Declarative Development for Platform App Builders in Lightning Experience


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This comprehensive hands-on course is a must for new application developers or developers who are new to Salesforce. Participants will learn how to use the declarative “clicks not code” capabilities of the Lightning platform to create custom applications and customize existing applications. Build your knowledge of objects, fields, UI customization, automation tools, security, app deployment, and more!






Course Objectives

Lessons and Topics

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

What You'll Learn

When you complete this course, you will be able to:

  • 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.

Target Audience

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


With CCS Learning Academy, you’ll receive:

  • Certified Instructor-led training
  • Training Seminar Student Handbook
  • Collaboration with classmates (not currently available for self-paced course)
  • Real-world learning activities and scenarios
  • Enjoy job placement assistance for the first 12 months after course completion.
  • Placement assistance for first 12 months
  • This course is eligible for CCS Learning Academy’s Learn and Earn Program: get a tuition fee refund of up to 50% if you are placed in a job through CCS Global Tech’s Placement Division*
  • Government and Private pricing available.*
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