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Salesforce Fundamentals and Setup · LearnSpace
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Salesforce Fundamentals and Setup

Курс от LearnKartS
Начальный≈ 6.7 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

Ready to master one of the world's most powerful CRM platforms? This Salesforce Fundamentals & Setup course is a necessary prerequisite for both the Salesforce Administrator (ADM 201) and Platform App Builder (CRT 403) certification paths. Whether you're an ambitious administrator, business analyst, sales professional, or IT specialist, this course will teach you how to configure, customize, and manage Salesforce. You'll learn about Salesforce's architecture, data model, essential features, as well as how to configure user profiles, roles, permissions, and organization-wide default settings. Get hands-on experience customizing objects, fields, page layouts, and apps. Learn how to handle data using import/export tools, validation criteria, and deduplication procedures. The Salesforce App Builder course also covers process automation and workflow streamlining, as well as how to create sophisticated reports and dashboards for making data-driven choices. With engaging demos, real-world examples, and quizzes, you'll have the confidence to apply what you've learned quickly. In the end, you'll be completely ready to configure Salesforce and support business success. Enroll now to begin your Salesforce certification journey today. Disclaimer: Salesforce, Lightning, and related marks are trademarks of Salesforce, Inc. This course is not affiliated with or endorsed by Salesforce.

Навыки, которые вы освоите

AdministrationCustomer Relationship ManagementData ManagementData ValidationSalesforceCloud ComputingSalesforce DevelopmentDashboardWorkflow ManagementData SecurityResearch ReportsUser AccountsData MaintenanceData ModelingData IntegrityRole-Based Access Control (RBAC)Business Process AutomationCustomer Relationship Management (CRM) SoftwareData Import/ExportSystem Configuration

Программа курса

2 модулей · 55 учебных материалов

01Salesforce Administration Fundamentals23 материалов

Welcome Lesson

Specialization IntroductionЧтениеIntroduction and SyllabusЧтениеCourse IntroductionВидеоExam DetailsВидео

Introduction to Salesforce and CRM Basics

Учитесь у экспертов

LearnKartS

Преподаватель курса

Salesforce Fundamentals and Setup
В каталоге вашей программы

Инвестируйте в себя

Новые знания — в удобное для вас время.

Начать на Coursera

Обучение откроется на Coursera
в новой вкладке

Обучение на Coursera

≈ 6.7 ч

2 модулей

Язык: Английский

Субтитры: Узбекский, Пушту, Дари, Казахский

Часть программы вашего университета
Cloud BasicsВидео
Introduction to CRMВидео
Salesforce IntroductionВидео
Cloud Computing and CRM SignificanceЗадание
Salesforce OfferingsВидео
Creating a Salesforce AccountВидео
Demo: Creating a SF Account App SetupВидео
Ready to Set Up Your Developer EnvironmentDIALOGUE
Salesforce EssentialsЗадание

Understanding Salesforce Organization Setup

Org IntroductionВидеоUser SetupВидеоCreate UsersВидеоRoles and ProfilesВидеоCustomizing User Profiles and RolesЗаданиеConfiguring Team Access for Regional Sales ExpansionDIALOGUE

Advanced Salesforce Administration Techniques

Demo: Customizing Profile and UsersВидеоDemo: Profile and Role CreationВидеоSalesforce ConfigurationЗаданиеCRM Fundamentals: Salesforce Setup & CustomizationЗадание
02Salesforce Data Management and Customization Essentials32 материалов

Understanding Salesforce Objects and Fields

Standard and Custom ObjectsВидеоCreating Custom ObjectsВидеоTabsВидеоCreate TabsВидеоSalesforce Data Management BasicsЗаданиеFieldsВидеоCreate FieldsВидеоAPI NameВидеоGlobal PicklistВидеоGlobal Picklists in SalesforceЗадание

Advanced Field Management and Relationships

Use Global Picklist in ObjectsВидеоField DependenciesВидеоData TypesВидеоFunctionsВидеоManage Salesforce Fields and Data IntegrityЗаданиеCreate Formula FieldsВидеоValidation Rules

2.3 Mastering Object Relationships and Customization Techniques

Object RelationshipsВидеоCreate Master-Detail RelationshipВидеоSchema BuilderВидеоMaster Salesforce Schema CustomizationЗаданиеDemo: Creating Custom Objects and FieldsВидеоDemo: Customizing Objects and FieldsВидео
Видео
Roll-up SummariesВидео
Create Roll-up Summary FieldВидео
Advanced Data ManagementЗадание
Demo: Creating Validation Rules and Field RelationshipsВидео
Customizing Salesforce ObjectsЗадание
Salesforce Objects and Data ModelingDIALOGUE
Salesforce Data Management: Fields, Picklists, RelationshipsЗадание
Customizing Salesforce Objects and Building a Scalable Data ModelDIALOGUE
Course SynopsisЧтение