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

Related Courses

Intro to Point & Click App Development
Salesforce via Udacity
Customer Experience and Success Management with Salesforce
Coventry University via FutureLearn
Boosting Productivity through the Tech Stack
Salesforce via Coursera
Salesforce Sales Development Representative
Salesforce via Coursera
Customer Experience Management with Salesforce Training
Trailhead via FutureLearn