Declarative Customization

Salesforce Platform FoundationsDeclarative CustomizationA developer's guide to the point-and-click layer: formulas, validation rules, layouts, Lightning App Builder, Dynamic Forms and Actions, apps, list views, paths, custom permissions, actions, duplicate management, approvals, reports, and where declarative limits push you to code.Beginner · about 70 minutesWhat you will learn

Write cross-object formulas and validation rules using ISCHANGED, PRIORVALUE, ISNEW and a custom-permission bypass

Explain how page layouts, compact layouts, Lightning record pages, Dynamic Forms and Dynamic Actions work together, including page activation precedence

Configure Lightning apps, utility bars, list views, paths, quick actions and global actions, and expose LWCs to them

Set up duplicate and matching rules and handle them from Apex

Compare classic approval processes with Flow-based approval orchestration, and use the Approval and Reports APIs from Apex

Recognize when declarative limits mean it's time to write code

Contents

Formula fields

Validation rules

Page layouts and compact layouts

Lightning App Builder and Lightning record pages

Lightning apps, the utility bar and navigation

List views

Path

Custom permissions

Quick actions and global actions

Duplicate management: matching rules and duplicate rules

Approvals

Reports and dashboards from a developer's perspective

When declarative limits push you to code

Worked example: a session registration experience

Best practices

Common pitfalls

Hands-on exercises

Key takeaways