YoVDO

Admin Beginner

Offered By: Salesforce via Trailhead

Tags

Salesforce Courses Data Modeling Courses Data Management Courses Salesforce Administration Courses

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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