Salesforce Integration

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Salesforce Integration

This course is part of Salesforce Fundamentals Specialization

Instructor: Stephane Muller

4,909 already enrolled

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3 modules

Gain insight into a topic and learn the fundamentals.

24 reviews

Beginner level

Recommended experience

1 week to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

3 modules

Gain insight into a topic and learn the fundamentals.

24 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

Tools you'll learn

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

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.

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.

Instructor

Stephane Muller

University of California, Irvine

16 Courses 75,503 learners

Offered by

University of California, Irvine

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Reviewed on Sep 4, 2022

Great cource , I learn Integration and automation part , data management part.

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Frequently asked questions

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. 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.

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.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.