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Salesforce CRM Administration Handbook · LearnSpace
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courseraIT и технологии

Salesforce CRM Administration Handbook

Курс от Packt
Начальный≈ 23 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

This course focuses on building strong Salesforce CRM administration skills, covering platform architecture, core features, and real-world configuration strategies. It equips learners with the knowledge needed to manage, customize, and optimize Salesforce environments used by modern businesses. Through hands-on guidance and structured lessons, the course helps you improve your practical skills in system setup, automation, reporting, and user management. You will learn how to configure Salesforce to match business needs and prepare for real-world administrative challenges. What sets this course apart is its balance of conceptual clarity and practical implementation. It combines platform fundamentals with applied use cases, making it easier to translate knowledge into workplace-ready skills. This course is ideal for aspiring Salesforce administrators, CRM professionals, and IT practitioners with basic platform familiarity. Prior experience with CRM systems or general IT concepts will be helpful but is not mandatory. Based on the book, Salesforce CRM Administration Handbook, by Krzysztof Nowacki and Mateusz Twarożek.

Навыки, которые вы освоите

Role-Based Access Control (RBAC)SalesforceClient SupportEnterprise Application ManagementCustomer Relationship Management (CRM) SoftwareUser ProvisioningWorkflow ManagementSystems AdministrationDatabase AdministrationData AccessAutomationDashboardAdministrationBusiness SoftwareManagement ReportingUser AccountsData ManagementProcess DevelopmentCustomer Relationship Management

Программа курса

13 модулей · 103 учебных материалов

01Getting Started with Salesforce12 материалов

Lesson 1

Introduction - Overview VideoВидеоGetting Started with Salesforce - Overview VideoВидеоIntroductionЧтениеExploring the Salesforce Admin RoleЧтение

Учитесь у экспертов

Packt - Course Instructors

Преподаватель курса

Salesforce CRM Administration Handbook
В каталоге вашей программы

Инвестируйте в себя

Новые знания — в удобное для вас время.

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Обучение откроется на Coursera
в новой вкладке

Обучение на Coursera

≈ 23 ч

13 модулей

Язык: Английский

Часть программы вашего университета
CustomizationЧтение
Salesforce Certification Exams What Can You ExpectЧтение
Setting Up Your Salesforce AccountЧтение
A Tour of Salesforce Getting Around the InterfaceЧтение
LeadsЧтение
Practice: Configure Salesforce for a Sales TeamDIALOGUE
Related ListsЧтение
Salesforce Fundamentals and User AccessЗадание
02Salesforce Architecture5 материалов

Lesson 1

Salesforce Architecture - Overview VideoВидеоIntroductionЧтениеSingle-tenant StructuresЧтениеSalesforce Instances and PODsЧтениеSalesforce Architecture FundamentalsЗадание
03Getting to Know Data Management12 материалов

Lesson 1

Getting to Know Data Management - Overview VideoВидеоIntroductionЧтениеSalesforce AppsЧтениеObjects, Fields, and RecordsЧтениеFields in SalesforceЧтениеRecords in SalesforceЧтениеPractice: Create a Data Cleanup PlanDIALOGUEExporting and Importing Data via Data LoaderЧтениеDeleting DataЧтениеRecord TypesЧтениеCustom Settings and Custom MetadataЧтениеData Management Fundamentals in SalesforceЗадание
04Lightning Experience9 материалов

Lesson 1

Lightning Experience - Overview VideoВидеоIntroductionЧтениеCustomizing Lightning Pages Lightning versus ClassicЧтениеRecord Page LayoutsЧтениеWorking with Existing Lightning Page LayoutsЧтениеPractice: Design User-Centered Page LayoutsDIALOGUECreating a New Classic Compact LayoutЧтениеSalesforce for MobileЧтениеNavigating Lightning Experience and Customization ToolsЗадание
05Objects in Salesforce5 материалов

Lesson 1

Objects in Salesforce - Overview VideoВидеоIntroductionЧтениеJunction ObjectsЧтениеExternal ObjectsЧтениеSalesforce Objects and RelationshipsЗадание
06User Management and Security10 материалов

Lesson 1

User Management and Security - Overview VideoВидеоIntroductionЧтениеPassword ManagementЧтениеControlling System AccessЧтениеProfiles, Roles, and Permission SetsЧтениеSharing Settings and Organization-Wide DefaultsЧтениеPractice: Design a Salesforce Security ModelDIALOGUESharing RulesЧтениеField-level SecurityЧтениеUnderstanding Salesforce Security and Access ControlЗадание
07Automation Tools8 материалов

Lesson 1

Automation Tools - Overview VideoВидеоIntroductionЧтениеFlow BuilderЧтениеApex TriggersЧтениеPractice: Choose the Right Automation ToolDIALOGUESalesforce AIЧтениеEinstein for CommerceЧтениеAutomation Fundamentals and Best PracticesЗадание
08Reports and Dashboards7 материалов

Lesson 1

Reports and Dashboards - Overview VideoВидеоIntroductionЧтениеReport FiltersЧтениеPractice: Translate a Vague Request into a Salesforce ReportDIALOGUESummary and Row-Level FormulasЧтениеReport TypesЧтениеSalesforce Reports and Dashboards FundamentalsЗадание
09AppExchange and Custom Applications5 материалов

Lesson 1

AppExchange and Custom Applications - Overview VideoВидеоIntroductionЧтениеSalesforce Labs AppsЧтениеInstalling and Managing AppЧтениеAppExchange and Custom Applications OverviewЗадание
10Service Cloud4 материалов

Lesson 1

Service Cloud - Overview VideoВидеоIntroductionЧтениеCase ManagementЧтениеService Cloud FundamentalsЗадание
11Sales Cloud9 материалов

Lesson 1

Sales Cloud - Overview VideoВидеоIntroductionЧтениеAccountsЧтениеOpportunitiesЧтениеOpportunity Products and QuotesЧтениеPractice: Structuring a Sales Deal in Sales CloudDIALOGUEOpportunity List View Versus Kanban ViewЧтениеForecastsЧтениеSales Cloud FundamentalsЗадание
12Salesforce Administrator Exam Preparation11 материалов

Lesson 1

Salesforce Administrator Exam Preparation - Overview VideoВидеоIntroductionЧтениеOnsite ProctoredЧтениеStudy StrategiesЧтениеSalesforce ResourcesЧтениеSalesforce Trailblazer CommunityЧтениеPractice: Design Your Salesforce Exam Prep PlanDIALOGUENon-Salesforce ResourcesЧтениеPractice Questions and Mock ExamsЧтениеAnswersЧтениеSalesforce Exam Preparation InsightsЗадание
13Continuing Education and Career Development6 материалов

Lesson 1

Continuing Education and Career Development - Overview VideoВидеоIntroductionЧтениеJoining the Salesforce CommunityЧтениеAdvanced Certifications and Career PathwaysЧтениеPreparing Your CV and Presenting Your Salesforce-Specific Skills and ExperienceЧтениеNavigating Professional Growth in TechnologyЗадание