CourseInfo | SimpliTrain

Salesforce Declarative Development for Platform App Builders in Lightning Experience (DEX403)

Learning plan iconE-Learning

Description

This course is a must for new application developers or developers who are new to Salesforce. Participants will learn how to use the declarative "clicks not code" capabilities of the Lightning platform to create custom applications and customize existing applications. Build your knowledge of objects, fields, UI customization, automation tools, security, app deployment, and more!

This course is a must for new application developers or developers who are new to Salesforce. Participants will learn how to use the declarative "clicks not code" capabilities of the Lightning platform to create custom applications and customize existing applications. Build your knowledge of objects, fields, UI customization, automation tools, security, app deployment, and more!

When you complete this course, you will be able to: Build and customize multi-user Salesforce applications. Create custom objects. Customize the user interface. Create advanced workflows and validation rules. Automate business processes with Process Builder, approvals, and flows. Manage your data. Develop a custom user interface using Lightning App Builder.

Ideal for programmers and point-and-click developers who want to understand the declarative development tools available on the platform.

Lesson Id Title Description
1 Building Your Data Model Understanding Objects on the Lightning Platform
Creating Custom Objects
Creating Custom Fields
Creating Relationships Between Objects
External Objects
Schema Builder
2 Profiles and Permissions Profiles
Permission Sets
Field Level Security
3 Controlling Access to Records Record Ownership
Organization Wide Defaults
Roles and Groups
Sharing
4 Building Your User Interface Custom Applications and Custom Tabs
Page Layouts
Lightning App, Record, and Home Page
Salesforce Mobile App
Quick Actions
5 Record Types Record Types and the User Interface
Meeting User Requirements
6 Introducing Business Logic Formula Fields
Roll-Up Summary Fields
Useful Operators and Functions
7 Monitoring Processes Debug Logs
Developer Console
8 Preserving Data Quality Enforcing Conditionally Required Fields
Enforcing Proper Data Format
Enforcing Consistency
Preventing Data Loss
9 Automating with Lightning Process Builder and Workflow Processes
Scheduled Actions
Workflow Rules
10 Automating Business Processes with Approvals Defining Approval Processes
Options for Approving Records
11 Automating Business Processes Using Flow Understanding Flow
Creating Flows
Deploying Flows
Autolaunched Flows
12 Save Order of Execution Exploring the Save Order of Execution
Working with Transactions
13 Auditing Processes Auditing Configuration Changes
Auditing Data
Keeping Track of Unauthorized Changes
14 Deploying Your App Sandboxes
Change Sets
Alternatives to Change Sets
15 Data Management Data Operations (Export, Delete, Insert, Update, Upsert)
Tools for Data Management
Bulk API
16 Reports and Dashboards Report Types
Reports
Dashboards
Folders
Reporting Snapshots
17 Deciding When Declarative Isn't Enough Declarative Limits
Programmatic Alternatives
18 Final Project