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Salesforce Essentials and Core Concepts · LearnSpace
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courseraIT и технологии

Salesforce Essentials and Core Concepts

Курс от Packt
Средний≈ 11.9 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

This course features Coursera Coach! A smarter way to learn with interactive, real-time conversations that help you test your knowledge, challenge assumptions, and deepen your understanding as you progress through the course. In this course, you will gain a thorough understanding of Salesforce, a leading platform for customer relationship management (CRM). You will explore the architecture, objects, and fields that drive Salesforce’s functionality, learning how to set up a free developer account and work directly with Salesforce to solidify your knowledge. By diving into the platform's tools, you will get hands-on experience that allows you to customize Salesforce to suit your needs. As you progress, you will become proficient in creating custom applications, fields, and objects, enhancing your ability to tailor Salesforce to various business processes. You will learn how to handle data integrity with validation rules and formula fields, ensuring your Salesforce environment runs smoothly and efficiently. Throughout the course, you’ll work on practical projects, like creating custom apps and building relationships between objects, which are essential for managing complex datasets. The course is designed for individuals who are looking to enhance their CRM skills, particularly those who want to implement and manage Salesforce in real-world scenarios. Whether you're an aspiring Salesforce administrator or someone eager to understand the core concepts of the platform, this course will guide you through the essential tools and practices. No prior experience with Salesforce is required, though familiarity with CRM systems is a plus. By the end of the course, you will be able to create custom applications and fields in Salesforce, establish different types of relationships between objects, implement data validation and integrity measures, and design an effective Salesforce environment tailored to business needs.

Навыки, которые вы освоите

SalesforceSalesforce DevelopmentData ValidationCloud Computing ArchitectureSystem ConfigurationData IntegrityCloud ComputingAutomationCustomer Relationship Management (CRM) SoftwareObject-Relational MappingApplication DesignCustomer Relationship Management

Программа курса

8 модулей · 65 учебных материалов

01Let's Get Started6 материалов

Let's Get Started

Introduction to SpecializationВидеоIntroduction to the Course 'Salesforce Essentials and Core Concepts'ЧтениеFull Specialization ResourceЧтениеWhat is Salesforce CRM?Видео

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Packt - Course Instructors

Преподаватель курса

Salesforce Essentials and Core Concepts
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Обучение откроется на Coursera
в новой вкладке

Обучение на Coursera

≈ 11.9 ч

8 модулей

Язык: Английский

Субтитры: Арабский, Французский, Итальянский, Корейский, Индонезийский, Испанский, Японский

Часть программы вашего университета
Set Up a Free Developer Account in SalesforceВидео
Architecture of SalesforceВидео
02Objects and Fields in Salesforce17 материалов

Objects and Fields in Salesforce

Overview of the Salesforce UI: What is Object, Tab, Profiles & Users?ВидеоWhat is Object, Tab, Profiles & Users? (Part 2)ВидеоWhat are Objects and Fields in Salesforce?ВидеоWhat is the Difference Between Standard and Custom Objects in Salesforce?ВидеоDifferent Types of Objects in SalesforceВидеоWhat are Standard and Custom Fields in Salesforce?ВидеоHow Do I Create a Field in Salesforce Lightning?ВидеоHow to Create Your Own Custom App in Salesforce?ВидеоCreate Custom App in Salesforce: Recruiting ApplicationВидеоCreate Custom Object in Salesforce: Position Object to Keep Track of PositionsВидеоAdding Custom Fields on an Object via Object ManagerВидеоHow to Add Custom Fields on an Object via Schema Builder?ВидеоWhat are the Different Field Types in Salesforce?ВидеоCreate 2nd Object for Our Recruiting Application: Candidate ObjectВидеоAdding Fields to Our Custom Object in SalesforceВидеоBuilding and Navigating Salesforce Custom Objects and FieldsDIALOGUEObjects and Fields in Salesforce - AssessmentЗадание
03Page Layouts in Salesforce3 материалов

Page Layouts in Salesforce

What Are Page Layouts in Salesforce? How to Create and Edit Page Layouts?ВидеоAdding and Configuring Candidate Object Fields in SalesforceDIALOGUEPage Layouts in Salesforce - AssessmentЗадание
04Validation Rules in Salesforce10 материалов

Validation Rules in Salesforce

Validation Rule in SalesforceВидеоHow to Create Validation Rules in Salesforce?ВидеоValidation Rules in Salesforce: Create Validation Rules for Closed DateВидеоValidation Rules in Salesforce? Difference Between && and ANDВидеоCreating 2nd Validation RuleВидеоCreate 3rd Validation Rule: Close Date Should Be After Open DateВидеоCreate 4th Validation Rule: Max Pay Should Not Be Greater Than 1MВидеоCreate 5th Validation Rule: US Citizen and Visa RequiredВидеоCreating and Analyzing Validation Rules in SalesforceDIALOGUEValidation Rules in Salesforce - AssessmentЗадание
05Formula Fields in Salesforce7 материалов

Formula Fields in Salesforce

Formula Fields in Salesforce: How Do I Create a Formula Field in Salesforce?ВидеоFormula Fields in Salesforce: Create Formula Fields (Days Open)ВидеоHow Do I Use an Image from Static Resources in a Formula Field?ВидеоFormula Fields in Salesforce with ExampleВидеоIMAGE and Hyperlink Function in Formula Fields in SalesforceВидеоBuilding and Using Salesforce Formula FieldsDIALOGUEFormula Fields in Salesforce - AssessmentЗадание
06Different Types of Relationships in Salesforce11 материалов

Different Types of Relationships in Salesforce

Object Relationships in SalesforceВидеоDifferent Types of Relationships in SalesforceВидеоOne to Many Relationship in SalesforceВидеоCreate 3rd Custom Object for Our Recruiting ApplicationВидеоLookup Relationship in SalesforceВидеоHow to Create Lookup Relationship in Salesforce?ВидеоDifference Between Lookup and Master-Detail Relationship in SalesforceВидеоCreate Review ObjectВидеоHow to Create a Master-Detail Relationship in Salesforce?ВидеоUnderstanding Salesforce Object Relationships: Lookup vs Master-DetailDIALOGUEDifferent Types of Relationships in Salesforce - AssessmentЗадание
07Rollup Summary in Salesforce3 материалов

Rollup Summary in Salesforce

What is a Roll-Up Summary Field in Salesforce?ВидеоWorking with Roll-Up Summary Fields in SalesforceDIALOGUERollup Summary in Salesforce - AssessmentЗадание
08Many-to-Many Relationship in Salesforce: Junction Object8 материалов

Many-to-Many Relationship in Salesforce: Junction Object

Creating Custom Object in SalesforceВидеоWhat is Many-to-Many Relationship in Salesforce?ВидеоJunction Object in SalesforceВидеоConclusion to the Course 'Salesforce Essentials and Core Concepts'ЧтениеModeling Many-to-Many Relationships with Junction Objects in SalesforceDIALOGUEMany-to-Many Relationship in Salesforce: Junction Object - AssessmentЗаданиеFull Course Practice AssessmentЗаданиеFull Course AssessmentЗадание