The Complete Guide to Operational Management

Name: The Complete Guide to Operational Management
Rating: 4.5 (121 reviews)

You will master Operational Management and build databases, dashboards, app and workflow!

Created bySaraswathi Siripurapu

Last updated 2/2025

English

What you'll learn

You will learn from basics to more advanced concepts about Operational management for project Management
You will be able to build the databases and dashboards with operational management for project Management
You will learn how to configure and customize the operational management tool for the project
You will good at using operational management to manage your project's data, views, and workflows

Course content

6 sections • 77 lectures • 40h 11m total length

Introduction2:15
What type of base boards can you create in Airtable10:08
How to find and use templates7:35
Example of personal life bases7:18
Create a latest resolution base6:18
Business Base in Airtable10:17
What kind of bases can you create7:17
How to navigate the platform in Airtable7:05
What is the Operational Management and who is it for?14:06

API Values29:30
Change sets in API15:31
Components flows37:38
Creating custom tabs7:06
Dashboard Reports37:38
Databricks20:23
Non Static void method52:26
Pagelayouts in API22:37
Plugins in APIs54:46
Report types43:10
Learn to create and customize Salesforce reports using standard and custom report types, filters, bucket fields, and history tracking, then build join, matrix, and metrics reports with proper layouts.
Application Backend Framework34:21
Content types in API22:54
Custom folders45:52
Custom Objects19:33
Learn to create and manage custom objects and fields, make objects visible via tabs, and tailor page layouts and sections in Salesforce using two-column layouts, assignments, and Lightning App Builder.
Database frameworks56:14
Fetching the custom record data51:28
Getting the list values with loops45:15
Implement the database records36:49
Open databases55:39
Resource Management16:46
Define and assign roles like CEO, CFO, CTO, and VP to users, establish supervisor and sibling access, and test visibility to ensure lower level roles can't view higher level records.

Autolanuch Workflow56:57
Create Database fields25:41
Custom pagebuttons31:29
Data management Resources20:06
Database flow statements31:00
Default data types40:22
Flow Models15:43
Configure record trigger orchestration on account creation with multiple stages and steps, including interactive screen flows and background auto launch flows, branching by annual revenue to create cases or opportunities.
Global Search Components46:02
Discover how global search uses the find keyword across all fields to return accounts and contacts, with where clauses, apex examples, and governor limits.
Map values pair41:14
Plugin for Visual Studio40:01
Learn how to design and modify deal object fields in Salesforce, from text to auto number, configure currency and date types, and manage picklists, visibility, and layout.
Build containers4:55
Creating a field visability21:48
Demonstrates how to build conditional picklists using field dependencies, where a controlling field like status determines sub status options, and location controls sub location values.
Fetch Records in Database53:04
Get Records with recordset41:27
Overview of Components44:10
Resource Management Series43:02
Search Layouts19:38
Sharing resource models30:26
Vector APi plugins52:00
Virtual Machines17:23
Build and debug a database batch job to total annual revenue from lead records, using start, execute, and finish methods, with asynchronous Apex and stateful batch considerations.

Assigning values to datatypes38:41
Learn how to assign values to datatypes, create and convert dates with system.today, system.now, and date new instance, and compute days between, days in month, and leap year status.
Calculating the sum values47:47
Creatiing virtual Records35:34
Creating custome files22:39
Database API Methods31:11
Integrate the APIS21:03
Outbound messages37:12
Resource Components in flow1:07:13
Sending an email to outbound42:51
Visual Commands37:00
Demonstrates how to implement and test Apex futures, including synchronous and asynchronous execution, debugging flows, and handling mixed DML in setup versus non-setup operations.

Automated Setup15:49
Learn to build and schedule batch and schedulable jobs using cron expressions, including last Friday and Monday–Friday patterns, in Salesforce.
Clusters for data resources23:04
Create APIs of database13:40
Create APIs of database by configuring connections and upsert, then export account data to csv with Salesforce data loader, including deleted records from the recycle bin.
Creating custom resources8:37
Data Loader30:57
Fetching API Resources42:20
Recursive methods48:20
Resoure Database Clusters44:32
Retrival Process52:43
Stream Analytics Analysis45:43

Requirements

You must have some knowledge on Project Management prior to this course

Description

This course explains everything about Operational Management. Operational Management has emerged as a powerful tool for project management, offering a unique blend of spreadsheet and database functionalities. Its intuitive interface and robust features make it an excellent choice for managing projects of varying complexities and sizes. Unlike traditional project management tools that often impose rigid structures, Operational Management allows users to customize their workflows to fit specific project needs. Users can create custom tables with fields tailored to track various types of data, from task assignments and deadlines to budgets and milestones.

Operational Management collaboration features are another significant advantage. Teams can share bases and work together in real-time, ensuring that everyone is on the same page. Comments, file attachments, and checklists can be added to individual records, promoting seamless communication and reducing the need for external communication tools. The ability to assign tasks and set due dates directly within Operational Management keeps everyone accountable and aware of their responsibilities.

Operational Management stands out as a versatile and user-friendly tool for project management, offering extensive customization, robust collaboration features, and multiple data visualization options. Its ability to integrate with other applications further enhances its utility, making it a valuable asset for teams looking to streamline their project management processes.

Who this course is for:

It is for project management professionals who want to use operational management for Project Management

The Complete Guide to Operational Management

What you'll learn

Explore related topics

Course content

Introduction9 lectures • 1hr 12min

Change sets in APIs20 lectures • 11hr 46min

Database flow statements20 lectures • 11hr 16min

Database API Methods10 lectures • 6hr 21min

Resource Database Clusters10 lectures • 5hr 26min

Implement data resources8 lectures • 4hr 10min

Requirements

Description

Who this course is for: