Note: For Government Enrollment Pricing you may reach Bill Ramirez for the details at bill@dynamicsedge.com or on his following contact details: Office- (510) 804-3600 & Cell- (415) 200-6969

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

We look forward to your great Success!!!