TrackWise Digital Platform Management Administration

 
 

Prerequisites: Beginner/Intermediate Salesforce.com Administrator training and/or experience

Audience: System administrators or those responsible for configuring, managing and maintaining a TrackWise Digital implementation

Duration: 2 Days


TrackWise Digital Platform Management Administration Course Description

This hands-on course is a must for those new to the TrackWise Digital Platform and TrackWise Digital applications. This instructor-led eLearning course is an end-to-end exercise in configuring, implementing, and managing the TrackWise Digital Part 11 Platform. The course is the foundation needed for all the applications in the TrackWise Digital suite. Participants will learn how to use the declarative “clicks not code” capabilities of the Part 11 Platform to understand application setup, create workflows, setup fully compliant audit trail, apply electronic signature capabilities, process automation and more.


TrackWise Digital Platform Management Administration Course Topics/Outline

  • TrackWise Digital Architecture and Application Suite
  • Overview of Platform Objects
  • Application Set up
    • Permission Sets
    • Configuring Platform Custom Settings
    • Configuring Remote Site Settings
    • E-signature Setup
    • Allow Search for Required Objects
  • Platform Workflow Fundamentals
    • Creating Status, Actions
    • Creating Workflow Rules and Steps
    • Add a Permission Group to a Workflow Step
    • Setup and View Workflow Panel
    • Workflow History
    • Multiple and Parallel Workflows
    • Workflow Rule Features
  • TrackWise Digital Record Detail Component
  • TrackWise Digital Audit Trail
  • General Salesforce Configuration
  • Multiple Record Link
  • Record Access Rules
  • Automation:
    • 123 Tasks/ 123 Jobs
    • Process Builder
  • TrackWise Digital Custom Objects
  • Meaningful Data Change
  • 123 Task Dashboard
  • Utilities
    • Configuration Deployment
    • Test Class Generation
    • Report Template Builder
    • Record Admin

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