Day 1: Fundamentals of Customization

Session 1: Customizing Objects and Fields

• Creating and managing standard and custom objects.
• Adding and configuring fields, formulas, and dependencies.

Session 2: Page Layout and Record Types

• Customizing page layouts for different user profiles.
• Setting up and using record types for data categorization.

Session 3: Validation Rules and Data Quality

• Defining validation rules to ensure data integrity.
• Best practices for maintaining clean and consistent data.

Day 2: Enhancing User Experience

Session 1: Lightning App Builder and Custom Interfaces

• Building and customizing Lightning pages.
• Incorporating components to improve user workflows.

Session 2: Optimizing Search and Navigation

• Configuring global search and list views.
• Creating and managing navigation menus for specific roles.

Session 3: User Training and Adoption Strategies

• Designing training programs for team members.
• Tips for driving user adoption and handling resistance.

Day 3: Automation and Optimization

Session 1: Automating Routine Tasks

• Introduction to Process Builder and Salesforce Flow.
• Automating common business processes and notifications.

Session 2: Reporting and Dashboard Customization

• Creating tailored reports and dashboards for different teams.
• Using filters, groups, and charts to present actionable insights.

Session 3: Platform Maintenance and Updates

• Managing Salesforce updates and releases.
• Monitoring system usage and performance optimization.