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所在平台: Udemy |
课程主页: https://www.udemy.com/course/salesforce-administration-and-development-basics-to-expert/
课程评论：没有评论
课程名称：Salesforce管理与开发：基础到专家 课程概述： 欢迎参加“Salesforce管理与开发：从初学者到专家”的全面课程。本课程旨在为您提供掌握Salesforce管理和开发所需的基本技能和知识。无论您是寻求了解基础知识的初学者，还是希望提高Salesforce专业技能的经验丰富者，这个课程都提供了结构化和详细的学习旅程。通过逐步的课程、实践项目和现实应用，您将提升自己的技能和职业前景，适应快速发展的客户关系管理领域。 课程内容： 1. **Salesforce管理简介**：了解Salesforce管理的重要性、核心概念及其在客户关系管理中的基本作用。 2. **Salesforce功能**：探索Salesforce强大的功能，包括CRM能力、自动化工具及广泛的自定义选项，帮助企业提升运营效率。 3. **组织设置**：学习设置Salesforce组织的初步步骤，确保其符合业务需求，准备高效运营。 4. **用户设置**：深入了解创建和管理用户档案的过程，如何配置设置和权限，以确保团队成员的顺利安全访问。 5. **我的个人资料编辑与设置**：自定义和管理个人资料设置，更新个人信息和显示偏好，以增强用户体验。 6. **更改显示与布局**：学习如何修改Salesforce界面的显示设置和布局，以创建个性化的高效工作空间。 7. **关于电子邮件、Chatter及桌面插件**：探索Salesforce电子邮件、Chatter及桌面插件的功能，了解如何提升组织内的沟通、协作及整体生产力。 8. **全球用户界面介绍**：熟悉Salesforce的全球用户界面，学习导航技巧和诀窍，以高效地在Salesforce环境中访问关键特性。 9. **首页组件**：了解Salesforce首页的各个组件，学习如何定制以快速访问重要信息和工具。 10. **首页布局**：自定义Salesforce首页布局，组织组件和小工具，创建适合工作流程的个性化仪表板。 11. **搜索设置**：优化Salesforce的搜索设置，配置搜索选项，以便快速找到记录、联系人等重要信息。 12. **任务与活动**：掌握Salesforce中任务和活动管理功能，学习创建、分配和跟踪任务以确保有效的工作流程管理和团队合作。 13. **安全设置**：了解Salesforce中的关键安全设置，包括登录IP限制、档案安全级别和权限集，以有效保护数据和管理用户访问。 14. **标准与自定义对象**：深入学习Salesforce中的标准和自定义对象，创建和管理对象，定义关系并定制字段以符合业务流程。 15. **字段历史跟踪与页面布局**：跟踪变更和定制页面布局，了解字段历史跟踪及如何配置页面布局以显示相关信息。 16. **验证规则与公式字段**：通过创建自定义验证规则和使用公式字段提高数据完整性，学习自动化处理和计算。 课程总结： 到课程结束时，您将掌握Salesforce管理与开发所需的基本技能，能够熟练设置和配置Salesforce，管理用户和安全性，自定义对象和字段，并有效利用Salesforce功能来优化业务流程和提升生产力。
Course IntroductionWelcome to "Salesforce Administration and Development: From Beginner to Expert," a comprehensive course designed to equip you with the essential skills and knowledge needed to master Salesforce administration and development. Whether you're a beginner looking to understand the basics or an experienced professional aiming to enhance your Salesforce expertise, this course offers a structured and detailed learning journey. Dive into the world of Salesforce with our step-by-step lessons, hands-on projects, and real-world applications to transform your skills and career prospects in the dynamic field of customer relationship management.Introduction to Salesforce Administration: This introductory lesson sets the stage for understanding Salesforce administration, outlining its importance, core concepts, and the fundamental role it plays in managing customer relationships effectively.Features of Salesforce: Explore the powerful features of Salesforce, including its CRM capabilities, automation tools, and extensive customization options, making it a versatile tool for any business looking to enhance its operations.Organization Setup: Learn the initial steps of setting up your Salesforce organization, ensuring it is tailored to meet your business needs and ready for efficient operation from the start.User Setup: Dive into the process of creating and managing user profiles, understanding how to configure settings and permissions to ensure smooth and secure access for all team members.Editing and Setup of My Profile: Customize and manage your Salesforce profile settings by updating personal information, display settings, and layout preferences to enhance your individual user experience.Changing Display and Layout: Discover how to modify the display settings and layout of your Salesforce interface, creating a personalized and efficient workspace tailored to your specific needs.About Email, Chatter, and Desktop Addons: Explore the features of Salesforce Email, Chatter, and desktop add-ons, learning how these tools enhance communication, collaboration, and overall productivity within your organization.Introduction to Global User Interface: Get acquainted with the global user interface of Salesforce, learning navigation tips and tricks to efficiently move through the Salesforce environment and access critical features.Home Page Components: Understand the various components of the Salesforce home page, learning how to customize and utilize these elements to quickly access important information and tools.Home Page Layout: Customize the layout of your Salesforce home page, organizing components and widgets to create a personalized and effective dashboard that suits your workflow.Search Settings: Optimize your search settings in Salesforce, configuring search options to quickly find records, contacts, and other essential information to enhance your productivity.Tasks and Activities: Master the task and activity management features in Salesforce, learning how to create, assign, and track tasks and activities to ensure effective workflow management and team collaboration.Security Settings: Understand the critical security settings in Salesforce, including login IP restrictions, profile security levels, and permission sets, to safeguard your data and manage user access effectively.Standard and Custom Objects: Delve into the world of standard and custom objects in Salesforce, learning how to create and manage objects, define relationships, and customize fields to fit your business processes.Field History Tracking and Page Layouts: Track changes and customize page layouts in Salesforce, understanding field history tracking and how to configure page layouts to display relevant information.Validation Rules and Formula Fields: Enhance data integrity with validation rules and formula fields, learning to create custom validation rules and use formula fields to perform calculations and automate processes.Course ConclusionBy the end of this comprehensive course, you will have mastered the essential skills required for Salesforce administration and development. You will be proficient in setting up and configuring Salesforce, managing users and security, customizing objects and fields, and effectively utilizing Salesforce features to streamline business processes and enhance productivity.
