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EIEIO / ERP & ENTERPRISE APPLICATIONS

Build Applications Programmatically on the Salesforce Platform

Reference course outline

DEX4505 days

Duration

5 days

Course Description

Are you a programmer who wants to understand how to customize applications programmatically on the Salesforce platform? In this course, you will learn the core of the Apex programming language and Visualforce markup in order to customize your Salesforce applications. You will get hands-on experience retrieving, manipulating, and storing data programmatically into data objects (sObjects). You will write custom logic using Apex triggers and classes, and test that logic using the built-in testing framework. You will explore how Apex code interacts with declarative customizations on the platform, and the nuances of working on a multi-tenant platform. You’ll then examine common techniques for designing solutions in Apex. These activities will culminate in an exercise building a complex trigger that takes advantage of the declarative aspects of the platform. You will get hands-on experience writing Visualforce pages to customize your user interface as well as a brief introduction to the Lightning Component framework.

Who should take this course?

This course is designed for programmatic developers, with a good understanding of core object-oriented programming concepts, who additionally have experience building declarative solutions on the Salesforce platform, and need to be able to write programmatic customizations to both the business logic and user interface layers using Apex and Visualforce. The course is also designed to help you prepare for the Salesforce Platform Developer I certification.

Objectives

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

  • Learn modern tools for developing on the Salesforce Platform using Visual Studio Code, the Salesforce Extension Pack and the Salesforce CLI
  • Write business logic customizations using Apex triggers and classes. Those customizations will use SOQL and DML.
  • Design programmatic solutions that take advantage of declarative customizations
  • Describe how your trigger code works within the basics of the Save Order of Execution
  • Describe some of the fundamental aspects of designing programs on a multi-tenant platform
  • Write Visualforce markup and code to customize the user interface
  • Use the built-in testing framework to test Apex and Visualforce

Day 1

9.00am – 10.15am

Declarative Automation

  • Creating Formula Fields
  • Creating Roll-Up Summary Fields

Morning Tea-Break

10.15am – 10.30am

10.30am – 12pm

  • Understanding Record Types
  • Review Other Automation Tools
  • Building a Data Model on the Salesforce Platform

Lunch

12pm – 1pm

1pm – 3.15pm

Programming with Apex

  • Describe key aspects of Apex that differentiate it from other languages, such as Java and C#
  • Describe why Apex transactions and governor limits must be considered when writing Apex

Afternoon Tea-Break

3.15pm – 3.30pm

3.30pm – 5pm

  • Execute simple Apex
  • Use the sObject data type, the primitive data types, and basic control statements in Apex

Day 2

9.00am – 10.15am

Using DML to Manipulate Your Org’s Data

Use SOQL and SOSL to Retrieve Your Org’s Data

  • Write a basic query using Salesforce’s query language, SOQL
  • Process the result of a query in Apex
  • Create a query dynamically at run-time

Morning Tea-Break

10.15am – 10.30am

10.30am – 12pm

  • Use SOQL to Query Parent-Child Relationships
  • Describe a relationship query
  • Write a query that traverses a child-to-parent relationship
  • Write a query that traverses a parent-to-child relationship

Lunch

12pm – 1pm

1pm – 3.15pm

  • Use SOSL to Search Data
  • List the differences between the ways you can invoke DML operations

Afternoon Tea-Break

3.15pm – 3.30pm

3.30pm – 5pm

  • Write Apex to invoke DML operations and handle DML errors

Day 3

9.00am – 10.15am

Deployment

  • What is Deployment?
  • Deployment Using Change Sets
  • Use the Ant Migration Tool
  • Managed & Unmanaged Packages
  • Salesforce DX

Morning Tea-Break

10.15am – 10.30am

10.30am – 12pm

Trigger Essentials

  • Describe what a trigger is used for
  • Describe the syntax of a trigger definition
  • Use trigger context variables

Lunch

12pm – 1pm

1pm – 3.15pm

Apex Class Essentials

  • Describe how Apex classes are used
  • Define an Apex class
  • Determine what data an Apex class can access

Afternoon Tea-Break

3.15pm – 3.30pm

3.30pm – 5pm

The Save Order of Execution, Apex Transactions and Platform Events

  • Describe key points in the Order of Execution
  • Describe how triggers fit into and can be impacted by the Order of Execution
  • Describe the lifecycle of an Apex Transaction
  • Describe the memory lifecycle for static attributes
  • Use Platform Events for Immediate Error Logging

Day 4

9.00am – 10.15am

Apex Testing

  • Describe Apex’s testing framework
  • Create test data
  • Write and run an Apex test
  • Testing Best Practices

Morning Tea-Break

10.15am – 10.30am

10.30am – 12pm

Strategies for Designing Efficient Apex Solutions

  • Describe practices for writing code that is easy to maintain and extend
  • Write triggers and classes that assume batches of data as input
  • Write code that works efficiently with the database, both in querying and using DML

Lunch

12pm – 1pm

1pm – 3.15pm

Trigger Design Strategies

  • List declarative mechanisms you can use to implement complex business logic, for what types of problems they are best used, and their limitations
  • Describe ways in which you can use declarative functionality to improve your programmatic solutions

Afternoon Tea-Break

3.15pm – 3.30pm

3.30pm – 5pm

Working with Visualforce

  • Create a Visualforce page
  • Reference a standard controller
  • Launch a Visualforce page using a custom button
  • Display data from a record in a Visualforce page
  • Referencing Custom Controllers and Controller Extensions
  • Working with List Controllers

Day 5

9.00am – 10.15am

Visualforce Development Considerations and Testing

  • Describe common limit issues and security concerns
  • Describe strategies for Testing Visualforce controllers

Morning Tea-Break

10.15am – 10.30am

10.30am – 12pm

  • Write tests for controller constructors
  • Write tests for action methods, getters, setters, and properties

Lunch

12pm – 1pm

1pm – 3.15pm

Lightning Components

  • Create and Surface an Aura Component
  • Create and Surface a Lightning Web Component

Afternoon Tea-Break

3.15pm – 3.30pm

3.30pm – 5pm

Conclusion

This is a version-specific reference outline. Confirm the current syllabus and delivery arrangements with EIEIO.