Salesforce Platform App Builder Certification Course

Explore the AppExchange marketplace from setup, review apps, components, and Salesforce Labs and flow solutions. Learn about managed and unmanaged packages, and install options in sandbox before production.

Explore org-wide defaults and role hierarchy in Salesforce, including how defaults set access, ownership governs permissions, and managers inherit subordinates’ data via role hierarchy.

Explore the object manager to design a library management app with four custom objects—master catalog, library catalog, library transaction, and members—covering fields, relationships, history tracking, and layouts.

Create custom fields in the library catalog, establish a master-detail relationship with the master catalog, and add a rollup summary field called number of copies to count records.

Configure Salesforce member object, auto number member id, street address, country and state picklists with dependencies, city and email fields, multi-select payment methods, encrypted credit card data, and roll-up fields.

Create and relate records in the master catalog and library catalog, set list views to display title, category, ISBN, copies, and author, and learn how master-detail relationships handle deletions.

Learn how global picklist value sets and custom picklist fields share values across multiple objects to ensure data consistency and reduce redundancy, with admin controls and key limits.

Explore the data loader tool, a cloud-based, web-based Salesforce data manager powered by MuleSoft, performing export, insert, update, and upsert via csv mapping with Java prerequisites.

Compare data import wizard and data loader in Salesforce, covering import, update, upsert operations, deduplication limits, and object support, then learn data export scheduling and mapping for imports.

Discover how mass transfer in salesforce moves leads and accounts between users or queues, including related notes, contacts, opportunities, and open activities, using criteria like lead status or account active.

Learn to mass delete Salesforce records for accounts, leads, activities, contacts, cases, solutions, products and reports; review outcomes, back up data, define criteria, and manage recycle bin or permanent deletion.

Master business logic and automation in the Salesforce platform app builder, covering formula fields, roll-up summaries, validation rules, approval processes, workflow, flow, and debugging in a library management app.

Learn how Salesforce workflow rules automate checkout and check-in processes with field updates, email alerts, tasks, and outbound messages, while embracing flows.

Compare workflow, process builder, and flow in Salesforce, highlighting field updates, outbound messages, delete records, and how flow enables multi-object updates and screen guided flow.

Learn to configure lead and case assignment rules in Salesforce Platform App Builder, including creating new rules, defining criteria, and assigning to users or queues with a default case owner.

Learn to create and manage case escalation rules in Salesforce platform app builder, defining criteria (account, SLA, case priority), setting escalation times, and configuring owner assignments and notifications.

Access and edit the library catalog page layout in object manager, switch between one-column and two-column layouts, arrange fields, save changes, and manage profile-based page layout assignments.

Create and deploy custom buttons and custom links on the master catalog page to launch Google searches for library materials and configure their display behavior in lightning and classic layouts.

Explore how quick actions boost productivity in Salesforce and mobile apps by creating or updating records, logging calls in the chatter feed, and providing quick access to key data.

Explore related lists on the page layout, customize fields and order, set sort, and configure buttons in the master catalog layout, then save and review updates in library management.

Add report charts on a page layout via object manager and master catalog items to display checkout counts, and explore expanded lookups to show Visualforce cards linked to Twitter accounts.

Create and customize lightning pages using the lightning app builder, choosing app, home, or record pages, dragging standard components, and activating pages for lightning experience and mobile.

Implement the test demo lightning component in the Lightning App Builder, ensuring it appears on app, home, and record pages, then drag and drop it into the page.

Explore dynamic forms and dynamic actions in Salesforce to build flexible, visibility-driven layouts with Lightning App Builder, showing or hiding fields and sections, upgrading from existing page layouts.

Explore the four main Salesforce report types—tabular, summary, metrics, and joint—and features like export, cross filters, scheduling, and formulas; learn to create and customize reports with grouping and charts.

Explore reporting snapshots in Salesforce to run a report and save its results as records on a custom object, with field mapping, running user, and scheduled email deliveries.

Create global actions in Salesforce, attach them to the global publisher layout, and access them via the plus sign in lightning experience to quickly create records.

Explore deploying changes in Salesforce by migrating metadata between orgs via deployment connections, and discover tools like developer console, vs code, metadata API, and changesets.