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DEV402: Declarative Deployment for Platform AAP

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  • 5 Days

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Course Description

Are you ready to move beyond Salesforce administration to unlock even greater capabilities through declarative programming? Master 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!

Outline

Building Your Data Model Declaratively

  • Capabilities of Core CRM Objects
  • Boundaries of Declarative Customizations
  • Use Cases for Programmatic Customizations
  • 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 Salesforce1 User Interface

 

Deciding When Declarative Isn’t Enough

  • Limits of Declarative Tools
  • Programmatic Use-cases
  • AppExchange Apps
Audience

Declarative Development for Platform App Builders is ideal for administrators, system integrators, and independent software vendors (ISVs) with an interest in honing their app development, deployment, and advanced Salesforce administration skills.

Prerequisites

The following experience and credentials are required for successfully mastering all skills discussed in this course:

  • At least six months of proven experience administering a Salesforce organization, as demonstrated through the successful completion of the Salesforce Certified Administrator exam.
  • At least six months building custom elements in Salesforce, such as page layouts, fields, workflows, and processes.
What You Will Learn

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 declaratively.
  • Design user interfaces.
  • Customize applications for mobile use and Lightning.
  • Deploy applications.