Budget Ids

Budget Ideas (Instructional Design, E-Learning and things I love)

Salesforce & Apex

Currently taking a class from Pluralsight called Apex Academy: Absolute Beginner’s Guide to Coding in Salesforce by David Liu.

I’ve worked with Saleforce for a few years on and off and decided to start this journey and up my value as an ISD. I’ll be adding some notes here from the course, maybe they will benefit you.

  • Introducing Apex
    • Contains declarative tools and programmatic tools
    • When you should code and not.
    • Apex triggers, requirements
    • Coding Editors

Salesforce landscape (automation) divided in to two types tools. Declarative tools (point and click admins). Coding tools (you can do what you can) and you need to know Apex. The lines between these two are blurring all the time with new releases from Salesforce.

You need to understand the tools and when to use them.

Declarative toolset

  • Workflow rules (same object updates, email notification, easy to set up and reliable, limited in applications)
  • Process builder (expands of workflow rules, related object updates, create a record, cannot update unrelated objects, bulk update issues)
  • Visual Flow (like drag and drop coding, unrelated object updates, use variable & loops, same learning curve as using code)

Coding toolset

  • Back-end code (happens on database level, 3 constructs fall under apex including apex triggers (if this, do that), apex classes (business logic code in small blocks), SOQL (salesforce query language) all make up apex
  • Front-end code (works on UI, two types visualforce (days number) and lighting (much faster than visualforce)

Don’t write code unless you have to. Know admin tools better than the admins!

I had to stop here, because I missed the prereqs for this course and enroll in the Udemy Salesforce certification process.

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