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Salesforce Development

Process Automation and Logic

Adam Olshansky

This course will teach you the different ways to automate and build logic on the Salesforce platform using both declarative tools and code. It will go in depth on the building blocks of Apex and how to use them in both triggers and classes.

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This course will teach you the different ways to automate and build logic on the Salesforce platform using both declarative tools and code. It will go in depth on the building blocks of Apex and how to use them in both triggers and classes.

One of the biggest advantages of using the Salesforce platform is its automation capabilities to help you reduce the need for manual, redundant, and otherwise tedious processes that can be automated. In this course, Salesforce Development: Process Automation and Logic, you’ll learn how to use the platform capabilities to make the most out of your Salesforce implementation. First, you’ll discover how to utilize Salesforce’s point-and-click declarative tools to automate processes on the platform. Next, you’ll explore the basics of Salesforce’s object-oriented programming language, Apex, and how to build in logic using automated triggers, queries, database operations, and classes. Finally, you’ll learn about the ways to navigate limits, exceptions, and combine the skills you’ve learned to optimize your processes. When you’re finished with this course, you’ll have the skills needed to make your processes more efficient, cut down on errors, and ultimately save you and your company time and money.

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What's inside

Syllabus

Course Overview
Introduction
Declarative Tools Review
Building Apex
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Database Calls and Limits
Optimization and Quality Code
Putting It All Together
Wrap Up

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Examines Salesforce's automation capabilities and its advantages in reducing redundancy and saving time
Taught by Adam Olshansky, a recognized expert in Salesforce development
Develops knowledge of Salesforce's declarative tools and its logic-building capacities using Apex
Emphasizes optimization and quality code practices, which are essential for maintaining clean and efficient Salesforce implementations
Covers managing limits and exceptions, which are critical aspects of developing robust Salesforce solutions
Reviews building and navigating complex logic using Apex classes and triggers, which are fundamental components of advanced Salesforce development

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Salesforce Development: Process Automation and Logic with these activities:
Follow Salesforce Trailhead Modules
Trailhead offers interactive tutorials that provide a guided and structured approach to learning Salesforce concepts. By completing these modules, you can reinforce your understanding of declarative automation tools and prepare for the course content.
Show steps
  • Create a free Trailhead account
  • Identify relevant modules that align with the course topics
  • Work through the modules at your own pace, completing hands-on exercises and quizzes
  • Utilize Trailhead's discussion forums to ask questions and connect with other learners
Review Apex Programming Concepts
By refreshing your understanding of Apex programming concepts, you can ensure a solid foundation for the course content and enhance your ability to build and implement custom Salesforce solutions.
Show steps
  • Review Apex documentation and tutorials
  • Set aside time to practice writing Apex code
  • Join online forums or discussion groups to engage with other Apex developers
  • Consider taking an online course or workshop to reinforce your skills
  • Optional: Contribute to open-source Apex projects to gain practical experience
Join a Salesforce Study Group
Engaging with peers through a study group provides opportunities to discuss course concepts, ask questions, and learn from others' experiences, fostering a deeper understanding of the material.
Browse courses on Collaborative Learning
Show steps
  • Identify or create a study group with fellow students or professionals in the field
  • Establish regular meeting times and agendas
  • Take turns presenting on different topics, facilitating discussions, and sharing knowledge
  • Utilize online collaboration tools to share resources and provide feedback
Two other activities
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Show all five activities
Build a Sample Salesforce Application
By undertaking a practical project to build a Salesforce application, you can solidify your understanding of the platform's features and functionality, applying what you learn in this course to a real-world scenario.
Show steps
  • Identify a business need or problem that can be addressed with a Salesforce solution
  • Design the application's architecture, including objects, fields, and relationships
  • Develop and implement the application using Apex, Visualforce, and other Salesforce tools
  • Test and debug the application to ensure it meets requirements
  • Deploy the application and monitor its performance
Become a Salesforce Mentor
By mentoring others who are new to Salesforce or struggling with specific concepts, you can reinforce your own knowledge and develop your communication and teaching skills, while contributing to the community.
Browse courses on Knowledge Sharing
Show steps
  • Identify platforms or organizations where you can offer mentorship
  • Create a profile or portfolio that showcases your Salesforce expertise
  • Connect with mentees and provide guidance and support on Salesforce-related topics
  • Share resources, offer feedback, and encourage mentees' progress

Career center

Learners who complete Salesforce Development: Process Automation and Logic will develop knowledge and skills that may be useful to these careers:
Salesforce Developer
A Salesforce Developer builds and maintains custom applications on the Salesforce platform. This course will provide the foundational knowledge to work as a Salesforce Developer, including an in-depth look at the building blocks of Salesforce's object-oriented programming language, Apex.
Salesforce Administrator
A Salesforce Administrator configures, customizes, and manages Salesforce applications. This course provides coverage of declarative tools and Apex, two essential tools for Salesforce Administrators.
Solution Architect
A Solution Architect designs and implements solutions to meet the needs of an organization. This course will provide foundational knowledge needed for Solution Architects to effectively lead Salesforce development projects, including an understanding of declarative tools, Apex, and the limits and optimizations of the Salesforce platform.
Quality Assurance (QA) Analyst
A Quality Assurance (QA) Analyst tests and evaluates software to ensure it meets quality standards. This course provides coverage of optimization and quality code, which are essential topics for QA Analysts working with Salesforce.
Database Administrator
A Database Administrator manages and maintains databases. This course provides coverage of database calls and limits, and optimization in the context of Salesforce, all of which are important topics for Database Administrators.
Software Developer
A Software Developer designs, develops, and deploys software programs and applications. This course's coverage of Apex and its building blocks may be useful to those interested in this career.
Data Analyst
A Data Analyst collects, processes, analyzes, and interprets data. This course may be useful to those interested in becoming Data Analysts by providing a foundation in data handling through the context of Apex and how it can be used in automated triggers, queries, and database operations.
Technical Writer
A Technical Writer creates and maintains technical documentation. This course may be useful to Technical Writers who need to document Salesforce development processes.
IT Manager
An IT Manager plans, organizes, and directs the activities of an organization's IT department. This course may be useful to IT Managers who need to understand how to use the Salesforce platform to improve their organization's efficiency.
Enterprise Architect
An Enterprise Architect designs and manages the overall IT infrastructure of an organization. This course may be useful to aspiring Enterprise Architects by providing an overview of the Salesforce platform and how it can be used to improve an organization's efficiency.
Business Analyst
A Business Analyst analyzes business processes and develops solutions to improve efficiency and productivity. This course may be useful for aspiring Business Analysts by providing an overview of the capabilities of the Salesforce platform and how to automate and build logic on the platform.
Project Manager
A Project Manager plans, organizes, and executes projects. This course will provide foundational knowledge needed for Project Managers to effectively manage Salesforce development projects.
Systems Analyst
A Systems Analyst designs, develops, and implements computer systems. This course can help you build a foundation in programming on the Salesforce platform and provide the foundational knowledge needed for effectively managing Salesforce development projects.
IT Auditor
An IT Auditor evaluates the security and efficiency of computer systems. This course may be useful by providing a foundation in the security and efficiency implications of Salesforce development.
Application Developer
An Application Developer designs and modifies computer applications. Salesforce Development: Process Automation and Logic may be useful to this role by helping you build a foundation in programming on the Salesforce platform.

Reading list

We've selected three books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Salesforce Development: Process Automation and Logic.
Collection of recipes for common Salesforce development tasks, including how to work with data, create user interfaces, and automate processes.
Offers a detailed guide to the Apex programming language, with a focus on building custom Salesforce applications.
This comprehensive guide to Salesforce provides a broad overview of the platform, including its capabilities for process automation and logic building.

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