Building Your Data Model

• Understanding Objects on the Lightning Platform.
• Creating and managing custom objects and fields.
• Defining relationships between objects, including external objects.
• Utilizing the Schema Builder.

Profiles and Permissions

• Managing user access with profiles and permission sets.
• Configuring field-level security to control data visibility.

Controlling Access to Records

• Understanding record ownership and organization-wide defaults.
• Implementing roles, groups, and sharing rules.

Building Your User Interface

• Creating custom apps, tabs, and page layouts.
• Designing record, home, and app pages using Lightning App Builder.
• Optimizing interfaces for the Salesforce Mobile App.
• Using Quick Actions for streamlined workflows.

Record Types

• Configuring record types to tailor user experiences.
• Meeting specific user and business requirements.

Introducing Business Logic

• Implementing formula fields and roll-up summary fields.
• Applying useful operators and functions for advanced logic.

Monitoring Processes

• Debugging with Debug Logs and Developer Console.

Preserving Data Quality

• Ensuring data consistency, proper formatting, and loss prevention.
• Enforcing conditional data requirements.

Automating with Lightning Process Builder and Workflow

• Building processes with scheduled actions and workflow rules.

Automating Business Processes with Approvals

• Defining approval processes and configuring options for record approvals.

Automating Business Processes Using Flow

• Understanding and creating flows.
• Deploying and automating business processes with Autolaunched Flows.

Save Order of Execution

• Exploring the Save Order of Execution and managing transactions.

Auditing Processes

• Tracking configuration changes and auditing data.
• Monitoring unauthorized changes.

Deploying Your App

• Utilizing Sandboxes, Change Sets, and other deployment methods.

Data Management

• Performing data operations: export, delete, insert, update, upsert.
• Exploring tools for data management and the Bulk API.

Reports and Dashboards

• Designing custom report types and dashboards.
• Managing folders and creating reporting snapshots.

Deciding When Declarative Isn’t Enough

• Identifying declarative limits and understanding programmatic alternatives.

Final Project

• Apply your knowledge to build and deploy a fully functional Salesforce app.