Salesforce Certified Platform App Builder Course

Explore the Salesforce Lightning UI, including apps, tabs, objects, and profiles. Learn how to manage users, setup, and data such as accounts and cases.

Salesforce organizes apps into tabs and objects, with profiles controlling what users can see. One user holds one profile at a time; a profile can be shared by multiple users.

Explore the difference between standard and custom objects in Salesforce, noting standard objects come with Salesforce and can be extended with fields, while custom objects end with __c.

Differentiate standard and custom objects in Salesforce. Note that standard objects cannot be deleted or truncated; custom objects end with __c and grant access using hierarchies.

Learn to add a custom field on a custom object and on a standard object in Salesforce Lightning using the object manager, including naming, data type, visibility, and __c suffix.

Learn data modeling and platform app builder concepts by building a recruiting app in Salesforce. Create custom objects for positions, candidates, reviews, and job postings, with validation rules and approvals.

Create a custom position object in Salesforce using object manager or schema builder, define the record name field as text, and add a tab in the recruiting app.

Learn to build a recruiting application in Salesforce by creating custom objects such as position, candidate, and job application. Configure a Lightning app with app manager, home, reports, and dashboards.

Explore Salesforce field types by building the position object with rich text, multi-select picklists, checkbox, and currency fields, and organize them in layouts and sections.

Create a candidate object in the recruiting app to track applicants. Define fields like name, contact, experience, education, SSN, visa, and employment status, plus an auto-numbered candidate ID.

Add and configure candidate fields in the Salesforce schema builder, including first name, last name, phone, email, years of experience, encrypted SSN, education picklist, and visa status.

Learn to add fields to the candidate object (years of experience, encrypted SSN, education picklist, visa and employment checks) and configure page layouts via the object manager.

Study how validation rules verify data before saving, using formulas to enforce min pay vs max pay, required close date, and mutual exclusivity of US citizen and visa status.

Learn to enforce data integrity with a Salesforce validation rule that requires a close by date when the position status matches multiple closed values using or logic and API name.

Learn how to rewrite a Salesforce validation rule using and and or methods, test conditions with close date and close by, and understand when to trigger error messages.

Create a validation rule in the Salesforce position object to require the close date after the open date, displaying 'close date cannot be before the open date' when violated.

Create a validation rule to prevent max pay from exceeding 1 million, and test with length limits in the object manager to verify error messages.

Discover how formula fields in Salesforce derive values from defined expressions, remain read-only, and update automatically when source fields change, with examples like days open and deadline date.

Learn to create a text field for a Twitter handle and a dynamic formula field that displays a Twitter icon image as a hyperlink to the user’s Twitter profile.

Create a Salesforce formula field to derive a candidate’s full name by concatenating first and last names with a space, then save to display on records.

Create relationship fields between the position and candidate objects to reveal related records and track applications, using lookup, master-detail, or external lookup relationships and visualizing them in the schema builder.

Create a job application object as an intermediate lookup to connect position and candidate objects, using two lookup fields to enable one-to-many relationships and show who applied to which positions.

Learn about the lookup relationship in Salesforce, a loosely coupled link where deleting the parent does not delete the child, and the relationship field is not required.

Compare master detail and lookup relationships to understand how one-to-many associations differ in coupling and delete behavior. Learn how parent controls child visibility; roll-up summary fields appear with master detail.

Create a review object linked to a job application using a master-detail relationship, add fields for rating, comments, and interviewer via lookup, and support multi-interviewer reviews.

Explore how a master-detail relationship links job applications to reviews and sums ratings. Note that roll-up summaries work only on the master record and not on lookups.