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Riskonnect University Agenda:
Advanced Administration
Permission Set Groups – Simplify user management by bundling multiple permissions into flexible, reusable groups tailored to roles, departments, or regions.
Custom Report Types – Build powerful, multi-object reporting frameworks to expose hidden relationships, surface the right data, and drive better business decisions.
View Summary – Master record-level summarization across related objects to quickly highlight rollups, exceptions, or key performance metrics directly in record views.
Dynamic Forms – Customize record pages like never before. Control field visibility and layout at a granular level based on user profile, stage, or record data.
Scheduled Flows – Automate complex business processes to run on a schedule, enabling proactive notifications, cleanup tasks, and risk management workflows
Program Learning Objectives
Upon completing this course you will be able to:
- Build Permission Set Groups
- Build Report Types
- Effectively use Dynamic forms in the Lightning App Builder
- Build a Scheduled Flow
Program Description
This course delves into some of the more advanced tools of Riskonnect to help experienced Riskonnect Admins build advanced skills so they can create smarter, faster, and more flexible solutions for their whole organization.
Program Level: Basic
Program Prerequisites: Must be a Riskonnect client
Advanced Preparation: None
Course Format: Group Live
CPE Credit:
Field of Study: Information Technology
Location: Online
Course Length: Eight Hours
Cost:
Price includes up to 3 attendees.