About this course

Course code TPDEV-402
Duration 5 Days

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!

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, workflows, and processes.


Who should attend?

  • Declarative Development for Platform App Builders is ideal for administrators, system integrators, and independent software vendors (ISVs) with an interest in honing their app development, deployment, and advanced Salesforce administration skills.

Delegates will learn how to

  • Design and manage the correct data model based on business requirements.
  • Configure application security.
  • Define business logic and process automation declaratively.
  • Design user interfaces.
  • Customize applications for mobile use and Lightning.
  • Deploy applications.

Outline

Building Your Data Model Declaratively

  • Capabilities of Core CRM Objects
  • Boundaries of Declarative Customizations
  • Use Cases for Programmatic Customizations
  • 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 Salesforcel User Interface


Deciding When Declarative Isn't Enough

  • Limits of Declarative Tools
  • Programmatic Use-cases
  • AppExchange Apps

5 Days

Duration
Salesforce
Delivery Method

Delivery method

Classroom

Face-to-face learning in the comfort of our quality nationwide centres, with free refreshments and Wi-Fi.

Trusted, awarded and accredited

Fully accredited to ensure we provide the highest possible standards in learning

All third party trademark rights acknowledged.