Information Technology

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

Instructor-Led 18 Agenda

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!

Course Overview

Course Objective

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.

Who Should Attend

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

Building Your Data Model Lesson Id 1

Building Your Data Model

Profiles and Permissions Lesson Id 2

Profiles and Permissions

Controlling Access to Records Lesson Id 3

Controlling Access to Records

Building Your User Interface Lesson Id 4

Building Your User Interface

Record Types Lesson Id 5

Record Types

Introducing Business Logic Lesson Id 6

Introducing Business Logic

Monitoring Processes Lesson Id 7

Monitoring Processes

Preserving Data Quality Lesson Id 8

Preserving Data Quality

Automating with Lightning Process Builder and Workflow Lesson Id 9

Automating with Lightning Process Builder and Workflow

Automating Business Processes with Approvals Lesson Id 10

Automating Business Processes with Approvals

Automating Business Processes Using Flow Lesson Id 11

Automating Business Processes Using Flow

Save Order of Execution Lesson Id 12

Save Order of Execution

Auditing Processes Lesson Id 13

Auditing Processes

Deploying Your App Lesson Id 14

Deploying Your App

Data Management Lesson Id 15

Data Management

Reports and Dashboards Lesson Id 16

Reports and Dashboards

Deciding When Declarative Isn't Enough Lesson Id 17

Deciding When Declarative Isn't Enough

Final Project Lesson Id 18

Final Project

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