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所在平台: Coursera |
课程主页: https://www.coursera.org/learn/salesforce-integration
课程评论：没有评论
课程名称：Salesforce集成 概述：Salesforce集成课程探讨了数据管理的重要性，Salesforce如何帮助组织和展示报告的数据，以便获取趋势和模式的洞察，以及如何自动化手动业务程序。学习者将具体练习创建自定义自动化流程、构建工作流以及进行数据建模。课程包括深入阅读和在Salesforce的Trailhead教育平台上的实践活动、同伴讨论机会、演示视频和同伴评审作业。 课程大纲： 模块1：数据质量与管理 在这一模块中，您将重点关注数据的质量和管理。您将学习如何评估数据的质量、进行数据的导入与导出，及如何正确地访问您的数据。这些都是为下一个模块的实践做准备。 模块2：报告与仪表板 本模块的演示内容包括创建报告和仪表板文件夹、创建自定义报告以及使用汇总公式。您将在家中聚焦于根据Salesforce提供的数据创建报告，并根据这些报告推导出商业行动的见解。我们将学习如何从对象中提取数据，并创建对象以及报告相关的数据点。 模块3：项目定制与自动化 作为最终项目的一部分，您将学习如何自定义组织以支持新业务单元。在这一模块中，我们将演示用户访问管理和交流、修改数据模型以及自动化业务功能。您将关注数据报告在Salesforce中的导入和导出，包括分析和管理数据的功能，以及创建用于报告数据和可视化的仪表板。
Name:Module 1
Description:In this module, you will focus on data quality and management. You will learn how to assess the quality of your data, import and export, and how to properly access your data. This is all prep work for the next module when you will be putting these principles into action.
Name:Module 2
Description:This module’s demos include creating reports and dashboard folders, creating custom reports, and using summary formulas. At home, you will focus on creating reports based on data provided by Salesforce and derive insights for business actions. How do you derive data from objects? We will learn how to create objects and report on the related data points.
Name:Module 3
Description:Part of the capstone project covers customizing an organization to support a new business unit. In this module, we will demo managing user access and chatter, modifying your data model, and automating business functions. You will focus on importing and exporting data reports from and to Salesforce. Including functions to analyze and manage data also creating dashboards for reporting data and visualizations.
Salesforce Integration explores why data management is so important, how Salesforce can help organize and display reported data to gain insight into trends and patterns, and how to automate manual business procedures. Learners will specifically practice creating custom automation process, building work flows, and performing data modeling. The course includes in-depth readings and practical application activities within Salesforce's Trailhead education platform, peer discussion opportunities, demonstration videos, and peer review assignments.
