Declarative Development for Platform App Builders (DEX-403)

Course Modality

Instructor-led (classroom)

Course Level

Beginner

Course Time

5 Days

Course Language

English

Course Overview

This comprehensive hands-on course is a must for new application developers or developers who are new to Salesforce. Participants will learn how to use the declarative “clicks not code” capabilities of the Lightning platform to create custom applications and customize existing applications. Build your knowledge of objects, fields, UI customization, automation tools, security, app deployment, and more!

Prerequisites

No prerequisites needed

Intended Audience

Ideal for programmers and point-and-click developers who want to understand the declarative development tools available on the platform.

Why The DataTech Labs ?

Self-Paced Online Video

A 360-degree learning approach that you can adapt to your learning style

Engage and learn more with these live and highly-interactive classes alongside your peers

24/7 Teaching Assistance

24/7 Teaching Assistance Keep engaged with integrated teaching

Online Practice Labs

Projects provide you with sample work to show prospective employers.

Applied Projects

Real-world projects relevant to what you’re learning throughout the program

Learner Social Forums

A support team focused on helping you succeed alongside a peer community

Skill Covered

In this course, students learn how to:

Build and customize multi-user Salesforce applications.
Create custom objects.
Customize the user interface.
Create advanced workflows and validation rules.
Automate business processes with Process Builder, approvals, and flows.
Manage your data.
Develop a custom user interface using Lightning App Builder.

Get In Touch

Course Curriculum

Module 1:

Building Your Data Model

Understanding Objects on the Lightning Platform
Creating Custom Objects
Creating Custom Fields
Creating Relationships Between Objects
External Objects
Schema Builder

Module 2:

Profiles and Permissions

Profiles
Permission Sets
Field Level Security

Module 3:

Controlling Access to Records

Record Ownership
Organization Wide Defaults
Roles and Groups
Sharing

Module 4:

Building Your User Interface

Custom Applications and Custom Tabs
Page Layouts
Lightning App, Record, and Home Page
Salesforce Mobile App
Quick Actions

Module 5:

Record Types

Record Types and the User Interface
Meeting User Requirements

Module 6:

Introducing Business Logic

Formula Fields
Roll-Up Summary Fields
Useful Operators and Functions

Module 7:

Monitoring Processes

Debug Logs
Developer Console

Module 8:

Preserving Data Quality

Enforcing Conditionally Required Fields
Enforcing Proper Data Format
Enforcing Consistency
Preventing Data Loss

Module 9:

Automating with Lightning Process Builder and Workflow

Processes
Scheduled Actions
Workflow Rules

Module 10:

Automating Business Processes with Approvals

Defining Approval Processes
Options for Approving Records

Module 11:

Automating Business Processes Using Flow

Understanding Flow
Creating Flows
Deploying Flows
Autolaunched Flows

Module 12:

Save Order of Execution

Exploring the Save Order of Execution
Working with Transactions

Module 13:

Auditing Processes

Auditing Configuration Changes
Auditing Data
Keeping Track of Unauthorized Changes

Module 14:

Deploying Your App

Sandboxes
Change Sets
Alternatives to Change Sets

Module 15:

Data Management

Data Operations (Export, Delete, Insert, Update, Upsert)
Tools for Data Management
Bulk API

Module 16:

Reports and Dashboards

Report Types
Reports
Dashboards
Folders
Reporting Snapshots

Module 17:

Deciding When Declarative Isn’t Enough

Declarative Limits
Programmatic Alternatives

Module 18:

Final Project