Declarative Development for Platform App Builders

General Overveiw

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 complterion, 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 Intefaces
  • Customize applications for mobile use and Lightning Experience
  • Deploy applications

This class is based on the Salesforce DEX402 class.

See entire list of AcademyX's Salesforce classes here

Lessions 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

Note: Since these classes are already discounted, other AcademyX discounts cannot be applied to them.