Salesforce Administration: Object Manager and Lightning App Builder
The specifics of your business should be an integral part of your Salesforce configuration. This course will teach you how to customize Salesforce by managing the fields, the business processes, and the views your users are presented with.
What you'll learn
Salesforce is much more than just a preconfigured database; in fact it is a very powerful software capable of adjusting itself to your business needs and flexibly. In this course, Salesforce Administration: Object Manager and Lightning App Builder, you’ll learn to administer your Salesforce database and its related views using the Object Manager and the Lightning App Builder. First, you’ll discover objects and fields in Salesforce, and how those can be customized. Next, you’ll explore the standard default objects and fields available in both Salesforce Sales and Service Clouds. Finally, you’ll learn how to design business processes for your company by leveraging page layouts, record pages, record types, and business processes. When you’re finished with this course, you’ll have the skills and knowledge of Salesforce Administration needed to customize the tables, fields, and user views of your Salesforce organization to your company’s exact needs.
Table of contents
- Understanding Objects, Fields, and Records in Salesforce 10m
- Demo: Navigating between Objects, Records, and Fields in Salesforce 3m
- Understanding Fields in Salesforce 9m
- Demo: Creating Custom Fields in Salesforce 6m
- Understanding Object Relationships in Salesforce 8m
- Demo: Creating Custom Object Relationships in Salesforce 7m
- Understanding the Demand Generation Data Model in Salesforce Sales Cloud 4m
- Demo: Working with Campaigns and Leads in Salesforce Sales Cloud 6m
- Understanding the Configure, Price, and Quote Data Model in Salesforce Sales Cloud 3m
- Demo: Working with Opportunities, Products, and Quotes in Salesforce Sales Cloud 12m
- Understanding the Commercial Management Data Model in Salesforce Sales Cloud 2m
- Demo: Working with Contracts, Orders, and Assets in Salesforce Sales Cloud 7m
- Understanding the Case and Activity Data Model in Salesforce Service Cloud 3m
- Demo: Working with Cases and Activities in Salesforce Service Cloud 6m
- Understanding the Resolution Data Model in Salesforce Service Cloud 1m
- Demo: Working with Problems and Incidents in Salesforce Service Cloud 5m
- Understanding the Entitlement Data Model in Salesforce Service Cloud 2m
- Demo: Working with Service Contracts and Entitlements in Salesforce Service Cloud 5m
- Understanding Page Layouts in Salesforce 3m
- Demo: Creating Page Layouts in Salesforce 6m
- Understanding Lightning Record Pages in Salesforce 2m
- Demo: Creating Lightning Record Pages in Salesforce 4m
- Understanding Business Processes and Record Types in Salesforce 7m
- Demo: Creating Business Processes and Record Types in Salesforce 12m
- Conclusion 0m
