Salesforce App Builder

Salesforce App Builder

This is a 2-day training program that provides participants with the knowledge and skills required to build custom applications on the Salesforce platform without any coding. This course is designed for individuals who want to enhance their skills and become proficient in developing custom applications using Salesforce's drag-and-drop interface. The course covers all the key aspects of the Salesforce platform, including data modeling, customizing the user interface, and working with data. Hands-on exercises and practical examples are included in the course to provide participants with practical experience in building custom applications on the Salesforce platform.

Learning Outcomes:

• Understand the Salesforce platform and its key features
• Develop custom applications using the Salesforce App Builder
• Build custom user interfaces and custom components
• Design and implement custom data models
• Customize Salesforce pages using Lightning App Builder
• Apply best practices for Salesforce application development

Prerequisites:

• Familiarity with basic computer skills such as using a web browser, navigating web pages, and downloading and installing software applications
• Basic understanding of CRM concepts and processes such as sales, marketing, and customer service
• A willingness to learn and engage in hands-on exercises and practical examples provided in the course.

Course Outline:

Day 1:

Module 1: Introduction to the Salesforce Platform

• Overview of the Salesforce platform and its key features
• Introduction to App Builder and Lightning App Builder
• Customizing Salesforce pages using Lightning App Builder

Module 2: Data Modeling in Salesforce

• Designing custom data models in Salesforce
• Understanding the different types of relationships in Salesforce
• Developing custom objects and fields in Salesforce

Module 3: Customizing the User Interface

• Building custom user interfaces and custom components using App Builder
• Styling Salesforce pages with CSS
• Understanding the use of JavaScript in Salesforce

Module 4: Working with Data in Salesforce

• Querying and manipulating data in Salesforce using SOQL and DML
• Understanding data security and sharing rules in Salesforce
• Creating and managing custom indexes and search functionality in Salesforce

Day 2:

Module 5: Integrating with External Systems

• Understanding the different Salesforce APIs
• Integrating with external systems using REST and SOAP APIs
• Implementing callouts to external systems in Salesforce

Module 6: App Development Best Practices

• Understanding Salesforce app development best practices
• Implementing exception handling and governor limits in Salesforce
• Writing efficient code in Salesforce

Module 7: Testing and Debugging in Salesforce

• Understanding the different types of tests in Salesforce
• Writing and running unit tests in Salesforce
• Debugging and troubleshooting issues in Salesforce

Module 8: Deployment and Packaging in Salesforce

• Understanding the different types of deployments in Salesforce
• Creating and deploying change sets in Salesforce
• Understanding the Salesforce AppExchange and packaging custom applications for distribution.