DEX403: Declarative Development for Platform App Builders in Lightning

Course Description:

The DEX403: Declarative Development for Platform App Builders in Lightning class was designed for developers who are new to Salesforce and want to gain declarative development skills.

Students should have experience writing programmatic solutions with any object-oriented language and strong working knowledge of programming constructs including loops, conditional branching, and sub-processing. Students should also have some experience with relational databases. This is a great foundational class for anyone looking to earn their Salesforce App Builder credential.

Upon course completion,students will be able to:

• Build and customize multi-user Salesforce applications
• Create custom objects
• Manage your data and create validation rules
• Customize the user interface
• Make pages dynamic using Lightning App Builder
• Automate business process with flows, Process Builder, workflows, and approval processes

Data Model Development
Creating custom objects
Creating custom fields
Creating master-detail relationships
Creating lookup relationships
Creating many-to-many relationships
Creating lookup filters
Viewing and editing your schema graphically

Profiles and Permissions
Creating and customize profiles
Creating permission sets
Set field-level security

Record Access
Describing the levels of record access available
Assign organization-wide defaults
Creating a role hierarchy
Define sharing rules
Manually share a record

Data Management
Creating custom validation rules
Describing tools available for data management
Export and import data
Describing the Bulk API

User Interface Development
Creating custom apps, tabs, and pages
View and customize the Salesforce mobile app
Describing use cases for Quick actions
Creating record types

Flow Basics and Screen Flows
Describing the types of flows available
Creating a screen flow
Add elements and resources to a flow
Control navigation in a flow
Describing the difference between user mode and system mode
Debug a flow
Deploy a flow

Record-Triggered Flows
Describing the types of Data Manipulation Language (DML) in Salesforce
Identify difference 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 a workflow
Describing the difference between immediate and scheduled actions
Describing use cases for a process and a workflow
Creating processes and workflow rules
Creating 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
Describing key points in the Order of Execution
Describing how declarative programming fits into and can be impacted by OOE
Describing the lifecycle of a transaction

Flow Best Practices
Use naming conventions
Describing how to avoid flow limits
Describing the difference between flow transactions and flow interviews
Describing 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
Describing the capabilities, limitations, and considerations of change sets
Describing the capabilities of unmanaged packages
Determine the appropriate deployment plan given a scenario

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Benefits of Group Training Include:

• Experienced Professional Instructor Trains Your Team
• Content Focused On Your Team's Needs
• Convenient Scheduling and Class Setup
• Significant Per/Student Cost Savings
• Online, On-Site and Blended Options Available

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