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Stephane Muller
In Salesforce Capstone: Organization Integration, the final course of the Salesforce Fundamentals Specialization, learners will complete the Business Administration Specialist Superbadge as their main project. This project asks learners to combine all the skills and knowledge areas that they have collected from the previous three courses. Skill areas to be demonstrated include cleaning and importing account data, adding users and managing access, building email templates for new marketing needs, configuring UI tools for a new product type, generating reports and dashboards, managing and applying Chatter tools, and participating in the deployment of Salesforce within an organization. In addition to the project, the course includes a peer discussion opportunity, a demonstration video, and a peer review assignment. Completion of the Salesforce Fundamentals specialization and the Business Administration Specialist Superbadge prepares learners to take the Salesforce Administrator exam.
Register for this course and see more details by visiting:
OpenCourser.com/course/02rija/salesforce
What's inside
Syllabus
Salesforce Capstone: Organization Integration
In Salesforce Capstone: Organization Integration, the final course of the Salesforce Fundamentals specialization, you will complete the Business Administration Specialist Superbadge as the main project. This project asks you to combine all the skills and knowledge areas that they have collected from the previous three courses.
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Examines managing and applying Chatter tools, which is highly relevant to modern workplace communication and collaboration
Taught by Stephane Muller, who is recognized for their work in Salesforce
Helps learners prepare to take the Salesforce Administrator exam
This course is part of the Salesforce Fundamentals Specialization
Explicitly requires learners to complete the Salesforce Fundamentals Specialization first
Save this course
Save Salesforce Capstone: Organization Integration to your list so you can find it easily later:
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Reviews summary
Salesforce capstone: a deep dive
According to students, this course is well received and engaging. Learners say that Trailhead is a useful tool. However, the University of California should provide more information and videos to help round out the course and call it a specialization.
Trailhead is a valuable tool in this course.
"Trailhead is great"
"All Four cources are very interesting"
"there is no more value-added than just passing the salesforce trails."
The course could benefit from more content and videos
"the University of California should have more information"
"more videos"
"there is no more value-added than just passing the salesforce trails."
Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in Salesforce Capstone: Organization Integration with these
activities:
Join or start a Salesforce study group or discussion forum
Show steps
Study groups allow you to engage with peers and review course concepts.
Show steps
-
Identify or create a Salesforce study group or discussion forum
-
Participate in regular discussions, ask questions, and share knowledge
Organize and review course materials, quizzes, and assignments
Show steps
Reviewing course materials helps solidify understanding and retention.
Show steps
-
Create a system for organizing notes, assignments, and quizzes
-
Periodically review and summarize key concepts from the course materials
Review how to properly clean and import data
Show steps
Review data cleaning and import techniques to strengthen understanding.
Browse courses on
Data Import
Show steps
-
Review documentation and tutorials on data cleaning and import best practices
-
Practice cleaning and importing a small dataset using the techniques learned
-
Review error handling and troubleshooting techniques for data import
Six other activities
Expand to see all activities and additional details
Show all nine activities
Practice managing user permissions and access levels
Show steps
Managing permissions is an important aspect of Salesforce administration.
Show steps
-
Review the different user roles and permissions available in Salesforce
-
Create and manage user accounts and assign appropriate permissions
-
Test and verify user access to various Salesforce objects and features
Build a custom email template for a new marketing campaign
Show steps
Creating email templates reinforces knowledge of Salesforce email features.
Show steps
-
Define the requirements and goals of the new marketing campaign
-
Design and create the email template using Salesforce's email template builder
-
Test and validate the email template for deliverability and rendering
Create a presentation on the benefits of using Salesforce for a non-profit organization
Show steps
Creating a presentation helps reinforce understanding of Salesforce's non-profit features.
Show steps
-
Research the benefits and case studies of using Salesforce for non-profit organizations
-
Develop a presentation outline and gather supporting materials
-
Create the presentation slides using visuals and real-world examples
Participate in online hackathons or code challenges related to Salesforce
Show steps
Contests challenge you to apply Salesforce skills in a practical setting.
Show steps
-
Identify relevant online hackathons or code challenges related to Salesforce
-
Form a team or participate individually in the challenge
-
Apply Salesforce skills and knowledge to solve the challenge
-
Review and analyze the results of the challenge
Contribute to open-source Salesforce projects or community forums
Show steps
Contributing to open-source projects demonstrates Salesforce knowledge and passion.
Show steps
-
Identify open-source Salesforce projects or community forums
-
Review the project documentation and identify areas for contribution
-
Contribute code, documentation, or support to the project or forum
Attend a Salesforce certification preparation workshop
Show steps
Workshops provide additional support and insights for preparing for the Salesforce certification exam.
Show steps
-
Research and identify reputable Salesforce certification preparation workshops
-
Enroll and attend the workshop sessions
-
Participate actively in discussions and hands-on exercises
Join or start a Salesforce study group or discussion forum
Show steps
Study groups allow you to engage with peers and review course concepts.
Show steps
Show steps
Show steps
- Identify or create a Salesforce study group or discussion forum
- Participate in regular discussions, ask questions, and share knowledge
Organize and review course materials, quizzes, and assignments
Show steps
Reviewing course materials helps solidify understanding and retention.
Show steps
Show steps
Show steps
- Create a system for organizing notes, assignments, and quizzes
- Periodically review and summarize key concepts from the course materials
Review how to properly clean and import data
Show steps
Review data cleaning and import techniques to strengthen understanding.
Browse courses on
Data Import
Show steps
Show steps
Show steps
- Review documentation and tutorials on data cleaning and import best practices
- Practice cleaning and importing a small dataset using the techniques learned
- Review error handling and troubleshooting techniques for data import
Six other activities
Expand to see all activities and additional details
Show all nine activities
Practice managing user permissions and access levels
Show steps
Managing permissions is an important aspect of Salesforce administration.
Show steps
Show steps
Show steps
- Review the different user roles and permissions available in Salesforce
- Create and manage user accounts and assign appropriate permissions
- Test and verify user access to various Salesforce objects and features
Build a custom email template for a new marketing campaign
Show steps
Creating email templates reinforces knowledge of Salesforce email features.
Show steps
Show steps
Show steps
- Define the requirements and goals of the new marketing campaign
- Design and create the email template using Salesforce's email template builder
- Test and validate the email template for deliverability and rendering
Create a presentation on the benefits of using Salesforce for a non-profit organization
Show steps
Creating a presentation helps reinforce understanding of Salesforce's non-profit features.
Show steps
Show steps
Show steps
- Research the benefits and case studies of using Salesforce for non-profit organizations
- Develop a presentation outline and gather supporting materials
- Create the presentation slides using visuals and real-world examples
Participate in online hackathons or code challenges related to Salesforce
Show steps
Contests challenge you to apply Salesforce skills in a practical setting.
Show steps
Show steps
Show steps
- Identify relevant online hackathons or code challenges related to Salesforce
- Form a team or participate individually in the challenge
- Apply Salesforce skills and knowledge to solve the challenge
- Review and analyze the results of the challenge
Contribute to open-source Salesforce projects or community forums
Show steps
Contributing to open-source projects demonstrates Salesforce knowledge and passion.
Show steps
Show steps
Show steps
- Identify open-source Salesforce projects or community forums
- Review the project documentation and identify areas for contribution
- Contribute code, documentation, or support to the project or forum
Attend a Salesforce certification preparation workshop
Show steps
Workshops provide additional support and insights for preparing for the Salesforce certification exam.
Show steps
Show steps
Show steps
- Research and identify reputable Salesforce certification preparation workshops
- Enroll and attend the workshop sessions
- Participate actively in discussions and hands-on exercises
Career center
Learners who complete Salesforce Capstone: Organization Integration will develop knowledge and skills
that may be useful to these careers:
Salesforce Administrator
Salesforce Administrator
Once you complete your Business Administration Specialist Superbadge project, which is the main project in your Salesforce Capstone: Organization Integration course, you'll be ready to take the Salesforce Administrator exam. Whether you're looking to get into this field or already working as a Salesforce Administrator, this certification can help you advance your career.
Business Analyst
Business Analyst
A Business Analyst is responsible for bridging the gap between business and IT. With your knowledge from your Salesforce Capstone: Organization Integration course, you can help businesses understand how to use Salesforce to meet their needs. You'll be able to analyze business processes, identify areas for improvement, and develop solutions that can help businesses run more efficiently.
Data Analyst
Data Analyst
Data Analysts are in high demand, and with your Salesforce Capstone: Organization Integration course, you'll be well-prepared for this role. You'll be able to collect, clean, and analyze data from Salesforce and other sources to help businesses make informed decisions.
Marketing Automation Specialist
Marketing Automation Specialist
Marketing Automation Specialists use software to automate marketing tasks, such as email marketing, social media marketing, and lead generation. With your Salesforce Capstone: Organization Integration course, you'll learn how to use Salesforce to automate marketing tasks and measure the results of your campaigns.
Sales Operations Manager
Sales Operations Manager
Sales Operations Managers are responsible for planning, implementing, and managing sales operations. With your Salesforce Capstone: Organization Integration course, you'll learn how to use Salesforce to improve sales performance and efficiency.
Customer Relationship Manager
Customer Relationship Manager
Customer Relationship Managers (CRMs) are responsible for building and maintaining relationships with customers. With your Salesforce Capstone: Organization Integration course, you'll learn how to use Salesforce to track customer interactions, manage customer data, and provide excellent customer service.
Project Manager
Project Manager
Project Managers are responsible for planning, executing, and closing projects. With your Salesforce Capstone: Organization Integration course, you'll learn how to use Salesforce to manage projects, track progress, and communicate with stakeholders.
Sales Engineer
Sales Engineer
Sales Engineers work with customers to understand their business needs and recommend solutions. With your Salesforce Capstone: Organization Integration course, you'll learn how to use Salesforce to demonstrate the value of Salesforce products and services.
Technical Consultant
Technical Consultant
Technical Consultants help organizations implement and use Salesforce. With your Salesforce Capstone: Organization Integration course, you'll learn how to configure Salesforce to meet the needs of different organizations.
Systems Analyst
Systems Analyst
Systems Analysts are responsible for designing, developing, and implementing computer systems. With your Salesforce Capstone: Organization Integration course, you'll learn how to use Salesforce to create custom solutions for businesses.
Software Engineer
Software Engineer
Software Engineers design, develop, and maintain software applications. With your Salesforce Capstone: Organization Integration course, you'll learn how to use Salesforce to develop custom applications for businesses.
Database Administrator
Database Administrator
Database Administrators are responsible for managing and maintaining databases. With your Salesforce Capstone: Organization Integration course, you'll learn how to use Salesforce to manage and maintain Salesforce databases.
Network Administrator
Network Administrator
Network Administrators are responsible for managing and maintaining computer networks. With your Salesforce Capstone: Organization Integration course, you'll learn how to use Salesforce to manage and maintain Salesforce networks.
IT Manager
IT Manager
IT Managers are responsible for planning, implementing, and managing IT systems. With your Salesforce Capstone: Organization Integration course, you'll learn how to use Salesforce to manage and maintain Salesforce systems.
Cloud Architect
Cloud Architect
Cloud Architects design, develop, and manage cloud computing solutions. With your Salesforce Capstone: Organization Integration course, you'll learn how to use Salesforce to develop and manage cloud computing solutions for businesses.
For more career information including salaries, visit:
OpenCourser.com/course/02rija/salesforce
Reading list
We've selected five books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Salesforce Capstone: Organization Integration.
Valuable reference for Salesforce administrators, providing practical recipes and solutions for common challenges. It covers a wide range of topics, including data management, security, customization, and integration, making it a useful resource for both beginners and experienced administrators.
Provides a comprehensive overview of the Salesforce platform and its features for users. It covers topics such as navigation, data entry, reporting, and collaboration. Useful as background reading and as a reference tool.
An accessible introduction to cloud computing concepts and technologies. Provides a foundation in terminology, benefits, and challenges, making it helpful for learners with limited exposure to cloud-based platforms like Salesforce.
This great primer for beginners, which may help some students understand basic concepts better.
Save
Provides a guide to the best practices for integrating Salesforce with other systems. It covers topics such as data integration, process automation, and security. Useful as additional reading.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/02rija/salesforce
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Effort
1 week of study, 6-8 hours/week
Level
Introductory
Via
Coursera
Institution
University of California, Irvine
Instructor
Stephane Muller
Language
English
Transcripts
Español
Français
Português
Deutsch
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中文
العربية
한국어
日本語
हिंदी
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پښتو
آذربایجان دیلی
This course belongs to a
collection
called
Salesforce Fundamentals. It's comprised of four courses:
- Salesforce Reporting
- Salesforce Basics
- Salesforce Capstone: Organization Integration (viewing)
- Salesforce Integration
Good to know
Examines managing and applying Chatter tools, which is highly relevant to modern workplace communication and collaboration
Taught by Stephane Muller, who is recognized for their work in Salesforce
Helps learners prepare to take the Salesforce Administrator exam
This course is part of the Salesforce Fundamentals Specialization
Explicitly requires learners to complete the Salesforce Fundamentals Specialization first
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