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Salesforce Starter์™€ ํ•จ๊ป˜ ๋น„์ฆˆ๋‹ˆ์Šค ์„ฑ์žฅ์‹œํ‚ค๊ธฐ

ํ•˜๋‚˜์˜ ์•ฑ์œผ๋กœ ์˜์—…, ์„œ๋น„์Šค, ๋งˆ์ผ€ํŒ… ์˜์—ญ์—์„œ ๊ณ ๊ฐ ๊ด€๊ณ„๋ฅผ ๊ฐ•ํ™”ํ•˜์„ธ์š”.

30์ผ ๋ฌด๋ฃŒ ํ‰๊ฐ€ํŒ ์‹œ์ž‘ํ•˜๊ธฐ

์˜ˆ์ƒ ์‹œ๊ฐ„

์ฒซ ํŽ˜์ด์ง€ ๋งŒ๋“ค๊ธฐ

์ฐธ๊ณ 

์ฐธ๊ณ 

ํ•œ๊ตญ์–ด๋กœ ํ•™์Šตํ•˜์‹œ๊ฒ ์–ด์š”? Trailhead playground์—์„œ ํ•œ๊ตญ์–ด๋กœ ์‹ค์Šต ๊ณผ์ œ๋ฅผ ์‹œ์ž‘ํ•˜๊ณ , ๊ด„ํ˜ธ ์•ˆ์— ์ œ๊ณต๋œ ๋ฒˆ์—ญ์„ ์‚ฌ์šฉํ•ด ํƒ์ƒ‰ํ•ด ๋ณด์„ธ์š”. ์˜์–ด ๋ฐ์ดํ„ฐ๋ฅผ ๊ธฐ๋ฐ˜์œผ๋กœ ์‹ค์Šต ๊ณผ์ œ ๊ฒ€์ฆ์ด ์ด๋ฃจ์–ด์ง€๋ฏ€๋กœ ์˜๋ฌธ์œผ๋กœ ํ‘œ์‹œ๋œ ๊ฐ’๋งŒ ๋ณต์‚ฌํ•ด ๋ถ™์—ฌ ๋„ฃ์Šต๋‹ˆ๋‹ค. ํ•œ๊ตญ์–ด ์กฐ์ง์—์„œ ์‹ค์Šต ๊ณผ์ œ๋ฅผ ํ†ต๊ณผํ•˜์ง€ ๋ชปํ•œ ๊ฒฝ์šฐ, (1) ๋กœ์บ˜์„ ๋ฏธ๊ตญ์„ ๋ฐ”๊พธ๊ณ  (2) ์—ฌ๊ธฐ์— ์ œ์‹œ๋œ ์ง€์นจ์— ๋”ฐ๋ผ ์–ธ์–ด๋ฅผ ์˜์–ด๋กœ ๋ฐ”๊พผ ํ›„ (3) "Check Challenge(๊ณผ์ œ ํ™•์ธ)" ๋ฒ„ํŠผ์„ ๋ˆŒ๋Ÿฌ ๋‹ค์‹œ ์ง„ํ–‰ํ•ด ๋ณด์„ธ์š”.

์›ํ•˜๋Š” ์–ธ์–ด๋กœ Trailhead ์‚ฌ์šฉํ•˜๊ธฐ ๋ฑƒ์ง€๋ฅผ ํ™•์ธํ•ด ํ˜„์ง€ํ™”๋œ Trailhead ๊ฒฝํ—˜์„ ํ™œ์šฉํ•˜๋Š” ๋ฐฉ๋ฒ•์— ๋Œ€ํ•ด ์ž์„ธํžˆ ์•Œ์•„๋ณด์„ธ์š”.

๊ฐœ์š”

๊ฐœ๋ฐœ์ž์™€ ๋น„์ฆˆ๋‹ˆ์Šค ์‚ฌ์šฉ์ž๋Š” Lightning ์•ฑ ๋นŒ๋”๋ฅผ ์‚ฌ์šฉํ•˜์—ฌ ๋ฐ์Šคํฌํ†ฑ ๋ฐ ๋ชจ๋ฐ”์ผ ์žฅ์น˜์—์„œ ์™„๋ฒฝํ•˜๊ฒŒ ์ž‘๋™ํ•˜๋Š” ๋ฉ‹์ง„ ์‚ฌ์šฉ์ž ์ •์˜ ์‚ฌ์šฉ์ž ์ธํ„ฐํŽ˜์ด์Šค๋ฅผ ์ฝ”๋“œ ํ•œ ์ค„๋„ ์“ฐ์ง€ ์•Š๊ณ  ๋งŒ๋“ค ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. ์ด ๋น ๋ฅธ ์‹œ์ž‘์—์„œ๋Š” Lightning ์•ฑ ๋นŒ๋”๋ฅผ ์‚ฌ์šฉํ•˜์—ฌ ํ˜„์žฅ ์˜์—… ์‚ฌ์›์„ ์œ„ํ•œ ์œ„์น˜ ์ •๋ณด ์•ฑ์„ ๋งŒ๋“ญ๋‹ˆ๋‹ค. ์ด๋ฏธ ๋นŒ๋“œ๋œ Lightning ๊ตฌ์„ฑ ์š”์†Œ์™€ Lightning ์•ฑ ๋นŒ๋”์˜ ๋“œ๋ž˜๊ทธ ์•ค ๋“œ๋กญ ์ธํ„ฐํŽ˜์ด์Šค๋ฅผ ์‚ฌ์šฉํ•˜์—ฌ ์ด ์•ฑ์„ ๋งŒ๋“ค ๊ฒƒ์ž…๋‹ˆ๋‹ค.

์ฒซ ํŽ˜์ด์ง€ ๋งŒ๋“ค๊ธฐ

Lightning ํŽ˜์ด์ง€๋Š” Lightning ๊ตฌ์„ฑ ์š”์†Œ์šฉ ์ปจํ…Œ์ด๋„ˆ์ž…๋‹ˆ๋‹ค. ์ฒซ ํŽ˜์ด์ง€๋ฅผ ๋งŒ๋“ค๊ณ  ๊ตฌ์„ฑ ์š”์†Œ๋ฅผ ํŽ˜์ด์ง€์— ์ถ”๊ฐ€ํ•˜์„ธ์š”.

  1. Trailhead์— ์•„์ง ๋กœ๊ทธ์ธํ•˜์ง€ ์•Š์•˜๋‹ค๋ฉด ์ง€๊ธˆ ๋กœ๊ทธ์ธํ•œ ํ›„ ์ด ํŽ˜์ด์ง€ ํ•˜๋‹จ์—์„œ Launch(์‹คํ–‰)๋ฅผ ํด๋ฆญํ•˜์—ฌ Trailhead Playground๋ฅผ ์‹คํ–‰ํ•ฉ๋‹ˆ๋‹ค. ๊ทธ๋Ÿฌ๋ฉด Trailhead Playground๊ฐ€ ์ƒˆ ํƒญ์—์„œ ์—ด๋ฆฝ๋‹ˆ๋‹ค.
  2. ํ˜„์žฌ ์œ„์น˜๊ฐ€ Setup(์„ค์ •) ํ™ˆ ํŽ˜์ด์ง€๊ฐ€ ์•„๋‹Œ ๊ฒฝ์šฐ ์„ค์ • ํ•ญ๋ชฉ์„ ํด๋ฆญํ•˜๊ณ  Setup(์„ค์ •)์„ ์„ ํƒํ•ฉ๋‹ˆ๋‹ค.
  3. Quick Find(๋น ๋ฅธ ์ฐพ๊ธฐ)์— Lightning App Builder(Lightning ์•ฑ ๋นŒ๋”)๋ฅผ ์ž…๋ ฅํ•˜๊ณ  Lightning App Builder(Lightning ์•ฑ ๋นŒ๋”)๋ฅผ ์„ ํƒํ•ฉ๋‹ˆ๋‹ค.
  4. Lightning Pages(Lightning ํŽ˜์ด์ง€)์—์„œ New(์ƒˆ๋กœ ๋งŒ๋“ค๊ธฐ)๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  5. App Page(์•ฑ ํŽ˜์ด์ง€)๋ฅผ ์„ ํƒํ•œ ํ›„ Next(๋‹ค์Œ)๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  6. Label(๋ ˆ์ด๋ธ”) ํ•„๋“œ์— Field Sales App(ํ˜„์žฅ ์˜์—… ์•ฑ)์„ ์ž…๋ ฅํ•œ ํ›„ Next(๋‹ค์Œ)๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  7. ํŽ˜์ด์ง€ ๋ ˆ์ด์•„์›ƒ์—์„œ Two Regions(๋‘ ์ง€์—ญ)๋ฅผ ์„ ํƒํ•ฉ๋‹ˆ๋‹ค.
  8. Done(์™„๋ฃŒ)์„ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.

์ด์ œ ํŽ˜์ด์ง€๊ฐ€ ์žˆ์œผ๋‹ˆ ๊ตฌ์„ฑ ์š”์†Œ๋ฅผ ์ถ”๊ฐ€ํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

  1. Desktop(๋ฐ์Šคํฌํ†ฑ) ๋“œ๋กญ๋‹ค์šด ๋ชฉ๋ก์—์„œ Tablet - Portrait(ํƒœ๋ธ”๋ฆฟ - ์„ธ๋กœ)๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค. ์บ”๋ฒ„์Šค์˜ ๋ฏธ๋ฆฌ๋ณด๊ธฐ ๋ ˆ์ด์•„์›ƒ์ด ๊ธฐ๋ณธ 1์—ด์—์„œ 2์—ด๋กœ ๋ณ€๊ฒฝ๋ฉ๋‹ˆ๋‹ค.
  2. ์™ผ์ชฝ Standard Components(ํ‘œ์ค€ ๊ตฌ์„ฑ ์š”์†Œ) ๋ฉ”๋‰ด์—์„œ List View(๋ชฉ๋ก ๋ณด๊ธฐ)๋ฅผ ์™ผ์ชฝ ์—ด๋กœ ๋“œ๋ž˜๊ทธํ•ฉ๋‹ˆ๋‹ค.
  3. ์ด ๊ตฌ์„ฑ ์š”์†Œ์˜ ์†์„ฑ์„ ์˜ค๋ฅธ์ชฝ ์‚ฌ์ด๋“œ๋ฐ”์— ์žˆ๋Š” Properties(์†์„ฑ) ๋ชฉ๋ก์„ ์‚ฌ์šฉํ•˜์—ฌ ์„ค์ •ํ•ฉ๋‹ˆ๋‹ค.
    • Object(๊ฐœ์ฒด) ๋“œ๋กญ๋‹ค์šด ๋ชฉ๋ก์—์„œ Account(๊ณ„์ •)๋ฅผ ์„ ํƒํ•ฉ๋‹ˆ๋‹ค.
    • Filter(ํ•„ํ„ฐ) ๋“œ๋กญ๋‹ค์šด ๋ชฉ๋ก์—์„œ My Accounts(๋‚ด ๊ณ„์ •)๋ฅผ ์„ ํƒํ•ฉ๋‹ˆ๋‹ค.
    • Number of Records to Display(ํ‘œ์‹œํ•  ๋ ˆ์ฝ”๋“œ ์ˆ˜) ํ•„๋“œ์— 7์„ ์ž…๋ ฅํ•ฉ๋‹ˆ๋‹ค. Lightning ์•ฑ ๋นŒ๋” ์Šคํฌ๋ฆฐ์ƒท - ํ˜„์žฅ ์˜์—… ์•ฑ
  1. Save(์ €์žฅ)๋ฅผ ํด๋ฆญํ•œ ํ›„ ํŒ์—… ์ฐฝ์—์„œ Not Yet(์•„์ง ์•ˆ ํ•จ)์„ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค. ์ด ํŽ˜์ด์ง€๋Š” ์ดํ›„ ๋‹จ๊ณ„์— ํ™œ์„ฑํ™”ํ•  ๊ฒƒ์ž…๋‹ˆ๋‹ค.
    ํŽ˜์ด์ง€ ์ €์žฅ๋จ ํŒ์—…์ฐฝ
Salesforce ๋„์›€๋ง์—์„œ Trailhead ํ”ผ๋“œ๋ฐฑ์„ ๊ณต์œ ํ•˜์„ธ์š”.

Trailhead์— ๊ด€ํ•œ ์—ฌ๋Ÿฌ๋ถ„์˜ ์˜๊ฒฌ์— ๊ท€ ๊ธฐ์šธ์ด๊ฒ ์Šต๋‹ˆ๋‹ค. ์ด์ œ Salesforce ๋„์›€๋ง ์‚ฌ์ดํŠธ์—์„œ ์–ธ์ œ๋“ ์ง€ ์ƒˆ๋กœ์šด ํ”ผ๋“œ๋ฐฑ ์–‘์‹์„ ์ž‘์„ฑํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

์ž์„ธํžˆ ์•Œ์•„๋ณด๊ธฐ ์˜๊ฒฌ ๊ณต์œ ํ•˜๊ธฐ