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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
7 Hours
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
