YoVDO

Admin Intermediate

Offered By: Salesforce via Trailhead

Tags

Salesforce Courses Data Security Courses Salesforce Administration Courses AppExchange Courses

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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