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所在平台: Udemy |
课程主页: https://www.udemy.com/course/salesforce-administrator-tutorial-for-beginners-to-advance/
课程评论：没有评论
课程名称：Salesforce管理员初学者到高级教程 课程概述： 本课程专为有兴趣学习Salesforce管理员基本概念及实际应用的学生设计。课程内容涵盖从基础到高级的Salesforce管理员完整大纲，并结合了基于实际演示项目的实时场景。课程适合希望通过对象、字段、关系和验证规则学习Salesforce数据模型的开发者，以及那些希望学习如何在Salesforce平台上构建现代反应式用户界面的有经验的Salesforce开发者。此外，初学Salesforce开发的人员也将受益于此课程，以帮助他们在Salesforce开发领域更好地成长。 Salesforce管理员的定义： Salesforce管理员是负责管理和维护组织内Salesforce平台的专业人员。Salesforce是一种流行的客户关系管理（CRM）软件，帮助企业管理销售、营销、客户服务等相关流程。管理员在确保Salesforce平台有效配置、定制和优化以满足组织特定需求中扮演着至关重要的角色。 课程将学习的关键内容包括： - 用户管理：创建和管理用户账户、配置文件和权限。 - 数据管理：确保系统内的数据质量与完整性，包括数据导入、去重及清理。 - 自定义：根据组织的独特流程和需求配置Salesforce，包括创建自定义字段、对象、工作流和验证规则。 - 自动化：开发和实施工作流规则、流程自动化及触发器以简化业务流程。 - 报告和仪表盘：创建和维护报告及仪表盘，以提供销售、营销和客户服务的洞察。 通过本课程，学员将能够： - 创建开发者账户，进行Salesforce的设置和配置。 - 理解Salesforce中对象、字段和页面布局的基本概念。 - 在Salesforce Lightning中创建自定义对象和应用。 - 配置页面布局和记录类型。 - 管理用户、配置文件和权限集。 - 创建和使用邮件警报、工作流规则和过程生成器。 - 创建批准流程。 课程设置了九个部分，以完成Salesforce管理员教程的所有大纲内容，包括创建免费Salesforce开发者账户、怎样在Salesforce中进行设置和配置、掌握Salesforce Lightning中的自定义对象和应用创建、以及工作流和自动化的实现等。 此课程适合希望在Salesforce开发领域提升技能的初学者和有经验的开发者。
Course Overview:-This course is completely designed for that student who is interested to learn from basic concept of Salesforce Administrator and implementation with custom project of Salesforce. In this course I have covered complete syllabus of Salesforce administrator from basics to advance with real-time scenarios based on live demo projects example in Salesforce. This course is designed for developers who want to learn Salesforce data model using objects, fields, relationships and validation rules to building a custom user interfaces on the Salesforce platform. It is suitable for developers who have experience with document object model (DOM) structure of a web component, and want to learn how to use the Salesforce framework to build modern, reactive user interfaces that can be easily integrated into Salesforce. It is also suitable for experienced Salesforce developers who want to learn how to use the Salesforce Admin Framework to build more efficient and scalable user interfaces.I have taken care of who are brand new to start Salesforce Career as a developer and want to grow their Career in Salesforce development.What is Salesforce Administrator?A Salesforce Administrator is a professional responsible for managing and maintaining the Salesforce platform within an organization. Salesforce is a popular Customer Relationship Management (CRM) software that helps businesses manage their sales, marketing, customer service, and other related processes. The Salesforce Administrator plays a crucial role in ensuring that the Salesforce platform is effectively configured, customized, and optimized to meet the specific needs of the organization.Some important key features and concepts of Salesforce Administrator:-User Management: Creating and managing user accounts, profiles, and permissions to control who has access to specific Salesforce features and data.Data Management: Ensuring data quality and integrity within the system, including data importing, deduplication, and cleansing.Customization: Configuring and customizing Salesforce to match the organization's unique processes and requirements. This may involve creating custom fields, objects, workflows, and validation rules.Automation: Developing and implementing workflow rules, process automation, and triggers to streamline business processes and reduce manual tasks.Reports and Dashboards: Creating and maintaining reports and dashboards to provide insights into sales, marketing, and customer service performance.In this course we will learn about the following topics:-Building data model using objects, fields, relationships and validation rulesBuild business logic using workflows & Approval ProcessesCreate Users and assigning them to appropriate Profiles & Permission Sets. Manage LicensesBuild your own custom App using Salesforce.Setup security for records using Organization wide defaultsUnderstand the high level requirements and translate that to an application on SalesforceWhat will you be able to do after taking this course?I created nine section to complete the syllabus of Salesforce Administrator Tutorial.Create Developer Account, Setup and Configuration in Salesforce::How to Create a Free Salesforce Developer Account Salesforce PlatformConfiguration and Setup of Administration in SalesforceUnderstand the Basic Concepts of Objects, Fields, Page Layouts in SalesforceCreate Custom Objects and Apps in Salesforce::Create Custom Object, Tabs and Page Layout in Salesforce LightningHow to Create Custom Apps in Salesforce Lightning ExperienceCreate Custom Fields in Salesforce Lightning::How to Create Global Picklist Set Value in Salesforce LightningDifference between Text, Text Area, Text Area Long and Text Area Rich in SalesforceHow to Create Controlling and Dependent Picklist in SalesforceUnderstand the Types of Relationship in Salesforce::How to Create Lookup Relationships and Lookup Filters in Salesforce LightningHow to Create Master Detail Relationships in Salesforce LightningRollup Summary Field in Master Detail Relationship in SalesforceHow to Convert Lookup into Master Detail Relationship in SalesforceHow to Convert Master Detail into Lookup Relationship in SalesforceConfigure Page Layouts and Record Types in Salesforce::How to Control Page Layout in SalesforceHow to Create Record Type to Control Picklist Value & Page Layouts in SalesforceHow to Matching Rules and Duplicate Rule in Salesforce LightningUsers, Profile and Permission Set in Salesforce::How to Create Custom Profile and User in SalesforceHow to Set Object Level Security in SalesforceHow to Create Permission Set and Assign to Particular Users in SalesforceEmail Alerts, Workflow Rule and Process Builder in Salesforce::How to Create Lightning Email Templates and Email Alerts in Salesforce LightningHow to Send Email Alerts using Workflow Rule in Salesforce LightningHow to Update Record using Process Builder in Salesforce LightningDifference between Workflow Rules and Process Builder in SalesforceCreate Approval Process in Salesforce Lightning::How to create Approval Process in Salesforce Lightning
