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
Course Highlights
In-class / Virtual
40 hours
Delivered by Trailhead certified instructors
Training for an official Salesforce certification
Course
Outcomes
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 is it for?
Ideal for programmers and point-and-click developers who want to understand the declarative development tools available on the platform.
Content & Methodology
- Understanding Objects on the Lightning Platform
- Creating Custom Objects
- Creating Custom Fields
- Creating Relationships Between Objects
- External Objects
- Schema Builder
- Profiles
- Permission Sets
- Field Level Security
- Record Ownership
- Organization Wide Defaults
- Roles and Groups
- Sharing
- Custom Applications and Custom Tabs
- Page Layouts
- Lightning App, Record, and Home Page
- Salesforce Mobile App
- Quick Actions
- Record Types and the User Interface
- Meeting User Requirements
- Formula Fields
- Roll-Up Summary Fields
- Useful Operators and Functions
- Debug Logs
- Developer Console
- Enforcing Conditionally Required Fields
- Enforcing Proper Data Format
- Enforcing Consistency
- Preventing Data Loss
- Processes
- Scheduled Actions
- Workflow Rules
- Defining Approval Processes
- Options for Approving Records
- Understanding Flow
- Creating Flows
- Deploying Flows
- Autolaunched Flows
- Exploring the Save Order of Execution
- Working with Transactions
- Auditing Configuration Changes
- Auditing Data
- Keeping Track of Unauthorized Changes
- Sandboxes
- Change Sets
- Alternatives to Change Sets
- Data Operations (Export, Delete, Insert, Update, Upsert)
- Tools for Data Management
- Bulk API
- Report Types
- Reports
- Dashboards
- Folders
- Reporting Snapshots
- Declarative Limits
- Programmatic Alternatives
Download the brochure of this course
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