Salesforce Topics

BY Guanqiao Huang

Posted by HUANG on December 26, 2020

Introduction to Salesforce

  • Articulate the module objectives.
  • Highlight the key concepts of the module.
  • Highlight BSM connections to content.
  • Recall the role and responsibilities of a salesforce developer.
  • Explain the PD1 exam and prep required.

Salesforce User Basic

In this section, you will complete the following module:

This will take you approximately 25 minutes to complete.

  • Discover best practices for users new to Salesforce.
  • Explain what Salesforce is and why you should use it.
  • Describe how Salesforce objects are related and when to use each one.

Salesforce Platform Basics

In this section, you will complete the following module:

This will take you approximately 1 hour 15 minutes to complete.

If you finish early and wish to continue learn more, here are some resources for you to explore further:

To access the course, click Next > Click Load Learning Salesforce for Admins button

Get Started with the Salesforce Platform

  • Define the Salesforce platform.
  • Describe the DreamHouse scenario.
  • Create a Trailhead Playground.
  • Explain the difference between declarative and programmatic development.

Discover Use Cases for the Platform

  • Describe sample use cases for the platform.
  • Discover reasons for using the platform across multiple departments.

Understand the Salesforce Architecture

  • Define key terms related to the Salesforce architecture.
  • Find information related to trust.
  • Explain at least one use case for Salesforce APIs.
  • Locate Setup and identify its key elements.
  • Identify important menus for customizing your org.
  • Use Quick Find to access menu items.

Power Up with AppExchange

  • Develop your own AppExchange strategy.
  • Install an app from AppExchange.

Platform Development Basics

In this section, you will complete the following module:

This will take you approximately 1 hour 45 minutes to complete.

  • Ask and answer questions about Salesforce platform development basics.
  • Review challenging content.
  • Make BSM connections to the content.
  • Highlight the key concepts and objectives of the next session.

Get Started with Platform Development

Define the Salesforce platform. Describe the kinds of apps you can build with the platform. Install the DreamHouse app.

Develop without Code

  • Describe the benefits of the metadata-driven development model.
  • Define and give examples of the no-code and low-code development approaches.

Code with Salesforce Languages

  • Identify the benefits of Lightning components.
  • Describe how Visualforce is used in Lightning Experience.
  • Outline the ways Apex is used to support Lightning components and - Visualforce.

Extend the Salesforce Platform

  • List the Salesforce APIs.
  • Explain how Heroku and Salesforce are related.
  • Identify ways Salesforce interacts with IoT and bots.

Data Modeling

In this section, you will complete the following module:

This will take you approximately 1 hour 15 minutes to complete.

  • Ask and answer questions about the module.
  • Review challenging content.
  • Make BSM connections to the content.
  • Review module objectives.

Understand Custom & Standard Objects

  • Describe the perks of using objects on the Salesforce platform.
  • Explain the difference between standard objects and custom objects.
  • List the types of custom fields an object can have.

Create Object Relationships

  • Define the different types of object relationships and their typical use cases.
  • Create or modify a lookup relationship.
  • Create or modify a master-detail relationship.

Work with Schema Builder

  • Describe the advantages of using Schema Builder for data modeling.
  • Use Schema Builder to create a schema for a given object model.
  • Use Schema Builder to add a custom object to your schema.
  • Use Schema Builder to add a custom field to your schema.

DEX 403

DEX Declarative Development for Platform App Builders in Lightning Experience

To access the course, click Next > Click Load Salesforce: Dashboards button

  • Build and customize multi-user Salesforce applications.
  • Create custom objects.
  • Customize the user interface.
  • Create advanced workflows and validation rules.
  • Automate business processes with Process Builder, approvals, and flows.
  • Manage your data.
  • Develop a custom user interface using Lightning App Builder.

DEX 450

Build Applications Programmatically on Salesforce Platform

To access the course, click Next > Click Load Learning Salesforce.com Development button

  • 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.

Superbadge - Process Automation Specialist

You will complete the following Superbadge challenge on the Trailhead platform:

Click the title above and then log in to your Trailhead account to access the Superbadge challenge.

This will take you approximately 8 hours to complete.

By the end of this session, you will be able to:

  • Explain the purpose of the Superbadge: to apply technical knowledge and skills in a hands-on challenge.
  • Articulate the requirements and pre-work for the Superbadge.

Superbadge - App Customisation Specialist

You will complete the following Superbadge challenge on the Trailhead platform:

Click the title above and then log in to your Trailhead account to access the Superbadge challenge.

This will take you approximately 6 hours to complete.

By the end of this session, you will be able to:

  • Ask and answer questions about the technical concepts and skills involved in the Superbadge.
  • Highlight BSM connections to the Superbadge.

Superbadge - Apex Specialist

You will complete the following Superbadge challenge on the Trailhead platform:

Click the title above and then log in to your Trailhead account to access the Superbadge challenge.

This will take you approximately 12 hours to complete.

By the end of this session, you will be able to:

  • Explain the purpose of the Superbadge: to apply technical knowledge and skills in a hands-on challenge.
  • Articulate the requirements and pre-work for the Superbadge.

Salesforce Flow

This module is to supplement and reinforce your learning in the DEX 403’s topic on Automating Business Using Flow.

There are four chapters in this module.

By the end of this module, you will be able to:

  • Choose the right automation tool
  • Automate simple business processes with process builder
  • Guide users through your business processes with flow builder
  • Customise the approval process for records

In this session, you will complete the following module on the Trailhead platform:

Please log in to your Trailhead account, in order to earn points and track your learning on the Trailhead platform.

This will take you approximately 3 hours 30 minutes to complete.

Data Management

This module is to supplement and reinforce your learning in the DEX 403’s topic on Data Management.

There are two chapters in this module.

By the end of this module, you will be able to:

  • Import data in Salesforce
  • Export data in Salesforce

In this session, you will complete the following module on the Trailhead platform:

Please log in to your Trailhead account, in order to earn points and track your learning on the Trailhead platform.

This will take you approximately 1 hour 30 minutes to complete.

Apex & .Net Basics

This module is to supplement and reinforce your learning in the DEX 450’s topic on Programming with Apex.

There are four chapters in this module.

By the end of this module, you will be able to:

  • Map .NET concepts to the lightning platform
  • Understand execution context
  • Use asynchronous Apex
  • Debug and run diagnostics

In this session, you will complete the following module on the Trailhead platform:

Please log in to your Trailhead account, in order to earn points and track your learning on the Trailhead platform.

This will take you approximately 2 hours 30 minutes to complete.

Database & .Net Basics

This module is to supplement and reinforce your learning in the DEX 450’s topic on Use SOQL and SOSL to Retrieve Your Organisation’s Data.

There are four chapters in this module.

By the end of this module, you will be able to:

  • Identify the differences between SQL and SOQL
  • Write SOSL queries
  • Write efficient queries using Force.com Query Optimizer and Query Plan tool
  • Modify records with DML

In this session, you will complete the following module on the Trailhead platform:

Please log in to your Trailhead account, in order to earn points and track your learning on the Trailhead platform.

This will take you approximately 2 hours to complete.

Search Solution Basics

This module is to supplement and reinforce your learning in the DEX 450’s topic on Use SOQL and SOSL to Retrieve Your Organisation’s Data.

There are three chapters in this module.

By the end of this module, you will be able to:

  • Choose the right search solution
  • Build search for common use cases
  • Optimise search results

In this session, you will complete the following module on the Trailhead platform:

Please log in to your Trailhead account, in order to earn points and track your learning on the Trailhead platform.

This will take you approximately 1 hour 30 minutes to complete.

Platform Events Basics

This module is to supplement and reinforce your learning in the DEX 450’s topic on The Save Order of Execution, Apex Transactions and Platform Events.

There are three chapters in this module.

By the end of this module, you will be able to:

  • Understand event-driven software architecture
  • Define and publish platform events
  • Subscribe to platform events

In this session, you will complete the following module on the Trailhead platform:

Please log in to your Trailhead account, in order to earn points and track your learning on the Trailhead platform.

This will take you approximately 1 hour 30 minutes to complete.

Apex Testing

This module is to supplement and reinforce your learning in the DEX 450’s topic on Apex Testing.

There are four chapters in this module.

By the end of this module, you will be able to:

  • Describe the benefits of Apex unit tests
  • Create test classes
  • Test Apex triggers
  • Create test data for Apex tests

In this session, you will complete the following module on the Trailhead platform:

Please log in to your Trailhead account, in order to earn points and track your learning on the Trailhead platform.

This will take you approximately 1 hour 30 minutes to complete.

Developer Console Basics

This module is to supplement and reinforce your learning in the DEX 450’s topic on Apex Testing.

There are five chapters in this module.

By the end of this module, you will be able to:

  • Set up the Developer Console
  • Navigate and edit source code
  • Generate and analyse debug logs
  • Inspect objects at checkpoints in Apex code, using the Checkpoint Inspector
  • Execute SOQL and SOSL queries using the Query Editor or in Apex code

In this session, you will complete the following module on the Trailhead platform:

Please log in to your Trailhead account, in order to earn points and track your learning on the Trailhead platform.

This will take you approximately 2 hours 45 minutes to complete.

Debug Logs

This reading documentation is to supplement and reinforce your learning in the DEX 450’s topic on Apex Testing.

You could refer to these debug logs to track events that occur in an organisation.

Take 30 minutes to read through this documentation:

This will take you approximately 30 minutes to complete.

Lightning Web Components Basics

This module is to supplement and reinforce your learning in the DEX 450’s topic on Lightning Components.

There are five chapters in this module.

By the end of this module, you will be able to:

  • Discover lightning web components
  • Create lightning web components
  • Deploy lightning web component files
  • Handle events in lightning web components
  • Add styles and data to a lightning web component

In this session, you will complete the following module on the Trailhead platform:

Please log in to your Trailhead account, in order to earn points and track your learning on the Trailhead platform.

This will take you approximately 2 hours 30 minutes to complete.

Lightning Experience Development

This module is to supplement and reinforce your learning in the DEX 450’s topic on Lightning Components.

There are five chapters in this module.

By the end of this module, you will be able to:

  • Describe the user interface development considerations
  • Use Visualforce in lightning experience
  • Use lightning components in lightning experience
  • List the Salesforce partner tools, and describe the packaging process and AppExchange
  • Describe how Lightning Experience impacts development tools

In this session, you will complete the following module on the Trailhead platform:

Please log in to your Trailhead account, in order to earn points and track your learning on the Trailhead platform.

This will take you approximately 2 hours 30 minutes to complete.

Formulas and Validation

This module is to supplement and reinforce your learning in the DEX 450, to tailor apps without writing code by using the point-and-click logic.

There are three chapters in this module.

By the end of this module, you will be able to:

  • Use formula fields
  • Implement roll-up summary fields
  • Create validation rules

In this session, you will complete the following module on the Trailhead platform:

Please log in to your Trailhead account, in order to earn points and track your learning on the Trailhead platform.

This will take you approximately 1 hour 30 minutes to complete.

Asynchronous Apex

This module is to supplement and reinforce your learning in the DEX 450, to write more efficient Apex codes with asynchronous processing.

There are six chapters in this module.

By the end of this module, you will be able to:

  • Differentiate synchronous and asynchronous processing
  • Use future methods
  • Use batch Apex
  • Control processes with Queueable Apex
  • Schedule jobs using the Apex scheduler
  • Monitor asynchronous Apex

In this session, you will complete the following module on the Trailhead platform:

Please log in to your Trailhead account, in order to earn points and track your learning on the Trailhead platform.

This will take you approximately 3 hours to complete.