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Salesforce Integration

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.

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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.
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Traffic lights

Read about what's good
what should give you pause
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

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Reviews summary

Practical salesforce data & automation

According to learners, this Salesforce Integration course provides a strong practical foundation for data management, reporting, and automation. Many highlight the hands-on activities, helpful demonstration videos, and seamless Trailhead integration as particularly beneficial, enabling them to apply skills directly to their work. While some older feedback mentioned assumed prior Salesforce knowledge and dated content, recent reviews indicate the instructors have been responsive to feedback, significantly improving the clarity of project explanations. However, some still note that peer review assignments could be clearer or faster in feedback, and a few felt the pace was too quick for complex automation topics.
Course has been actively improved based on student feedback.
"The updates since then have been fantastic! Originally, I found the explanations for the capstone project a bit vague, but the recent revisions have made it much clearer."
"It clearly shows the instructors are listening to feedback, making the course incredibly valuable."
"While some older demos were noted as dated, the core concepts are sound and the course shows continuous improvement."
Focus on real-world scenarios and direct job applicability.
"The content is highly relevant to my job as a Salesforce Admin. I especially appreciated the hands-on activities."
"Excellent course! The practical application activities were key. I was able to apply what I learned directly to my work."
"This course truly equips you with actionable skills for practical Salesforce use."
Structure of peer review assignments can be unclear or slow.
"My only constructive feedback would be that some of the peer review instructions could be a bit clearer."
"The peer review system was also confusing for me. I think it needs a clearer 'prerequisites' section."
"I found the peer review assignments to be a unique learning method, though sometimes waiting for feedback was a bit slow."
Covers core topics well but may lack depth on advanced automation.
"The third module, while important, moved a bit fast through some of the automation topics."
"Sometimes the depth on specific automation tasks felt a bit lacking. I had to do a lot of supplementary research."
"I wished for more advanced topics in the latter modules, but for a foundational course, it does a great job."
May be challenging for absolute beginners without Salesforce basics.
"I found some parts challenging without a strong prerequisite. It's a decent start, but not a complete solution."
"I struggled with this course. I'm relatively new to Salesforce and found it assumed too much prior knowledge."
"Some prior understanding of Salesforce concepts would certainly benefit learners here."

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
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
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
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
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
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
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
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
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
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
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
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
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

Career center

Learners who complete Salesforce Integration will develop knowledge and skills that may be useful to these careers:
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.
See salaries and explore the career path for Salesforce Developer
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.
See salaries and explore the career path for Salesforce Administrator
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.
See salaries and explore the career path for Consultant
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.
See salaries and explore the career path for Data Analyst
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.
See salaries and explore the career path for Data Scientist
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.
See salaries and explore the career path for Database Administrator
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.
See salaries and explore the career path for Project Manager
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.
See salaries and explore the career path for Quality Assurance Analyst
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.
See salaries and explore the career path for Software Engineer
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.
See salaries and explore the career path for Systems Analyst
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.
See salaries and explore the career path for Technical Writer
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.
See salaries and explore the career path for User Experience Designer
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.
See salaries and explore the career path for Analyst
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.
See salaries and explore the career path for Web Developer
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.
See salaries and explore the career path for Business Analyst

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.
Cover image
The Sales Wizard's Secrets of Sales Management :...
Save
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.
The Sales Wizard's Secrets of Sales Management :...
Paperback
Check
The Sales Wizard's Secrets of Sales Management :...
Kindle Edition
Check
Cover image
Super Charge Your Data Warehouse
Save
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.
Super Charge Your Data Warehouse
Paperback
Check
Super Charge Your Data Warehouse
Kindle Edition
Check
Cover image
Access For Dummies
Save
Beginner-friendly introduction to data management principles and techniques, beneficial for understanding the foundational concepts.
Access For Dummies (For Dummies (Computer/Tech))
Paperback
$$
Access 2016 For Dummies
Paperback
$$
Access 2019 For Dummies
Paperback
$$
Access 2007 For Dummies
Paperback
$$
Microsoft 365 Access For Dummies
Paperback
$$
Access 2013 For Dummies
Paperback
$$
Access 2010 For Dummies
Paperback
$
(Deutsch) Access 2016 fur Dummies (Für Dummies) (German...
Paperback
$$
Access For Dummies
Kindle Edition
$$
Access 2019 For Dummies
Kindle Edition
$$
Access 2016 For Dummies (Access for Dummies)
Kindle Edition
$$
Access 2013 For Dummies
Kindle Edition
$$
Access 2010 For Dummies
Kindle Edition
$$
Access 2007 For Dummies
Kindle Edition
$$
Cover image
Enterprise Integration Patterns
Save
This classic book explores the fundamental patterns and principles of enterprise integration, providing a broader context for Salesforce integration.
Enterprise Integration Patterns: Designing,...
Hardcover
$$$
Enterprise Integration Patterns: Designing,...
Kindle Edition
$$$
Cover image
Salesforce.com Customization Handbook
Save
Provides a comprehensive guide to developing with the Salesforce Community Cloud. It covers topics such as creating community portals, managing user access, and customizing community pages. While not directly about data integration, it can be helpful for understanding how to create and manage online communities in Salesforce.
Salesforce.com Customization Handbook
Paperback
$$$
Salesforce.com Customization Handbook
Kindle Edition
$$

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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 한국어 日本語 हिंदी Nederlands Svenska Pусский Türkçe Polski Ελληνικά українська мова magyar nyelv Bahasa Indonesia ไทย қазақша اُردُو, فارسی বাংলা tiếng Việt پښتو آذربایجان دیلی
This course belongs to a collection called Salesforce Fundamentals. It's comprised of four courses:
  1. Salesforce Reporting
  2. Salesforce Basics
  3. Salesforce Capstone: Organization Integration
  4. Salesforce Integration (viewing)
Traffic lights
Read about what's good
what should give you pause
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
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