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Declarative Development for Platform App Builders in Lightning Experience

Discover the fundamentals of no-code app development and how to customize multi-user Salesforce applications to meet changing business needs. In this 5-day instructor-led course, our Salesforce...

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By Request
$4,500 USD GSA  $4,080.60
Duration 5 days
Course Code DEX403
Available Formats Classroom

Overview

Discover the fundamentals of no-code app development and how to customize multi-user Salesforce applications to meet changing business needs. In this 5-day instructor-led course, our Salesforce experts explain how to build a data model, assign and define profiles and permissions, and control access to records. Get in-depth guidance about Flow Builder and learn how to manage data, develop unique UIs for specific users, and deploy Salesforce applications using clicks, not code. Automating complex business processes has never been so straightforward.

Skills Gained

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

Who Can Benefit

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.

Course Details

Course Outline

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 your schema graphically

Profiles and Permissions

  • Create and customize profiles
  • Create permission sets
  • Set field-level security

Record Access

  • Describe the levels of record access available
  • Assign organization-wide defaults
  • Create a role hierarchy
  • Define sharing rules
  • Manually share a record

Data Management

  • Create custom validation rules
  • Describe tools available for data management
  • Export and import data
  • Describe the Bulk API

User Interface Development

  • Create custom apps, tabs, and pages
  • View and customize the Salesforce mobile app
  • Describe use cases for Quick Actions
  • Create record types

Flow Basics and Screen Flows

  • Describe the types of flows available
  • Create a screen flow
  • Add elements and resources to a flow
  • Control navigation in a flow
  • Describe the difference between user mode and system mode
  • Debug a flow
  • Deploy a flow

Record-Triggered Flows

  • Describe the types of Data Manipulation Language (DML) available in Salesforce
  • Identify differences between before and after triggers
  • Configure a record-triggered flow
  • Use the $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 the actions that can be triggered by a process and workflow
  • Describe the difference 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 the components of a multi-step approval process
  • Implement a multi-step approval process

Save Order of Execution

  • escribe 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
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Schedule

Upcoming Course Dates

There are currently no scheduled dates for this course. If you are interested in this course, contact us with the form below.

Contact Information

FAQ

Does the course schedule include a Lunchbreak?

Classes typically include a 1-hour lunch break around midday. However, the exact break times and duration can vary depending on the specific class. Your instructor will provide detailed information at the start of the course.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does Ascendient Learning deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

What does vendor-authorized training mean?

As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.

Is the training too basic, or will you go deep into technology?

It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.

How up-to-date are your courses and support materials?

We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.

Are your instructors seasoned trainers who have deep knowledge of the training topic?

Ascendient Learning instructors have an average of 27 years of practical IT experience and have also served as consultants for an average of 15 years. To stay current, instructors spend at least 25 percent of their time learning new, emerging technologies and courses.

Do you provide hands-on training and exercises in an actual lab environment?

Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.

Will you customize the training for our company’s specific needs and goals?

We will work with you to identify training needs and areas of growth.  We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.

How do I get started with certification?

Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact info@ascendientlearning.com.

Will I get access to content after I complete a course?

You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.

How do I request a W9 for Ascendient Learning?

View our filing status and how to request a W9.

Reviews

The instructor was thorough and they also provided hands-on demonstrations with labs.

the interface was super easy to use and the instructions to get ready for the course was also very simple and easy to understand.

The labs and course material gave me valuable insights into cloud security architecture

ExitCertified provided a very organized way to learn and provided materials to follow along.

You get detailed labs to guide you through the technical material giving you a hands on method of learning otherwise difficult material.