📚 Workspace Training Modules

8-Day Structured Training Program A comprehensive onboarding journey covering the full Workspace platform — from authentication and organization setup, through CRM, form building, enterprise configuration, workflow automation, and ETL data management.

🗓️ Program Overview

Day Focus Area Key Hands-On Activity
Day 1 Introduction to Advaita Workspace Login & Navigation
Day 2 Authentication Module Create Organization · Manage Users · Assign Roles
Day 3 CRM Overview CRM Components Overview · Create Workflow
Day 4 Form Builder Build a Customer Registration Form
Day 5 Enterprise Settings Configure Approval, Layout & Communication
Day 6 CRM Workflow Lead Allocation · Manager Approval · Sales Allocation
Day 7 Dataset & Mapping Create Dataset · Map to CRM
Day 8 ETL — Extract, Transform, Load Upload · Map Fields · Import · Verify Records

Day 1 — Introduction to Advaita Workspace

FOCUS: Get familiar with the Workspace platform, its modules, and overall architecture.

Topics

  • Introduction to Workspace
  • Architecture Overview
  • Modules
  • Auth
  • CRM
  • ETL
  • End-to-End Business Flow
  • User Journey
  • Navigation
  • Dashboard Overview
  • Best Practices

Day 2 — Authentication Module

FOCUS: Set up a complete organization with hierarchy, users, roles, and workspace assignments.

Topics

Organization Setup

Hierarchy Management

User Management

  • User Creation
    • User Activation
    • Password Reset
    • User Status
    • Employee Details

Role Management

Permission Management

Day 3 — CRM Overview

FOCUS: Understand the CRM module — its purpose, business process structure, and key components.

Topics

Introduction to CRM

  • What is CRM?
  • Business Process
  • Workflow
  • Form Builder
  • Lifecycle

CRM Components

Day 4 — Form Builder

FOCUS: Build forms using sections, panels, and fields — and apply professional layouts.

Topics

Creating Forms

Form Layout

Day 5 — Enterprise Settings

FOCUS: Configure advanced enterprise-level features including approvals, communication, and data access controls.

Topics

  • Enterprise Settings
    • Approval
    • Metadata
    • Communication
    • Resources
    • Data Access
    • Master Link
    • Notifications
    • Reminders
    • Unique Fields

Day 6 — CRM Workflow

FOCUS: Configure CRM workflow stages, rules, and allocation strategies end-to-end.

Topics

Day 7 — ETL- Dataset & Mapping

FOCUS: Create datasets, define fields and relationships, and map datasets to CRM workflows.

Topics

Day 8 — ETL — Extract, Transform, Load

FOCUS: Upload, transform, validate, and import data into the CRM using the ETL pipeline.

Topics