- Configuring page layouts and compact layouts to optimize user interface visibility
Object Manager and Lightning App Builder
- Leveraging Object Manager to administer schema definitions and data relationships
- Designing Lightning pages using the App Builder to streamline workflows for government teams
- Developing Lightning applications and structuring navigation hierarchies
Workflow and Process Automation
- Surveying automation capabilities, including Workflow, Process Builder, and Flow
- Architecting record-triggered Flows to address common administrative scenarios
- Practical application: constructing a foundational approval or notification Flow
Productivity and Collaboration
- Utilizing Chatter and activity timelines to facilitate inter-agency and intra-team collaboration
- Integrating productivity tools for email, calendar, and mobile access
- Tailoring the Lightning Experience to meet specific user requirements
Reports and Dashboards
- Generating tabular, summary, and matrix reports to support data analysis
- Developing interactive dashboards and applying dynamic filters
- Scheduling report distributions and managing user subscriptions
Security, Sharing, and Access
- Analyzing profiles, permission sets, and role hierarchies to manage access control
- Managing record-level visibility through sharing rules
- Adhering to best practices for securing organizational data in compliance with federal standards
Hands-on Lab: End-to-End Scenario
- Configuring objects and pages to model a sample government business process
- Implementing automation processes and generating relevant reports and dashboards
- Presenting and reviewing the solution with instructors and peers for feedback
Troubleshooting and Optimization
- Identifying common configuration errors and implementing corrective measures
- Applying performance optimization techniques for Flows and page layouts
- Accessing resources for continuous professional development and Trailhead learning paths
Summary and Next Steps
Requirements
**Prerequisites**
* Foundational understanding of Customer Relationship Management (CRM) principles.
* Proficiency in navigating web-based applications and digital forms.
* Active access to a Salesforce environment to facilitate practical, hands-on application.
**Target Audience**
* Enterprise administrators initiating their work within the Salesforce platform.
* Business analysts and subject matter experts engaged in system optimization.
* Leadership within sales and service divisions accountable for operational workflows, designed specifically for government entities.
7 Hours
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
