Discover the fundamentals of declarative app development and how to customise multi-user Salesforce applications to meet changing business needs. In this 5-days programme, learn how to build a data model, assign and define profiles and permissions, and control access to records. Deep dive into Flow Builder and discover how to automate complex business processes using automation. Learn how to manage data, develop unique UIs for specific users, and deploy Salesforce applications using clicks, not code.
Key Takeaways
At the end of this programme, you will be able to:
Build and customise multi-user Salesforce applications
Create custom objects
Manage your data and create validation rules
Customise the user interface
Make pages dynamic using Lightning App Builder
Automate business processes with flows, Process Builder, workflows, and approval processes
Who Should Attend
Please refer to the job roles section.
ICT&SS Professionals who are new to Salesforce and want to gain declarative development skills. You should have experience writing programmatic solutions with any object-oriented language and a strong working knowledge of programming constructs including loops, conditional branching, and sub-processing. You should also have some experience with relational databases. This is a great foundational programme for anyone looking to earn their Salesforce App Builder credential.
Programme Structure
This programme will cover the following 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 your schema graphically
Profiles and Permissions
Create and customise profiles
Create permission sets
Set field-level security
Record Access
Describe the levels of record access available
Assign organisation-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 customise 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
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
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
Full Fee
Full programme fee
USD$1750
9% GST on nett programme fee
USD$157.50
Total nett programme fee payable, including GST
USD$1907.50
With effect from 1 Jan 2024
NOTE This programme does not include the certification exam. If you are interested in taking the certification exam after completing this programme, please register and pay the exam fees through Salesforce.
