Managing the User Experience
Our deep dive into all things User Experience that Salesforce provides, out of the box, to administrators. Your development team probably needs to see different things than your program team when working with households and individuals; different departments need different quick-entry for tasks or new records. This course shows you how to make that happen.
Taught twice per year.
Registration is per PERSON. We limit the number of attendees to ensure we can support every attendee and answer as many questions as possible.
Our deep dive into all things User Experience that Salesforce provides, out of the box, to administrators. Your development team probably needs to see different things than your program team when working with households and individuals; different departments need different quick-entry for tasks or new records. This course shows you how to make that happen.
Taught twice per year.
Registration is per PERSON. We limit the number of attendees to ensure we can support every attendee and answer as many questions as possible.
Our deep dive into all things User Experience that Salesforce provides, out of the box, to administrators. Your development team probably needs to see different things than your program team when working with households and individuals; different departments need different quick-entry for tasks or new records. This course shows you how to make that happen.
Taught twice per year.
Registration is per PERSON. We limit the number of attendees to ensure we can support every attendee and answer as many questions as possible.
Who should take this course
You are a Salesforce administrator, in charge of making Salesforce work correctly for your organization
You have at least a little bit of experience adding users, managing profiles, and being in the Setup interface. You don’t have to be a pro, but it shouldn’t be your first time clicking the gear icon in this class.
What you’ll learn
What all of your options are, and when to use each: page layouts, Lightning Page layouts, Apps, Lightning Apps, Quick Actions, Global Actions, and Dynamic Forms
How and when you can configure what different audiences see by default, and what the limitations are
How to create a new App and what the Apps in Salesforce are for
How to change what is on the home tab
How to change the order and sequencing of fields on an object’s edit / view page
How to change the order and elements visible on an object’s edit / view page
Dealing with the Activity timeline - which buttons show up, how to change them, how to change the entry screens
How to use conditional display in Lightning Page Layouts
How to create a quick action and when to use one
How to create a global action and when to use one
What to expect from this course
Each course is 90 minutes, online, taught by an experienced Salesforce consultant who has hands-on experience managing Salesforce for nonprofits across many organizations
You will receive a Zoom link prior to the course you’re registered for
Anyone new to Salesforce can take this course - whether you’re using the NPSP or not.
If you’re new to Salesforce, please review the course description for The Basics first. Make sure all of that feels pretty comfortable before taking this course.
This is a very hands-on course. You will be working in a sandbox version of your real Salesforce. You will be sent instructions prior to the course in setting up a sandbox.
Ideally you will come into this course with real changes you need to make and can make them during the course while getting support. We will provide an example of a common use cases for everything we cover.