How much Salesforce knowledge is required for the setup?

 

An understanding of the following Salesforce standard features is required in setting up the application.

Basic

  • Permissions/Profiles understanding
  • Salesforce data model (Object/Relationship) understanding
  • Custom Buttons Settings
  • Page Layout Settings
  • Resource migration from sandbox to production environment

 

Advanced

  • Creating a flow

 

*You can learn about the standard features of Salesforce at Trailhead.

*Salesforce standard features are not supported. Please contact Salesforce Help.

 

Reference

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