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Stephane Muller
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.
Register for this course and see more details by visiting:
OpenCourser.com/course/l3h45p/salesforce
What's inside
Syllabus
Module 1
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.
Read more
Syllabus
Module 1
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.
Read more
Module 2
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.
Module 3
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.
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Examines data management, which is standard in industry data practices
Explores business process automation, which helps learners make their work more efficient
Covers data modeling, which is a core skill for data analysts and managers
In-depth readings and practical application activities within Salesforce's Trailhead education platform
Peer discussion opportunities, demonstration videos, and peer review assignments
Save this course
Save Salesforce Integration to your list so you can find it easily later:
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Reviews summary
Informative salesforce integration
Learners say this informative Salesforce Integration course is great. They especially appreciate the modules on integration, automation, and data management.
The course offers valuable content.
"Great course."
"Great cource , I learn Integration and automation part , data management part."
Some students have concerns about grading fairness.
"The problem is waiting for wvaluated for a person that doesn't mind about you and put just one point when you share all the requested."
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 Integration with these
activities:
Review Salesforce concepts
Show steps
Review key Salesforce concepts such as objects, fields, relationships, and security to refresh your understanding and prepare for the course.
Browse courses on
Salesforce
Show steps
-
Read Salesforce documentation on key concepts
-
Create a practice Salesforce organization
-
Explore the Salesforce user interface and functionality
Review: Data Quality and Management Concepts
Show steps
Refresh your foundational understanding of data quality and management best practices, ensuring you have a strong conceptual foundation for the course content.
Browse courses on
Data Management
Show steps
-
Review notes or materials from a previous course or certification on data management.
-
Complete a short online tutorial or quiz on data quality and management concepts.
Connect with a Salesforce Data Management Expert
Show steps
Seek guidance and mentorship from an experienced Salesforce data management professional to gain valuable insights and accelerate your learning.
Show steps
-
Identify potential mentors through online communities, LinkedIn, or industry events.
-
Reach out to your identified mentors and request a brief meeting or informational interview.
-
Prepare specific questions related to Salesforce data management and your career goals.
Nine other activities
Expand to see all activities and additional details
Show all 12 activities
Complete Trailhead modules
Show steps
Work through Trailhead modules to gain hands-on experience with Salesforce features and functionality, reinforcing the concepts covered in the course.
Browse courses on
Trailhead
Show steps
-
Identify relevant Trailhead modules
-
Complete the modules at your own pace
-
Practice the techniques and concepts you learn
Peer Discussion: Data Modeling Best Practices
Show steps
Engage in discussions to compare different approaches to data modeling within Salesforce, exchanging ideas and learning from the experiences of peers.
Show steps
-
Join an online forum or discussion group focused on Salesforce data modeling.
-
Participate in discussions, asking questions and sharing your own experiences.
Create custom reports and dashboards
Show steps
Practice creating custom reports and dashboards to gain proficiency in analyzing and presenting Salesforce data, enhancing your ability to derive insights and make informed decisions.
Browse courses on
Reporting
Show steps
-
Gather data requirements
-
Design and create custom reports
-
Build dashboards to visualize key metrics
Attend virtual study group
Show steps
Participate in virtual study group sessions to discuss course concepts, share insights, and learn from peers, fostering collaborative learning and enhancing understanding.
Show steps
-
Find a study group
-
Attend regular study sessions
-
Participate actively in discussions
Project: Dashboard for Reporting Data
Show steps
Create a hands-on tool that lets you practice visualizing trends and insights using the data management capabilities of Salesforce.
Show steps
-
Review the Trailhead module on Creating Dashboards
-
Create a dashboard visualizing the key performance indicators for a sales team or other business unit.
-
Present your dashboard to a peer for feedback.
Workshop: Advanced Salesforce Data Management Techniques
Show steps
Deepen your knowledge and skills in advanced Salesforce data management techniques through hands-on, instructor-led training.
Show steps
-
Identify and register for an in-person or virtual workshop on advanced Salesforce data management techniques.
-
Attend the workshop and actively participate in the exercises and discussions.
-
Apply the techniques learned in the workshop to your own Salesforce projects.
Develop a data management plan
Show steps
Create a data management plan that outlines strategies for data quality, security, and compliance, demonstrating your understanding of best practices and the importance of data governance.
Browse courses on
Data Management
Show steps
-
Define data management goals and objectives
-
Assess current data management practices
-
Identify areas for improvement
-
Develop and document a data management plan
Participate in a Salesforce Data Management Hackathon
Show steps
Put your skills to the test in a competitive environment, collaborating with others to solve complex data management challenges in Salesforce.
Show steps
-
Find a Salesforce data management hackathon or competition to participate in.
-
Form a team or work independently to develop a solution to the challenge.
-
Submit your solution and present it to a panel of judges.
Mentor junior Salesforce users
Show steps
Volunteer to mentor junior Salesforce users, helping them develop their skills and knowledge while reinforcing your own understanding of the platform and best practices.
Show steps
-
Identify a mentoring program or opportunity
-
Pair with a mentee
-
Provide guidance and support
Review Salesforce concepts
Show steps
Review key Salesforce concepts such as objects, fields, relationships, and security to refresh your understanding and prepare for the course.
Browse courses on
Salesforce
Show steps
Show steps
Show steps
- Read Salesforce documentation on key concepts
- Create a practice Salesforce organization
- Explore the Salesforce user interface and functionality
Review: Data Quality and Management Concepts
Show steps
Refresh your foundational understanding of data quality and management best practices, ensuring you have a strong conceptual foundation for the course content.
Browse courses on
Data Management
Show steps
Show steps
Show steps
- Review notes or materials from a previous course or certification on data management.
- Complete a short online tutorial or quiz on data quality and management concepts.
Connect with a Salesforce Data Management Expert
Show steps
Seek guidance and mentorship from an experienced Salesforce data management professional to gain valuable insights and accelerate your learning.
Show steps
Show steps
Show steps
- Identify potential mentors through online communities, LinkedIn, or industry events.
- Reach out to your identified mentors and request a brief meeting or informational interview.
- Prepare specific questions related to Salesforce data management and your career goals.
Nine other activities
Expand to see all activities and additional details
Show all 12 activities
Complete Trailhead modules
Show steps
Work through Trailhead modules to gain hands-on experience with Salesforce features and functionality, reinforcing the concepts covered in the course.
Browse courses on
Trailhead
Show steps
Show steps
Show steps
- Identify relevant Trailhead modules
- Complete the modules at your own pace
- Practice the techniques and concepts you learn
Peer Discussion: Data Modeling Best Practices
Show steps
Engage in discussions to compare different approaches to data modeling within Salesforce, exchanging ideas and learning from the experiences of peers.
Show steps
Show steps
Show steps
- Join an online forum or discussion group focused on Salesforce data modeling.
- Participate in discussions, asking questions and sharing your own experiences.
Create custom reports and dashboards
Show steps
Practice creating custom reports and dashboards to gain proficiency in analyzing and presenting Salesforce data, enhancing your ability to derive insights and make informed decisions.
Browse courses on
Reporting
Show steps
Show steps
Show steps
- Gather data requirements
- Design and create custom reports
- Build dashboards to visualize key metrics
Attend virtual study group
Show steps
Participate in virtual study group sessions to discuss course concepts, share insights, and learn from peers, fostering collaborative learning and enhancing understanding.
Show steps
Show steps
Show steps
- Find a study group
- Attend regular study sessions
- Participate actively in discussions
Project: Dashboard for Reporting Data
Show steps
Create a hands-on tool that lets you practice visualizing trends and insights using the data management capabilities of Salesforce.
Show steps
Show steps
Show steps
- Review the Trailhead module on Creating Dashboards
- Create a dashboard visualizing the key performance indicators for a sales team or other business unit.
- Present your dashboard to a peer for feedback.
Workshop: Advanced Salesforce Data Management Techniques
Show steps
Deepen your knowledge and skills in advanced Salesforce data management techniques through hands-on, instructor-led training.
Show steps
Show steps
Show steps
- Identify and register for an in-person or virtual workshop on advanced Salesforce data management techniques.
- Attend the workshop and actively participate in the exercises and discussions.
- Apply the techniques learned in the workshop to your own Salesforce projects.
Develop a data management plan
Show steps
Create a data management plan that outlines strategies for data quality, security, and compliance, demonstrating your understanding of best practices and the importance of data governance.
Browse courses on
Data Management
Show steps
Show steps
Show steps
- Define data management goals and objectives
- Assess current data management practices
- Identify areas for improvement
- Develop and document a data management plan
Participate in a Salesforce Data Management Hackathon
Show steps
Put your skills to the test in a competitive environment, collaborating with others to solve complex data management challenges in Salesforce.
Show steps
Show steps
Show steps
- Find a Salesforce data management hackathon or competition to participate in.
- Form a team or work independently to develop a solution to the challenge.
- Submit your solution and present it to a panel of judges.
Mentor junior Salesforce users
Show steps
Volunteer to mentor junior Salesforce users, helping them develop their skills and knowledge while reinforcing your own understanding of the platform and best practices.
Show steps
Show steps
Show steps
- Identify a mentoring program or opportunity
- Pair with a mentee
- Provide guidance and support
Career center
Learners who complete Salesforce Integration will develop knowledge and skills
that may be useful to these careers:
Salesforce Developer
Salesforce Developer
Salesforce Developers create and customize Salesforce applications. They work with Salesforce Administrators to ensure that applications meet the needs of the business. The course will help you develop the skills you need to be an effective Salesforce Developer. Specifically, you will learn how to use Salesforce to organize and display data, how to create custom automation processes, and how to perform data modeling. This knowledge and these skills will be valuable to you as a Salesforce Developer.
Salesforce Administrator
Salesforce Administrator
Salesforce Administrators manage and maintain Salesforce systems. They ensure that systems are running smoothly and that users have the access and permissions they need. The course will help you develop the skills you need to be an effective Salesforce Administrator. Specifically, you will learn how to use Salesforce to organize and display data, how to create custom automation processes, and how to perform data modeling. This knowledge and these skills will be valuable to you as a Salesforce Administrator.
Business Analyst
Business Analyst
Business Analysts help organizations improve their performance by analyzing business processes and recommending solutions. The course will help you develop the skills you need to be an effective Business Analyst. Specifically, you will learn how to use Salesforce to organize and display data, how to create custom automation processes, and how to perform data modeling. This knowledge and these skills will be valuable to you as a Business Analyst.
Software Engineer
Software Engineer
Software Engineers design, develop, and test software applications. They work with other engineers to create software that meets the needs of the business. The course will help you develop the skills you need to be an effective Software Engineer. Specifically, you will learn how to use Salesforce to organize and display data, how to create custom automation processes, and how to perform data modeling. This knowledge and these skills will be valuable to you as a Software Engineer.
Data Analyst
Data Analyst
Data Analysts use data to make better decisions. They do this by collecting, analyzing, and interpreting data. The course will help you develop the skills you need to be an effective Data Analyst. Specifically, you will learn how to use Salesforce to organize and display data, how to create custom automation processes, and how to perform data modeling. This knowledge and these skills will be valuable to you as a Data Analyst.
Database Administrator
Database Administrator
Database Administrators manage and maintain databases. They ensure that data is accurate, secure, and available. The course will help you develop the skills you need to be an effective Database Administrator. Specifically, you will learn how to use Salesforce to organize and display data, how to create custom automation processes, and how to perform data modeling. This knowledge and these skills will be valuable to you as a Database Administrator.
Web Developer
Web Developer
Web Developers design and develop websites. They work with other designers and engineers to create websites that are visually appealing and easy to use. The course will help you develop the skills you need to be an effective Web Developer. Specifically, you will learn how to use Salesforce to organize and display data, how to create custom automation processes, and how to perform data modeling. This knowledge and these skills will be valuable to you as a Web Developer.
Consultant
Consultant
Consultants help organizations improve their performance by providing advice and guidance. The course will help you develop the skills you need to be an effective Consultant. Specifically, you will learn how to use Salesforce to organize and display data, how to create custom automation processes, and how to perform data modeling. This knowledge and these skills will be valuable to you as a Consultant.
Technical Writer
Technical Writer
Technical Writers create and maintain documentation for software applications. They work with engineers to ensure that documentation is accurate and easy to understand. The course will help you develop the skills you need to be an effective Technical Writer. Specifically, you will learn how to use Salesforce to organize and display data, how to create custom automation processes, and how to perform data modeling. This knowledge and these skills will be valuable to you as a Technical Writer.
Systems Analyst
Systems Analyst
Systems Analysts analyze and design computer systems. They work with users to understand their needs and then design systems that meet those needs. The course will help you develop the skills you need to be an effective Systems Analyst. Specifically, you will learn how to use Salesforce to organize and display data, how to create custom automation processes, and how to perform data modeling. This knowledge and these skills will be valuable to you as a Systems Analyst.
User Experience Designer
User Experience Designer
User Experience Designers design and evaluate user interfaces. They work with other designers and engineers to create user interfaces that are easy to use and visually appealing. The course will help you develop the skills you need to be an effective User Experience Designer. Specifically, you will learn how to use Salesforce to organize and display data, how to create custom automation processes, and how to perform data modeling. This knowledge and these skills will be valuable to you as a User Experience Designer.
Quality Assurance Analyst
Quality Assurance Analyst
Quality Assurance Analysts test software applications to ensure that they are free of defects. They also work to improve the quality of software products. The course will help you develop the skills you need to be an effective Quality Assurance Analyst. Specifically, you will learn how to use Salesforce to organize and display data, how to create custom automation processes, and how to perform data modeling. This knowledge and these skills will be valuable to you as a Quality Assurance Analyst.
Project Manager
Project Manager
Project Managers plan, execute, and close projects. They ensure that projects are completed on time, within budget, and to the required quality standards. The course will help you develop the skills you need to be an effective Project Manager. Specifically, you will learn how to use Salesforce to organize and display data, how to create custom automation processes, and how to perform data modeling. This knowledge and these skills will be valuable to you as a Project Manager.
Analyst
Analyst
Analysts use data to make better decisions. They do this by collecting, analyzing, and interpreting data. The course will help you develop the skills you need to be an effective Analyst. Specifically, you will learn how to use Salesforce to organize and display data, how to create custom automation processes, and how to perform data modeling. This knowledge and these skills will be valuable to you as an Analyst.
Data Scientist
Data Scientist
Data Scientists use data to build models that can predict future events. They do this by using machine learning and other statistical techniques. The course will help you develop the skills you need to be an effective Data Scientist. Specifically, you will learn how to use Salesforce to organize and display data, how to create custom automation processes, and how to perform data modeling. This knowledge and these skills will be valuable to you as a Data Scientist.
For more career information including salaries, visit:
OpenCourser.com/course/l3h45p/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 Integration.
Provides a comprehensive guide to Salesforce for users. It covers everything from basic concepts to advanced topics, including how to use Salesforce to manage sales, customer service, marketing, and more.
While not directly related to Salesforce, this book provides valuable background knowledge on data modeling and data warehousing, which are foundational concepts for understanding data management in Salesforce.
Save
Beginner-friendly introduction to data management principles and techniques, beneficial for understanding the foundational concepts.
This classic book explores the fundamental patterns and principles of enterprise integration, providing a broader context for Salesforce integration.
Provides a comprehensive guide to developing with the Salesforce Community Cloud. It covers topics such as creating community portals, managing user access, and customizing community pages. While not directly about data integration, it can be helpful for understanding how to create and manage online communities in Salesforce.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/l3h45p/salesforce
Share
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Effort
3 weeks of study, 3-5 hours/week
Level
Introductory
Via
Coursera
Institution
University of California, Irvine
Instructor
Stephane Muller
Language
English
Transcripts
Español
Français
Português
Deutsch
Italiano
中文
العربية
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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
- Salesforce Integration (viewing)
Good to know
Examines data management, which is standard in industry data practices
Explores business process automation, which helps learners make their work more efficient
Covers data modeling, which is a core skill for data analysts and managers
In-depth readings and practical application activities within Salesforce's Trailhead education platform
Peer discussion opportunities, demonstration videos, and peer review assignments
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