SalesforceLearningin心
全套Learning MaterialsSummary
By User Role·分Scenario·精准Learning
SalesAutomation + MarketingAutomation + CustomerService + Number据Analysis,全Customer生命周期Manage,生态完善、Flexible可Extension。
整合OfficialTrailheadCourse&第三方优质Resources,按people群&ScenarioClassification,助力from入门toPracticeFastMasterSalesforce。
SalesforceCoreAdvantages
生态完善+Flexible可Extension+Number据驱动决策,全球CRM领导者
SalesAutomation
Customer Management、Sales机会跟进、预测Analysis全Process
MarketingAutomation
线索培育、精准Marketing、ActivityManageIntelligent化
CustomerService
CaseManage、Knowledge Base、SLA管控提升满意度
Number据Analysis
Report仪表板、Number据可视化、Intelligent洞察
Low-Code/Custom Development
ConfigureTool+Apex开发+APIIntegrationFlexibleExtension
全球生态完善
丰富AppExchangeApplyMarket+Powerful社区Support
By User RoleLearning Materials
Based on你ofRole&Requirements,SelectMatchofLearningPath
Faston手SalesforceDay常业务Operation
无CRMUseExperience,MasterCustomerInfo录入、Sales机会跟进、ReportViewCoreOperation
网易云课堂:《Salesforce零基础入门toPractice》
22节SystemCourse,before12节夯实基础Operation,after10节Business Scenario实操
已验证Valid - 可直接访问
B站“SalesforceLearning圈”:《1HoursFaston手Salesforce基础Operation》
直观DemoCustomer Management、机会跟进全Process
Search指引:OpenB站,Search标题关键词
CSDN博客《CRMPractice派》:《Salesforce零基础入门:Business User必备OperationGuide》
IncludePlatformInterface详解、Day常业务Operation技巧
已验证Valid - 可直接访问
小红书“Salesforce业务笔记”:《SalesforceCustomer Management3步走,新手也能Faston手!》
轻量化实操Guide
Search指引:Open小红书,Search“Salesforce Customer Management 新手”
腾讯课堂《SalesforceBusiness User入门Practice》
聚焦SalesScenario实操,IncludeCustomer录入、机会PhaseManage、ReportExport技巧
已验证Valid - 可直接访问
Salesforcein文OfficialTrailheadLearningPlatform
免费in文Learning“Salesforce基础导航”“Sales基础Operation”“Report入门”基础Content
已验证Valid - Official授权
CompletePlatformConfigure&Day常运维
Master对象FieldConfigure、PageLayout、RolePermission、工作流Ruleetc.Manage员Core技能
CSDN博客《SalesforceManage员Practice》:《SalesforceRolePermissionConfigure全攻略:from基础to精细化控制》
IncludePermission层times、SharingRuleSettings技巧
Search指引:OpenCSDN,Search“Salesforce RolePermission Configure”
知乎专栏:《Enterprise Digitalization助手:SalesforceManage员必备ConfigureGuide》
讲解PageLayoutOptimization、工作流RuleConfigure、Number据清洗方法
Search指引:Open知乎,Search标题关键词
Salesforcein文TrailheadManage员Path
SystemLearningManage员Core技能,Includein文实操练习环境
已验证Valid - Official授权
微信公众号“Salesforce生态圈”:《3items高频Scenario:SalesforceNumber据ImportExportPractice技巧》
贴合Enterprise实际of运维思路
Search指引:Open微信,Search公众号Name+“Salesforce Number据Import”
稀土掘金:《手把手教你ConfigureSalesforce工作流Rule&ApprovalProcess》
办公高频RequirementsPractice,IncludeRulerecords件Settings、NotificationTemplateConfigure全Steps
已验证Valid - 可直接访问
基Salesforce落地Enterprise Digitalization转型
ImplementSales、Marketing、ServiceModuleCollaboration,落地items性化业务Solution
CSDN博客《SalesforceMarketingAutomationPractice》:《items性化MarketingAutomation落地Guide:基Salesforceof3大Core策略》
in文详解items性化MarketingConfigure思路&Case,提升Customer转化效率
已验证Valid - 可直接访问
CSDN博客《Enterprise Digitalization转型Guide》:《用Salesforce整合Sales&ServiceProcess:fromRequirements拆解toSolution落地》
IncludeModuleCollaborationConfigure技巧
Search指引:OpenCSDN,Search“Salesforce Process整合 Number字化转型”
SalesforceOfficialSuccessCase库
Learning不同IndustryNumber字化转型Case,参考Solution Design思路
已验证Valid - Official授权
CSDN开源Project库:《SalesforceEnterprise级ConfigurePracticeCase集》
in文注释ofEnterprise级ConfigureCase,IncludeRequirements拆解&逻辑ConfigureDescription
已验证Valid - 开源Project
稀土掘金:《Salesforce生态整合Practice:打通ERP&CRMNumber据Collaboration》
讲解跨SystemNumber据整合逻辑,SupportEnterprise全链路Number字化
已验证Valid - 可直接访问
定制化开发&Enterprise级Integration
MasterApex开发、LightningComponent、APIIntegration,拓展SalesforceCapability边界
Salesforcein文OfficialDeveloperDocumentation
in文详解Apex编程、Lightning开发Core原理,Get权威开发Guide
已验证Valid - Official授权
CSDN博客《Salesforce开发Practice》:《Apex编程from入门to精通:Core语法&PracticeCase》
Include语法详解、Number据Operation、Trigger器开发技巧
已验证Valid - 可直接访问
掘金专栏:《Salesforce&Enterprise现有SystemIntegration:API调用&Number据SynchronizationPractice》
IncludeREST/SOAP APIIntegration、Number据格式适配技巧
Search指引:Open掘金,Search"Salesforce SystemIntegration API"
阿里云Developer社区:《SalesforceEnterprise级开发实践:定制化Function&生态整合》
LearnEnterprise级开发Case&性能Optimization思路
Search指引:Open阿里云Developer社区,Search标题关键词
Salesforcein文社区
Getin文开发Tutorial、CertificationExpert答疑&技术交流Resources
已验证Valid - Official授权
分ScenarioLearning Materials
针对不同ApplyScenarioof专itemsLearning Resources
SalesManageScenario
B站"SalesforceSalesPractice":Sales漏斗Manage技巧
机会PhaseConfigure&Sales预测实操
Salesforcein文TrailheadSalesModule
LearningSalesAutomationConfigure、SalesReport制作
已验证Valid
CSDN:SalesManage全ProcessConfigure
线索分配、机会跟进、Contract Management
已验证Valid
MarketingAutomationScenario
知乎:Salesforceitems性化MarketingConfigure
动态ContentSettings&效果Analysis
SalesforceMarketing云in文Documentation
LearningMarketing Campaign策划&线索培育
已验证Valid
掘金:MarketingAutomationPractice
线索转化率提升3itemsCoreConfigure
已验证Valid
CustomerServiceScenario
掘金:Service闭环搭建
CaseManage&SLAConfigurePractice
已验证Valid
SalesforceService云Case
Enterprise级ServiceSolution思路
已验证Valid
CSDN:Knowledge BaseConfigure技巧
Knowledge Base搭建&Apply
Number据AnalysisScenario
知乎:Number据AnalysisPractice
from基础ReporttoAdvanced仪表板
Salesforce TableauIntegration
AdvancedNumber据可视化&深度Analysis
已验证Valid
B站:ReportAnalysis实操
多维度Number据拆解技巧
通用Capability提升资料
不限Platformof基础技能Learning Resources
Configure&Process设计
工作流toProcess构建器Best实践
SalesforceOfficialBest实践Standard化Configure思路&Stable性Optimization
已验证Valid
Data Management
Number据清洗、Standard化、SecureManage
已验证Valid
Salesforce AppExchangeData ManagementToolSelection技巧
已验证Valid
Issue排查
SearchFAQSolution
已验证Valid
ViewPracticeIssue解决Case
Salesforcein文社区问答in文提问&Expert答疑
已验证Valid
辅助ToolPlatform资料
配合SalesforceUseof第三方Tool&Service
Tableau
Number据可视化AnalysisTool
已验证Valid
Canva可画
Marketing物料设计Tool
已验证Valid
墨刀
Process原型设计Tool
已验证Valid
问卷星
Customer调研问卷Platform
已验证Valid
UseDescription
🔍 PlatformSearchcategoriesResources
无直接链接Resources需按Search指引Find,PrioritySelect2025YearafterPublishContent
✅ 已验证Valid链接
标有"已验证Valid"of链接as2026Year1Month3Day验证Result,可直接访问
⚠️ 链接Inactive处理
若链接Inactive,可Through对应PlatformSearchResources标题关键词重新Get
💡 LearningPathSuggestion
Suggestion按"By User Role→分Scenario→通用Capability→辅助Tool"顺序递进Learning