Agenda Dia 02 - Platform App Builder - salesforce fundamentals
Trilha de Auxilio
Salesforce fundamentals 23% Given a scenario, identify the boundaries of declarative customization and the use cases for programmatic customization. Identify common scenarios for extending an org using the AppExchange. Apply features and capabilities available to restrict and extend object, record, and field access. Given a set of business requirements, determine the appropriate sharing solution. Identify the features and capabilities available when creating reports, report types, and dashboards. Given a set of requirements, determine the appropriate global, object-specific actions and layouts to optimize the Salesforce mobile user experience. Describe the customizations and use cases for Chatter.
Tópicos chaves Customization Service cloud AppExchange
Devemos saber sobre Customization Criar um Custom Object Criar tab para o custom object Criar correto tipo de Custom fields Habilitar Feed Tracking O que é um Lightning App e c omo criar Criar List view e customizar Criar um Chart List view Criar Record Highlights com compact layouts Criar Page layout e customizar Criar e custom Lightning Record Page Criar custom buttons e links Criar Global Actions ou Object-specific Actions
Devemos saber sobre Service cloud O que é Service cloud Funcionalidades da Service cloud Benefícios do Service console Set up Service cloud Automatizar Case management Ferramentas utilizadas em Case Management Canais de engajamento digital
Devemos saber sobre AppExchange O que é AppExchange O que encontrar no site AppExchange Filtros de busca por soluções
Amanhã Dia 03 - Platform App Builder - Salesforce Fundamentals