Admin Beginner
Offered By: Salesforce via Trailhead
Course Description
Overview
Start your #AwesomeAdmin journey by learning the basics of customizing ... Salesforce.
- Get introduced to the platform, navigate use cases, and build custom functionality.
- Give your data structure with objects, fields, and relationships.
- Learn how to import and export data in Salesforce.
- Customize the Lightning Experience user interface without writing any code.
- Customize your mobile experience with the Salesforce app.
- Create in-app guidance to help users get the most value out of your Salesforce app.
- Visualize key business metrics in real-time using Lightning Experience.
Syllabus
- Salesforce Platform Basics
- Get Started with the Salesforce Platform
- Discover Use Cases for the Platform
- Understand the Salesforce Architecture
- Navigate Setup
- Power Up with AppExchange
- Data Modeling
- Understand Custom & Standard Objects
- Create Object Relationships
- Work with Schema Builder
- Data Management
- Import Data
- Export Data
- Lightning Experience Customization
- Set Up Your Org
- Create and Customize Lightning Apps
- Create and Customize List Views
- Customize Record Highlights with Compact Layouts
- Customize Record Details with Page Layouts
- Create Custom Buttons and Links
- Empower Your Users with Quick Actions
- Salesforce Mobile App Customization
- Get Started with the Salesforce Mobile App
- Customize Navigation
- Create Global Quick Actions
- Create Object-Specific Quick Actions
- Customize Compact Layouts
- User Engagement
- Get Started with User Engagement
- Promote Feature Adoption and Discovery
- Enable Users to Learn in the Flow of Work
- Design a User Engagement Journey
- Reports & Dashboards for Lightning Experience
- Introduction to Reports and Dashboards in Lightning Experience
- Create Reports with the Report Builder
- Format Reports
- Visualize Your Data with the Lightning Dashboard Builder
- Extend Your Reporting Strategy with AppExchange
Tags
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