1. Introduction to Salesforce CRM (9:10 a.m.)
Session #1 Details
In this hands-on, technical session, we’ll introduce Salesforce as a comprehensive Customer Relationship Management (CRM) platform.
We’ll dive into the core building blocks of Salesforce, starting with standard objects like account, contact, and opportunity, and move on to
creating and managing custom objects. You'll learn about different field types, how to set up record types and page layouts, and how to control
access to sensitive information using field-level security.
Additionally, we’ll explore Salesforce’s data model, focusing on object relationships (lookup, master-detail, and many-to-many), record ownership, and
sharing settings. We’ll wrap up by introducing essential data management tools for importing, exporting, and mass updating records, giving you the
skills to manage your CRM data effectively.
By the end of the session, you’ll have a solid foundation for customizing and leveraging Salesforce to streamline processes and drive business success.
2. Salesforce Interface and Navigation (10:35 a.m.)
Session #2 Details
In this follow-up session, we’ll focus on navigating and customizing the Salesforce interface using Salesforce Lightning Experience.
You’ll learn how to make the most of the Salesforce UI, including the app launcher, navigation bar, and global search, as well as how to easily navigate
through key tabs.
We’ll also show you how to personalize your workspace by customizing the homepage, adding and arranging components to fit your workflow.
Additionally, you’ll get hands-on experience with record pages and page layouts, learning how to optimize views to enhance data accessibility and improve user efficiency.
By the end of this session, you’ll be confident in navigating Salesforce and customizing the interface to streamline your team’s workflows and improve overall productivity.
3. Creating and Managing Dashboards and Reports (1:00 p.m.)
Session #3 Details
In this session, we’ll dive into creating and managing reports and dashboards in Salesforce.
You’ll learn how to build custom reports, exploring different formats like tabular, summary, matrix, and
joined reports to suit your data needs. We’ll walk you through working with filters and groupings to refine your data and make it more actionable.
Next, we’ll cover how to visualize data using charts, turning complex data into clear, digestible insights.
You’ll also get hands-on experience building dashboards to bring all your key metrics into one view, and
learn how to share them with team members to drive collaboration and informed decision-making.
By the end of this session, you’ll have the skills to create powerful reports and dashboards that provide
deeper insights into your Salesforce data, helping your team make data-driven decisions and optimize performance.
4. Introduction to Salesforce Process Automation (2:15 p.m.)
Session #4 Details
In this final session, we’ll explore the powerful automation tools available in Salesforce to streamline your processes and boost efficiency. We’ll start with an overview
of automation basics, including the different types of flows (screen flows, record-triggered flows, and scheduled flows) and their specific use cases. You’ll gain hands-on experience in setting up flows to automate repetitive tasks and enhance your workflows.
We’ll also introduce approval processes, showing you how to automate approvals, track progress, and ensure consistent decision-making. Additionally,
we’ll cover the basics of email alerts for automated communication, enabling you to send personalized emails based on triggers or actions in Salesforce.
Finally, we’ll touch briefly on apex, Salesforce’s programming language, and its role in advanced automation. You’ll get a high-level introduction to writing
apex code to further customize and extend Salesforce automation capabilities.
By the end of this session, you’ll be equipped with the foundational skills to leverage Salesforce's process automation tools, making your workflows more efficient,
reducing manual tasks, and enhancing productivity across your organization.