University of California, Irvine

Salesforce Reporting

This course is part of Salesforce Fundamentals Specialization

Taught in English

Some content may not be translated

Stephane Muller

Instructor: Stephane Muller

4,002 already enrolled

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Course

Gain insight into a topic and learn the fundamentals

4.5

(28 reviews)

Beginner level

Recommended experience

23 hours (approximately)
Flexible schedule
Learn at your own pace

What you'll learn

  • Create an Einstein Analytics App and customize an Einstein Analytics Home Page.

  • Create users and manage access to enterprise data and customize the Lightning Experience user interface.

  • Create customer entitlements and an entitlement process with milestones.

Details to know

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Add to your LinkedIn profile

Course

Gain insight into a topic and learn the fundamentals

4.5

(28 reviews)

Beginner level

Recommended experience

23 hours (approximately)
Flexible schedule
Learn at your own pace

See how employees at top companies are mastering in-demand skills

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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
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There are 3 modules in this course

As a business administration specialist you will be in charge of creating custom objects, field dependencies, and work flows to track accounts or services. This module you will get your hands dirty and start learning how this would be applied into an organization. As you go through the projects make sure that you are conceptually learning how this may be applied to any organization even though the example is primarily sales.

What's included

1 video1 reading1 peer review1 discussion prompt

In the age of mobile phones, it is important for an organization to make things simpler for the customer. In this module you will learn how you can use the Salesforce mobile app to track your leads, view reports, and keep your workforce engaged when they are not in the office. You will Salesforce Service Cloud can help you engage with your customer base and keep you at top of mind.

What's included

1 video1 reading1 peer review1 discussion prompt

We will continue reviewing data security through our virtual sessions - limiting fields, levels of security, and demonstrating the difference between hierarchy and roles. At home, you will focus on creating a process builder with multiset functions on custom objects, change permissions, and restrict access.

What's included

1 video1 reading1 peer review1 discussion prompt

Instructor

Instructor ratings
3.8 (6 ratings)
Stephane Muller
University of California, Irvine
12 Courses52,419 learners

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Recommended if you're interested in Business Essentials

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4.5

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5

Reviewed on Jun 13, 2021

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