Recommended Trailhead Modules

Overview

With the upgrade to your Practifi environment comes an exciting opportunity to deepen your expertise and get more out of the platform. The learning modules outlined below provide the knowledge you need to manage and configure Practifi's critical compliance areas. We've selected additional knowledge areas that enable you to add value to your business by configuring reports and dashboards, importing and exporting data, and extending the feature set via the AppExchange. To ensure you get the most from your Practifi Administrator training, we strongly recommend completing these modules before attending our webinars or live training, as the concepts outlined will be relied upon but not covered in those sessions.

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Salesforce Trailhead Modules

• Salesforce Platform Basics, 50 mins

  • Get Started with the Salesforce Platform
  • Discover Use Cases for the Platform
  • Understand the Salesforce Architecture
  • Navigate Setup
  • Power Up with AppExchange

• Data Modeling, 45 mins

  • Understand Custom & Standard Objects
  • Create Object Relationships
  • Work with Schema Builder

• Data Management, 40 mins

  • Import Data
  • Export Data

• Reports & Dashboards, 1 hr 50 mins

  • Introduction to Reports & Dashboards
  • Create Reports with the Report Builder
  • Format Reports
  • Visualize Data with the Dashboard Builder 

• Formulas and Validations, 45 mins

• Data Security, 1 hour 50 mins

  • Overview of Data Security
  • Control Access to the Org
  • Control Access to Objects
  • Control Access to Fields
  • Control Access to Records
  • Create a Role Hierarchy
  • Define Sharing Rules

• Picklist Administration, 50 mins

  • Get Started with Picklist
  • Manage Your Picklist Values
  • Share Values with Global Value Sets

• Salesforce Flow, 1 hour 40 mins

• AppExchange Basics, 45 mins

  • Get Started with AppExchange
  • Navigate AppExchange Like a Superhero
  • Install AppExchange Packages