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Salesforce · 30 lessons · up to 10 minutes each

Salesforce Platform Foundations

A planned path through org structure, metadata, access, and release habits.

Coming Soon

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Salesforce Platform Foundations

Permanent access to the lessons published in this track when you buy. Future lessons are not included. 0 of 30 lessons are published; 0 are in owner review and 30 are Coming Soon.

$29.0030 lessons still in progress

Beginner

Lessons 1–10

  1. 01

    Salesforce Platform Foundations: Sketch org setup and environments

    Topic: org setup and environments

    Draw a small map of org setup and environments in the context of Salesforce org setup and declarative platform work; save a short example or check that demonstrates the result.

    Beginner4 minComing Soon
  2. 02

    Salesforce Platform Foundations: Name the parts of standard and custom objects

    Topic: standard and custom objects

    Label the main pieces in standard and custom objects in the context of Salesforce org setup and declarative platform work; save a short example or check that demonstrates the result.

    Beginner5 minComing Soon
  3. 03

    Salesforce Platform Foundations: Trace an example of fields and relationships

    Topic: fields and relationships

    Follow one input through fields and relationships in the context of Salesforce org setup and declarative platform work; save a short example or check that demonstrates the result.

    Beginner6 minComing Soon
  4. 04

    Salesforce Platform Foundations: Compare choices for records and list views

    Topic: records and list views

    Write down one practical difference between records and list views in the context of Salesforce org setup and declarative platform work; save a short example or check that demonstrates the result.

    Beginner7 minComing Soon
  5. 05

    Salesforce Platform Foundations: Find the boundary in validation and formulas

    Topic: validation and formulas

    Mark where validation and formulas in the context of Salesforce org setup and declarative platform work; save a short example or check that demonstrates the result.

    Beginner8 minComing Soon
  6. 06

    Salesforce Platform Foundations: Inspect an example of declarative automation

    Topic: declarative automation

    Annotate a minimal example of declarative automation in the context of Salesforce org setup and declarative platform work; save a short example or check that demonstrates the result.

    Beginner9 minComing Soon
  7. 07

    Salesforce Platform Foundations: Connect profiles and permission sets to a neighboring concept

    Topic: profiles and permission sets

    Show how profiles and permission sets in the context of Salesforce org setup and declarative platform work; save a short example or check that demonstrates the result.

    Beginner10 minComing Soon
  8. 08

    Salesforce Platform Foundations: Spot a failure mode in sharing and visibility

    Topic: sharing and visibility

    Describe one likely failure for sharing and visibility in the context of Salesforce org setup and declarative platform work; save a short example or check that demonstrates the result.

    Beginner3 minComing Soon
  9. 09

    Salesforce Platform Foundations: Read an official example of sandboxes and change sets

    Topic: sandboxes and change sets

    Summarize an official example of sandboxes and change sets in the context of Salesforce org setup and declarative platform work; save a short example or check that demonstrates the result.

    Beginner5 minComing Soon
  10. 10

    Salesforce Platform Foundations: Choose a use case for release notes and readiness

    Topic: release notes and readiness

    Match one small use case to release notes and readiness in the context of Salesforce org setup and declarative platform work; save a short example or check that demonstrates the result.

    Beginner6 minComing Soon

Intermediate

Lessons 11–20

  1. 11

    Salesforce Platform Foundations: Build an example with org setup and environments

    Topic: org setup and environments

    Create a small working example that uses org setup and environments in the context of Salesforce org setup and declarative platform work; save a short example or check that demonstrates the result.

    Intermediate4 minComing Soon
  2. 12

    Salesforce Platform Foundations: Compose standard and custom objects with another component

    Topic: standard and custom objects

    Combine standard and custom objects in the context of Salesforce org setup and declarative platform work; save a short example or check that demonstrates the result.

    Intermediate5 minComing Soon
  3. 13

    Salesforce Platform Foundations: Configure fields and relationships for a small case

    Topic: fields and relationships

    Set up fields and relationships in the context of Salesforce org setup and declarative platform work; save a short example or check that demonstrates the result.

    Intermediate6 minComing Soon
  4. 14

    Salesforce Platform Foundations: Validate inputs around records and list views

    Topic: records and list views

    Add a check around records and list views in the context of Salesforce org setup and declarative platform work; save a short example or check that demonstrates the result.

    Intermediate7 minComing Soon
  5. 15

    Salesforce Platform Foundations: Use validation and formulas in a short workflow

    Topic: validation and formulas

    Add validation and formulas in the context of Salesforce org setup and declarative platform work; save a short example or check that demonstrates the result.

    Intermediate8 minComing Soon
  6. 16

    Salesforce Platform Foundations: Refactor declarative automation into a reusable unit

    Topic: declarative automation

    Extract declarative automation in the context of Salesforce org setup and declarative platform work; save a short example or check that demonstrates the result.

    Intermediate9 minComing Soon
  7. 17

    Salesforce Platform Foundations: Exercise profiles and permission sets with sample data

    Topic: profiles and permission sets

    Run sample data through profiles and permission sets in the context of Salesforce org setup and declarative platform work; save a short example or check that demonstrates the result.

    Intermediate10 minComing Soon
  8. 18

    Salesforce Platform Foundations: Observe sharing and visibility outputs

    Topic: sharing and visibility

    Capture the result of sharing and visibility in the context of Salesforce org setup and declarative platform work; save a short example or check that demonstrates the result.

    Intermediate3 minComing Soon
  9. 19

    Salesforce Platform Foundations: Recover from a sandboxes and change sets failure

    Topic: sandboxes and change sets

    Handle one expected failure from sandboxes and change sets in the context of Salesforce org setup and declarative platform work; save a short example or check that demonstrates the result.

    Intermediate5 minComing Soon
  10. 20

    Salesforce Platform Foundations: Document release notes and readiness behavior

    Topic: release notes and readiness

    Write a short usage note for release notes and readiness in the context of Salesforce org setup and declarative platform work; save a short example or check that demonstrates the result.

    Intermediate6 minComing Soon

Advanced

Lessons 21–30

  1. 21

    Salesforce Platform Foundations: Test a boundary around org setup and environments

    Topic: org setup and environments

    Add an edge-case test for org setup and environments in the context of Salesforce org setup and declarative platform work; save a short example or check that demonstrates the result.

    Advanced4 minComing Soon
  2. 22

    Salesforce Platform Foundations: Harden standard and custom objects

    Topic: standard and custom objects

    Add the relevant access, safety, or validation control to standard and custom objects in the context of Salesforce org setup and declarative platform work; save a short example or check that demonstrates the result.

    Advanced5 minComing Soon
  3. 23

    Salesforce Platform Foundations: Measure fields and relationships

    Topic: fields and relationships

    Record a small baseline for fields and relationships in the context of Salesforce org setup and declarative platform work; save a short example or check that demonstrates the result.

    Advanced6 minComing Soon
  4. 24

    Salesforce Platform Foundations: Reduce cost in records and list views

    Topic: records and list views

    Change one measurable cost in records and list views in the context of Salesforce org setup and declarative platform work; save a short example or check that demonstrates the result.

    Advanced7 minComing Soon
  5. 25

    Salesforce Platform Foundations: Diagnose a validation and formulas failure

    Topic: validation and formulas

    Use an observable signal to explain a failure in validation and formulas in the context of Salesforce org setup and declarative platform work; save a short example or check that demonstrates the result.

    Advanced8 minComing Soon
  6. 26

    Salesforce Platform Foundations: Make declarative automation repeatable

    Topic: declarative automation

    Show that rerunning declarative automation in the context of Salesforce org setup and declarative platform work; save a short example or check that demonstrates the result.

    Advanced9 minComing Soon
  7. 27

    Salesforce Platform Foundations: Review trade-offs in profiles and permission sets

    Topic: profiles and permission sets

    Compare two documented approaches to profiles and permission sets in the context of Salesforce org setup and declarative platform work; save a short example or check that demonstrates the result.

    Advanced10 minComing Soon
  8. 28

    Salesforce Platform Foundations: Improve sharing and visibility maintainability

    Topic: sharing and visibility

    Refine sharing and visibility in the context of Salesforce org setup and declarative platform work; save a short example or check that demonstrates the result.

    Advanced3 minComing Soon
  9. 29

    Salesforce Platform Foundations: Verify sandboxes and change sets end to end

    Topic: sandboxes and change sets

    Check that a complete small flow using sandboxes and change sets in the context of Salesforce org setup and declarative platform work; save a short example or check that demonstrates the result.

    Advanced5 minComing Soon
  10. 30

    Salesforce Platform Foundations: Audit release notes and readiness against its source docs

    Topic: release notes and readiness

    Check the implementation of release notes and readiness in the context of Salesforce org setup and declarative platform work; save a short example or check that demonstrates the result.

    Advanced6 minComing Soon

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