Salesforce Integration
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Salesforce Integration
This course is part of Salesforce Fundamentals Specialization
Instructor: Stephane Muller
5,062 already enrolled
Included with
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
See how employees at top companies are mastering in-demand skills
Build your subject-matter expertise
- 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
1 video•Total 5 minutes
- Reports•5 minutes
1 reading•Total 255 minutes
- Reading & Practice Activities•255 minutes
1 peer review•Total 30 minutes
- Module Badges•30 minutes
1 discussion prompt•Total 45 minutes
- Data Management•45 minutes
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
1 video•Total 14 minutes
- Reports and Dashboards, Data Modeling•14 minutes
1 reading•Total 150 minutes
- Reading & Practice Activities•150 minutes
1 peer review•Total 30 minutes
- Module Badges•30 minutes
1 discussion prompt•Total 45 minutes
- Report On and Visualize Unique Data•45 minutes
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
1 video•Total 11 minutes
- Customizing an Organization•11 minutes
1 reading•Total 120 minutes
- Reading & Practice Activities•120 minutes
1 peer review•Total 30 minutes
- Module Badges•30 minutes
1 discussion prompt•Total 45 minutes
- Automation•45 minutes
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Reviewed on Sep 4, 2022
Great cource , I learn Integration and automation part , data management part.
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.
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Financial aid available,