Alliance Micro Solutions provides certified and advanced degree computer instructors and consultants

Data Model Development

• Create custom objects
• Create custom fields
• Create master-detail relationships
• Create lookup relationships
• Create many-to-many relationships
• Create lookup filters
• View and edit your schema graphically

Profiles and Permissions

• Create and customize profiles
• Create permission sets
• Set field-level security

Record Access

• Describe the levels of record access available
• Assign organization-wide defaults
• Create a role hierarchy
• Define sharing rules
• Manually share a record

Data Management

• Create custom validation rules
• Describe tools available for data management
• Export and import data
• Describe the Bulk API

User Interface Development

• Create custom apps, tabs, and pages
• View and customize the Salesforce mobile app
• Describe use cases for Quick Actions
• Create record types

Flow Basics and Screen Flows

• Describe the types of flows available
• Create a screen flow
• Add elements and resources to a flow
• Control navigation in a flow
• Describe the difference between user mode and system mode
• Debug a flow
• Deploy a flow

Record-Triggered Flows

• Describe the types of Data Manipulation Language (DML) available in Salesforce
• Identify differences between before and after triggers
• Configure a record-triggered flow
• Use the $Record and $Record__Prior global variables
• Debug a record-triggered flow
• Send custom notifications from a flow
• Configure a platform event-triggered flow

Process Builder and Workflow

• List the actions that can be triggered by a process and workflow
• Describe the difference between immediate and scheduled actions
• Describe use cases for a process and workflow
• Create processes and workflow rules
• Create an escalation using scheduled actions

Automation with Approvals

• List the components of a multi-step approval process
• Implement a multi-step approval process

Save Order of Execution

• Describe key points in the Order of Execution
• Describe how declarative programming fits into and can be impacted by the Order of Execution
• Describe the lifecycle of a transaction

Flow Best Practices

• Use naming conventions
• Describe how to avoid flow limits
• Describe the difference between flow transactions and flow interviews
• Describe how Flow handles bulkification
• Identify common problems that can occur with flow loops
• Call invocable Apex from a flow
• Identify when not to use Flow

App Deployment

• Contrast the differences between the various types of sandboxes
• Describe the capabilities, limitations, and considerations of change sets
• Describe the capabilities of unmanaged packages
• Create and install unmanaged packages
• Determine the appropriate deployment plan given a scenario