Salesforce Platform App Builder Certification Course

Explore Salesforce's multi-tenant, metadata-driven architecture that isolates organizations while sharing a single runtime kernel and database, and learn how metadata defines objects and fields via SOQL and APIs.

Explore Salesforce sharing architecture from profiles and permission sets to role hierarchy and sharing rules. See how restriction rules sit above these mechanisms to limit access to specified records.

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.

Learn how to extend object permissions using permission sets in Salesforce, create permission sets for contracts read access and object edit access, group them, and assign to users.

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.

Learn to implement owner-based and criteria-based sharing rules to extend access beyond rule hierarchy and org defaults, including creating account sharing rules for roles like sales America and sales EMEA.

Learn how manual sharing grants read and edit access to a lead for a specific user when org wide settings or sharing rules don’t apply.

Learn to create and manage teams for account, opportunity, or case records, assign roles and set read or write access under owner or admin control, with one team per record.

Master territory hierarchy and enterprise territory management to assign accounts and users and improve workload management. Enable territory management, define models and types, create territories, set rules, and activate.

Explore how restriction rules enhance Salesforce security by filtering records atop sharing mechanisms for custom objects, external objects, contracts, tasks, and events, granting access to targeted records.

Explore field level security in Salesforce: restrict specific fields on an object by profile or permission set, using object manager or profile settings to mark fields visible, read-only, or editable.

Explore how Salesforce objects store data with standard, custom, and external objects, including creation, deletion, truncation, custom fields, and data connections via Salesforce Connect adapters.

Learn to define external data sources and create external objects in Salesforce using connectors like Salesforce Connect with Odata 2.0, then validate and sync to expose tables as external objects.

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 a custom lightning app named library management system via the setup app manager. Configure branding, color theme, and standard navigation, then add utility items like macros and set profiles.

Create four custom objects in Salesforce: master catalog, library catalog, member, and transactions, configuring record names, data types, tabs, and app visibility for the library management system.

Create and configure custom fields for the master catalog object, including auto-number, text area, long text, picklist, and ISBN fields, and prepare for a master-detail relationship.

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.

Explore considerations when changing custom field types, highlighting data loss risks, allowed conversions (auto number to text; text to picklist), and lead conversion and formula constraints.

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.

Learn essential notes for importing data into Salesforce with data loader or data import wizard, including read or edit access, field accessibility, picklist behavior, and validation rules.

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.

Explore how Salesforce record types customize interfaces and control visibility with two record types for the master catalog: reading materials and audiovisual materials.

Learn to use record types to control field and picklist visibility by creating and assigning page layouts for reading material and audiovisual types, with ISBN and producer fields shown accordingly.

Master advanced formulas in Salesforce using if, case, and text functions to automate calculations and data display across accounts and cases.

Create advanced formula fields and roll-up summaries to compute item popularity in the library catalog, using total checkouts to assign high, medium, or low ratings.

Learn how Salesforce validation rules enforce data quality and business policies, including zip code formats and numeric fields, across leads, accounts, and opportunities.

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

Explore flows in Salesforce, including screen-based and auto launch flows (lightning flow/visual flow), their triggers, and core elements like assignment, decision, and data operations; learn setup and creation for automation.

Schedule an auto-launched flow on transactions to flag due dates past today with blank check-in dates, and email library members about overdue items.

Create a record triggered auto launch flow to update transaction status from active to closed or completed when check in date is populated, using fast field update and a decision.

Build a screen guided flow to create a library catalog entry from a master catalog record. Debug and validate the flow, mapping date of entry and availability status.

Activate the screen guided flow and associate it to the master catalog record page layout, mapping the master catalog record ID as input and testing the flow on the record.

Create a screen flow on the member record page to enter a library transaction with system date checkout, select status and library serial ID, then create record and show success.

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 create and configure a Salesforce approval process that automates record approvals, defines entry criteria such as retired or lost/damaged, and updates library items to not available for checkout.

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.

Enable translation workbench, assign translators, and translate metadata labels and field texts across languages like German and Japanese. Export and import translated files and verify translations by switching user locale.

Learn how reports and dashboards organize data with filters, groupings, and calculations, visualize insights with charts, and manage access via report folders, running users, and dynamic dashboards.

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 hands-on practice with Salesforce reports and dashboards, including AppExchange dashboards and folder-based access controls. Learn to manage report folders, share access, and configure subscriptions.

Learn to create a custom report type for library management, join member and transaction data, build and save a report with grouping, filters, and charts, then assemble a dashboard.

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.

Explore how to use Salesforce mobile, log in, switch production or sandbox, customize navigation and branding, manage app settings, and configure notifications and device contact import.

Enable offline caching for Android and iOS to support offline viewing and offline create, edit, and delete with pending changes. Also configure compact layouts and device-based visibility.

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.

Learn app deployment concepts, including sandbox types (developer, partial copy, full), changesets, and data mask, to safely move metadata from sandbox to production.

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.

Explore how chain sets migrate metadata between Salesforce orgs, outlining outbound and inbound processes, components, dependencies, permissions, and best practices for deployment and maintenance.