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Job Role

Developer

Duration

In-Person: 5 Full Day(s)
Virtual: 5 Full Day(s) or 10 Half Day(s)

User Interface

Lightning Experience
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Overview

Who should take this course?


This course is designed for new developers who are interested in gaining no-code development skills. Students should have experience writing pro-code solutions in any object-oriented language and previous exposure to relational databases. They should possess strong working knowledge of programming constructs, including loops, conditional branching, and sub-processing. This is also a great foundational course for anyone interested in earning their Platform App Builder credential.

 

Note: Students using their own computer for an in-person or virtual class are expected to follow the steps outlined in this Computer Setup Guide.


When you complete this course, you will be able to:


  • Build and customize multi-user Salesforce applications
  • Create custom objects
  • Manage your data and create validation rules
  • Customize the user interface
  • Make pages dynamic using Lightning App Builder
  • Automate business processes with flows, Process Builder, workflows, and approval processes

Prework

Prepare for the course with this Trailmix.

Class Registration

Lessons and Topics

Data Model Development

  • Create Custom Objects

  • Create Custom Fields

  • Create Master-Detail Relationships

  • Create Lookup Relationships

  • Create Many-to-Many Relationships

  • Create Lookup Filters

  • View and Edit Schema Graphically

 

Profiles and Permissions

  • Create and Customize Profiles

  • Create Permission Sets

  • Set Field-Level Security

 

Record Access

  • Describe Available Levels of Record Access 

  • Assign Organization-Wide Defaults

  • Create a Role Hierarchy

  • Define Sharing Rules

  • Manually Share Records

 

Data Management

  • Create Custom Validation Rules

  • Describe Tools Available for Data Management

  • Export and Import Data

  • Describe Bulk API

 

User Interface Development

  • Create Custom Apps, Tabs, and Pages

  • Customize the Salesforce Mobile App

  • Describe Use Cases for Quick Actions

  • Create Record Types

 

Flow Basics and Screen Flows

  • Describe Available Flow Types

  • Create a Screen Flow

  • Add Elements and Resources to a Flow

  • Control Navigation in a Flow

  • Differentiate Between User Mode and System Mode

  • Debug a Flow

  • Deploy a Flow

 

Record-Triggered Flows

  • Describe Types of Data Manipulation Language (DML)

  • Identify Differences Between Before and After Triggers

  • Configure a Record-Triggered Flow

  • Use $Record and $Record__prior Global Variables

  • Debug a Record-Triggered Flow

  • Send Custom Notifications from a Flow

  • Configure a Platform Event-Triggered Flow

 

Process Builder and Workflow

  • List Actions that a Process or Workflow Trigger

  • Distinguish Between Immediate and Scheduled Actions

  • Describe Use Cases for a Process and Workflow

  • Create Processes and Workflow Rules

  • Create an Escalation Using Scheduled Actions

 

Automation with Approvals

  • List Components of a Multi-Step Approval Process

  • Implement a Multi-Step Approval Process

 

Save Order Of Execution

  • Describe Key Points in the Order of Execution

  • Explain How No-Code Development Fits Into the Order of Execution

  • Outline a Transaction Lifecycle

 

Flow Best Practices

  • Use Naming Conventions

  • Avoid Flow Limits

  • Distinguish Between Flow Transactions and Flow Interviews

  • Describe how Flow Handles Bulkification

  • Identify Common Problems with Flow Loops

  • Call Invocable Apex from a Flow

  • Identify When Not To Use Flow

 

App Deployment

  • Compare Sandboxes

  • Describe Capabilities and Limitations of Change Sets

  • Explain Capabilities of Unmanaged Packages

  • Create and Install Unmanaged Packages

  • Determine Appropriate Deployment Plans