ZohoLearningPath概览
按people群ClassificationofSystemLearningPath,Coveragefrom入门toAdvancedof全Process
每itemsLearningPath包Include:Learning目标、CoreResources、PracticeTask、避坑Guide
主要ResourcesPlatform:ZohoOfficialDocumentation、网易云课堂、腾讯课堂、B站、CSDN、掘金
By User RoleLearningPath
一、零基础Business User
📍 Learning目标
Phase1(1-3Days):UnderstandZohoCoreProduct概念,Master基础OperationProcess
Phase2(4-7Days):独立CompleteDay常ApplyOperation,MasterSimpleForm Design
📚 CoreLearning Resources
网易云课堂 - Zoho CRM零基础入门
已验证16节Systemin文Course,夯实基础Operation&Customer ManagementScenario实操
访问Resources🚀 PracticeTask
Task:Create"Day常办公用品申领"Apply
- 1. 设计Form(申领物品、Number量、Department、申领people、ApprovalpeopleField)
- 2. ConfigureNumber据列表展示Page
- 3. AddSimpleNumber据Report,展示Month度Statistics
二、EnterpriseApplyConfigure师
📍 Learning目标
Phase1(1周):MasterZoho基础Configure技能(CreatorForm验证、PermissionConfigure、Number据模型设计)
Phase2(2周):独立CompleteZohoApply运维(Number据ImportExport、UserManage、ProcessMonitoring)
📚 CoreLearning Resources
CSDN - Zoho CreatorRolePermissionConfigure全攻略
Search"Zoho Creator RolePermission Configure",IncludeField级、Page级Permission控制
访问CSDNZohoOfficialLearningPath - Configure师专items
SystemLearningConfigure师Core技能,IncludeCreator实操练习环境
访问Resources掘金 - Zoho Creator工作流RuleConfigurePractice
办公高频RequirementsPractice,IncludeRulerecords件Settings、NotificationTemplateConfigure
访问掘金🚀 PracticeTask
Task:Optimization"EmployeeLeave申请"Apply
- 1. ConfigureLeaveDaysNumber限制、LeaveTypeAssociationApprovalNodeetc.验证Rule
- 2. 设计不同RoleofPageLayout&Field访问Permission
- 3. SettingsApprovalProcess(不同DaysNumber对应不同ApprovalNode)
- 4. Configure邮件+SystemMessage双Notification,ImplementBatchNumber据Import
三、Enterprise DigitalizationManager/创业者
📍 Learning目标
Phase1(1-2周):MasterZohoCoreProductModule组合逻辑、业务ProcessOptimization思路
Phase2(2-4周):ImplementZoho多ModuleCollaborationApply搭建,落地items性化Business ScenarioSolution
📚 CoreLearning Resources
CSDN - 用Zoho Creator整合业务Process
Search"Zoho Creator Process整合 Number字化转型",Include多ModuleCollaborationConfigure
访问Resources微信公众号 - 金融Industry信贷ApprovalSystem搭建
Search"ZohoLow-Code实践"+"金融Industry 信贷Approval Creator"
Search公众号🚀 PracticeTask
Task:搭建"Sales-CustomerServiceCollaborationSystem"
- 1. Based onCreator设计CustomerInfoManageForm、跟进RecordForm
- 2. ConfigureSales线索自动分配Rule,Implement线索toCustomerof转化Tracking
- 3. ThroughCreator&Analytics联动制作全ProcessNumber据Dashboard
- 4. SupportWeb&移动端访问
四、Professional开发people员/EnterpriseITpeople员
📍 Learning目标
Phase1(1-2周):MasterCreatorAdvancedFunction、Deluge脚copies语言、APIIntegration技巧
Phase2(2-3周):Implement定制化Function开发、第三方System深度Integration、Enterprise级ApplyDeployment
📚 CoreLearning Resources
ZohoOfficialDeveloperDocumentation - Creator专items
in文详解Deluge脚copies语言、Plugin开发、APIIntegrationCore原理
访问DocumentationCSDN - Zoho Creator Deluge语言from入门to精通
IncludeDeluge语法详解、Number据Operation、Complex逻辑Implement技巧
访问Resources🚀 PracticeTask
Task:开发"Customer信用评级定制Function"
- 1. ThroughDeluge脚copiesImplementCustomer信用额度自动计算
- 2. 用CreatorCustomComponent制作可视化展示Page
- 3. 联动CRMCustomerNumber据
- 4. Implement&EnterpriseERPSystem、CRMSystemIntegration,CompleteNumber据双向Synchronization
分ScenarioApplyGuide
🏢 Enterpriseinside部ApprovalScenario
利用Creator"Role&Permission矩阵"ImplementApprovalNumber据精准管控,ThroughZoho FlowProcessRule简化重复性ApprovalOperation
• 多Process整合&Permission管控
• ProcessMonitoring&异常处理
• ApprovalAutomation&代理Approval
🎯 Customer ManagementScenario
Based onZoho CRM"Number据模型建模"Function构建完整CustomerNumber据体系,利用线索评分RuleImplement优质Customer精准Filter
• CustomerInfoManage&线索转化
• CustomerService闭环搭建
• Customer画像&运营Analysis
⚡ Automation&Process融合
ThroughZoho Flow"AutomationProcess Management器"Implement全链路Automation生命周期Manage,ConfigureTriggerrecords件&Execute动作
• Zoho Flow+各Product联动
• AutomationRuleConfigure
• 多SystemCollaboration
🔗 跨SystemIntegrationScenario
ThroughCreator APIIntegration、Number据Synchronization、生态整合,ImplementEnterprise全链路Number字化
• APIIntegration&Number据Synchronization
• 第三方SystemIntegration
• Enterprise生态整合