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Salesforce Introduction and Setup · LearnSpace
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Salesforce Introduction and Setup

Курс от LearnKartS
Начальный≈ 7.1 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

Step into the world of Salesforce with this beginner-friendly course, Salesforce Introduction and Setup, that will teach you the key skills for platform configuration, customization, and app development. This course, which aligns with the Salesforce Platform App Builder exam, is great for aspiring developers, administrators, Salesforce professionals, and anybody wishing to learn CRM-powered app design. You’ll start with the basics of Salesforce architecture and CRM functionality, then learn to navigate both Classic and Lightning interfaces. Dive into user management, profile, and permission set configuration, and organizational setup. The course also takes you deep into object customization, field creation, tab management, and Lightning App Builder. You’ll work with data modeling tools like Schema Builder and understand relationships using lookup and master-detail fields. Plus, you’ll explore how to transition to Lightning Experience for a modern user interface. By the end, you'll be able to set up, change, and build apps on Salesforce with ease and confidence. Enroll now and start using Salesforce to design your future. 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

SalesforceUser Interface (UI)Customer Relationship Management (CRM) SoftwareCloud TechnologiesSalesforce DevelopmentApplication DesignApplication DevelopmentNo-Code DevelopmentUser AccountsUser Provisioning

Программа курса

2 модулей · 52 учебных материалов

01Salesforce Basics22 материалов

Welcome Lesson

Specialization IntroductionЧтениеIntroduction and SyllabusЧтениеCourse IntroductionВидеоExam DetailsВидео

Introduction to Salesforce

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LearnKartS

Преподаватель курса

Salesforce Introduction and Setup
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Обучение откроется на Coursera
в новой вкладке

Обучение на Coursera

≈ 7.1 ч

2 модулей

Язык: Английский

Субтитры: Узбекский, Пушту, Дари, Казахский

Часть программы вашего университета
Cloud BasicsВидео
Introduction to CRMВидео
Salesforce IntroductionВидео
Salesforce OfferingsВидео
Creating a Salesforce AccountВидео
Demo: Creating a Salesforce Account & App SetupВидео
Salesforce FundamentalsЗадание

Organizational Setup and Introduction to Lightning

Org IntroductionВидеоSalesforce Classic vs. LightningВидеоLightning FeaturesВидеоCreating a Developer Account & Accessing the Lightning ConsoleВидеоDemo: Knowing Your Lightning ConsoleВидеоLightning Experience Transition AssistantВидеоDemo: Moving from Classic to LightningВидеоClassic to Lightning MigrationЗаданиеSalesforce Essentials: From Cloud Basics to Lightning ExperienceDIALOGUESalesforce and Lightning BasicsЗаданиеTransitioning an Organization from Salesforce Classic to Lightning ExperienceDIALOGUE
02Foundations of Data Management and Modeling30 материалов

Building Blocks of Data Management

Standard and Custom ObjectsВидеоCreating Custom ObjectsВидеоTabsВидеоCreate TabsВидеоFieldsВидеоCreate FieldsВидеоCustomizing Objects and FieldsЗаданиеDemo: Creating Custom Objects and FieldsВидеоDemo: Customizing Objects and FieldsВидеоAPI NameВидеоGlobal PicklistВидеоUsing Global Picklist in ObjectsВидеоBuilding Blocks of Data ManagementЗадание

Data Modeling Essentials

Field DependenciesВидеоData TypesВидеоDefine Formula ExpressionВидеоFunctionsВидеоCreate Formula FieldsВидеоData Modeling AnalysisЗаданиеRoll-Up Summaries
Видео
Create a Roll-Up Summary FieldВидео
Object RelationshipsВидео
Create a Master-Detail RelationshipВидео
Demo: Creating Validation Rules and Field RelationshipsВидео
Schema BuilderВидео
Data Modeling PrinciplesЗадание
Salesforce Objects & Fields: Customization, Relationships, and Schema ManagementDIALOGUE
Data Management and ModelingЗадание
Designing and Managing Salesforce Data Models and RelationshipsDIALOGUE
Course SynopsisЧтение