Learning Series Scenario You are a tenant administrator who wants to perform all administrative tasks in service management for setting up a new process based book order application from creating custom record types with forms, fields, business rules, processes, notifications, and workflows to defining custom actions and predefined lists. You also want to design and administer the look and feel of the service portal and are interested in customizing the default application settings, settings for a smart ticket and search with automatic routing solution. You also want to manage access to different parts of the application, locations and provide different groupings of a record for classification. You want to manage configuration data across tenants and view sample data. From creating, importing, managing, designing, administering, customizing, and analyzing these administrative operations you will learn how SMAX helps in this and future situations.
Learning Series Topics
Lesson 1 : Managing a record type’s workflow
Lesson 2: Customizing record type workflows and lists
Lesson 3: Administering the Service Portal
Lesson 4: Customizing settings and routing records to correct groups
Lesson 5: Administering people, locations and categories in the organization
Lesson 6: Securing record types and data
Lesson 7: Synchronizing, analyzing and debugging data
Lesson 1 : Managing a record type’s workflow
Concepts: Learn about studio capabilities in managing workflows for record types: field, forms, business rules, processes, notifications and custom record types. Demo: Demonstrate defining and editing record type’s different features using studio capabilities
Lesson 2: Customizing record type workflows and lists
Concepts: Import data, export data, import translations, Custom Action, add new user-defined tables that contain records that can be linked in relationships with existing application tables, add approvals, define service level targets for the application and customize drop down field values with predefined/customized list values. Demo: Demonstrate a user-defined process based application customization from adding custom actions to predefined lists.
Lesson 3: Administering the Service Portal
Concepts: Access service portal settings, configure display theme settings, and feature settings, authorize knowledge handling and user selections, and enable users to edit. Demo: Demonstrate how to design the look and feel of the service portal for business users.
Lesson 4: Customizing settings and routing records to correct groups
Concepts: Access application settings, customize/view the default settings, customize smart ticket and search settings (smart analytics), and create and edit a visual routing definition which is easy to read and maintain. Demo: Demonstrate how to customize default application settings, smart analytics settings and create a routing definition
Lesson 5: Administering people, locations and categories in the organization
Concepts : People records-user and contacts, assign roles, manage groups with users of common interests or assignments and administer locations and categories. Demo: Demonstrate how to manage the access that people in the organization have to different parts of different applications and create, edit, and manage locations and categories.
Lesson 6: Securing record types and data
Concepts: Manage entitlement rules, encryption domain for specific fields and use strong identity validation, and enable data domain segmentation. Demo: Demonstrate how to secure record types and data to a relevant.
Lesson 7: Synchronizing, analyzing and debugging data
Concepts: Access the Package manager, export configuration data from the tenant, view and analyze imported sample data, debug issues. Demo: Demonstrate how to export configuration data for deployment onto the production tenant, view
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