The Complete Course for Operational Management

Explore auto launch flows in Salesforce, learn to trigger auto launch flows from record-trigger flows, JavaScript buttons, and lwc, and pass ids to create related records like contacts and opportunities.

Explore group by and aggregate results in Apex, learn to fetch counts and sums by lead source, rating, and industry, and apply parameterized soql with having versus where.

Rename tabs and labels to replace accounts with clients, rename fields account number to client number and phone to mobile number. Standard objects cannot be renamed; custom objects can.

Create and customize a custom email template using HTML, merge fields for position name and id, and format the subject and body with tags, styling, and testing.

Learn to manipulate strings in Apex: check and convert case, verify with assert equals, measure length, and extract parts with substring after, before, after last, before last, and between.

Master loops to build a centered pyramid and print Salesforce words with underscores and spaces. Learn to reverse strings and sort letters alphabetically.

Learn how to use the LWC connected callback effectively, including property handling, querying HTML elements, calling Apex methods, dispatching events, and using UI and record APIs with wiring.

Learn to enable cross-framework communication between Visualforce and LWC components using the lightning message channel in Salesforce, publishing and subscribing messages through LMS.

Learn to implement a Salesforce batch class with static methods start, execute, and finish, querying accounts and contacts, updating phone numbers, handling results with database.update, and tracking via apex job.

Explore building curable components with a global curable class, implementing system.curable, executing with a viewable context, and chaining viewable async jobs through apex queues and constructors.

Enable web two lead, configure settings and integration user, and use auto response rules; build forms with first name, last name, email, city, then route leads via assignment rules.

Create a record-triggered flow and a platform event trigger flow to assign a permission set to the new owner, using custom labels to avoid hard-coded values.

Explore date, long, and boolean data types in Apex, including today's date, adding years and months, formatting as strings, and converting between string and date.

Explore building a Salesforce apex trigger for contact management, including an after insert flow, trigger handler and helper, sending emails, and auto-updating an account's number of contacts.

Explore Apex access modifiers - public, private, global, protected - and their use in class and method visibility. Compare void and non-void, static and non-static methods and variables.

Explore creating and managing custom metadata for address location fields and office addresses, querying and printing records, and building Apex and Flow solutions to delete opportunities when account status changes.

Build a parent and child lightning web component that communicates via custom events to manage volume with increase/decrease and pass employee details using event detail.

Learn to create single and nested lists, including list of sets, with add and sort. Compare list and set differences: order, duplicates, and indexing.

Convert lists to sets to remove duplicates. Build and manipulate two- and three-dimensional lists, sets, and maps, and iterate with keys, values, and get.

Learn how to create Salesforce date and date-time formula fields to add months, convert date times, and derive dates from created, last modified, and escalation dates for cases.

Learn how to architect a Salesforce-based backend for an operational bank system, covering data modeling with objects and fields, email templates, automation, queues, reports and dashboards, and data security.

Build a Salesforce lightning UI calculator with responsive input, button layout, and calculation logic to perform plus, minus, multiply, divide, and equals, including clear and result display.

Learn to build a Salesforce Lightning web component that updates an account record within a screen flow, shows toast notifications, and navigates to the next step using flow navigation.

Learn to implement Salesforce validation rules across accounts, leads, contacts, and opportunities, including new-record checks, is changed and prior value logic, and stage-based amount rules.

Explore child-to-parent and parent-to-child data queries across standard and custom objects, using relationship fields (including __r) and where conditions to filter results.

Explore Apex lists with student names: duplicates, index-based adds, sorting, get, remove, clear, size, isEmpty, and clone. Learn enhanced for loop and using lists of SObjects for bulk DML.

Create and customize standard and custom reports, use bucket fields, filters, and groupings, build join and matrix reports, and tailor layouts in Lightning and Classic.

Learn how to share data between Lightning web components: parent-to-child data, child-to-parent via custom events, and unrelated-component communication using LMS or pubsub.

Learn to implement center, left, and right aligned star patterns in apex using for loops, underscores, and spaces, with system.debug output to verify results.

Explore Apex primitive data types, declare and print integers, perform basic arithmetic, convert between string and integer with valueOf and type casting, and format decimals for display.

Learn how to use package.xml and Salesforce CLI with Visual Studio to retrieve and deploy metadata, including Apex classes, objects, and permission sets, while authorizing orgs and validating deployments.

Learn to craft cron expressions for automated scheduling, including last Friday and Monday to Friday patterns. Apply apex schedulables and batch executions with system.schedule and database.executeBatch.

Declare and populate maps and lists, such as map<int, list<string>> and map<int, set<string>>, show duplicate key behavior and auto sorting with system.debug.

Master creating database APIs by using data loader to export and upsert records, manage Salesforce accounts, and handle deletes and recycle bin recovery with csv exports.

Learn to create and manage database fields in a Salesforce-based workflow by updating contact emails, reflecting changes on cases, creating tasks, linking solutions, and publishing knowledge base entries.

Create Visualforce email templates and custom resources, and configure email tracking and logs to monitor delivery, bounce reasons, and IP-restricted sending within Salesforce.

Master Apex triggers using before insert and before update to auto populate account numbers by concatenating name and number from trigger.new with null checks.

Explore global search components with the find keyword to search all or selected fields across accounts and contacts, returning fields and using where conditions.

Initialize fixed-size C arrays and note memory waste from unused slots. Demonstrate Apex sets: add values, check isEmpty and size, clear, merge with addAll, and initialize with curly braces.

Design and run a batch class that uses the database.batchable interface to query accounts, execute updates on industry, rating, and active__c, and finish with job tracking and error handling.

Learn how to link products to opportunities using price books and price book entries, set standard prices, and generate quotations that reflect amount and expected revenue.

Design a Salesforce resource management model by mapping a CEO, CFO, CTO, and VP role hierarchy, assigning roles to users, and enforcing access with siblings, subordinates, and supervisors.

Explore creating and instantiating Apex classes, setting employee and account fields, performing CRUD operations in Salesforce, and linking accounts to contacts with debugging.

Create opportunity line items by linking opportunity ID, price book entry ID, and product ID; set quantity and unit price or total price using the developer console and Apex.

Learn how to implement controlling picklists, where a status determines available sub status options, and set up location and sub location dependencies with field dependencies and include values.

Learn to implement database API methods by performing insert operations, storing outputs with save result lists, and tracking successes and errors through for loops, system.debug, and error details inspection.

Learn to handle date and time in apex using system.today, system.now, and DateTime.now to obtain current values, create custom dates with newInstance, and extract date or time.

Explore how to build and manage relationships between Salesforce objects using lookup relationships, establishing parent and child objects, fields, and related lists, and handle deletion and restoration of records.

Explore how event propagation works in a component hierarchy, detailing bubble (bottom-to-top) and capture (top-to-bottom) phases, and how data flows between child, parent, and grandparent components via custom events.

Explore apex class account helper and methods to create accounts and related contacts, including non-parameterized and parameterized procedures, passing account IDs, using lists and maps, and documenting code with comments.

Create and insert lead records in Salesforce, then send a single html email with to, bcc, reply-to, and a pdf attachment, built in Apex and tested via developer console.

Explore Apex string handling in Salesforce: reverse a string, detect white space with contains white space and is white space, and validate lowercase, uppercase, numeric, alpha, and alphanumeric patterns.

Master date handling in Apex by using system.today and system.now, converting strings to dates, handling GMT, and calculating days between dates, leap years, and the start of the week.

Learn how to create and run Apex classes in Salesforce using the developer console, from creating a new Apex class to writing code, compiling, and viewing execution logs.

Create and manage sales leads in Salesforce, using campaigns, lead path, and intelligence view to track status and convert leads into accounts, contacts, and opportunities.

Invoke a lightning flow from a LWC component to create a contact, capture the flow's output variables (contact id), show a toast, and navigate to the contact detail page.

Learn to write efficient soql queries that link tasks to opportunities, filter by status and stage, and consolidate data using a single query to identify open tasks on closed opportunities.

Explore implementing finish-time email notifications in a batch process by building and sending single email messages, using a reusable helper that takes a job id to fill details.

Create and run a batch class to tally annual revenue from lead records, using start, execute, and finish methods, and implement a stateful batch for total revenue in asynchronous apex.