This course is part of the Salesforce Fundamentals Specialization

Stephane Muller

Offered By

Salesforce Fundamentals SpecializationUniversity of California, Irvine

About this Course

2,351 recent views

Salesforce Integration explores why data management is so important, how Salesforce can help organize and display reported data to gain insight into trends and patterns, and how to automate manual business procedures. Learners will specifically practice creating custom automation process, building work flows, and performing data modeling. The course includes in-depth readings and practical application activities within Salesforce's Trailhead education platform, peer discussion opportunities, demonstration videos, and peer review assignments.

Shareable Certificate

Earn a Certificate upon completion

100% online

Start instantly and learn at your own schedule.

Course 3 of 4 in the

Salesforce Fundamentals Specialization

Flexible deadlines

Reset deadlines in accordance to your schedule.

Beginner Level

This specialization is designed for beginners with no background knowledge.

Approx. 13 hours to complete

English

Subtitles: English

What you will learn

Build and customize processes and flows.

Assess data quality and create reports and visualize via dashboards.

Create different types of object relationships.

Skills you will gain

Data ManagementCloud IntegrationData SecurityAutomationCloud Computing

Shareable Certificate

Earn a Certificate upon completion

100% online

Start instantly and learn at your own schedule.

Course 3 of 4 in the

Salesforce Fundamentals Specialization

Flexible deadlines

Reset deadlines in accordance to your schedule.

Beginner Level

This specialization is designed for beginners with no background knowledge.

Approx. 13 hours to complete

English

Subtitles: English

Instructor

Stephane Muller

7,286 Learners

12 Courses

Offered by

University of California, Irvine

Since 1965, the University of California, Irvine has combined the strengths of a major research university with the bounty of an incomparable Southern California location. UCI’s unyielding commitment to rigorous academics, cutting-edge research, and leadership and character development makes the campus a driving force for innovation and discovery that serves our local, national and global communities in many ways.

Syllabus - What you will learn from this course

Week

Week 1

6 hours to complete

Module 1

In this module, you will focus on data quality and management. You will learn how to assess the quality of your data, import and export, and how to properly access your data. This is all prep work for the next module when you will be putting these principles into action.

6 hours to complete

1 video (Total 5 min), 1 reading, 1 quiz

1 video

Reports4m

1 reading

Reading & Practice Activities4h 15m

Week

Week 2

4 hours to complete

Module 2

This module’s demos include creating reports and dashboard folders, creating custom reports, and using summary formulas. At home, you will focus on creating reports based on data provided by Salesforce and derive insights for business actions. How do you derive data from objects? We will learn how to create objects and report on the related data points.

4 hours to complete

1 video (Total 14 min), 1 reading, 1 quiz

1 video

Reports and Dashboards, Data Modeling13m

1 reading

Reading & Practice Activities2h 30m

Week

Week 3

3 hours to complete

Module 3

Part of the capstone project covers customizing an organization to support a new business unit. In this module, we will demo managing user access and chatter, modifying your data model, and automating business functions. You will focus on importing and exporting data reports from and to Salesforce. Including functions to analyze and manage data also creating dashboards for reporting data and visualizations.

3 hours to complete

1 video (Total 11 min), 1 reading, 1 quiz

1 video

Customizing an Organization11m

1 reading

Reading & Practice Activities2h

About the Salesforce Fundamentals Specialization

The Salesforce Fundamentals specialization guides learners through the Salesforce Fundamentals for Business Administration Trailmix and presents what is possible with the Salesforce platform and how it can support your business. This specialization covers the essentials of Salesforce from building a user interface and creating reports and dashboards, to advanced process automation. Upon completion of all the assigned modules and projects, learners will have the skills needed to begin to implement Salesforce in a business.

Frequently Asked Questions

When will I have access to the lectures and assignments?
Access to lectures and assignments depends on your type of enrollment. If you take a course in audit mode, you will be able to see most course materials for free. To access graded assignments and to earn a Certificate, you will need to purchase the Certificate experience, during or after your audit. If you don't see the audit option:
The course may not offer an audit option. You can try a Free Trial instead, or apply for Financial Aid.
The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
What will I get if I subscribe to this Specialization?
When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.
Is financial aid available?
Yes, Coursera provides financial aid to learners who cannot afford the fee. Apply for it by clicking on the Financial Aid link beneath the "Enroll" button on the left. You'll be prompted to complete an application and will be notified if you are approved. You'll need to complete this step for each course in the Specialization, including the Capstone Project. Learn more.

More questions? Visit the Learner Help Center.

Salesforce Integration