Public SalesLogix Web Developer Classes On The Way

Ever since the new SalesLogix 7.2 Web client and platform was released, I’ve had numerous requests for development training. Until now, I’ve done that on a very individualized basis, providing web training to single companies at a time. I’ve decided that it is time to make my web development training classes public, and I’d like your feedback.

The training classes will be done online, in short easy to digest chunks. The class will basically consist of 3 full days of training, spread out across three weeks. There will be approximately three sessions per week, each session lasting around 2+ hours each. To get the most out of the class, it will be expected that you spend some time working on the assigned practice examples in-between sessions.

The basic outline, for now, will consist of the following:

Beginner Track

  1.  Application Architect walk-through and terminology
    1. QuickForms
    2. SmartParts
    3. Entity model and relationships
    4. Interfaces
    5. Portals and pages
    6. Looking under the hood and understanding how it all comes together
  2. Setting up new portals and development environments
    1. IIS configuration
    2. Deployment configuration & process
  3. QuickForm customization
  4. Creating new 1:1 QuickForms & entity level tabs
  5. Creating new 1:Many QuickForms with grids and edit/detail forms
  6. Creating and installing bundles

Intermediate Track

  1. Creating new entities
  2. Creating new MainView pages
  3. Creating entity insert screens
  4. Creating simple business rules
  5. Creating simple entity event handlers
  6. Troubleshooting & debugging
    1. A look at troubleshooting both out of the box issues and your own customizations
    2. Best practices for optimal development debugging and testing
    3. Using tools such as Visual Studio, Reflector, Firebug, etc

Advanced Track

  1. Creating complex business rules
  2. Writing code for the entity model, repositories, & NHibernate queries
  3. Creating business rules in Visual Studio
  4. Creating custom SmartParts (visual UI elements) in Visual Studio
  5. Creating and using mashups
  6. Using mashups in custom SmartParts 

The expert track below will likely be a completely separate class (or classes) that will not be a part of the timeline mentioned for the developer class above.

Expert Track

  1. SData & REST
    1. Consuming SData feeds from external applications
    2. Creating and updating entity data via REST
    3. Integrating SalesLogix with other systems using SData/REST
  2. Process Orchestration (workflow)
    1. Using process orchestration
      1. Sequential, event driven processes
      2. Goal driven processes
    2. Creating new process orchestration tasks in Visual Studio
    3. Integrating SalesLogix with other systems using process orchestration

Cost of the classes to follow at a later date. Obviously, we can’t offer Sage certification, the training is meant to provide an inexpensive, easy to attend, and quick way to get developing for SalesLogix web now. The class will also focus on 7.5. Attendees will be given access to forums where discussions from class can continue, code shared, etc, to help while working through practice examples.

I’d love to hear your feedback

What topics would you like to see covered? What things have caused you frustration when working with SalesLogix Web that would be helpful in a training class? Let me know in the comments below or via the “Contact” link to the right.


Ryan Farley

Ryan Farley is the Director of Development for Customer FX and creator of He's been blogging regularly about SalesLogix, now Infor CRM, since 2001 and believes in sharing with the community. His new passion for CRM is Creatio, formerly bpm'online. He loves C#, Javascript, web development, open source, and Linux. He also loves his hobby as an amateur filmmaker.


  1. Hi

    I am intrested in the training. I am from india. Is it possible to attend the classes and pay the fees from here

  2. What are the requirements (SalesLogix knowledge, Programming experience, Software tools… ) to benefit from the class?

    • Hi Martin,

      We don’t currently offer this as a public class. However, take a look at our videos section, we have several there for developers and have free, public workshops often that cover developer topics.


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