Course Overview
Are you ready to move beyond Salesforce administration to unlock even greater capabilities through declarative programming? Master Salesforce’s suite of click-not-code options for developing valuable apps and functionality over five days of guided scenarios, lectures, and discussion. Build your knowledge of app deployment, automation tools, security, UI customization, and more!
Who should attend
Ideal for administrators, programmers, and point-and-click developers who want to understand the declarative development tools available on the platform.
Prerequisites
The following experience and credentials are required for successfully mastering all skills discussed in this course:
- At least six months of proven experience administering a Salesforce organization, as demonstrated through the successful completion of the Salesforce Certified Administrator exam.
- At least six months building custom elements in Salesforce, such as page layouts, fields, workflow, and Process Builder.
Course Objectives
- Design and manage the correct data model based on business requirements.
- Configure application security.
- Define business logic and process automation.
- Design user interfaces.
- Customize applications for mobile use and Lightning Experience.
- Deploy applications.
Course Content
Building Your Data Model Declaratively
- Capabilities of Core CRM Objects
- Determining an Appropriate Data Model
- Relationship Types and Impact on Record Access, User Interface, and Reporting
- Considerations for Changing Field Types
- Considerations of the Schema Builder
- Considerations for Importing and Exporting Data
- Use Cases of External Objects
Crafting Your User Interface
- Customization Options
- Custom Buttons, Links, and Actions
- List Views
- Record Types
- Social Features
- UI Design Best Practices
Constructing Business Logic
- Formula Fields
- Roll-up Summary Fields
- Validation Rules
Maintaining Record and Data Security
- Restricting and Extending Object, Record, and Field Access
- Determining Appropriate Sharing Solutions
Automating Business Processes
- Lightning Process Builder
- Workflows and Approvals
- Automating Business Processes
- Ramifications of Field Updates and Potential for Recursion
Deploying Your App
- Application Lifecycle
- Sandboxes
- Change Sets
- Unmanaged and Managed Packages
- Determining an Appropriate Deployment Plan
Designing Advanced User Interface Components
- Creating Reports
- Report Types
- Dashboards
- Declarative Options for Incorporating Lightning Components
- Declarative Customizations Available for the Salesforce Mobile App
Deciding When Declarative Isn’t Enough
- Limits of Declarative Tools
- Programmatic Use-cases
- AppExchange Apps