Configure Sugar with SugarLogic – Studio Logic Builder
Sugar Administration Essentials
Configure Sugar with SugarLogic
Studio for changing fields and Module Builder for adding new modules
Upcoming Classes
Duration 3 Hours
Price $ 225
This course is designed to provide you with practical skills for working with dependent and calculated fields using Sugar Logic. We offer hands-on guidance using real-world examples of Sugar Logic formulas, ensuring you gain the confidence to create various fields and formulas effectively. Our training is dedicated to empowering you with the knowledge needed to excel in using Sugar Logic.
Topics Covered
- Introduction to Sugar Logic.
- Sugar Formula Engine Fundamentals.
- Creating Basic Formulas.
- Calculated Formulas Exploration.
- Dependency Fields Insights.
- Understanding of the Conditional Visibility.
- Understanding how to build formulas using various functions.
Hands on Practice
- Create dynamic fields using automatic calculations.
- Construct formulas for custom calculations.
- Enhance user experience through conditional field behavior.
- Validate data for accuracy and completeness using Sugar Logic.
- Conditional visibility to show only the fields that are required for Business Users.
- Conditionally show the dependent dropdowns with real examples.
- Detailed, practical step-by-step exercises for hands-on experience on Sugar Logic.
Intended Audience
SugarCRM administrators, Microsoft Dynamics / Salesforce Administrators who want to learn about SugarCRM.
Pricing and Plans
Sugar Administration Essentials
Implement Users, Teams and Role Based Permissions in Sugar
- Understanding the concepts and importance of the Users, Roles, and Teams.
- Learning how to create different types of Users and reporting heirarchy.
- Understanding how to configure teams and add users to the teams and applying the data visibility restrictions based on teams.
- Learning how to create Roles, adding users to Roles, and applying different Role restrictions.
- Detailed, practical step-by-step exercises for hands-on experience in configuring Roles, Teams, and Users.
Advanced Workflow Creation with SugarBPM
- Understanding the SugarBPM basics, components, and elements and Designer Tool.
- Understanding and Learning how to create Process Definitions for Business Workflows.
- Understanding how to create Process Business Rules and how to use them in the Process Definition.
- Learning how to create the Process Email Templates and how to use them in the Process Email Templates.
- Detailed, practical step-by-step exercises for hands-on experience on SugarBPM.
Sugar for End Users
Sugar Import Functionality
Deep Dive for Data Migration or Data Transfer from your sources
$150
3 Hours
