Reserve Your Seat
- Virtual instructor Led Training
- Complete Hands-on Labs
- Softcopy of Courseware
- Learning Labs
- Virtual instructor Led Training
- Complete Hands-on Labs
- Softcopy of Courseware
- Learning Labs
- You can use your Purchase Card and checkout
- The GSA Contract Number: 47QTCA20D000D
- Call 800-453-5961 for details
- Customize your class
- Delivery Onsite or Online for your organization
- Choice of Dates when and where you want
- Guidance in choosing and customizing your class
Question About this Course?
Note: For Government Enrollment Pricing you may reach Bill Ramirez for the details at bill@dynamicsedge.com or on his following contact details: &
General Overview
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.
Who is the training for?
Administrators, programmers, and point-and-click developers who want to understand the declarative development tools available on the platform.
Upon successful completion, 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
Unit 1: 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
Unit 2: Crafting Your User Interface
- Customization Options
- Custom Buttons, Links, and Actions
- List Views
- Record Types
- Social Features
- UI Design Best Practices
Unit 3: Constructing Business Logic
- Formula Fields
- Roll-up Summary Fields
- Validation Rules
Unit 4: Maintaining Data and Record Security
- Restricting and Extending Object, Record, and Field Access
- Determining Appropriate Sharing Solutions
Unit 5: Automating Business Processes
- Lightning Process Builder
- Workflows and Approvals
- Automating Business Processes
- Ramifications of Field Updates and Potential for Recursion
Unit 6: Deploying Your App
- Application Lifecycle
- Sandboxes
- Change Sets
- Unmanaged and Managed Package
- Determining an Appropriate Deployment Plan
Unit 7: Designing Advanced User Interface Components
- Creating Reports
- Report Types
- Dashboards
- Declarative Options for Incorporating Lightning Components
- Declarative Customizations Available for the Salesforce Mobile App
Unit 8: Deciding When Declarative Isn’t Enough
- Limits of Declarative Tools
- Programmatic Use-cases
- AppExchange Apps
Question About this Course?
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