リンク_メモ(セールスフォース学習サイト) [メモ]
【認定アドミニストレータ対策コース(1) (日本語)】
・Salesforce ユーザの基本
https://trailhead.salesforce.com/ja/content/learn/modules/lex_salesforce_basics
Salesforce へようこそ https://trailhead.salesforce.com/ja/content/learn/modules/lex_salesforce_basics/lex_salesforce_basics_welcome
Salesforce の使用開始
https://trailhead.salesforce.com/ja/content/learn/modules/lex_salesforce_basics/lex_salesforce_basics_getting_started
Salesforce システム管理者との連携 https://trailhead.salesforce.com/ja/content/learn/modules/lex_salesforce_basics/lex_salesforce_basics_your_admin
・Salesforce Platform の基礎
https://trailhead.salesforce.com/ja/content/learn/modules/starting_force_com
Salesforce Platform の使用開始
https://trailhead.salesforce.com/ja/content/learn/modules/starting_force_com/starting_intro
プラットフォームの使用事例の確認
https://trailhead.salesforce.com/ja/content/learn/modules/starting_force_com/starting_discovering
Salesforce アーキテクチャについてhttps://trailhead.salesforce.com/ja/content/learn/modules/starting_force_com/starting_understanding_arch
[設定] の操作
https://trailhead.salesforce.com/ja/content/learn/modules/starting_force_com/starting_tour
AppExchange による強化https://trailhead.salesforce.com/ja/content/learn/modules/starting_force_com/starting_developer_console
・会社全体の組織設定
https://trailhead.salesforce.com/ja/content/learn/modules/company_wide_org_settings
地域設定の概要
https://trailhead.salesforce.com/ja/content/learn/modules/company_wide_org_settings/org_settings_regional
マルチ通貨設定の概要
https://trailhead.salesforce.com/ja/content/learn/modules/company_wide_org_settings/org_settings_currency
・ユーザ管理
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_user_setup_mgmt
新規ユーザの追加
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_user_setup_mgmt/lex_implementation_user_setup_mgmt_adding_users
ユーザがアクセスできる情報の管理
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_user_setup_mgmt/lex_implementation_user_setup_mgmt_configure_user_access
【認定アドミニストレータ対策コース(2) (日本語)】
・データセキュリティ
https://trailhead.salesforce.com/ja/content/learn/modules/data_security
データセキュリティの概要
https://trailhead.salesforce.com/ja/content/learn/modules/data_security/data_security_overview
組織へのアクセスの制御
https://trailhead.salesforce.com/ja/content/learn/modules/data_security/data_security_org
オブジェクトへのアクセスの制御
https://trailhead.salesforce.com/ja/content/learn/modules/data_security/data_security_objects
項目へのアクセスの制御
https://trailhead.salesforce.com/ja/content/learn/modules/data_security/data_security_fields
レコードへのアクセスの制御
https://trailhead.salesforce.com/ja/content/learn/modules/data_security/data_security_records
ロール階層の作成
https://trailhead.salesforce.com/ja/content/learn/modules/data_security/data_security_roles
共有ルールの定義
https://trailhead.salesforce.com/ja/content/learn/modules/data_security/data_security_sharing_rules
・データモデリング
https://trailhead.salesforce.com/ja/content/learn/modules/data_modeling
カスタムオブジェクトと標準オブジェクトについて
https://trailhead.salesforce.com/ja/content/learn/modules/data_modeling/objects_intro
オブジェクトリレーションを作成する
https://trailhead.salesforce.com/ja/content/learn/modules/data_modeling/object_relationships
スキーマビルダーを使う
https://trailhead.salesforce.com/ja/content/learn/modules/data_modeling/schema_builder
・Lightning Experience のカスタマイズ
https://trailhead.salesforce.com/ja/content/learn/modules/lex_customization
組織の設定
https://trailhead.salesforce.com/ja/content/learn/modules/lex_customization/lex_customization_custom_objects
Lightning アプリケーションの作成およびカスタマイズ
https://trailhead.salesforce.com/ja/content/learn/modules/lex_customization/lex_customization_apps
リストビューの作成およびカスタマイズ
https://trailhead.salesforce.com/ja/content/learn/modules/lex_customization/lex_customization_list
コンパクトレイアウトを使用したレコードの強調表示のカスタマイズ
https://trailhead.salesforce.com/ja/content/learn/modules/lex_customization/lex_customization_compact_layouts
ページレイアウトを使用したレコードの詳細のカスタマイズ
https://trailhead.salesforce.com/ja/content/learn/modules/lex_customization/lex_customization_page_layouts
カスタムボタンとカスタムリンクの作成
https://trailhead.salesforce.com/ja/content/learn/modules/lex_customization/lex_customization_buttons_links
クイックアクションによるユーザ操作の強化
https://trailhead.salesforce.com/ja/content/learn/modules/lex_customization/lex_customization_actions
・【認定アドミニストレータ対策コース(3) (日本語)】
Lightning Experience の取引先と取引先責任者
https://trailhead.salesforce.com/ja/content/learn/modules/accounts_contacts_lightning_experience
顧客に関する情報を保存する
https://trailhead.salesforce.com/ja/content/learn/modules/accounts_contacts_lightning_experience/accounts-and-contacts-lightning
取引先と取引先責任者のリレーションの説明
https://trailhead.salesforce.com/ja/content/learn/modules/accounts_contacts_lightning_experience/understand-account-and-contact-relationships-lightning
・商品、見積、契約
https://trailhead.salesforce.com/ja/content/learn/modules/sales_admin_products_quotes_contracts
価格表を作成して商品を追跡する
https://trailhead.salesforce.com/ja/content/learn/modules/sales_admin_products_quotes_contracts/sales_admin_products_quotes_contracts_unit_1
顧客見積の設定と契約の追跡を行う
https://trailhead.salesforce.com/ja/content/learn/modules/sales_admin_products_quotes_contracts/sales_admin_products_quotes_contracts_unit_2
・Lightning Experience の Service Cloud
https://trailhead.salesforce.com/ja/content/learn/modules/service_lex
カスタマーサービスジャーニーの開始
https://trailhead.salesforce.com/ja/content/learn/modules/service_lex/service_lex_cloud
Service Cloud の管理
https://trailhead.salesforce.com/ja/content/learn/modules/service_lex/service_lex_connect
ケース管理の自動化
https://trailhead.salesforce.com/ja/content/learn/modules/service_lex/service_lex_case_manage
複数のチャネルでのデジタルエンゲージメントの作成
https://trailhead.salesforce.com/ja/content/learn/modules/service_lex/service_lex_channels
・Lightning Experience のナレッジの基本
https://trailhead.salesforce.com/ja/content/learn/modules/lightning-knowledge-basics
Lightning Knowledge の使用開始
https://trailhead.salesforce.com/ja/content/learn/modules/lightning-knowledge-basics/get-started-with-lightning-knowledge
Salesforce 知識ベースを準備する
https://trailhead.salesforce.com/ja/content/learn/modules/lightning-knowledge-basics/prepare-the-kb-for-success
簡単な知識ベースの設定
https://trailhead.salesforce.com/ja/content/learn/modules/lightning-knowledge-basics/set-up-a-simple-knowledge-base
・Experience Cloud の基本
https://trailhead.salesforce.com/ja/content/learn/modules/community_cloud_basics
Experience Cloud の使用開始
https://trailhead.salesforce.com/ja/content/learn/modules/community_cloud_basics/communities_intro_to_community_cloud
顧客との交流
https://trailhead.salesforce.com/ja/content/learn/modules/community_cloud_basics/communities_setting_goals_for_community
パートナーと協力する
https://trailhead.salesforce.com/ja/content/learn/modules/community_cloud_basics/communities_partner_community
【認定アドミニストレータ対策コース(4) (日本語)】
・Lightning Experience の Chatter の管理
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_chatter
Chatter の使用開始
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_chatter/lex_implementation_chatter_intro
Chatter グループとのコラボレーション
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_chatter/lex_implementation_chatter_groups
フィード追跡の有効化
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_chatter/lex_implementation_chatter_feed_tracking
Chatter フィードからのレコードの承認
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_chatter/lex_implementation_chatter_approvals
ロールアウト計画の策定
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_chatter/lex_implementation_chatter_adoption
・データ品質
https://trailhead.salesforce.com/ja/content/learn/modules/data_quality
データ品質の使用開始
https://trailhead.salesforce.com/ja/content/learn/modules/data_quality/data_quality_getting_started
データ品質の評価
https://trailhead.salesforce.com/ja/content/learn/modules/data_quality/data_quality_assess_your_data
データ品質の向上
https://trailhead.salesforce.com/ja/content/learn/modules/data_quality/data_quality_improve_quality
・データ管理
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_data_management
データのインポート
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_data_management/lex_implementation_data_import
データのエクスポート
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_data_management/lex_implementation_data_export
・データ管理ツールを使用したインポートとエクスポート
https://trailhead.salesforce.com/ja/content/learn/projects/import-and-export-with-data-management-tools
データインポートウィザードの使用
https://trailhead.salesforce.com/ja/content/learn/projects/import-and-export-with-data-management-tools/use-the-data-import-wizard
dataloader.io を使用したデータのエクスポート
https://trailhead.salesforce.com/ja/content/learn/projects/import-and-export-with-data-management-tools/use-data-loader-to-export-data
dataloader.io を使用したデータの更新
https://trailhead.salesforce.com/ja/content/learn/projects/import-and-export-with-data-management-tools/use-data-loader-to-import-data
【認定アドミニストレータ対策コース(5) (日本語)】
・Lightning Experience のレポートおよびダッシュボード
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_reports_dashboards
Lightning Experience のレポートおよびダッシュボードの概要
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_reports_dashboards/lex_implementation_reports_dashboards_overview
レポートビルダーを使用したレポートの作成
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_reports_dashboards/lex_implementation_reports_dashboards_using_report_builder
レポートの形式設定
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_reports_dashboards/lex_implementation_reports_dashboards_report_formats
Lightning ダッシュボードビルダーでのデータの視覚化
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_reports_dashboards/lex_implementation_reports_dashboards_visualizing_data
AppExchange を使用したレポート戦略の拡張
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_reports_dashboards/lex_implementation_reports_dashboards_appexchange
・営業マネージャとマーケティングマネージャ用のレポートとダッシュボードの作成
https://trailhead.salesforce.com/ja/content/learn/projects/create-reports-and-dashboards-for-sales-and-marketing-managers?assignmentId=a5c3m000001C8MgAAK
レポートフォルダとダッシュボードフォルダの作成
https://trailhead.salesforce.com/ja/content/learn/projects/create-reports-and-dashboards-for-sales-and-marketing-managers/run-and-modify-a-report
簡単なカスタムレポートの作成
https://trailhead.salesforce.com/ja/content/learn/projects/create-reports-and-dashboards-for-sales-and-marketing-managers/create-a-simple-custom-report
レポートの絞り込み
https://trailhead.salesforce.com/ja/content/learn/projects/create-reports-and-dashboards-for-sales-and-marketing-managers/filter-your-reports
データのグループ化と分類
https://trailhead.salesforce.com/ja/content/learn/projects/create-reports-and-dashboards-for-sales-and-marketing-managers/group-and-categorize-your-data
レポートでの集計項目の使用
https://trailhead.salesforce.com/ja/content/learn/projects/create-reports-and-dashboards-for-sales-and-marketing-managers/use-summary-formulas-in-your-reports
レポートデータの管理
https://trailhead.salesforce.com/ja/content/learn/projects/create-reports-and-dashboards-for-sales-and-marketing-managers/manage-reported-data
データの視覚化
https://trailhead.salesforce.com/ja/content/learn/projects/create-reports-and-dashboards-for-sales-and-marketing-managers/visualize-your-data-with-conditional-highlighting-report-charts-and-dashboards
・クイックスタート: プロセスビルダー
https://trailhead.salesforce.com/ja/content/learn/projects/quickstart-process-builder
取引先オブジェクトに対する新しいプロセスを作成する
https://trailhead.salesforce.com/ja/content/learn/projects/quickstart-process-builder/quickstart-process-builder1
プロセス条件を追加する
https://trailhead.salesforce.com/ja/content/learn/projects/quickstart-process-builder/quickstart-process-builder2
プロセスアクションを追加する
https://trailhead.salesforce.com/ja/content/learn/projects/quickstart-process-builder/quickstart-process-builder3
プロセスをテストする
https://trailhead.salesforce.com/ja/content/learn/projects/quickstart-process-builder/quickstart-process-builder4
・割引承認プロセスの作成
https://trailhead.salesforce.com/ja/content/learn/projects/build-a-discount-approval-process
組織での事前準備
https://trailhead.salesforce.com/ja/content/learn/projects/build-a-discount-approval-process/prepare-your-org
承認プロセスの作成
https://trailhead.salesforce.com/ja/content/learn/projects/build-a-discount-approval-process/create-an-approval-process
申請時のアクションの作成
https://trailhead.salesforce.com/ja/content/learn/projects/build-a-discount-approval-process/create-initial-submission-actions
最終承認時と却下時のアクションの指定
https://trailhead.salesforce.com/ja/content/learn/projects/build-a-discount-approval-process/specify-final-approval-and-rejection-actions
【認定アドミニストレータ対策コース(6) (日本語)】
・Salesforce モバイルアプリケーションのカスタマイズ
https://trailhead.salesforce.com/ja/content/learn/modules/salesforce1_mobile_app
Salesforce モバイルアプリケーションの使用開始https://trailhead.salesforce.com/ja/content/learn/modules/salesforce1_mobile_app/salesforce1_mobile_app_intro
ナビゲーションのカスタマイズhttps://trailhead.salesforce.com/ja/content/learn/modules/salesforce1_mobile_app/salesforce1_mobile_app_navigation
グローバルクイックアクションの作成https://trailhead.salesforce.com/ja/content/learn/modules/salesforce1_mobile_app/salesforce1_mobile_app_actions_global
オブジェクト固有のクイックアクションの作成https://trailhead.salesforce.com/ja/content/learn/modules/salesforce1_mobile_app/salesforce1_mobile_app_actions_objectspecific
コンパクトレイアウトのカスタマイズhttps://trailhead.salesforce.com/ja/content/learn/modules/salesforce1_mobile_app/salesforce1_mobile_app_compact_layouts
・AppExchange の基本
https://trailhead.salesforce.com/ja/content/learn/modules/appexchange_basics
AppExchange 入門https://trailhead.salesforce.com/ja/content/learn/modules/appexchange_basics/appexchange_basics_overview
AppExchange をナビゲートするhttps://trailhead.salesforce.com/ja/content/learn/modules/appexchange_basics/appexchange_basics_navigate
AppExchange リストを確認するhttps://trailhead.salesforce.com/ja/content/learn/modules/appexchange_basics/appexchange_basics_listings
AppExchange パッケージをインストールするhttps://trailhead.salesforce.com/ja/content/learn/modules/appexchange_basics/appexchange_basics_install
AppExchange コミュニティとつながって貢献するhttps://trailhead.salesforce.com/ja/content/learn/modules/appexchange_basics/appexchange_basics_community
・Salesforce ユーザの基本
https://trailhead.salesforce.com/ja/content/learn/modules/lex_salesforce_basics
Salesforce へようこそ https://trailhead.salesforce.com/ja/content/learn/modules/lex_salesforce_basics/lex_salesforce_basics_welcome
Salesforce の使用開始
https://trailhead.salesforce.com/ja/content/learn/modules/lex_salesforce_basics/lex_salesforce_basics_getting_started
Salesforce システム管理者との連携 https://trailhead.salesforce.com/ja/content/learn/modules/lex_salesforce_basics/lex_salesforce_basics_your_admin
・Salesforce Platform の基礎
https://trailhead.salesforce.com/ja/content/learn/modules/starting_force_com
Salesforce Platform の使用開始
https://trailhead.salesforce.com/ja/content/learn/modules/starting_force_com/starting_intro
プラットフォームの使用事例の確認
https://trailhead.salesforce.com/ja/content/learn/modules/starting_force_com/starting_discovering
Salesforce アーキテクチャについてhttps://trailhead.salesforce.com/ja/content/learn/modules/starting_force_com/starting_understanding_arch
[設定] の操作
https://trailhead.salesforce.com/ja/content/learn/modules/starting_force_com/starting_tour
AppExchange による強化https://trailhead.salesforce.com/ja/content/learn/modules/starting_force_com/starting_developer_console
・会社全体の組織設定
https://trailhead.salesforce.com/ja/content/learn/modules/company_wide_org_settings
地域設定の概要
https://trailhead.salesforce.com/ja/content/learn/modules/company_wide_org_settings/org_settings_regional
マルチ通貨設定の概要
https://trailhead.salesforce.com/ja/content/learn/modules/company_wide_org_settings/org_settings_currency
・ユーザ管理
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_user_setup_mgmt
新規ユーザの追加
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_user_setup_mgmt/lex_implementation_user_setup_mgmt_adding_users
ユーザがアクセスできる情報の管理
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_user_setup_mgmt/lex_implementation_user_setup_mgmt_configure_user_access
【認定アドミニストレータ対策コース(2) (日本語)】
・データセキュリティ
https://trailhead.salesforce.com/ja/content/learn/modules/data_security
データセキュリティの概要
https://trailhead.salesforce.com/ja/content/learn/modules/data_security/data_security_overview
組織へのアクセスの制御
https://trailhead.salesforce.com/ja/content/learn/modules/data_security/data_security_org
オブジェクトへのアクセスの制御
https://trailhead.salesforce.com/ja/content/learn/modules/data_security/data_security_objects
項目へのアクセスの制御
https://trailhead.salesforce.com/ja/content/learn/modules/data_security/data_security_fields
レコードへのアクセスの制御
https://trailhead.salesforce.com/ja/content/learn/modules/data_security/data_security_records
ロール階層の作成
https://trailhead.salesforce.com/ja/content/learn/modules/data_security/data_security_roles
共有ルールの定義
https://trailhead.salesforce.com/ja/content/learn/modules/data_security/data_security_sharing_rules
・データモデリング
https://trailhead.salesforce.com/ja/content/learn/modules/data_modeling
カスタムオブジェクトと標準オブジェクトについて
https://trailhead.salesforce.com/ja/content/learn/modules/data_modeling/objects_intro
オブジェクトリレーションを作成する
https://trailhead.salesforce.com/ja/content/learn/modules/data_modeling/object_relationships
スキーマビルダーを使う
https://trailhead.salesforce.com/ja/content/learn/modules/data_modeling/schema_builder
・Lightning Experience のカスタマイズ
https://trailhead.salesforce.com/ja/content/learn/modules/lex_customization
組織の設定
https://trailhead.salesforce.com/ja/content/learn/modules/lex_customization/lex_customization_custom_objects
Lightning アプリケーションの作成およびカスタマイズ
https://trailhead.salesforce.com/ja/content/learn/modules/lex_customization/lex_customization_apps
リストビューの作成およびカスタマイズ
https://trailhead.salesforce.com/ja/content/learn/modules/lex_customization/lex_customization_list
コンパクトレイアウトを使用したレコードの強調表示のカスタマイズ
https://trailhead.salesforce.com/ja/content/learn/modules/lex_customization/lex_customization_compact_layouts
ページレイアウトを使用したレコードの詳細のカスタマイズ
https://trailhead.salesforce.com/ja/content/learn/modules/lex_customization/lex_customization_page_layouts
カスタムボタンとカスタムリンクの作成
https://trailhead.salesforce.com/ja/content/learn/modules/lex_customization/lex_customization_buttons_links
クイックアクションによるユーザ操作の強化
https://trailhead.salesforce.com/ja/content/learn/modules/lex_customization/lex_customization_actions
・【認定アドミニストレータ対策コース(3) (日本語)】
Lightning Experience の取引先と取引先責任者
https://trailhead.salesforce.com/ja/content/learn/modules/accounts_contacts_lightning_experience
顧客に関する情報を保存する
https://trailhead.salesforce.com/ja/content/learn/modules/accounts_contacts_lightning_experience/accounts-and-contacts-lightning
取引先と取引先責任者のリレーションの説明
https://trailhead.salesforce.com/ja/content/learn/modules/accounts_contacts_lightning_experience/understand-account-and-contact-relationships-lightning
・商品、見積、契約
https://trailhead.salesforce.com/ja/content/learn/modules/sales_admin_products_quotes_contracts
価格表を作成して商品を追跡する
https://trailhead.salesforce.com/ja/content/learn/modules/sales_admin_products_quotes_contracts/sales_admin_products_quotes_contracts_unit_1
顧客見積の設定と契約の追跡を行う
https://trailhead.salesforce.com/ja/content/learn/modules/sales_admin_products_quotes_contracts/sales_admin_products_quotes_contracts_unit_2
・Lightning Experience の Service Cloud
https://trailhead.salesforce.com/ja/content/learn/modules/service_lex
カスタマーサービスジャーニーの開始
https://trailhead.salesforce.com/ja/content/learn/modules/service_lex/service_lex_cloud
Service Cloud の管理
https://trailhead.salesforce.com/ja/content/learn/modules/service_lex/service_lex_connect
ケース管理の自動化
https://trailhead.salesforce.com/ja/content/learn/modules/service_lex/service_lex_case_manage
複数のチャネルでのデジタルエンゲージメントの作成
https://trailhead.salesforce.com/ja/content/learn/modules/service_lex/service_lex_channels
・Lightning Experience のナレッジの基本
https://trailhead.salesforce.com/ja/content/learn/modules/lightning-knowledge-basics
Lightning Knowledge の使用開始
https://trailhead.salesforce.com/ja/content/learn/modules/lightning-knowledge-basics/get-started-with-lightning-knowledge
Salesforce 知識ベースを準備する
https://trailhead.salesforce.com/ja/content/learn/modules/lightning-knowledge-basics/prepare-the-kb-for-success
簡単な知識ベースの設定
https://trailhead.salesforce.com/ja/content/learn/modules/lightning-knowledge-basics/set-up-a-simple-knowledge-base
・Experience Cloud の基本
https://trailhead.salesforce.com/ja/content/learn/modules/community_cloud_basics
Experience Cloud の使用開始
https://trailhead.salesforce.com/ja/content/learn/modules/community_cloud_basics/communities_intro_to_community_cloud
顧客との交流
https://trailhead.salesforce.com/ja/content/learn/modules/community_cloud_basics/communities_setting_goals_for_community
パートナーと協力する
https://trailhead.salesforce.com/ja/content/learn/modules/community_cloud_basics/communities_partner_community
【認定アドミニストレータ対策コース(4) (日本語)】
・Lightning Experience の Chatter の管理
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_chatter
Chatter の使用開始
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_chatter/lex_implementation_chatter_intro
Chatter グループとのコラボレーション
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_chatter/lex_implementation_chatter_groups
フィード追跡の有効化
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_chatter/lex_implementation_chatter_feed_tracking
Chatter フィードからのレコードの承認
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_chatter/lex_implementation_chatter_approvals
ロールアウト計画の策定
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_chatter/lex_implementation_chatter_adoption
・データ品質
https://trailhead.salesforce.com/ja/content/learn/modules/data_quality
データ品質の使用開始
https://trailhead.salesforce.com/ja/content/learn/modules/data_quality/data_quality_getting_started
データ品質の評価
https://trailhead.salesforce.com/ja/content/learn/modules/data_quality/data_quality_assess_your_data
データ品質の向上
https://trailhead.salesforce.com/ja/content/learn/modules/data_quality/data_quality_improve_quality
・データ管理
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_data_management
データのインポート
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_data_management/lex_implementation_data_import
データのエクスポート
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_data_management/lex_implementation_data_export
・データ管理ツールを使用したインポートとエクスポート
https://trailhead.salesforce.com/ja/content/learn/projects/import-and-export-with-data-management-tools
データインポートウィザードの使用
https://trailhead.salesforce.com/ja/content/learn/projects/import-and-export-with-data-management-tools/use-the-data-import-wizard
dataloader.io を使用したデータのエクスポート
https://trailhead.salesforce.com/ja/content/learn/projects/import-and-export-with-data-management-tools/use-data-loader-to-export-data
dataloader.io を使用したデータの更新
https://trailhead.salesforce.com/ja/content/learn/projects/import-and-export-with-data-management-tools/use-data-loader-to-import-data
【認定アドミニストレータ対策コース(5) (日本語)】
・Lightning Experience のレポートおよびダッシュボード
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_reports_dashboards
Lightning Experience のレポートおよびダッシュボードの概要
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_reports_dashboards/lex_implementation_reports_dashboards_overview
レポートビルダーを使用したレポートの作成
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_reports_dashboards/lex_implementation_reports_dashboards_using_report_builder
レポートの形式設定
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_reports_dashboards/lex_implementation_reports_dashboards_report_formats
Lightning ダッシュボードビルダーでのデータの視覚化
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_reports_dashboards/lex_implementation_reports_dashboards_visualizing_data
AppExchange を使用したレポート戦略の拡張
https://trailhead.salesforce.com/ja/content/learn/modules/lex_implementation_reports_dashboards/lex_implementation_reports_dashboards_appexchange
・営業マネージャとマーケティングマネージャ用のレポートとダッシュボードの作成
https://trailhead.salesforce.com/ja/content/learn/projects/create-reports-and-dashboards-for-sales-and-marketing-managers?assignmentId=a5c3m000001C8MgAAK
レポートフォルダとダッシュボードフォルダの作成
https://trailhead.salesforce.com/ja/content/learn/projects/create-reports-and-dashboards-for-sales-and-marketing-managers/run-and-modify-a-report
簡単なカスタムレポートの作成
https://trailhead.salesforce.com/ja/content/learn/projects/create-reports-and-dashboards-for-sales-and-marketing-managers/create-a-simple-custom-report
レポートの絞り込み
https://trailhead.salesforce.com/ja/content/learn/projects/create-reports-and-dashboards-for-sales-and-marketing-managers/filter-your-reports
データのグループ化と分類
https://trailhead.salesforce.com/ja/content/learn/projects/create-reports-and-dashboards-for-sales-and-marketing-managers/group-and-categorize-your-data
レポートでの集計項目の使用
https://trailhead.salesforce.com/ja/content/learn/projects/create-reports-and-dashboards-for-sales-and-marketing-managers/use-summary-formulas-in-your-reports
レポートデータの管理
https://trailhead.salesforce.com/ja/content/learn/projects/create-reports-and-dashboards-for-sales-and-marketing-managers/manage-reported-data
データの視覚化
https://trailhead.salesforce.com/ja/content/learn/projects/create-reports-and-dashboards-for-sales-and-marketing-managers/visualize-your-data-with-conditional-highlighting-report-charts-and-dashboards
・クイックスタート: プロセスビルダー
https://trailhead.salesforce.com/ja/content/learn/projects/quickstart-process-builder
取引先オブジェクトに対する新しいプロセスを作成する
https://trailhead.salesforce.com/ja/content/learn/projects/quickstart-process-builder/quickstart-process-builder1
プロセス条件を追加する
https://trailhead.salesforce.com/ja/content/learn/projects/quickstart-process-builder/quickstart-process-builder2
プロセスアクションを追加する
https://trailhead.salesforce.com/ja/content/learn/projects/quickstart-process-builder/quickstart-process-builder3
プロセスをテストする
https://trailhead.salesforce.com/ja/content/learn/projects/quickstart-process-builder/quickstart-process-builder4
・割引承認プロセスの作成
https://trailhead.salesforce.com/ja/content/learn/projects/build-a-discount-approval-process
組織での事前準備
https://trailhead.salesforce.com/ja/content/learn/projects/build-a-discount-approval-process/prepare-your-org
承認プロセスの作成
https://trailhead.salesforce.com/ja/content/learn/projects/build-a-discount-approval-process/create-an-approval-process
申請時のアクションの作成
https://trailhead.salesforce.com/ja/content/learn/projects/build-a-discount-approval-process/create-initial-submission-actions
最終承認時と却下時のアクションの指定
https://trailhead.salesforce.com/ja/content/learn/projects/build-a-discount-approval-process/specify-final-approval-and-rejection-actions
【認定アドミニストレータ対策コース(6) (日本語)】
・Salesforce モバイルアプリケーションのカスタマイズ
https://trailhead.salesforce.com/ja/content/learn/modules/salesforce1_mobile_app
Salesforce モバイルアプリケーションの使用開始https://trailhead.salesforce.com/ja/content/learn/modules/salesforce1_mobile_app/salesforce1_mobile_app_intro
ナビゲーションのカスタマイズhttps://trailhead.salesforce.com/ja/content/learn/modules/salesforce1_mobile_app/salesforce1_mobile_app_navigation
グローバルクイックアクションの作成https://trailhead.salesforce.com/ja/content/learn/modules/salesforce1_mobile_app/salesforce1_mobile_app_actions_global
オブジェクト固有のクイックアクションの作成https://trailhead.salesforce.com/ja/content/learn/modules/salesforce1_mobile_app/salesforce1_mobile_app_actions_objectspecific
コンパクトレイアウトのカスタマイズhttps://trailhead.salesforce.com/ja/content/learn/modules/salesforce1_mobile_app/salesforce1_mobile_app_compact_layouts
・AppExchange の基本
https://trailhead.salesforce.com/ja/content/learn/modules/appexchange_basics
AppExchange 入門https://trailhead.salesforce.com/ja/content/learn/modules/appexchange_basics/appexchange_basics_overview
AppExchange をナビゲートするhttps://trailhead.salesforce.com/ja/content/learn/modules/appexchange_basics/appexchange_basics_navigate
AppExchange リストを確認するhttps://trailhead.salesforce.com/ja/content/learn/modules/appexchange_basics/appexchange_basics_listings
AppExchange パッケージをインストールするhttps://trailhead.salesforce.com/ja/content/learn/modules/appexchange_basics/appexchange_basics_install
AppExchange コミュニティとつながって貢献するhttps://trailhead.salesforce.com/ja/content/learn/modules/appexchange_basics/appexchange_basics_community
タグ:メモ Salesforce
コメント 0