Detailed Course Outline
Troubleshoot Record Access and Field Visibility
- Troubleshoot record access
- Understand the impact of territory management on the sharing model
- Manage field visibility
Change Management
- Manage changes in a sandbox
- Deploy changes using change sets
Extend Salesforce with Custom Objects and Apps
- Build custom objects, tabs, and apps
- Create relationships between objects
- Use delegated administration
Extend Reporting
- Create custom report types
- Build exception reports with cross filters
- Categorize report data with bucketing
- Extend summaries in reports and dashboards
- Display multiple views of data using joined reports
- Analyze data over time with historical trending and reporting snapshots
Increase Efficiency with Salesforce Mobile App and Quick Actions
- Customize the Salesforce mobile app
- Create object-specific quick actions
- Creating global quick actions
Improve Data Quality
- Assess, cleanse, and maintain data quality
- Prevent duplicate records using Duplicate Management
- Clean and enrich data with Lightning Data
Automate Complex Business Processes
- Use validation rules, formula fields, workflow rules, and Process Builder to enforce and automate business processes
Streamline Requests with Approval Processes
- Manage approval processes
- Troubleshooting approval processes
Increase Productivity with Visual Workflow
- Understand use cases for Visual Workflow
- Build and deploy a flow
Extend and Troubleshoot Business Process Automation
- Understand when to use Apex, Lightning Components, and Visualforce for extending business process automation.
- Understand the order of execution for automated processes.
- Use debug logs to troubleshoot business process issues.