Declarative Development for Platform App Builders(Dex 402) Course Overview

Declarative Development for Platform App Builders(Dex 402) Course Overview

The Declarative Development for Platform App Builders (DEX 402) course is an essential program for individuals aiming to master Salesforce's declarative development capabilities. Throughout the course, learners will navigate various modules that cover Building your data model, where they'll learn to construct a robust data architecture using Salesforce's point-and-click tools. As they craft their user interface, participants will gain proficiency in creating intuitive and user-friendly interfaces.

The course also delves into Constructing business logic and Maintaining record and data security, ensuring that learners can manage complex business rules and safeguard sensitive data effectively. A significant portion is dedicated to Automating business processes, which is crucial for efficiency and scaling operations.

Subsequent lessons focus on the best practices for Deploying your app, ensuring a smooth transition from development to production. For more sophisticated requirements, the course teaches about Designing advanced user interface components and provides insights on when to recognize that declarative tools are insufficient, prompting a move to programmatic solutions under the lesson Deciding when declarative isn’t enough.

This course is designed to empower learners with the skills needed to build powerful Salesforce applications using mainly declarative development methods, significantly enhancing their capability to deliver solutions without extensive coding.

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Course Prerequisites

The Declarative Development for Platform App Builders (Dex 402) course is designed to equip learners with the knowledge and skills necessary to build applications on the Salesforce Platform using declarative development methods. To ensure that participants are able to fully grasp the course material and perform the hands-on exercises effectively, the following minimum prerequisites are recommended:


  • Basic understanding of Salesforce features and functionality: Familiarity with Salesforce navigation and the general concept of CRM (Customer Relationship Management).
  • Fundamental knowledge of Salesforce object model: Awareness of standard objects and the ability to differentiate between standard and custom objects.
  • Introductory experience with Salesforce customization: Some experience with customizing Salesforce, such as creating custom fields and objects.
  • Basic comprehension of data management and database concepts: Understanding of data tables, fields, records, and basic relationships between data elements.
  • Familiarity with business processes and workflows: An awareness of business process management, including the creation and modification of workflows.
  • Logical problem-solving abilities: Capacity to think through business scenarios and envisage how they can be automated and improved using Salesforce tools.
  • Computer literacy: Comfortable with using web browsers, managing files and folders, and basic productivity software.

These prerequisites are meant to provide a foundation for learners to build upon. The course is structured to cater to those who are new to declarative development on the Salesforce platform, as well as those looking to enhance their existing skills. While these are the minimum prerequisites, learners from a variety of backgrounds may find the course accessible and beneficial for their professional development.


Target Audience for Declarative Development for Platform App Builders(Dex 402)

The Dex 402 course empowers non-coders to build apps on the Salesforce platform, targeting aspiring app builders and Salesforce professionals.


Job roles and audience for the course:


  • Salesforce App Builders
  • Salesforce Administrators
  • Salesforce Developers looking to understand declarative options
  • CRM Managers
  • IT Managers overseeing Salesforce deployments
  • Business Analysts seeking to leverage Salesforce for process automation
  • System Architects designing Salesforce solutions
  • Product Managers responsible for Salesforce-based products
  • Sales Operations Professionals seeking to streamline processes
  • Marketing Operations Professionals automating campaigns within Salesforce
  • Customer Service Managers optimizing Salesforce Service Cloud
  • Technical Support staff involved in Salesforce solution design
  • Project Managers involved in Salesforce implementations
  • Consultants recommending Salesforce configurations for clients


Learning Objectives - What you will Learn in this Declarative Development for Platform App Builders(Dex 402)?

  1. Introduction The Declarative Development for Platform App Builders (Dex 402) course equips students with the skills to build custom applications on the Salesforce platform using declarative features.

  2. Learning Objectives and Outcomes

  • Understand the core concepts of Salesforce's data model and how to design custom objects, fields, and relationships declaratively.
  • Develop custom user interfaces using Salesforce’s declarative tools, including page layouts, record types, and mobile app customizations.
  • Implement business logic through the use of validation rules, formulas, roll-up summaries, and workflow rules without writing code.
  • Enforce record and data security by configuring organization-wide defaults, roles, profiles, and sharing rules.
  • Automate complex business processes using process builder, flow, and other automation tools available in Salesforce.
  • Deploy apps using change sets and understand the essentials of application lifecycle management and deployment best practices.
  • Design advanced user interface components such as custom buttons, links, and visualforce pages.
  • Identify scenarios where declarative development is insufficient and recognize when to leverage programmatic solutions.
  • Gain a comprehensive understanding of the capabilities and limitations of the declarative development approach in Salesforce.
  • Prepare for the Salesforce Platform App Builder certification by mastering the skills needed to pass the exam and become an effective platform app builder.

Technical Topic Explanation

Building your data model

Building your data model in Salesforce involves structuring and organizing your data so that it effectively supports your business processes. This entails defining objects (like tables in databases), fields (table columns), and relationships between objects to mirror real-world interactions and scenarios. As you prepare for Salesforce development certification, such as the Salesforce Platform Developer I, mastering data modeling is crucial. Comprehensive sales force developer training and Salesforce developer classes will guide you through designing efficient, scalable data models that empower your Salesforce applications, ensuring you leverage the full potential of the Salesforce App Builder software.

Constructing business logic

Constructing business logic involves designing the rules and processes that govern operations within a software application, such as a Salesforce app. This logic ensures that data flows correctly and efficiently between tasks and components, automating tasks like calculations, data manipulation, and decision-making according to predetermined business requirements. This is crucial in Salesforce development, where business logic tailored to specific organizational needs can be deployed using tools learned through Salesforce platform developer 1 certification, Salesforce App Builder, or Salesforce developer classes. Proper training enhances the efficiency and effectiveness of these applications, directly impacting business outcomes.

Maintaining record and data security

Maintaining record and data security involves protecting sensitive information from unauthorized access and ensuring its availability, integrity, and confidentiality. This encompasses setting strong access controls, encrypting data both at rest and in transit, and regularly updating security protocols. Additionally, applying timely software patches and conducting routine audits help prevent security breaches. Ensuring comprehensive data security also involves training employees about best practices and potential security threats. This careful management of data helps in preserving the trust and continuity of operations within any organization, thereby safeguarding both business and client data.

Automating business processes

Automating business processes involves using technology to perform repetitive tasks that traditionally required human intervention. This streamlines operations, increases efficiency, and reduces errors. Businesses often use platforms like Salesforce for this purpose. By utilizing Salesforce development certifications, such as Salesforce Platform Developer 1, companies can customize and automate workflows to suit their specific needs. Salesforce app builder and developer training are crucial for teams to effectively implement and manage these automated systems. Salesforce developer classes offer targeted learning to build skills in creating complex process automations, enhancing productivity across various business functions.

Deploying your app

Deploying your app involves preparing and configuring your software to run on live servers so that users can interact with it. The process generally includes compiling the app, testing it to ensure everything works as expected, setting up the environment it will operate in, and then moving the software to a production server. Tools and platforms like Salesforce can streamline this by providing advanced environments and services tailored for smooth deployment processes. For developers working with Salesforce, pursuing courses like the Salesforce Platform Developer 1 certification or engaging in Salesforce developer training and classes can significantly enhance deployment skills.

Designing advanced user interface components

Designing advanced user interface components involves creating interactive and intuitive elements for software applications to enhance user experience. This process necessitates a deep understanding of user needs, technical skills in programming, and an eye for aesthetic design. Successful interfaces are both visually appealing and functional, facilitating seamless interaction and supporting the user in accomplishing their tasks efficiently. Advanced components might include dynamic forms, customized controls, and interactive dashboards, all designed to work smoothly across different devices and platforms. This practice is crucial in software development, especially in complex systems like those built with Salesforce.

Deciding when declarative isn’t enough

In Salesforce development, declarative tools allow you to build applications without writing code. However, they might not suffice for complex scenarios that require custom logic or data manipulation beyond basic configuration. When you encounter limitations with declarative options, such as specific user interface needs or advanced data processing tasks, Salesforce Platform Developer 1 skills become necessary. This is where you venture into programmatic development using Apex and Visualforce. To effectively enhance these skills, engaging in Salesforce Developer training or Salesforce App Builder and Developer certification can be pivotal in mastering these complex requirements.

Target Audience for Declarative Development for Platform App Builders(Dex 402)

The Dex 402 course empowers non-coders to build apps on the Salesforce platform, targeting aspiring app builders and Salesforce professionals.


Job roles and audience for the course:


  • Salesforce App Builders
  • Salesforce Administrators
  • Salesforce Developers looking to understand declarative options
  • CRM Managers
  • IT Managers overseeing Salesforce deployments
  • Business Analysts seeking to leverage Salesforce for process automation
  • System Architects designing Salesforce solutions
  • Product Managers responsible for Salesforce-based products
  • Sales Operations Professionals seeking to streamline processes
  • Marketing Operations Professionals automating campaigns within Salesforce
  • Customer Service Managers optimizing Salesforce Service Cloud
  • Technical Support staff involved in Salesforce solution design
  • Project Managers involved in Salesforce implementations
  • Consultants recommending Salesforce configurations for clients


Learning Objectives - What you will Learn in this Declarative Development for Platform App Builders(Dex 402)?

  1. Introduction The Declarative Development for Platform App Builders (Dex 402) course equips students with the skills to build custom applications on the Salesforce platform using declarative features.

  2. Learning Objectives and Outcomes

  • Understand the core concepts of Salesforce's data model and how to design custom objects, fields, and relationships declaratively.
  • Develop custom user interfaces using Salesforce’s declarative tools, including page layouts, record types, and mobile app customizations.
  • Implement business logic through the use of validation rules, formulas, roll-up summaries, and workflow rules without writing code.
  • Enforce record and data security by configuring organization-wide defaults, roles, profiles, and sharing rules.
  • Automate complex business processes using process builder, flow, and other automation tools available in Salesforce.
  • Deploy apps using change sets and understand the essentials of application lifecycle management and deployment best practices.
  • Design advanced user interface components such as custom buttons, links, and visualforce pages.
  • Identify scenarios where declarative development is insufficient and recognize when to leverage programmatic solutions.
  • Gain a comprehensive understanding of the capabilities and limitations of the declarative development approach in Salesforce.
  • Prepare for the Salesforce Platform App Builder certification by mastering the skills needed to pass the exam and become an effective platform app builder.