Lesson 3: Declarative Automation, Security, Approvals, and Business Logic
Lesson Overview
This lesson develops practical skills in declarative automation, security, approvals, and business logic for Salesforce Declarative App Development (DEX402).
Topics Covered
Flow types, elements, resources, variables, formulas, and subflows
Record-triggered, screen, scheduled, and autolaunched flows
Validation rules, approval processes, assignment, escalation, and notifications
Profiles, permission sets, roles, sharing, queues, teams, and field security
Error handling, transaction behavior, bulk considerations, and automation order
Automation testing, debugging, documentation, and governance
Practical Activity
Configure or analyze a scenario involving flow types, elements, resources, variables, formulas, and subflows.
Build and validate an exercise covering record-triggered, screen, scheduled, and autolaunched flows and validation rules, approval processes, assignment, escalation, and notifications.
Use tests, logs, reports, or documentation to verify automation testing, debugging, documentation, and governance.
Key Takeaways
Explain flow types, elements, resources, variables, formulas, and subflows in the context of Salesforce Declarative App Development (DEX402).
Apply practical methods for record-triggered, screen, scheduled, and autolaunched flows and validation rules, approval processes, assignment, escalation, and notifications.
Test, document, and troubleshoot automation testing, debugging, documentation, and governance.
