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 Duration 7 hours (1 days)

Course Outline

Configuration Fundamentals

  • 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

  • Leveraging Object Manager for schema and relationship management
  • Construction of Lightning pages using App Builder
  • Development of Lightning apps and navigation structures

Workflow and Process Automation

  • Introduction to automation tools: Workflow, Process Builder, and Flow
  • Design of record-triggered Flows for typical use cases
  • Practical exercise: developing a basic approval or notification Flow

Productivity and Collaboration

  • Utilizing Chatter and activity timelines to enhance team collaboration
  • Integration of productivity features: email, calendar, and mobile access
  • Customization of the Lightning Experience for individual users

Reports and Dashboards

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

Security, Sharing & Access

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

Hands-on Lab: End-to-End Scenario

  • Configuration of objects and pages for a sample business process
  • Implementation of automation and creation of reports and dashboards
  • Presentation and peer/instructor review of the developed solution

Troubleshooting and Optimization

  • Identification and resolution of common configuration issues
  • Performance optimization tips for Flows and page layouts
  • Resources for ongoing learning and Trailhead paths

Summary and Next Steps

Requirements

  • Foundational knowledge of CRM concepts
  • Proficiency with web applications and digital forms
  • 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 operational processes

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

I had already worked with Salesforce before, but I was able to learn much more in the course, especially about reports.

Antonio Tropia - Molycop Chile S.A.
Course - Salesforce for Sales

Machine Translated

Upcoming Courses

Salesforce Essentials: Configuration, Automation, and Productivity

2026-10-22 09:30
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Fortaleza - Meireles
$ 3093 (Online)
$ 3593 (Classroom)

Salesforce Essentials: Configuration, Automation, and Productivity

2026-11-05 09:30
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Salesforce Essentials: Configuration, Automation, and Productivity

2026-11-19 09:30
7 hours
Curitiba - Corporate Evolution
$ 3093 (Online)
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Salesforce Essentials: Configuration, Automation, and Productivity

2026-12-03 09:30
7 hours
Belo Horizonte - Amadeus Business Tower
$ 3093 (Online)
$ 3593 (Classroom)

Salesforce Essentials: Configuration, Automation, and Productivity

2026-12-17 09:30
7 hours
Porto Alegre - Platinum Building
$ 3093 (Online)
$ 3593 (Classroom)

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