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所在平台: Coursera |
课程主页: https://www.coursera.org/learn/salesforce-reporting
课程评论：没有评论
课程名称：Salesforce 报告 课程概述：Salesforce 报告课程主要探讨 Salesforce 中微观层面的变化如何影响用户体验的宏观层面。在本课程中，您将专注于创建自定义对象、字段依赖关系和工作流，以跟踪账户或服务。同时，维护数据的清晰性对于您所在的组织也至关重要，您将学习如何创建报告、管理数据，以及生成完整的报告和仪表板。最后，您将利用 Salesforce 服务云关注客户群体，通过服务保持客户的参与感。课程包括深入的阅读材料和在 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： 1. 模块 1：作为一名商务管理专家，您将负责创建自定义对象、字段依赖关系和工作流程，以跟踪账户或服务。在本模块中，您将深入学习如何在组织中应用这些知识。尽管示例主要集中在销售领域，您在项目进行中应确保概念的灵活应用。 2. 模块 2：在手机普及的时代，为了简化客户的体验，组织应采取相应措施。在本模块中，您将学习如何使用 Salesforce 移动应用程序跟踪潜在客户、查看报告，并在员工不在办公室时保持他们的参与度。您还将了解 Salesforce 服务云如何帮助您与客户保持互动，并保持您的品牌在客户心中的印象。 3. 模块 3：我们将通过虚拟会议继续审查数据安全性，包括限制字段、层级安全性，并展示层级和角色之间的区别。在家中，您将专注于创建具有多重集合功能的自定义对象的流程构建器、修改权限和限制访问。
Name:Module 1
Description:As a business administration specialist you will be in charge of creating custom objects, field dependencies, and work flows to track accounts or services. This module you will get your hands dirty and start learning how this would be applied into an organization. As you go through the projects make sure that you are conceptually learning how this may be applied to any organization even though the example is primarily sales.
Name:Module 2
Description:In the age of mobile phones, it is important for an organization to make things simpler for the customer. In this module you will learn how you can use the Salesforce mobile app to track your leads, view reports, and keep your workforce engaged when they are not in the office. You will Salesforce Service Cloud can help you engage with your customer base and keep you at top of mind.
Name:Module 3
Description:We will continue reviewing data security through our virtual sessions - limiting fields, levels of security, and demonstrating the difference between hierarchy and roles. At home, you will focus on creating a process builder with multiset functions on custom objects, change permissions, and restrict access.
Salesforce Reporting focuses on how the micro-level changes in Salesforce affect the macro level of the user experience. In this course, you will focus on creating custom objects, field dependencies, and work flows to track accounts or services. It is also important that you maintain data clean for your organization and you will work with creating reports, managing data, and creating full reports and dashboards. Lastly, you will focus on your customer base with Salesforce Service Cloud to maintain engagement through your services. 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.
