Salesforce Platform App Builder Training Class

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
  
• Auto launched 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