Salesforce Platform App Builder Certification Course

Explore Salesforce fundamentals by modeling standard CRM objects like leads, accounts, and opportunities, compare declarative versus programmatic customization, and evaluate using AppExchange for business needs.

Explore Salesforce multi-tenant architecture and its governor limits, and learn the model-view-controller paradigm, mapping Apex controllers, standard objects, and pages to dynamic front-end rendering.

Master Salesforce data modeling and management with standard objects such as lead, account, and opportunity, and learn about object relationships, page layouts, and validation rules.

Explore standard objects in Salesforce by creating and comparing page layouts, fields, and record types, and learn how profiles, security, and login-as-user control access.

Explore how to design a data model with custom objects in Salesforce, using one-to-many and many-to-many relationships via a junction object, and visualize links with Schema Builder.

Learn to model relationships in Salesforce by creating lookup and master detail fields, building a junction object for many-to-many links, and understanding security inheritance and limits.

Create and expose custom objects using schema builder or object manager, distinguish standard versus custom by API names, and expose them to users through tabs and apps.

Create fields on custom objects, establish a master-detail relationship with accounts using the schema builder, and learn how converting to a lookup removes the mandatory requirement while exposing field-type limitations.

Expose a junction object on the front end by creating a purchases tab and linking cars and buyers with lookup and master-detail fields.

Explore how to build Salesforce reports by selecting report types, joining related objects, and using lookup, master-detail, and junction relationships to derive insights.

Create an external lookup relationship in Salesforce by setting up an external data source and external object, linking invoices to accounts from an external system without storing them in Salesforce.

Create and configure picklists and multi-select picklists using global value sets, manage value restrictions, and implement field dependencies with controlling versus dependent fields for data integrity.

Explore how to create text, textarea, long text, rich text, encrypted text, time, and URL fields on Salesforce objects, set length and masking, and add them to layouts.

Create and configure Salesforce fields on cars object, including an external lookup relationship, checkbox, currency, date, date time, email, geolocation, number, percentage, and phone, with page layouts and field-level rules.

Learn to create a roll up summary field on the master object to count related child records, such as total ratings for a car, and understand master-detail requirements and limitations.

Create a formula field that calculates values from other fields, supports advanced formulas and lookups across related objects, and enables dynamic discounts and profit percentages on Salesforce objects.

Learn to build advanced and cross-object formula fields to rate accounts as hot, warm, or cold based on revenue, location, sector, and billing country, with image options.

Use the development console, a web-based tool to write, debug, and test Apex code, view logs, and ensure 75% code coverage for deployment, plus the SOQL query editor.

Set up trace flags and debug logs to monitor tester actions in Salesforce. Configure most granular debug levels to trace Apex classes, triggers, and validation rules.

Design data models from requirements, configure lookup and master-detail relationships, and consider access and interface implications; use schema builder and data import/export with external objects, covering 20% of the exam.

Identify who can access Salesforce and which objects they can access, and what actions they can perform, such as read or write, to determine appropriate security solutions.

Explore how roles, profiles, permission sets, and sharing rules control object and record access in Salesforce, including org defaults, hierarchies, public groups, and manual sharing.

Discover how profiles grant app and object permissions in Salesforce, and use permission sets to extend access, clone standard profiles, and manage tabs, fields, and record types.

Configure profiles, roles, and sharing rules to control visibility, then use permission sets to grant targeted object and app access and export permissions for specific users.

Survey Salesforce business logic and automation tools, recap record types, formula fields, and summary fields, then compare validation rules, approval processes, and workflow, flow, and process builder for proper automation.

Revisit how record types, profiles, and page layouts combine to customize what users see, including which fields and picklist values are available on the front end.

Explore roll-up summary fields in Salesforce, focusing on master-detail and lookup relationships, summing opportunity amounts on accounts, and the special case allowing opportunities to be summarized even with a lookup.

Create Salesforce validation rules on accounts to prevent invalid data by making industry conditionally required when type is direct, using the formula editor and clear error messages.

Explore Salesforce workflows to automate actions like tasks, field updates, outbound messages, and email alerts; create rules on opportunities, set criteria, enable time-based actions, and monitor workflow execution.

Explore the process builder to automate conditions, update records, create tasks, and post to chatter, with an intuitive UI that compares to workflow and supports multiple criteria and scheduling.

Create a user-friendly account creation flow with the flow builder by designing a screen flow that captures mandatory fields and maps them to the account object.

Explore how to configure approval processes on objects, define entry criteria and initial submission actions, set approval steps and final actions, and manage recall and unlocking of records.

Master the Salesforce order of execution for automation tools, from record loading to flows before triggers, validation, duplicate rules, assignment rules, update triggers, and workflow rules.

identify recursion risks in workflow rules that trigger loops, and visualize each rule with criteria and actions to prevent cascade effects and understand re-evaluation considerations.

Explore how to import data with the import wizard or data loader, compare limitations, and manage duplicates, validation rules, and backups across Salesforce and connected systems.

Learn how to use Salesforce data loader to import, export, and upsert data, including mapping fields, using OAuth authentication, and handling IDs for matching records.

Learn how Salesforce social features link Twitter accounts to accounts, contacts, and leads. Sign in with your Twitter, authorize the app, and follow company updates in the news tab.

Explore user interface concepts for the Salesforce platform, including customizing the UI, creating custom buttons, links and actions, and selecting UI designs for open versus closed opportunities.

Create and customize lightning pages, including app, home, and record pages, on the canvas using the Lightning App Builder. Configure layouts, expose fields, activate pages, and add charts via AppExchange.

Explore how to customize Salesforce page layouts, including saving copies, previewing by profile, and arranging fields in sections and columns, with read-only and required options and per-field overrides.

Create and add buttons and links to account page layouts, including a Google Maps navigation button, and configure them in Classic and Lightning with mobile, Lightning actions, and quick actions.

Explore Salesforce page layouts across Lightning, mobile, and classic, including navigation buttons, mobile cards, related lists, and charts; note expanded lookups are deprecated and App Builder enables mobile filters.

Learn how Visualforce enables customizable front end layouts beyond standard pages, using markup and controllers, and how to create, embed, and generate pages via app exchange.

Define a closed opportunity record type and layout to prevent edits, apply it via a sales process, and automate record type changes with workflows when status becomes won or lost.

Explore Salesforce reporting essentials, including creating reports and dashboards, understanding report security, and building custom report types for practical consulting and data analysis.

Learn how to create and organize tabular reports in Salesforce, manage folder-based security, share reports with users, and troubleshoot visibility through object access and profile permissions.

Learn how to apply conditional formatting in lightning reports, set color rules for value ranges, and enforce consistent picklist colors by configuring fixed chart colors in object setup.

Learn to create and visualize Salesforce reports and dashboards, moving from tabular reports with row limits to summary and matrix reports, using grouping, charts, filters, and buckets.

Learn to create advanced Salesforce reports with formulas, cross filters, and joined reports to analyze opportunities, accounts, and cases. Explore Lightning and Classic tools, sharing, subscriptions, and cross-object insights.

Create custom report types in Salesforce by combining a primary object with related objects to build multi-object reports. Learn intersections, deployment, four-object limits, and lookup fields for accounts and cases.

Create executive dashboards from reports, organized in folders with security controls. Add components and charts, including gauges and metrics, then use filters and share via Chatter.

Build dashboards in Salesforce by selecting components and data sources in Classic and Lightning. Explore gauges, Visualforce page sources, and dashboard sharing rules that control access for different users.

Explore mobile section of the course, focusing on 5% exam weight and non-code customization, and distinguish Salesforce One app for end users and admin app for on-the-go tasks.

Explore how the Salesforce mobile app navigates the chatter page, profile, settings, offline access, and global actions to create tasks, opportunities, and manage records on the go.

Customize mobile interfaces by configuring object-specific actions and compact layouts, assign them to record types, and enable Visualforce pages for mobile with profile security.

Explore the app development lifecycle, from sandboxes and unit testing to staging and production deployments, including changesets, unmanaged packages, and other deployment options, while distinguishing metadata from data.

Log in to a sandbox, choose from types (full copy of production, partial copy, developer), manage data masking and dependencies, then create and deploy outbound/inbound changesets with 75% code coverage.

Deploy your app across unconnected Salesforce orgs by creating an unmanaged package, uploading it to AppExchange, and installing via a private URL, preserving objects, fields, and relationships.

Explore development tools for deploying Salesforce apps, including Salesforce Extensions for VS Code, the Ant migration tool, and Workbench, and learn how to choose based on organization policies and connectivity.