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
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
