Packt

Salesforce CRM Administration Handbook

Packt

Salesforce CRM Administration Handbook

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深入了解一个主题并学习基础知识。
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2 周 完成
在 10 小时 一周
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深入了解一个主题并学习基础知识。
初级 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

  • Discover strategies to stay current with Salesforce updates and improvements

  • Integrate Salesforce products to meet diverse business needs effectively

  • Master key concepts in Sales and Service Cloud to enhance operational efficiency

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作业

13 项作业

授课语言:英语(English)
最近已更新!

March 2026

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

该课程共有13个模块

In this section, we introduce Salesforce basics, covering account setup, Admin role responsibilities, and interface navigation strategies for effective CRM management.

涵盖的内容

2个视频8篇阅读材料1个作业

In this section, we examine Salesforce's multi-tenant architecture, org structure, and instance configurations to understand its technical foundation and practical implications for system design and management.

涵盖的内容

1个视频3篇阅读材料1个作业

In this section, we cover data management in Salesforce, including objects, fields, and data tools.

涵盖的内容

1个视频9篇阅读材料1个作业

In this section, we cover transitioning from Classic to Lightning, customizing layouts, and using components for better mobile access.

涵盖的内容

1个视频6篇阅读材料1个作业

In this section, we explore Salesforce objects, including standard, custom, junction, and external objects, focusing on their roles in data management and integration.

涵盖的内容

1个视频3篇阅读材料1个作业

In this section, we cover user roles, MFA, sharing rules, and field-level security in Salesforce.

涵盖的内容

1个视频7篇阅读材料1个作业

In this section, we explore automation techniques including approval processes, Flow Builder, and Apex triggers to streamline workflows and improve organizational efficiency in Salesforce.

涵盖的内容

1个视频5篇阅读材料1个作业

In this section, we cover creating Salesforce reports and dashboards for data analysis and decision-making.

涵盖的内容

1个视频4篇阅读材料1个作业

In this section, we explore AppExchange, its features, and how to install and manage apps for tailored business solutions. Understanding these tools enhances Salesforce efficiency and customization.

涵盖的内容

1个视频3篇阅读材料1个作业

In this section, we explore Service Cloud structure, case management, and key features to build efficient customer support solutions with practical applications.

涵盖的内容

1个视频2篇阅读材料1个作业

In this section, we cover Sales Cloud's core features, including Leads, Accounts, Contacts, Opportunities, Campaigns, and Forecasts.

涵盖的内容

1个视频6篇阅读材料1个作业

In this section, we cover exam formats, resource use, and study planning for the Salesforce Certified Administrator exam.

涵盖的内容

1个视频8篇阅读材料1个作业

In this section, we explore tracking Salesforce updates, engaging with the community, and advancing career paths through specialized certifications and continuous learning.

涵盖的内容

1个视频4篇阅读材料1个作业

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