Admin Intermediate
Offered By: Salesforce via Trailhead
Course Description
Overview
Supercharge your skills and apps by using point-and-click tools to solve common business needs.
- Tailor your apps without writing code by using point-and-click logic.
- Control access to data using point-and-click security tools.
- Choose the right picklist field for the job, manage picklists, and share picklist values.
- Build a simple suggestion management app. No code required.
- Automate processes for every app, experience, and portal with declarative tools.
- Extend the power of Salesforce with apps and services from AppExchange.
- Connect an external service to Salesforce and invoke methods based on that service.
- Develop a rollout strategy to help your company do more with the Salesforce mobile app.
- Build a project management app to construct a galactic Battle Station. No code required.
Syllabus
- Formulas and Validations
- Use Formula Fields
- Implement Roll-Up Summary Fields
- Create Validation Rules
- Data Security
- Overview of Data Security
- Control Access to the Org
- Control Access to Objects
- Control Access to Fields
- Control Access to Records
- Create a Role Hierarchy
- Define Sharing Rules
- Picklist Administration
- Get Started with Picklists
- Manage Your Picklist Values
- Share Values with Global Value Sets
- Build a Suggestion Box App
- Create an App
- Add Custom Fields
- Modify the User Experience
- Add Business Logic
- Create Reports and Dashboards
- Salesforce Flow
- Choose the Right Automation Tool
- Automate Simple Business Processes with Process Builder
- Guide Users Through Your Business Processes with Flow Builder
- Customize How Records Get Approved with Approvals
- AppExchange Basics
- Get Started with AppExchange
- Navigate AppExchange
- Explore AppExchange Listings
- Install AppExchange Packages
- Connect and Contribute to the AppExchange Community
- External Services
- Get Started with External Services
- Define an API Specification for an External Service
- Register an External Service
- Use External Services in a Flow
- Salesforce Mobile App Rollout
- Get Started with Your Salesforce App Rollout
- Craft Your Rollout Strategy
- Become a Mobile Expert and Evangelist
- Test Your Mobile Customizations
- Plan Your Rollout
- Communicate the Rollout to Your Company
- Roll Out the Salesforce App to Your Users
- Build a Battle Station App
- Create the Battle Station App
- Build the Object Model
- Modify the User Experience
- Add Business Logic
- Create Reports and Dashboards
Tags
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