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Welcome to the Deployment course!

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Welcome to the Deployment course!

The course is designed to equip Salesforce administrators and app builders with advanced skills in deploying applications and customizations across Salesforce environments. Building upon foundational Salesforce knowledge.

Prerequisites for this course include a solid understanding of Salesforce administration and application-building concepts. Learners should be familiar with Salesforce setup, configuration, data modeling, and declarative development.

By the end of this course you'll be able to:

- Gain a foundational understanding of deployment planning principles and best practices, including identifying deployment requirements, setting objectives, and defining success criteria.

- Explore strategies for managing changes in Salesforce environments, including version control, change tracking, and release management.

- Learn how to effectively utilize Salesforce sandboxes for development, testing, and staging environments, and understand best practices for sandbox refreshes and cloning.

- Master the art of using Change Sets to deploy configuration changes, metadata, and customizations between Salesforce orgs, and understand best practices for Change Set management.

This course includes videos, practical demos, readings, and quizzes to ensure a high-quality learning experience.

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What's inside

Syllabus

Salesforce Deployment
This module covers report types, custom report types, bucket fields, and the Lightning Report Builder. By the end of this, learners will also explore creating charts, joined reports, dashboards, and exporting reports.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Builds foundations for beginners in the field of Salesforce administration and app building
Develops advanced skills in deploying applications and customizations across Salesforce environments
Reinforces declarative development, data modeling, configuration, and Salesforce setup
Employs engaging videos, practical demos, readings, and quizzes to ensure an enriched learning experience
Requires a solid understanding of Salesforce administration and app-building concepts as a prerequisite, which may limit accessibility for complete beginners

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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 Deployment with these activities:
Review Salesforce Administration
Review basic Salesforce administration concepts to strengthen understanding of deployment principles.
Browse courses on Salesforce Administration
Show steps
  • Review Salesforce architecture and data management concepts.
  • Practice creating and managing users, roles, and permissions.
  • Review security settings and data access controls.
Organize Deployment-Related Resources
Gather and organize important documentation and resources related to Salesforce deployment to enhance knowledge retention.
Show steps
  • Collect official Salesforce documentation, articles, and blogs on deployment best practices.
  • Create a central repository or folder to store these resources.
  • Review the materials regularly to stay updated on deployment techniques and strategies.
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Career center

Learners who complete Deployment will develop knowledge and skills that may be useful to these careers:

Reading list

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