Packt

Automation, Reporting, and Certification Preparation

Packt

Automation, Reporting, and Certification Preparation

访问权限由 Coursera Learning Team 提供

深入了解一个主题并学习基础知识。
高级设置 等级

推荐体验

2 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。
高级设置 等级

推荐体验

2 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

  • Automate business processes using Salesforce workflows, approval processes, and process builders.

  • Create and manage custom reports and dashboards to analyze data effectively.

  • Integrate and utilize third-party apps from Salesforce AppExchange.

  • Prepare for the Salesforce Admin certification exam with practical insights and mock questions.

要了解的详细信息

可分享的证书

添加到您的领英档案

作业

10 项作业

授课语言:英语(English)
最近已更新!

April 2026

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 guide you through the steps to locate and use the Salesforce Recycle Bin. You'll learn how to recover deleted records and manage them effectively, ensuring that valuable data is not lost accidentally.

涵盖的内容

1个视频2篇阅读材料1个作业

In this module, we will explore how page layouts and record types can be customized to fit the needs of different users within Salesforce. You will learn how to optimize these settings to streamline data entry and improve usability.

涵盖的内容

1个视频1个作业

In this module, we will introduce you to Salesforce’s powerful automation tools—workflows, approval processes, and Process Builder. You’ll learn how to set up automated actions like sending emails, creating tasks, and triggering approval processes to improve operational efficiency.

涵盖的内容

21个视频1个作业

In this module, we will explore the various types of flows in Salesforce and their applications. You will learn how to create both record-triggered and screen flows, and understand how to use them to automate complex business processes and enhance user experiences.

涵盖的内容

15个视频1个作业

In this module, we will dive deep into Salesforce’s standard objects, including Leads, Accounts, Contacts, and Opportunities. You’ll learn how to manage customer relationships, automate tasks, and implement advanced features like case assignment and escalation rules.

涵盖的内容

14个视频1个作业

In this module, we will teach you how to create and customize reports and dashboards in Salesforce. You'll explore different report types, learn how to organize data effectively, and understand how to build dynamic, real-time dashboards that provide valuable insights for decision-making.

涵盖的内容

18个视频1个作业

In this module, we will provide an overview of the Salesforce AppExchange, where you can find third-party applications that extend Salesforce’s capabilities. You will learn how to install and configure these apps to improve reporting, field usage analysis, and user guidance.

涵盖的内容

4个视频1个作业

In this module, we will walk you through the Salesforce application lifecycle, detailing each stage from development through to deployment. You'll also learn about sandboxes, deployment methods, and how to use change sets for effective metadata management in Salesforce.

涵盖的内容

4个视频1篇阅读材料3个作业

获得职业证书

将此证书添加到您的 LinkedIn 个人资料、简历或履历中。在社交媒体和绩效考核中分享。

位教师

Packt - Course Instructors
Packt
1,695 门课程479,206 名学生

提供方

Packt

人们为什么选择 Coursera 来帮助自己实现职业发展

Felipe M.

自 2018开始学习的学生
''能够按照自己的速度和节奏学习课程是一次很棒的经历。只要符合自己的时间表和心情,我就可以学习。'

Jennifer J.

自 2020开始学习的学生
''我直接将从课程中学到的概念和技能应用到一个令人兴奋的新工作项目中。'

Larry W.

自 2021开始学习的学生
''如果我的大学不提供我需要的主题课程,Coursera 便是最好的去处之一。'

Chaitanya A.

''学习不仅仅是在工作中做的更好:它远不止于此。Coursera 让我无限制地学习。'

从 Information Technology 浏览更多内容