This 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!

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* Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Learning Objectives

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.

1

  • Building Your Data Model

  • Understanding Objects on the Lightning Platform
    Creating Custom Objects
    Creating Custom Fields
    Creating Relationships Between Objects
    External Objects
    Schema Builder
2

  • Profiles and Permissions

  • Profiles
    Permission Sets
    Field Level Security
3

  • Controlling Access to Records

  • Record Ownership
    Organization Wide Defaults
    Roles and Groups
    Sharing
4

  • Building Your User Interface

  • Custom Applications and Custom Tabs
    Page Layouts
    Lightning App, Record, and Home Page
    Salesforce Mobile App
    Quick Actions
5

  • Record Types

  • Record Types and the User Interface
    Meeting User Requirements
6

  • Introducing Business Logic

  • Formula Fields
    Roll-Up Summary Fields
    Useful Operators and Functions
7

  • Monitoring Processes

  • Debug Logs
    Developer Console
8

  • Preserving Data Quality

  • Enforcing Conditionally Required Fields
    Enforcing Proper Data Format
    Enforcing Consistency
    Preventing Data Loss
9

  • Automating with Lightning Process Builder and Workflow

  • Processes
    Scheduled Actions
    Workflow Rules
10

  • Automating Business Processes with Approvals

  • Defining Approval Processes
    Options for Approving Records
11

  • Automating Business Processes Using Flow

  • Understanding Flow
    Creating Flows
    Deploying Flows
    Autolaunched Flows
12

  • Save Order of Execution

  • Exploring the Save Order of Execution
    Working with Transactions
13

  • Auditing Processes

  • Auditing Configuration Changes
    Auditing Data
    Keeping Track of Unauthorized Changes
14

  • Deploying Your App

  • Sandboxes
    Change Sets
    Alternatives to Change Sets
15

  • Data Management

  • Data Operations (Export, Delete, Insert, Update, Upsert)
    Tools for Data Management
    Bulk API
16

  • Reports and Dashboards

  • Report Types
    Reports
    Dashboards
    Folders
    Reporting Snapshots
17

  • Deciding When Declarative Isn't Enough

  • Declarative Limits
    Programmatic Alternatives
18

  • Final Project

Audience

This course is ideal for programmers and point-and-click developers who want to understand the declarative development tools available on the platform.

Language

English

Prerequisites

While there are no prerequisites for this course, please ensure you have the right level of experience to be successful in this training.

$4,500

Length: 5.0 days (40 hours)

Level:

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