Overview

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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. In this course, you will master the essential skills for automating processes, managing reports, and preparing for the Salesforce certification exam. You will dive into the various automation tools in Salesforce, including workflows, approval processes, and process builders, and learn how to automate business processes effectively. This course also covers how to set up and manage page layouts and record types to enhance user experience and business functionality. The course takes you through advanced Salesforce tools like flows, custom reports, dashboards, and AppExchange apps. You will learn to automate tasks with Flows, set up record-triggered, screen, and scheduled flows, and understand how to use platform events. You'll also explore how to generate customized reports and dashboards, including joined reports, custom report types, and dynamic dashboards to better analyze and visualize your Salesforce data. Moreover, the course includes detailed coverage of the Salesforce AppExchange and the application lifecycle, teaching you how to use AppExchange apps to enhance functionality and navigate Salesforce environments for deployment. The skills you acquire will be invaluable in preparing for the Salesforce Admin certification exam, ensuring you're ready to pass with confidence. By the end of the course, you will be able to automate business processes in Salesforce, design effective reports and dashboards, integrate third-party apps via AppExchange, and manage the application lifecycle from development to deployment.

Syllabus

Recycle Bin

In this module, we will guide you through the steps to locate and use the Salesforce Recycle Bin. You'll learn how to recover deleted records and manage them effectively, ensuring that valuable data is not lost accidentally.

Page Layouts and Record Types in Salesforce

In this module, we will explore how page layouts and record types can be customized to fit the needs of different users within Salesforce. You will learn how to optimize these settings to streamline data entry and improve usability.

Automation Tools in Salesforce: Workflows, Approval Process, Process Builder

In this module, we will introduce you to Salesforce’s powerful automation tools—workflows, approval processes, and Process Builder. You’ll learn how to set up automated actions like sending emails, creating tasks, and triggering approval processes to improve operational efficiency.

Flows in Salesforce

In this module, we will explore the various types of flows in Salesforce and their applications. You will learn how to create both record-triggered and screen flows, and understand how to use them to automate complex business processes and enhance user experiences.

Standard Objects in Salesforce

In this module, we will dive deep into Salesforce’s standard objects, including Leads, Accounts, Contacts, and Opportunities. You’ll learn how to manage customer relationships, automate tasks, and implement advanced features like case assignment and escalation rules.

Reports and Dashboards in Salesforce

In this module, we will teach you how to create and customize reports and dashboards in Salesforce. You'll explore different report types, learn how to organize data effectively, and understand how to build dynamic, real-time dashboards that provide valuable insights for decision-making.

AppExchange

In this module, we will provide an overview of the Salesforce AppExchange, where you can find third-party applications that extend Salesforce’s capabilities. You will learn how to install and configure these apps to improve reporting, field usage analysis, and user guidance.

Application Lifecycle

In this module, we will walk you through the Salesforce application lifecycle, detailing each stage from development through to deployment. You'll also learn about sandboxes, deployment methods, and how to use change sets for effective metadata management in Salesforce.