Salesforce 基礎知識(Salesforce Fundamentals)

1-1 探索 Salesforce (Explore Salesforce)

1-2 Salesforce 架構(Salesforce Architecture)

管理員職責(Administrator Responsibilities)

2-1 描述管理員的角色(Describe the Role of an Admin)

2-2 規劃成功(Plan for Success)

總體情況：所有用戶(The Big Picture: All Users)

3-1 公司資訊和授權(Company Info and Licensing)

3-2 會計年度和貨幣(Fiscal Year and Currency)

3-3 組織和協作(Organize and Collaborate)

3-4 管理用戶(Manage Users)

3-5 登錄安全控制(Login Security Controls)

功能取用和物件安全(Feature Access and Object Security)

4-1 用戶設定檔(User Profiles)

4-2 權限集(Permission Sets)

4-3 欄位層次安全(Field-Level Security)

Salesforce 記錄存取(Salesforce Record Access)

5-1 記錄所有權(Record Ownership)

5-2 組織層次預設(Organization-Wide Defaults)

5-3 角色層次結構(Role Hierarchy)

5-4 分享規則(Sharing Rules)

5-5 團隊和手動分享(Teams and Manual Sharing)

5-6 限制規則(Restriction Rules)

定制標準功能(Customize Standard Functionality)

6-1 物件概覽(Object Overview)

6-2 標準與訂制欄位(Standard and Custom Fields)

6-3 關聯欄位(Relationship Fields)

6-4 定制算式欄位(Custom Formula Fields)

定制現有的使用者介面(Customize the Existing User Interface)

7-1 應用(Applications)

7-2 主頁(Home Page)

7-3 標籤和列表視圖(Tabs and List Views)

7-4 網頁版面(Page Layouts)

7-5 按鈕，連結和動作(Buttons, Links and Actions)

7-6 記錄類型、業務流程、路徑(Record Types, Business Process, Path)

通過點擊創建新內容(Create New with Clicks)

8-1 創建新物件(Create a New Object)

8-2 動態格式(Dynamic Forms)

8-3 創建新的標籤(Create a New Custom Tab)

8-4 創建和部署變更集(Create and Deploy a Change Set)

8-5 手機版面(Mobile Layouts)

陳述式自動化(Declarative Automation)

9-1 自動化基礎(Automation Fundamentals)

9-2 潛在客戶和案件管理(Lead and Case Management)

9-3 工作流程和審批流程(Workflow and Approval Process)

9-4 流程構建器(Process Builder)

自動化的未來：流程(The Future of Automation: Flow)

10-1流程概述(Flow Overview)

10-2 構建流程以更新欄位(Build a Flow to Update a Field)

10-3 構建和合併流程(Build and Combine Flows)

10-4 使用 Lightning 組件部署流程(Deploy Flow with a Lightning Component)

10-5 執行順序(Order of Execution)

資料管理(Data Management)

11-1 資料備份(Back Up Data)

11-2導入、導出、更新資料 (Import, Export, Update Data)

11-3 批量刪除和批量轉移(Mass Delete and Mass Transfer)

11-4 資料品質和清理工具(Data Quality and Cleansing Tools)

分析(Analytics)

12-1報表組件(Report Components)

12-2篩選條件和算式(Filters and Formulas)

12-3條件格式和圖表(Conditional Formatting and Charts)

12-4 導出和訂閱(Exports and Subscriptions)

12-5 儀表板(Dashboards)