ZohoLearningPath概览

按people群ClassificationofSystemLearningPath,Coveragefrom入门toAdvancedof全Process

零基础Business User(1-7Days) EnterpriseApplyConfigure师(1-3周) Number字化Manager(2-4周) Professional开发people员(2-3周)

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
ZohoOfficial免费入门Tutorial
Official

Creator新手入门Guide,in文图文+Video结合

访问Resources
B站 - 1HoursFaston手Creator
Video

Search"Zoho Creator 入门",直观DemoFormCreate全Process

访问Platform

🚀 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CSDN
ZohoOfficialLearningPath - 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
ZohoOfficialSuccessCase库

Learning不同IndustryBased onCreatorofNumber字化转型Case

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Documentation
CSDN - 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
GitHub - Zoho CreatorExtension开发Case库

in文注释of定制化开发Case,LearningPlugin开发实践

访问GitHub

🚀 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

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