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.
Salesforce Integration
Salesforce Integration
This course is part of Salesforce Fundamentals Specialization
Instructor: Stephane Muller
4,558 already enrolled
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Gain insight into a topic and learn the fundamentals.
4.1
(23 reviews)
Beginner level
Recommended experience
1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
What you'll 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'll gain
Details to know
Shareable certificate
Add to your LinkedIn profile
Taught in English
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Build your subject-matter expertise
This course is part of the Salesforce Fundamentals Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
- Learn new concepts from industry experts
- Gain a foundational understanding of a subject or tool
- Develop job-relevant skills with hands-on projects
- Earn a shareable career certificate
There are 3 modules in this course
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.
What's included
1 video1 reading1 peer review1 discussion prompt
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.
What's included
1 video1 reading1 peer review1 discussion prompt
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.
What's included
1 video1 reading1 peer review1 discussion prompt
Earn a career certificate
Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.
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Learner reviews
4.1
23 reviews
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P
5
Reviewed on Sep 4, 2022
Great cource , I learn Integration and automation part , data management part.
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Frequently asked questions
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:
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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.
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