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 Duration 7 hours (1 days)

Course Outline

Foundations of Configuration

  • Creation and customization of standard and custom objects
  • Implementation of fields, validation rules, and record types
  • Setup of page layouts and compact layouts

Object Manager & Lightning App Builder

  • Utilizing Object Manager for schema and relationship governance
  • Constructing Lightning pages via the App Builder
  • Development of Lightning apps and navigation structures

Workflow & Process Automation

  • Exploration of automation tools: Workflow, Process Builder, and Flow
  • Designing record-triggered Flows for typical business scenarios
  • Practical application: Developing a basic approval or notification Flow

Productivity & Collaboration

  • Leveraging Chatter and activity timelines for team engagement
  • Integrations for productivity: email, calendar, and mobile access
  • Personalization of the Lightning Experience for end-users

Reporting & Dashboards

  • Generation of tabular, summary, and matrix reports
  • Construction of dashboards and application of filters
  • Scheduling report distribution and user subscriptions

Security, Sharing & Access Control

  • Comprehension of profiles, permission sets, and role hierarchy
  • Management of record-level sharing and sharing rules
  • Best practices for safeguarding organizational data

Practical Lab: End-to-End Scenario

  • Configuration of objects and pages for a sample business workflow
  • Implementation of automation and creation of supporting reports/dashboards
  • Presentation and peer review of the solution with instructor guidance

Troubleshooting & Optimization

  • Identification and resolution of common configuration issues
  • Performance optimization tips for Flows and page layouts
  • Access to resources for continued learning and Trailhead paths

Summary & Future Path

Requirements

  • Familiarity with fundamental CRM principles
  • Proficiency in navigating web applications and data entry forms
  • Active access to a Salesforce account for practical exercises

Target Audience

  • Administrators new to the Salesforce ecosystem
  • Business analysts and advanced power users
  • Sales and service team leads overseeing process management

Number of participants


Price per participant

Open Training Courses require 5+ participants.

Testimonials (2)

practical part

irina filip - True Lens Services Ltd
Course - Salesforce for End Users

The way of interaction with students

izabela - BCA Polska Sp. z.o.o.
Course - Salesforce for Sales and Administration

Upcoming Courses

Salesforce Essentials: Configuration, Automation, and Productivity

2026-10-21 09:30
7 hours
Gujarat, Memnagar, Ahmedabad - Classroom T1
84,330 INR (Online)
90,830 INR (Classroom)

Salesforce Essentials: Configuration, Automation, and Productivity

2026-11-04 09:30
7 hours
Kolkata, City Center - Classroom T1
84,330 INR (Online)
91,330 INR (Classroom)

Salesforce Essentials: Configuration, Automation, and Productivity

2026-11-18 09:30
7 hours
Jaipur, Mansarovar - Classroom
84,330 INR (Online)
91,330 INR (Classroom)

Salesforce Essentials: Configuration, Automation, and Productivity

2026-12-02 09:30
7 hours
Chandigarh - Classroom C1
84,330 INR (Online)
93,330 INR (Classroom)

Salesforce Essentials: Configuration, Automation, and Productivity

2026-12-16 09:30
7 hours
Gurgaon,- DLF Phase IV - Classroom
84,330 INR (Online)
86,430 INR (Classroom)

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