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

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.
 
Course Outline
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

Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Contact Us For Price

Course Length: 5 Days

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Description

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.

 

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