1. Salesforceèªå®ããããããŒãšã¯
Salesforceèªå®ããããããŒã¯ãSalesforceã®è£œåç¥èãšé¢é£ããæ¥åç¥èãæè¡ã¹ãã«ã蚌æããè³æ Œã§ãããã®è³æ ŒãååŸããããšã§ãããªããSalesforceãã©ãããã©ãŒã äžã§ã®éçºäœæ¥ã«ç²ŸéããŠããããšã®åœéçãªèšŒæãšãªããŸãã
1.1 è³æ Œã®æŠèŠãšèªå®ã®ã¡ãªãã
ãã®è³æ Œã¯Salesforceãã©ãããã©ãŒã äžã§ã«ã¹ã¿ã ã¢ããªã±ãŒã·ã§ã³ãéçºããã¹ãã«ã«ç²ŸéããŠããããšã蚌æããŸãããŸããã¢ãã«ããŒã¿ããŠãŒã¶ã€ã³ã¿ãŒãã§ã€ã¹ãããžãã¹ããžãã¯ãé©åãªã»ãã¥ãªãã£ãŒèšå®ã®æ§ç¯ãšç®¡ççã«ã€ããŠãç解ãæ·±ãããšã蚌æããŸãã
è³æ Œã®ååŸã¯èªèº«ã®ã¹ãã«ã蚌æããããã ãã§ã¯ãªããèªå·±åäžã®æ段ã§ããããŸãããŸããäŒæ¥ã«å¯ŸããŠãåŸæ¥å¡ã®ã¹ãã«èšŒæãšè³ªã®ä¿èšŒãä»ã®ãšã³ãžãã¢ãšæ¯èŒããŠåªããã¹ãã«ãæã€äººæãèŠã€ããéã®äžå©ãšãªããŸãã
çŸåšåžå Žã§éåžžã«éèŠã®é«ãè³æ Œã®äžã€ã§ãããåæ Œããããšã§åªãããšã³ãžãã¢ãšã®ãããã¯ãŒã¯ãåºããããšãå¯èœã§ãã
1.2 Salesforceèªå®ããããããŒè³æ Œã®å¿ é ã¹ãã«
Salesforceèªå®ããããããŒã®è³æ ŒãååŸããã«ã¯ãSalesforceãã©ãããã©ãŒã äžã§ã®éçºäœæ¥ã®ç¥èãšç§ã§ãã¹ãã«ãå¿ èŠã§ããããã«ã¯ãApexãšVisualforceã®ã³ãŒãã£ã³ã°èœåãLightningã³ã³ããŒãã³ããã¬ãŒã ã¯ãŒã¯ãå©çšããéçºèœåãããŒã¿ã¢ããªã³ã°ããŠãŒã¶ã€ã³ã¿ãŒãã§ãŒã¹èšèšã®ç解ãªã©ãå«ãŸããŸãã
ããã«ãããžãã¹ããžãã¯ãããã»ã¹ãªãŒãã¡ãŒã·ã§ã³ã®èšèšãSalesforceã®ã»ãã¥ãªãã£ãšå ±æèšå®ã«ã€ããŠã®æ·±ãç¥èãæ±ããããŸãããããã®ã¹ãã«ã¯ããããããªãã®Salesforceéçºèœåã蚌æããåžå Žã§æ±ããããŠããã¹ãã«ã§ãã
ãããã®ã¹ãã«ã¯åºæ¬çãªãã®ããå¿çšã¬ãã«ãŸã§ãç¶²çŸ ããŠããŸãã®ã§ãå®çšçãªçµéšãšæ·±ãç解ãåæã«å¿ èŠãšãããŸãã
1.3 è³æ Œã®éå±€: åºæ¬è³æ Œããäžäœè³æ ŒãŸã§
Salesforceã®èªå®è³æ Œã«ã¯åºæ¬è³æ Œããäžäœè³æ ŒãŸã§å€æ°ååšããŸããSalesforceèªå®ããããããŒã¯éçºè /ã¢ãŒããã¯ãã®ã«ããŽãªã«å«ãŸããŸããããããªãå°éç¥èãšã¹ãã«ã蚌æããããã®äžäœè³æ ŒãSalesforceèªå®ã¢ããã³ã¹ãããããããŒãååšããŸãã
åºæ¬è³æ Œã®ååŸã以éã®äžäœè³æ Œã®åéšè³æ ŒãåŸãããã®å¿ é æ¡ä»¶ãšãªã£ãŠãããŸãããäžäœã«ãªãã«ã€ããŠè©Šéšã®é£æ床ãå¢ããŸãã
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1.4 èªå®ããããããŒãšä»ã®Salesforceè³æ Œãšã®é¢ä¿
Salesforceã«ã¯éçºè ã®ä»ã«ãCRM管çè ãCRM AnalyticsãããŒã±ã¿ãŒã»ã³ã³ãµã«ã¿ã³ãã®åéã§è³æ ŒãæäŸãããŠãããããããã®å°éæ§ã蚌æãããã®ãšãªã£ãŠããŸãã
ãããã¯æ¥åãæ¥çã«ãããå¿ èŠãšãªãã¹ãã«ãç°ãªããããSalesforceèªå®ããããããŒã®è³æ Œã ãã§ãªããããã®è³æ ŒãååŸããããšã§ãå¹ åºãç¥èãšã¹ãã«ã®ç²åŸãå¯èœãšãªããèªèº«ã®ãã£ãªã¢ã¢ããã«åœ¹ç«ãŠãããšãã§ããŸãã
ç¹ã«ç®¡çè ãã³ã³ãµã«ã¿ã³ããšãã£ã圹å²ã¯é¡§å®¢ã®èŠæãç解ããé©åãªãœãªã¥ãŒã·ã§ã³ãæäŸãã圹å²ããããŸãã®ã§ãSalesforceèªå®ããããããŒã«ã¯å¿ ãããæ±ããããªãã¹ãã«ã身ã«ã€ããããšãå¯èœã§ãã
2. Salesforceèªå®ããããããŒè³æ Œã®é£æ床
Salesforceèªå®ããããããŒã®è³æ Œã¯ãSalesforce補åã®ç¥èãæ·±ãæã¡ãããã掻çšããã¹ãã«ãæã€ããšã蚌æããŸãããããããã®é£æ床ã¯åŸã ã«ããŠéåžžã«é«ãè©äŸ¡ãããŸãã
2.1 è³æ Œè©Šéšã®é£æ床解æ
Salesforceèªå®ããããããŒè³æ Œã®è©Šéšã¯ããã®é£æ床ãã¯ã£ãããšèªèãããŠããŸããäžæ¹ã§çå£ã«åŠç¿ããçå®ã«ã¹ãã«ãç©ã¿äžããŠããããšã§åæ Œããããšã¯ååå¯èœã§ããããããç¡éã«ææŠãããšã倱æã®å¯èœæ§ãéåžžã«é«ããªããŸãã
ãã®è³æ Œè©Šéšã§ã¯ãSalesforceã®ãã©ãããã©ãŒã ã«é¢ããæ·±ãç¥èãã¢ããªã±ãŒã·ã§ã³ã®ã«ã¹ã¿ãã€ãºãšæ§æãããŒã¿ã¢ããªã³ã°ã®ç解ãªã©ãèŠæ±ãããŸããããããããã«å¹ççã«åŠã¶ããåæ Œãžã®éã«ãªããŸãã
ãªããè©Šéšåœ¢åŒã¯è€æ°éžæ圢åŒã§ãå°éçç¥èãšç解ãæ·±ã枬ãããšãç®æããŠããŸããåãããç¯å²ãåºããåºæ¬çãªæŠå¿µããè€éãªãã¯ãã«ã«åé¡ãŸã§å¹ åºãç¯å²ãç¶²çŸ ããŸãã
2.2 é£æ床ã®é«ã: ãã®çç±ãšã¯
Salesforceèªå®ããããããŒè³æ Œã®é£æ床ãé«ããšæããçç±ã®äžã€ã¯ããã®ç¯å²ã®åºããšæ·±ãã§ããããããã®äž»é¡ã¯æ°å€ãã®ãµããããã¯ãæã¡ãããããã«ã€ããŠæ·±ãç解ãå¿ èŠã§ãã
ãŸããå®å°çµéšãæå©ãšãããå®éã®ãããžã§ã¯ãã§ã®çµéšããªããã°ç解ããã®ãé£ããéšåãååšããŸããããã¯å®éã«Salesforceã䜿çšããéçºçµéšãç©ãããšã§è£ãããšãå¯èœã§ãã
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2.3 é£æ床ãšè©Šéšç¯å²: äœãåŠã¶ã¹ãã
Salesforceèªå®ããããããŒè³æ Œã®è©Šéšç¯å²ã¯åºç¯ã§ãããç¶²çŸ çã«åŠç¿ããããšãæ±ããããŸããç¹ã«éç¹çã«åŠã¶ã¹ããšãªã¢ãšããŠãAPEXããã°ã©ãã³ã°ãVisualforceããŒãžãSalesforceã®ã«ã¹ã¿ãã€ãºãšèšå®ãªã©ããããŸãã
ãŸããSalesforceãã©ãããã©ãŒã ãæäŸããåçš®ãµãŒãã¹ãšãã®æŽ»çšæ¹æ³ãããŒã¿ããŒã¹ã«ãããã¬ããã³ã¹å¶éãªã©ãéèŠãªãããã¯ã§ãã
以äžã®ãããªç¯å²ãç¥èãšããŠèº«ã«ä»ããã ãã§ãªãããããã䜿ãããªãã¹ãã«ãåæã«äŒŽããªããã°ãªããŸãããå ·äœçãªåé¡è§£æ±ºã®ããã®èœåãããã®è©Šéšã®é£æ床ãé«ããŠããŸãã
2.4 é£æ床ã«å¯Ÿããäžè¬çãªæèŠãšçµ±èš
Salesforceèªå®ããããããŒè³æ Œã®é£æ床ã¯ãäžè¬çã«é«ããšãããŠããŸããå€ãã®åéšè ãææŠãç¶ããŠãããããã«äŒŽãåæ Œçã¯æ¯èŒçäœããšèšãããŠããŸãã
Salesforceèªèº«ãæäŸããå ¬åŒãªåŠç¿ã³ã³ãã³ããTrailheadãã掻çšããåŠç¿ããåæ Œãžã®éã§ãããšãããŠããŸããããããããã ãã§ãªããå®éã®éçºçµéšãä»ã®åŠç¿ææã®æŽ»çšãéèŠã§ãããšã®æèŠãå€ãã§ãã
åæã«ããã®è³æ ŒãååŸããããšã§ãSalesforceã®å°é家ãšããŠã®è©äŸ¡ãåŸãããšãã§ããŸãããã®ãããé£æ床ã®é«ããè£ä»ããã ãã§ãªãããã®äŸ¡å€ãåæã«é«ããšèªèãããŠããŸãã
3. Salesforceèªå®ããããããŒè³æ Œã®ååŸæ¹æ³
Salesforceèªå®ããããããŒè³æ ŒãååŸããããã«ã¯å€ãã®åªåãå¿ èŠã§ããããããç§ãã¡ãæäŸãã以äžã®åŠç¿æ¹æ³ãå©çšããã°ãç®æšéæã容æã«ãªããŸãã
以äžã«ãè³æ ŒååŸã®ããã®æå¹ãªåŠç¿ããã»ã¹ã解説ããŸãã
ãããã®ã¹ãããã¯ãåå¿è ããäžçŽè ãŸã§ã察象ã«ããŠããŸãã
3.1 ã¯ããã«: å ¬åŒãã¬ãŒãã³ã°
å ¬åŒãã¬ãŒãã³ã°ãåããããšã¯åå¿è ã«ãšã£ãŠæçãªç¬¬äžæ©ãšãªãã§ããããããã¯Salesforceãäž»å¬ããèªå®è¬åº§ã§ãåºæ¬çãªç¥èããå°éçãªç¥èãŸã§ãåŸãããšãã§ããŸãã
å ¬åŒãã¬ãŒãã³ã°ãåããããšã§ãå šãŠã®ãããã¯ãç¶²çŸ çã«åŠã¶ããšãå¯èœã§ããããããããã®æå°è ããçŽæ¥åŠã¶ããšãã§ããçåã質åã«å¯ŸããŠçŽæ¥åçãåŸãããŸãã
å ¬åŒãã¬ãŒãã³ã°ã¯æéãšè²»çšãããããŸããããã®äŸ¡å€ã¯èšãç¥ããŸããã
3.2 Trailhead: èªäž»åŠç¿ã®å Ž
Trailheadã¯SalesforceãæäŸããç¡æã®åŠç¿ãã©ãããã©ãŒã ã§ãããã¬ã€ã«ããšåŒã°ããé²è¡åœ¢åŒã®åŠç¿ããã°ã©ã ãå©çšããããšãã§ããŸãã
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å ·äœçãªããžãã¹ã·ããªãªã解決ãããã£ã¬ã³ãžãçšæãããŠãããããåŠãã ç¥èãå®çšçãªåœ¢ã§ç¢ºèªããããšãã§ããã§ãããã
3.3 Trailhead Academy: èªå®è¬åž«ããåŠã¶
Trailhead Academyã¯ããã®èªå®è¬åž«ããåŠã¶ããšãã§ãããã©ãããã©ãŒã ã§ããããã§ã¯ãäžéšææã§ãããäžå¯Ÿäžã®ãšã¯ã¹ããŒãããã®ã³ãŒãã³ã°ãå°éçãªæå°ãåããããŸãã
ãŸããTrailhead Academyã§ã¯å®éã®ãšãã¹ããŒãã«å¯ŸããŠè³ªåããããå ·äœçãªããžãã¹ã·ããªãªã«ã€ããŠè°è«ãããããããšãã§ããŸãã
察人çãªèŠçŽ ãšå®è·µçãªåŠç¿ãåããã£ããã®ãã©ãããã©ãŒã ã¯ãè³æ ŒååŸã®æ ããã確å®ãªãã®ã«ãããããªãç¥èãåŸã倧ããªæ©äŒãšãªããŸãã
3.4 èªå·±åŠç¿ãšç¬åŠã®ããã®ãªãœãŒã¹ãšæ¹æ³
å šãŠã®åŠç¿æ¹æ³ãçããã«åããšã¯éããŸããããã®ãããèªå·±åŠç¿ãç¬åŠãéèŠãªåŠç¿æ¹æ³ãšãªããŸããSalesforce ã³ãã¥ããã£ãããã¯ãWebãµã€ããªã©ãå€ãã®ãªãœãŒã¹ãå©çšå¯èœã§ãã
èªèº«ã®ç¥èãé Œãã«ãå®éã®ç¶æ³ãåçŸãããããžã§ã¯ããå®æœããããšã¯ã身ã«çããç¥èãç解ãé©çšããã®ã«åœ¹ç«ã¡ãŸãã
èªå·±åŠç¿ãšç¬åŠã¯ãèªåèªèº«ã®ç¥èããã¹ãããç解床ã確èªãã絶奜ã®æ©äŒã§ããããããåãå ¥ããåŠç¿æ¹æ³ã¯ãSalesforceèªå®ããããããŒè³æ ŒååŸãžã®éã®ããããã¹ã ãŒãºã«é²ããæå©ããšãªããŸãã
4. è³æ Œã®ææŠãšæåã®ããã®ã¢ããã€ã¹
ããã§ã¯ãSalesforceèªå®ããããããŒè³æ ŒãååŸããããã«ã¯ã©ã®ãããªã¹ããããå¿ èŠãªã®ããæåã®ããã«äœããã¹ããã«ã€ããŠå ·äœçãªã¢ããã€ã¹ãæäŸããŸãã
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äžèšã®é ç®ãåç §ã«ããªãããããªãèªèº«ã®Salesforceèªå®ããããããŒè³æ ŒååŸã®æ ãç«ãŠçŽãããšãå¯èœã§ãã
4.1 è³æ ŒååŸã«åããèšç»
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4.2 åŠç¿ã¹ã±ãžã¥ãŒã«ã®äœæãšæé管ç
次ã«ãåŠç¿ã¹ã±ãžã¥ãŒã«ã®äœæãšæé管çã§ãããããã¯å匷ã®é²æå ·åã管çãããããéåžžã«éèŠã§ãã
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4.3 è©Šéšå¯Ÿç: ã«ããŒãã¹ããããã¯ãšéèŠãªç¥è
è³æ Œè©Šéšã®å¯ŸçãšããŠã¯ãã©ã®ãããã¯ãç¥èãè©Šéšç¯å²ã«å«ãŸããã©ã®éšåãéèŠã§ããã®ããææ¡ããããšãæ±ããããŸãã
Salesforceã®å ¬åŒãã¬ãŒãã³ã°ããªã³ã©ã€ã³è³æã¯ãè©Šéšå¯Ÿçã®è¯ããªãœãŒã¹ã«ãªããŸãã
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4.4 å®è·µçãªã¹ãã«ã磚ã: ãã³ãºãªã³ãšã¯ãµãµã€ãºãšãããžã§ã¯ã
çè«åŠç¿ã ãã§ãªããå®è·µçãªã¹ãã«ã®ç¿åŸãéèŠãªèŠçŽ ã§ãã
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5. è³æ ŒæŽæ°ã®éèŠæ§ãšãã®æ¹æ³
Salesforceèªå®è³æ ŒãååŸããåŸããå®æçãªæŽæ°ãå¿ èŠã§ããäžæã®é²åãç¶ããSalesforceã®ææ°æ©èœãç解ããèªèº«ã®ã¹ãã«ãç¶æãããããæŽæ°ã¯éåžžã«éèŠãªããã»ã¹ã§ãã
5.1 Salesforceèªå®è³æ Œã®æŽæ°ããªã·ãŒ
Salesforceã®èªå®è³æ Œã¯ããã®è³æ ŒååŸåŸãæ¯å¹Žäžåã®æŽæ°ãæ±ããããŸããããã¯Salesforceèªäœã®é²åãšãšãã«ããŠãŒã¶ãŒããã®å€åã«å¯Ÿå¿ã§ãããããææ°ã®ç¥èãšã¹ãã«ãç¶æããããã§ãã
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5.2 æŽæ°ã¢ãžã¥ãŒã«ã®æŠèŠ
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