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Declarative Development for Platform App Builders (DEV-402)

New – Learn about app deployment, automation tools, security, UI customization, and more!

GK# 6338

Course Overview

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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. In this course, you will learn about app deployment, automation tools, security, and UI customization.

Schedule

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  • Delivery Format:
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What You'll Learn

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  • 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

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Classroom Live Outline

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 Isn’t Enough

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

Prerequisites

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  • 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

Who Should Attend

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  • Administrators
  • System integrators
  • Independent software vendors (ISVs)
Course Delivery

This course is available in the following formats:

Classroom Live

Receive face-to-face instruction at one of our training center locations.

Duration: 5 day

Virtual Classroom Live

Experience expert-led online training from the convenience of your home, office or anywhere with an internet connection.

Duration: 5 day

Classroom Live

Receive face-to-face instruction at one of our training center locations.

Duration: 5 day

Request this course in a different delivery format.
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