Declarative Development for Platform App Builders (DEV-402)

Please contact us for information about target audiences.

Prerequisite

  • At least six months of experience administering a Salesforce organization after successful completion of the Salesforce Certified Administrator exam
  • At least six months of experience building custom elements in Salesforce, such as page layouts, fields, workflows, and processes

Expected Duration
5 day

Description

Are you ready to move beyond Salesforce administration to unlock even greater capabilities through declarative programming Master Salesforces suite of click-not-code options for developing valuable apps and functionality over five days of guided scenarios, lectures, and discussion. In this course, you will learn about app deployment, automation tools, security, and UI customization.

Objective

1. 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

2. Crafting Your User Interface

  • Customization Options
  • Custom Buttons, Links, and Actions
  • List Views
  • Record Types
  • Social Features
  • UI Design Best Practices

3. Constructing Business Logic

  • Formula Fields
  • Roll-up Summary Fields
  • Validation Rules

4. Maintaining Record and Data Security

  • Restricting and Extending Object, Record, and Field Access
  • Determining Appropriate Sharing Solutions

5. Automating Business Processes

  • Lightning Process Builder
  • Workflows and Approvals
  • Automating Business Processes
  • Ramifications of Field Updates and Potential for Recursion

6. Deploying Your App

  • Application Lifecycle
  • Sandboxes
  • Change Sets
  • Unmanaged and Managed Packages
  • Determining an Appropriate Deployment Plan

7. Designing Advanced User Interface Components

  • Creating Reports
  • Report Types
  • Dashboards
  • Declarative Options for Incorporating Lightning Components
  • Declarative Customizations Available for the
  • Salesforce1 User Interface

8. Deciding When Declarative Isnt Enough

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

SUBSCRIPTION COST


$4,500.00

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