Declarative Development for Platform App Builders in Lightning Experience - DEX403, 28 June 2021, Virtual

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

• 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.

Building Your Data Model

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

Profiles and Permissions

• Profiles
• Permission Sets
• Field Level Security

Controlling Access to Records

• Record Ownership
• Organization Wide Defaults
• Roles and Groups
• Sharing

Building Your User Interface

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

Record Types

• Record Types and the User Interface
• Meeting User Requirements

Introducing Business Logic

• Formula Fields
• Roll-Up Summary Fields
• Useful Operators and Functions

Monitoring Processes

• Debug Logs
• Developer Console

Preserving Data Quality

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

Automating with Lightning Process Builder and Workflow

• Processes
• Scheduled Actions
• Workflow Rules

Automating Business Processes with Approvals

• Defining Approval Processes
• Options for Approving Records

Automating Business Processes Using Flow

• Understanding Flow
• Creating Flows
• Deploying Flows
• Autolaunched Flows

Save Order of Execution

• Exploring the Save Order of Execution
• Working with Transactions

Auditing Processes

• Auditing Configuration Changes
• Auditing Data
• Keeping Track of Unauthorized Changes

Deploying Your App

• Sandboxes
• Change Sets
• Alternatives to Change Sets

Data Management

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

Reports and Dashboards

• Report Types
• Reports
• Dashboards
• Folders
• Reporting Snapshots

Deciding When Declarative Isn't Enough

• Declarative Limits
• Programmatic Alternatives

Final Project