Automation, Reporting, and Advanced Features

This course features Coursera Coach! A smarter way to learn with interactive, real-time conversations that help you test your knowledge, challenge assumptions, and deepen your understanding as you progress through the course. Take your Salesforce skills to the next level with automation, advanced reporting, and platform tools. This course guides you through workflows, approval processes, and Process Builder, teaching you how to automate tasks, streamline approvals, and manage records efficiently. You’ll then dive into Salesforce Flows, exploring record-triggered, screen, auto-launched, schedule-triggered, and platform event flows, learning to create complex automations and integrate them with Process Builder and Apex. The course also covers standard objects, including Leads, Accounts, Contacts, Opportunities, and Cases, and teaches best practices for automation and data management. Reporting and dashboards are covered in depth, from standard and custom report types to matrix, summary, and joined reports, and dynamic dashboards for real-time insights. Additionally, you’ll explore Salesforce AppExchange apps and learn how to enhance functionality with pre-built solutions. Finally, you’ll understand the Salesforce application lifecycle, including sandbox types, deployment methods, and change sets, equipping you to manage development, testing, and production effectively. This course is ideal for Salesforce admins, developers, and business users who want to automate processes, gain actionable insights, and optimize their Salesforce environment. By the end of the course, you will be able to implement workflow and approval process automation, build and launch complex flows, create reports and dashboards for actionable insights, leverage AppExchange apps, and manage the application lifecycle with sandboxes and deployment tools.