Duration 5 Days 30 CPD hours This course is intended for This course is designed for programmatic developers looking to write programmatic customizations to both business logic and UI layers using Apex and Visualforce. You should have a good understanding of core object-oriented programming concepts and experience building declarative solutions on the Salesforce Platform. This course is also a great foundation builder if you're looking to earn your Salesforce Platform Developer I credential. IMPORTANT: Students are expected to follow the steps detailed in the Computer Set-up Guide for this class if you'll be using your own computer when attending a virtual or in-person class. Overview Learn modern tools for developing on the Salesforce Platform using Visual Studio Code, the Salesforce Extension Pack, and the Salesforce CLI. Write business logic customizations using Apex triggers and classes; those customizations will use SOQL and DML. Design programmatic solutions that take advantage of declarative customizations. Describe how your trigger code works within the basics of the Save Order of Execution. Describe some of the fundamental aspects of designing programs on a multi-tenant platform. Write Visualforce markup and code to customize the user interface. Use the built-in testing framework to test Apex and Visualforce. Learn how to customize and design applications programmatically on the Salesforce Platform. In this 5-day class, our platform experts will introduce you to Apex (Salesforce?s programming language) and Visualforce markup, so you can customize your Salesforce applications using code and explore how Apex interacts with declarative customizations on the platform. Learn how to retrieve, manipulate, and store data programmatically in data objects (sObjects), write and test custom logic, write Visualforce pages to customize your user interface, and deploy your solutions to another environment. Get an overview of the declarative automation tools available on the platform and a brief introduction to the Lightning Component framework. Plus, explore the nuances of working on a multi-tenant platform so you can extend the platform to meet business demands. Declarative Automation Create Formula Fields Create Roll-Up Summary Fields Understand Record Types Review Other Automation Tools Build a Data Model on the Salesforce Platform Programming with Apex Describe Key Aspects of Apex That Differentiate It from Other Languages, Such as Java and C# Describe Why Apex Transactions and Governor Limits Must Be Considered When Writing Apex Execute Simple Apex Use the sObject Data Type, the Primitive Data Types, and Basic Control Statements in Apex Using SOQL and SOSL to Retrieve Your Org?s Data Write a Basic Query Using Salesforce?s Query Language, SOQL Process the Result of a Query in Apex Create a Query Dynamically at Run-Time Use SOQL to Query Parent-Child Relationships Describe a Relationship Query Write a Query That Traverses a Child-to-Parent Relationship Write a Query That Traverses a Parent-to-Child Relationship Use SOSL to Search Data Using DML to Manipulate Your Org?s Data List the Differences Between the Ways You Can Invoke DML Operations Write Apex to Invoke DML Operations and Handle DML Errors Deployment What Is Deployment? Deploy Code Using Change Sets Use the Ant Migration Tool Review Managed and Unmanaged Packages Explore Salesforce DX Trigger Essentials Describe What a Trigger Is Used For Describe the Syntax of a Trigger Definition Use Trigger Context Variables Apex Class Essentials Describe How Apex Classes Are Used Define an Apex Class Determine What Data an Apex Class Can Access The Save Order of Execution, Apex Transactions, and Platform Events Describe Key Points in the Order of Execution Describe How Triggers Fit Into and Can Be Impacted by the Order of Execution Describe the Lifecycle of an Apex Transaction Describe the Memory Lifecycle for Static Attributes Use Platform Events for Immediate Error Logging Apex Testing Describe the Apex Testing Framework Create Test Data Write and Run an Apex Test Test Best Practices Strategies for Designing Efficient Apex Solutions Describe Best Practices for Writing Code That Is Easy to Maintain and Extend Write Triggers and Classes That Assume Batches of Data as Input Write Code That Works Efficiently with the Database, Both in Querying and Using DML Trigger Design Strategies List Declarative Mechanisms You Can Use to Implement Complex Business Logic, What Types of Problems They?re Best Used for, and Their Limitations Describe Ways in Which You Can Use Declarative Functionality to Improve Your Programmatic Solutions Working with Visualforce Create a Visualforce Page Reference a Standard Controller Launch a Visualforce Page Using a Custom Button Display Data from a Record in a Visualforce Page Reference Custom Controllers and Controller Extensions Work with List Controllers Visualforce Development Considerations and Testing Describe Common Limit Issues and Security Concerns Describe Strategies for Testing Visualforce Controllers Write Tests for Controller Constructors Write Tests for Action Methods, Getters, Setters, and Properties Lightning Components Create and Surface an Aura Component Create and Surface a Lightning Web Component Additional course details: Nexus Humans Salesforce Build Applications Programmatically on the Salesforce Platform (DEX450) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce Build Applications Programmatically on the Salesforce Platform (DEX450) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
Overview 2 day course on key interest rate derivative products, covering both theory (product mechanics, market conventions and valuation) and practice (wide range of applications for wide range of market participants showcased) Who the course is for Interest rate traders, salespeople and quants Asset-liability management staff with banks and insurance companies Fixed income and credit asset managers / hedge funds / pension funds / insurance companies Corporate treasurers Risk management Anyone using interest rate derivatives Course Content To learn more about the day by day course content please click here To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
Overview This 3-day course focuses on covering the foundations of equity markets, including practical experience with equity swaps and options. During this course you will learn: How to use equity swaps, dividend swaps, equity index options and single name options. Applications of these products are shown across a variety of strategies across volatility trading, corporate finance and investment management. Key issues in pricing and risk management. Who the course is for Equity and Derivative sales, traders, structurers, quants and relevant IT personnel Asset allocation managers and equity portfolio managers Company finance executives, corporate treasurers and investment bankers Risk managers, finance, IPV professionals, auditors and accountants Course Content To learn more about the day by day course content please click here To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
The core principles gained from this course will help delegates have a better understanding of how to manage the relationships between sales and marketing stakeholders on the demand side and the manufacturing and other operational stakeholders on the supply side. PARTICIPANTS WILL LEARN HOW TO: • Take a different perspective on traditional data such as sales history and forecasts, as well as time-phased inventory projections and production capacity. • Recognise how their forecasts impact manufacturing schedules and inventory levels. • Assess whether they are producing enough products to meet sales demand. • Recognise how production is tied to finance and see the financial impact of production decisions, so appropriate adjustments may be then undertaken. COURSE TOPICS INCLUDE: What is S&OP? – Introduction – Definition and benefits S&OP processes – What information is required? – The stages of the S&OP process (including inputs & outputs) The integration of S&OP into a business – Critical success factors for an effective implementation – Typical roles and responsibility matrix
Overview A review of the most enduringly popular structured equity-linked products. This 1 day hands-on programme will help you gain familiarity with 1st generation & 2nd generation structured products convexity – and their applications. Discover techniques for maximising the participation rate to enhance returns for investors. Explore the trade-offs between coupon payments and gearing, and how they affect the risk-return profile of the notes. Explore ladder structures, their relationship to lookbacks, and the benefits they offer to investors. Learn about accumulators, their structuring, and the reasons behind their controversy in the market. Who the course is for Structured Products Desks, Financial Engineers, Product Controllers Traders, Dealing Room Staff and Sales People Risk Managers, Quantitative Analysts and Middle Office Managers Fund Managers, Investors, Senior Managers Researchers and Systems Developers Course Content To learn more about the day by day course content please click here To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
Overview This 2-day programme covers the latest techniques used for fixed income attribution. This hands-on course enables participants to get a practical working experience of fixed income attribution, from planning to implementation and analysis. After completing the course you will have developed the skills to: Understand how attribution works and the value it adds to the investment process Interpret attribution reports from commercial systems Assess the strengths and weaknesses of commercially available attribution software Make informed decisions about the build vs. buy decision Present results in terms accessible to all parts of the business Who the course is for Performance analysts Fund and portfolio managers Investment officers Fixed Income professionals (marketing/sales) Auditors and compliance Quants and IT developers Course Content To learn more about the day by day course content please click here To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
This foundational course will help all managers to better understand what a supply chain is and how their roles impact and interact with, their end-to-end supply chain process. PARTICIPANTS WILL LEARN HOW TO: • Understand the role of the supply chain within the wider business context • Become aware of the fundamental trade-offs in the supply chain (e.g. supply chain cost vs service level, efficiency vs flexibility etc.) • Understand the importance of supply chain planning and be able to identify its key components • Develop awareness of the key challenges in modern inventory management and distribution; become familiar with tested practices that allow responding to these challenges • Understand the meaning of essential supply chain terminology • Understand how supply chain performance affects company financial results COURSE TOPICS INCLUDE: • What is supply chain management? Why is it important? • The importance of cost versus service • Purchasing and procurement • Manufacturing processes • Demand management • Warehouse and inventory management • Logistics and transport • Risk management
Overview A 1-day course on inflation-linked bonds and derivatives, focusing on the UK market in particular. We examine how inflation is defined and quantified, the choice of index (RPI vs. CPI), and the most common cash flow structures for index-linked securities. We look in detail at Index-linked Gilts, distinguishing between the old-style and new-style quotation conventions, and how to calculate the implied breakeven rate. Corporate bond market in the UK, and in particular the role of LPI in driving pension fund activity. Inflation swaps and other derivatives, looking at the mechanics, applications and pricing of inflation swaps and caps/floors. The convexity adjustment for Y-o-Y swaps is derived intuitively. Who the course is for Front-office sales Product control Research Traders Risk managers Fund managers Project finance and structured finance practitioners Accountants, auditors, consultants Course Content To learn more about the day by day course content please click here To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
Overview A comprehensive and practical 3 days workshop on pricing, using and managing structured interest rate derivatives. What used to be called exotic interest rate derivatives are now commonplace and an essential part of the financial marketplace either as legacy transactions or embedded in new structures. This intensive course is for anyone who wishes to be able to use, price, manage, market or evaluate standard interest rate derivatives such as Constant Maturity Swaps, Range Accruals and Quantos. We also look in detail at such important products as CMS spread-linked structures and volatility/variance swaps, always from a pragmatic practitioner’s perspective. Who the course is for This course is designed for anyone who wishes to be able to price, use, market, manage or evaluate interest rate derivatives. Interest-rate sales / traders / structurers / quants IT Bank Treasury ALM Central Bank and Government Treasury Funding managers Insurance Investment managers Fixed Income portfolio managers IPV professionals Course Content To learn more about the day by day course content please click here To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now