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Salesforce Essentials and Core Concepts

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Salesforce Essentials and Core Concepts

包含在 Coursera Plus

深入了解一个主题并学习基础知识。
中级 等级

推荐体验

1 周 完成
在 10 小时 一周
灵活的计划
自行安排学习进度
深入了解一个主题并学习基础知识。
中级 等级

推荐体验

1 周 完成
在 10 小时 一周
灵活的计划
自行安排学习进度

您将学到什么

  • Learn to set up and navigate Salesforce, understanding its architecture and key features.

  • Create and manage custom objects and fields to tailor Salesforce to business needs.

  • Master the use of validation rules and formula fields to ensure data integrity.

  • Build complex relationships between objects, including one-to-many and many-to-many relationships.

要了解的详细信息

可分享的证书

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最近已更新!

April 2026

作业

9 项作业

授课语言:英语(English)

了解顶级公司的员工如何掌握热门技能

Petrobras, TATA, Danone, Capgemini, P&G 和 L'Oreal 的徽标

积累特定领域的专业知识

本课程是 The Complete Certified Salesforce Administrator Guide 专项课程 专项课程的一部分
在注册此课程时,您还会同时注册此专项课程。
  • 向行业专家学习新概念
  • 获得对主题或工具的基础理解
  • 通过实践项目培养工作相关技能
  • 获得可共享的职业证书

该课程共有8个模块

In this module, we will introduce you to the basics of Salesforce, including its features and use cases. You'll also learn how to set up a free Salesforce developer account to start practicing. Finally, we will dive into Salesforce's cloud-based architecture, helping you understand its infrastructure and components.

涵盖的内容

4个视频2篇阅读材料

In this module, we will explore Salesforce’s objects and fields, understanding how they help organize and store data. You will also learn the differences between standard and custom objects, as well as how to create custom fields and applications using Salesforce Lightning and other tools.

涵盖的内容

15个视频1个作业

In this module, we will introduce page layouts in Salesforce, showing you how to create and customize layouts to display relevant data. You'll also learn how to tailor these layouts to fit your organizational needs.

涵盖的内容

1个视频1个作业

In this module, we will dive into Salesforce validation rules, which help ensure data accuracy and consistency. You’ll learn how to create, modify, and troubleshoot validation rules, as well as how they can be applied to real-world scenarios.

涵盖的内容

8个视频1个作业

In this module, we will show you how to create and use formula fields to automate calculations and display dynamic data in Salesforce. We’ll cover advanced formula functions, such as adding images and hyperlinks, to enhance your data presentation.

涵盖的内容

5个视频1个作业

In this module, we will guide you through the various relationship types in Salesforce, including one-to-many and many-to-many relationships. You’ll learn how to implement lookup and master-detail relationships, as well as how to use junction objects to connect multiple records.

涵盖的内容

9个视频1个作业

In this module, we will explain roll-up summary fields in Salesforce and how they allow for efficient data aggregation. You’ll learn how to create and use these fields to summarize data from related records.

涵盖的内容

1个视频1个作业

In this module, we will cover the concept of many-to-many relationships in Salesforce. You’ll learn how to create custom objects and junction objects to link records and manage these complex relationships within your system.

涵盖的内容

3个视频1篇阅读材料3个作业

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