OVERVIEW

WHO SHOULD TAKE THIS COURSE?

WHEN YOU COMPLETE THIS COURSE, YOU WILL BE ABLE TO:

• Design and manage the correct data model based on business requirements.
• Configure application security.
• Define business logic and process automation declaratively.
• Design user interfaces.
• Customize applications for mobile use and Lightning.
• Deploy applications.

PREREQUISITES

MODULES & TOPICS

INTRODUCTION TO CLOUD

• SAAS
• PAAS
• IAAS

Building Your Data Model Declaratively

• Capabilities of Core CRM Objects
• Boundaries of Declarative Customizations
• Use Cases for Programmatic Customizations
• Determining an Appropriate Data Model
• Build a custom app
• Build a custom object
• Relationship Types and Impact on Record Access, User Interface, and Reporting
• Considerations for Creating / Changing Field Types
• Considerations of the Schema Builder
• Considerations for Importing and Exporting Data

Constructing Business Logic

• Formula Fields
• Roll-up Summary Fields
• Validation Rules

Automating Business Processes

• Lightning Process Builder
• Workflows and Approvals
• Automating Business Processes
• Ramifications of Field Updates and Potential for Recursion

Crafting Your User Interface

• Customization Options
• Custom Buttons, Links, and Actions
• List Views
• Record Types
• UI Design Best Practices

Designing Advanced User Interface Components

• Creating Reports
• Report Types
• Dashboards
• Declarative Options for Incorporating Lightning Components

Deploying Your App

• Application Lifecycle
• Sandboxes
• Change Sets
• Unmanaged and Managed Packages
• Determining an Appropriate Deployment Plan

Deciding When Declarative Isn't Enough

• Limits of Declarative Tools
• Programmatic Use-cases
• AppExchange Apps