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DEX403 – Declarative Development for Platform App Builders in Lightning Experience
Duration: 5 Days | Price: $4,500
Summary
Discover the fundamentals of DEX403 declarative development for platform app and how to customize multi-user Salesforce applications to meet changing business needs. In this 5-day class, our Salesforce experts will walk you through how to build a data model, assign and define profiles and permissions, and control access to records. Take a deep dive into Flow Builder and discover how to automate business processes using automation. Learn how to manage data, develop unique user interface designs for specific users, and deploy Salesforce applications using clicks, not code. This course is ideal for app builders in Lightning, providing hands-on experience in the development for platform app to streamline operations and enhance productivity.
Key Skills
When you complete DEX403, you will be able to:
- Build and customize multi-user Salesforce applications using app builders in Lightning.
- Create custom objects and develop them with DEX403 declarative development tools.
- Automate business processes with flow deploy, Process Builder, workflows, and approval processes, all facilitated by app builders in Lightning.
- Manage your data and create validation rules
- Manage your data and create validation rules for a smooth user interface experience.
- Customize the user interface and make pages dynamic using the Lightning app builder.
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
Save Order of Execution
- Describe key points in the Order of Execution
- Describe how declarative programming fits into and can be impacted by the Order of Execution
- Describe the lifecycle of a transaction
Automation with Approvals
- List the components of a multi-step approval process
- Implement a multi-step approval process
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
Flow Best Practices
- Use naming conventions
- Describe how to avoid flow limits
- Describe the difference between flow transactions and flow interviews
- Describe how Flow handles bulkification
- Identify common problems that can occur with flow loops
- Call invocable Apex from a flow
- Identify when not to use Flow
App Deployment
- Contrast the differences between the various types of sandboxes
- Describe the capabilities, limitations, and considerations of change sets
- Describe the capabilities of unmanaged packages
- Create and install unmanaged packages
- Determine the appropriate deployment plan given a scenario
Audience
This class is ideal for developers new to Salesforce who want to gain skills in declarative development. If you have experience writing programmatic solutions and a working knowledge of relational databases, this course will help you prepare for the Salesforce Platform App Builder credential. You will learn to leverage DEX403 development for platform app features, become proficient in app builders in lightning, and gain the expertise needed for effective declarative development for the platform.
Certifications
This course helps you prepare for the Salesforce Platform App Builder credential.