Ultimate Salesforce Admin Certification, Lightning Flows

所在平台: Udemy

课程主页: https://www.udemy.com/course/ultimate-salesforce-admin-certification-lightning-flows/

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课程简介

课程名称:终极 Salesforce 管理员认证,Lightning 流程 概述:本 Salesforce 课程深入探索 Salesforce 管理和业务流程管理,涵盖基础和高级主题。从开发者版本设置和 Lightning 视图开始,您将获得对 Salesforce 环境的深入理解。您将学习如何管理 SalesCloud,包括潜在客户管理、机会、产品、价格表、报价、合同、订单和发票模块,并探索营销活动。 课程深入研究 Service Cloud 和现场服务 Lightning(FSL),使您掌握高效处理客户服务和现场操作的技能。您还将了解 Salesforce 的版本发布周期,以便及时掌握新功能。 关键管理技能包括管理对象、字段、选项卡、页面布局,以及主-详细关系、查找关系和分层关系等关系的管理。您还将学习创建动态公式字段和各种电子邮件模板。 在用户管理方面,您将掌握配置文件、权限集、权限集组、角色和组织范围共享(OWD),以及通过队列和公共组进行自动共享。课程还涵盖记录类型、验证规则和审批流程,以简化数据管理。 自动化是核心重点,您将通过实践经验掌握 Lightning 流程,包括记录触发流程、屏幕流程、子流程和流程编排。此外,您还将使用数据加载器进行批量数据操作。 完成课程后,您将全面准备应对销售、营销、服务和自动化领域的实际 Salesforce 挑战。

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课程详情

This Salesforce course offers an in-depth exploration of Salesforce administration and business process management, covering both foundational and advanced topics. Starting with the Dev Edition setup and Lightning View, you'll gain a solid understanding of the Salesforce environment. You'll learn to manage SalesCloud with modules like Lead Management, Opportunities, Products, PriceBooks, Quotes, Contracts, Orders, and Invoices, and explore Marketing Campaigns.The course dives deep into Service Cloud and Field Service Lightning (FSL), equipping you with the skills to handle customer service and field operations efficiently. You'll explore Salesforce's release cycles to stay up-to-date with new features.Key administration skills include managing objects, fields, tabs, page layouts, and relationships like Master-Detail, Lookup, and Hierarchical Relationships. You'll also learn to create dynamic formula fields and various email templates.In user management, you'll master Profiles, Permission Sets, Permission Set Groups, Roles, and OWD, and automated sharing through queues and public groups. The course also covers record types, validation rules, and approval processes to streamline data management.Automation is a core focus, with hands-on experience in Lightning Flows, including Record-Triggered, Screen, Sub Flows, and Flow Orchestration. You'll also work with the Data Loader for bulk data operations.By the end, you'll be well-prepared to tackle real-world Salesforce challenges in sales, marketing, service, and automation.

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