Course Outline
Configuration Fundamentals
- Creating and customizing standard and custom objects for government use
- Adding fields, validation rules, and record types to support agency-specific requirements
- Configuring page layouts and compact layouts to enhance user experience
Object Manager & Lightning App Builder
- Utilizing the Object Manager to manage schema and relationships for government applications
- Building Lightning pages with App Builder to streamline public sector workflows
- Creating Lightning apps and navigation features to improve user engagement
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 exercise: building a basic approval or notification Flow to enhance efficiency
Productivity and Collaboration
- Using Chatter and activity timelines for team collaboration within government agencies
- Integrating productivity tools such as email, calendar, and mobile applications for government use
- Personalizing the Lightning Experience to meet the needs of individual users in public sector roles
Reports and Dashboards
- Creating tabular, summary, and matrix reports to support data-driven decision-making for government
- Building dashboards and utilizing dashboard filters to provide real-time insights
- Scheduling reports and subscribing users to ensure timely access to critical information
Security, Sharing & Access
- Understanding profiles, permission sets, and roles to maintain data security for government operations
- Implementing record-level sharing and sharing rules to control access to sensitive information
- Best practices for securing organizational data in a public sector environment
Hands-on Lab: End-to-End Scenario
- Configuring objects and pages for a sample business process to meet government requirements
- Implementing automation features and creating reports/dashboards to support agency objectives
- 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 optimization tips for Flows and page layouts to enhance user efficiency in public sector applications
- Resources for continued learning and recommended Trailhead paths for government professionals
Summary and Next Steps
Requirements
- Basic understanding of CRM principles
- Proficiency in using web applications and forms
- Access to a Salesforce account for practical, hands-on experience
Audience
- Administrators new to Salesforce, particularly those working in roles for government agencies
- Business analysts and power users involved in system management and process optimization
- Sales and service team leaders responsible for overseeing and enhancing operational processes
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.
