Overview

Are you ready to move beyond Salesforce administration to unlock even greater capabilities through declarative programming? Learn 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!

Who should take this course?
Ideal for administrators, programmers, and point-and-click developers who want to understand the declarative development tools available on the platform.
When you complete this course, you will be able to:
  • Design and manage the correct data model based on business requirements.
  • Configure application security.
  • Define business logic and process automation.
  • Design user interfaces.
  • Customize applications for mobile use and Lightning Experience.
  • Deploy applications.

Lessons and Topics

Building Your Data Model Declaratively

  • Capabilities of Core CRM Objects
  • 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 Salesforce Mobile App

Deciding When Declarative Isn’t Enough

  • Limits of Declarative Tools
  • Programmatic Use-cases
  • AppExchange Apps
Details Price Qty
October 5-9, 2020 9a - 5p Virtualshow details + $3,000.00 (USD)  
November 2-6, 2020 9a - 5p Virtualshow details + $3,000.00 (USD)  
December 7-11, 2020 9a - 5p Virtualshow details + $3,000.00 (USD)  
January 4-8, 2021 9a - 5p Virtualshow details + $3,000.00 (USD)  
February 1-5, 2021 9a - 5p Virtualshow details + $3,000.00 (USD)  
March 1-5, 2021 9a - 5p Virtualshow details + $3,000.00 (USD)  
April 5-9, 2021 9a - 5p Virtualshow details + $3,000.00 (USD)  
May 3-7, 2021 9a - 5p Virtualshow details + $3,000.00 (USD)  
June 7-11, 2021 9a - 5p Virtualshow details + $3,000.00 (USD)  
July 5-9, 2021 9a - 5p Virtualshow details + $3,000.00 (USD)  
August 2-6, 2021 9a - 5p Virtualshow details + $3,000.00 (USD)  
September 6-10, 2021 9a - 5p Virtualshow details + $3,000.00 (USD)  
October 4-8, 2021 9a - 5p Virtualshow details + $3,000.00 (USD)  
November 1-5, 2021 9a - 5p Virtualshow details + $3,000.00 (USD)  

  • October 5-9, 2020 9a - 5p Virtual
    October 5, 2020 - October 9, 2020
    9:00 am - 5:00 pm
  • November 2-6, 2020 9a - 5p Virtual
    November 2, 2020 - November 6, 2020
    9:00 am - 5:00 pm
  • December 7-11, 2020 9a - 5p Virtual
    December 7, 2020 - December 11, 2020
    9:00 am - 5:00 pm
  • January 4-8, 2021 9a - 5p Virtual
    January 4, 2021 - January 8, 2021
    9:00 am - 5:00 pm
  • February 1-5, 2021 9a - 5p Virtual
    February 1, 2021 - February 5, 2021
    9:00 am - 5:00 pm
  • March 1-5, 2021 9a - 5p Virtual
    March 1, 2021 - March 5, 2021
    9:00 am - 5:00 pm
  • April 5-9, 2021 9a - 5p Virtual
    April 5, 2021 - April 9, 2021
    9:00 am - 5:00 pm
  • May 3-7, 2021 9a - 5p Virtual
    May 3, 2021 - May 7, 2021
    9:00 am - 5:00 pm
  • June 7-11, 2021 9a - 5p Virtual
    June 7, 2021 - June 11, 2021
    9:00 am - 5:00 pm
  • July 5-9, 2021 9a - 5p Virtual
    July 5, 2021 - July 9, 2021
    9:00 am - 5:00 pm
  • August 2-6, 2021 9a - 5p Virtual
    August 2, 2021 - August 6, 2021
    9:00 am - 5:00 pm
  • September 6-10, 2021 9a - 5p Virtual
    September 6, 2021 - September 10, 2021
    9:00 am - 5:00 pm
  • October 4-8, 2021 9a - 5p Virtual
    October 4, 2021 - October 8, 2021
    9:00 am - 5:00 pm
  • November 1-5, 2021 9a - 5p Virtual
    November 1, 2021 - November 5, 2021
    9:00 am - 5:00 pm