Overview

This comprehensive hands-on 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!
Who should take this course?
Ideal for programmers and point-and-click developers who want to understand the declarative development tools available on the platform.
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Delegates will learn how to

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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Outline

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

Dates & Locations

Frequently asked questions

See all of our FAQs

How can I create an account on myQA.com?

There are a number of ways to create an account. If you are a self-funder, simply select the "Create account" option on the login page.

If you have been booked onto a course by your company, you will receive a confirmation email. From this email, select "Sign into myQA" and you will be taken to the "Create account" page. Complete all of the details and select "Create account".

If you have the booking number you can also go here and select the "I have a booking number" option. Enter the booking reference and your surname. If the details match, you will be taken to the "Create account" page from where you can enter your details and confirm your account.

Find more answers to frequently asked questions in our FAQs: Bookings & Cancellations page.

How do QA’s virtual classroom courses work?

Our virtual classroom courses allow you to access award-winning classroom training, without leaving your home or office. Our learning professionals are specially trained on how to interact with remote attendees and our remote labs ensure all participants can take part in hands-on exercises wherever they are.

We use the WebEx video conferencing platform by Cisco. Before you book, check that you meet the WebEx system requirements and run a test meeting (more details in the link below) to ensure the software is compatible with your firewall settings. If it doesn’t work, try adjusting your settings or contact your IT department about permitting the website.

Learn more about our Virtual Classrooms.

How do QA’s online courses work?

QA online courses, also commonly known as distance learning courses or elearning courses, take the form of interactive software designed for individual learning, but you will also have access to full support from our subject-matter experts for the duration of your course. When you book a QA online learning course you will receive immediate access to it through our e-learning platform and you can start to learn straight away, from any compatible device. Access to the online learning platform is valid for one year from the booking date.

All courses are built around case studies and presented in an engaging format, which includes storytelling elements, video, audio and humour. Every case study is supported by sample documents and a collection of Knowledge Nuggets that provide more in-depth detail on the wider processes.

Learn more about QA’s online courses.

When will I receive my joining instructions?

Joining instructions for QA courses are sent two weeks prior to the course start date, or immediately if the booking is confirmed within this timeframe. For course bookings made via QA but delivered by a third-party supplier, joining instructions are sent to attendees prior to the training course, but timescales vary depending on each supplier’s terms. Read more FAQs.

When will I receive my certificate?

Certificates of Achievement are issued at the end the course, either as a hard copy or via email. Read more here.

Contact Us

Please contact us for more information