Salesforce Platform App Builder Developer 401 Certification
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Salesforce Platform App Builder Developer 401 Certification

The Former Salesforce Developer 401 Certification is Now Platform App Builder - Build Apps and Get Certified
Best Seller
4.5 (691 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
5,034 students enrolled
Last updated 7/2017
English
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Current price: $10 Original price: $195 Discount: 95% off
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Includes:
  • 20 hours on-demand video
  • 11 Articles
  • 6 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Understand all of the core concepts on the Platform App Builder Certification
  • Build Apps on the Salesforce Platform
  • Set up Security and Access Permissions on Salesforce
  • Create Workflow Automation Procedures in Salesforce
  • Customize the Salesforce1 Mobile App User Interface, Navigation and Actions
  • Configure a Role Hierarchy
  • Create Permission Sets
  • Develop Apps on the New Lightning Experience Interface
  • Use the Lightning App Builder and Lightning Components
  • Install Apps from the AppExchange
View Curriculum
Requirements
  • No prior experience is expected or required
  • It is ideal if you have some familiarity and background on the Salesforce platform, but not required
  • No coding experience required
Description

Salesforce is now the 7th most in-demand IT skill on job postings worldwide. Now is a great time to learn Salesforce and change your career to the cloud. 

Salesforce retired their Developer 401 Certification in September, 2015. Taking its place is the new Salesforce Platform App Builder Certification, which is considered the starting point for Beginner and Aspiring Developers on the Salesforce Platform. This course covers every core concept that you need to understand in order to pass the Platform App Builder Certification Exam.

This course is structured after the official Study Guide for this certification. We go through each section of the Study Guide and I have devoted a corresponding section of the course with each section of the Study Guide. Helpful quizzes close out each section of the course, so you can test your retention and knowledge of these core concepts as you pursue getting certified.

In this course we will:

  • Sign You Up for a Free 2-User Salesforce Account
  • Go through over 20 hours of video training content
  • Complete Quizzes after each section of the course
  • Develop an IMDb Clone app throughout the duration of this course
  • Create External Objects and External Data Sources using Salesforce Connect and Heroku
  • Work extensively in the Setup Menu for both Salesforce Classic and the new Lightning Experience

After Thousands of Udemy Survey ratings for my courses, the students have spoken:

"Are you learning valuable information?" 99.6% answered YES

"Are the explanations of the concepts clear?" 99.8% answered YES

"Is the instructor knowledgeable about the topic?" 99.9% answered YES


Who is the target audience?
  • Anyone who desires to learn how to build apps on the Salesforce Platform
  • Beginning Salesforce Developers
  • Anyone Wishing to Pass the Salesforce Platform App Builder Certification Exam
  • Any Certification Holders of the Developer 401 Certification Who Wish to Transition to the Platform App Builder Certification
  • Salesforce Administrators Who Wish to Learn Beginning Development Skills and Build Apps
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Curriculum For This Course
185 Lectures
20:07:05
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1 – Introduction & Overview
11 Lectures 01:18:22

We get started by getting acquainted with me. I cover my background on the Salesforce Platform, as well as my Salesforce Certifications.

Preview 06:27

In this lecture I walk you through signing up for your own free Salesforce account, which you can keep for life.

Preview 04:38

This helpful practice activity provides you the links you'll need to download the certification exam guide. I also provides links to other training sources that Salesforce provides.

Helpful Practice Activity – Downloading the Exam Guide
00:11

In this lecture I discuss the history of this particular certification, which was formerly known as Salesforce Certified Developer 401. I discuss how there are no pre-requisites for this certification exam. I also review other certification paths and where this particular certification resides along the learning path.

Preview 14:31

In this lecture, I walk you through the Exam Guide for the Platform App Builder Certification, and how it relates to the structure of this course. I also discuss the maintenance schedule for credentialed professionals and the timeframe for new features to make their way to the certification exam. We also discuss specifics on the exam, as described in the Exam Guide.

Preview 09:23

In this lecture I walk you through the process of migrating your Salesforce instance to Lightning Experience. We modify Activity Settings and also review Critical Updates. We enable News, formerly known as Account Insights. We also enable Notes. We assign users who are able to use Lightning Experience and then finally, we enable it in our organization. 

Please note that as of the Spring '17 release, the Shared Activities setting is no longer available.

Preview 09:13

A new feature that can be configured to drive better sales performance is called the Sales Path. This new functionality, only in Lightning Experience, is used to drive engagement of Sales Reps, providing guidance along each stage of an Opportunity, to encourage data completeness by focusing on key fields at certain steps along the sales path.

Switching from Salesforce Classic to Lightning Experience
02:18

In this lecture, we get oriented to the new Salesforce Lightning Experience user interface. I walk you through some of the core, universal features, such as Search, the Navigation Bar, and more.

Salesforce Lightning Experience Interface Quick Tour
09:05

This lecture takes you through the Salesforce User Interface, at an introductory level. The initial screen to register your phone number with your Salesforce account is also shown. The Application Menu and Tabs are introduced and explained, along with a glimpse of your home page.

Salesforce Classic Interface Quick Tour
05:49

In this lecture, I show you how to access the Setup menu in Salesforce Classic and in Salesforce Lightning Experience. Once there, we navigate through much of the Setup menu and discuss searching through Setup. I also visit the Company Information screen and show you how to specify changes to your Company Information, to set your time zone, default language and more.

Accessing the Setup Menu and Reviewing Your Company Information
06:47

In this helpful practice activity, I walk you through how to first edit your own user account. I then walk you through how to create a new user account in your own Salesforce instance.

Helpful Practice Activity – Setting up Your User Account
10:00
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2 – Salesforce Fundamentals
7 Lectures 34:59
Salesforce Fundamentals Introduction
02:40

In this lecture I discuss the ins and outs of the Force.com platform, and shared resources and limits. Check the Resources section of this lecture, as well.

Multitenant Architecture Overview
04:34

In this lecture I discuss the MVC Design Pattern, and how it applies to Salesforce. Understanding this design pattern will help you comprehend the structure of Salesforce as a whole, and how the different pieces and functionality fit together. Check the Resources section for this lecture.

Introducing the MVC Design Pattern
03:50

In this lecture I discuss the Salesforce Schema. We visualize this by getting introduced to the Schema Builder.

The Salesforce Schema
05:48

In this lecture I show you how to install a few good applications off of the AppExchange. These apps contain good reports and dashboards that we will demonstrate and work with further in subsequent lectures. I provide links to these apps as well as additional ones from the Resources section of this lecture.

Helpful Practice Activity – Downloading Apps off the AppExchange
08:29

In this lecture, I walk you through Sample Exam Question #3 from the exam guide.

Preview 07:40

In this lecture I show you how to reset your security token. You will need your security token in order to log in to certain applications, such as the Data Loader and the Force.com IDE.

Helpful Practice Activity – Resetting Your Security Token
01:58

Salesforce Fundamentals Quiz
3 questions
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3 - Data Modeling and Management
51 Lectures 06:03:42

In this lecture, I introduce you to the Data Modeling and Management Introduction section of the course.

Preview 05:08

This lecture introduces you to the concept of objects, and specifically, the two types of objects you must be familiar with in order to not only pass the Administrator exam, but to also effectively administer the Salesforce platform. Those two types of objects are:

  • Standard Objects
  • Custom Objects

We go through common Standard Objects that you will find in any Salesforce instance, as well as how those objects relate to one another. You may have previously heard about the concept of "Object Oriented". It is these standard and custom objects and how they relate to one another that make Salesforce an object oriented solution, through which you can build and automate solutions.

Let’s Talk About Objects
05:06

In this lecture I introduce you to the Object Manager in Lightning Experience. I walk you through how to identify standard vs. custom objects in the Object Manager. We also switch to Salesforce Classic and look at how the Setup menu has the Customize menu for Standard Objects and Create for Custom Objects. 

Understanding Standard Objects
09:00

In this lecture I discuss custom objects in Salesforce. We explore the api name of custom objects as well.

Understanding Custom Objects
12:08

In this lecture, I walk you through the process of creating custom objects that we will use for our IMDb Clone app.

Helpful Practice Activity – Creating Custom Objects for an IMDb Clone App
11:52

In this lecture we review Standard fields. We also investigate the different types of standard fields that are available on different standard objects and custom objects.

Understanding Standard Fields
10:13

In this lecture I introduce you to Custom Fields. We walk through the steps of creating a custom field on our Productions app that we are building, that we will use to capture the Year of a production. I also show you how to make a field required, which may be a topic you find on your certification exam.

In addition to creating the new Custom Field, I also show you how to add the field to the page layout.

Understanding Custom Fields
10:11

In this lecture I discuss the different field types that are available to you whenever you create a custom field. I enter a new Production record into Salesforce and show you how our new Year custom field displays in the interface, along with how the field is displayed as required. I also show you how you cannot currently change a custom field's field type from within Lightning Experience.

Understanding Field Types
07:10

This text lecture contains a couple of updates that need to be addressed before proceeding to the next lecture.

Disable Locker Service in Critical Updates and a Note on Field Types
00:31

In this lecture, I walk you through how to create different text fields. I also show you how to create a URL field.

Creating Text and URL Fields
12:25

In this lecture I set the Field Level Security (FLS) on the Description custom field on the Production object. This is done from the Detail page for the field. The FLS specifies if a field is Visible, and if it is Read Only and you can make these designations at the Profile level. We also cover further how to make a field required, and how when you do so, the required field has to be set to visible for users.

Setting Field Level Security on a Field
04:28

The Field Accessibility provides you a list of all profiles for a field and what the Field Access is. You can also select other fields from the dropdown. I also discuss the differences between Field Level Security (FLS) and Field Accessibility.

Viewing Field Accessibility on a Field
03:29

In this lecture I show you how to set up history tracking for field values on an object. History Tracking can be set on the object level and you have a limit of 20 fields that you can track history on. I also update the Page Layout on our Productions page layout to include the Production History related list, which displays any changes to a record.

Setting History Tracking for Changes to Field Values
08:07

In this lecture I show you how to create an auto-number field. We create a custom field with a field type of auto-number on our custom object of Production Position. To change a Name field from Text to auto-number, you click Edit from the object level to change the field type of the Name field. I also show you how to set the numbering format and starting point.

Creating an Auto-Number Field
03:37

Before we create a basic formula field, which we will pull in an ID field, I felt it would be helpful for you to understand more related to Salesforce IDs at this point in the course. I talk through the 15 and 18 digit characteristics of the Salesforce ID, and also how to access via the URL in your browser, and also the Salesforce Workbench.

Identifying Salesforce IDs via URLs and the Salesforce Workbench
06:13

In this lecture we get hands on experience with accessing an ID for a record by creating a formula field. We also update the page layout to display the formula field for the ID in the Details section of the page layout. We also utilize the Advanced Formula tab in the formula editor.

Helpful Practice Activity – Creating a Basic Formula Field
07:42

In this lecture I show you how to create a checkbox field, which is also commonly referred to as a Boolean value.

Creating a Checkbox Field
04:41

In this lecture, I show you how to create a Currency field. Currency fields are used to hold currency values, and vary depending on if you have enabled multiple currencies in your organization, which we cover in the next lecture.

Creating a Currency Field
04:58

In this lecture I show you how to enabled multiple currencies in your free Salesforce account (do not enable multiple-currencies in your workplace organization if you do not have the proper authorization). I also address how to log a case for a free developer account, helpful support phone numbers for Salesforce support, and how to enter initial exchange rates as well as add additional currencies to your org.

Enabling Multi-Currency in Your Org
14:22

In this lecture, we dive into Advanced Currency Management. I show you how to manage dated exchange rates manually. I then introduce you to a good currency update application that you can download and install off of the AppExchange. 

We work through the installation and configuration of this app, including setting up a remote endpoint URL via Remote Site Settings.

Keep Your Currency Exchange Rates Up to Date
12:20

In this lecture, I show you how to create a Date field. I also cover how to create a Date / Time field. We finish this lecture by reviewing the differences between these two field types, and how they look to the end user.

Creating Date Fields
04:22

In this lecture, I show you how to create an email field. Email fields are useful for leveraging in email alerts and hold email addresses for records.

Creating an Email field
02:28

In this lecture I show you how to create a geolocation field, which you can use to record longitude and latitude values. These fields are useful for location based values and can be leveraged for such things as beacons in the Marketing Cloud.

Creating a Geolocation Field
03:47

In this lecture, we use the Schema Builder to review the various custom objects we have created thus far for our app. We then create an additional custom object, using the Schema Builder. We also add number fields to the new custom object via the Schema Builder.

Creating a Custom Object and Number Fields Using the Schema Builder
09:02

In this lecture, I show you how to create a percentage field. I demonstrate how values are entered and the how they display as percentages in the interface.

Creating a Percent Field
02:38

In this lecture, I show you how to create a phone field. I then demonstrate how phone numbers are formatted and display in the user interface.

Creating a Phone Field
02:31

In this lecture, I show you how to create a picklist field. I then demonstrate the behavior and usability of a picklist field from the user interface.

Creating a Picklist Field
13:02

In this lecture, I show you how to create a multi-select picklist field.I then demonstrate the behavior and usability of a multi-select picklist field from the user interface.

Creating a Multi-Select Picklist Field
05:12

In this lecture, I show you how to create a dependent picklist. We explore field dependencies and how they are set.

Creating a Dependent Picklist
04:13

In this lecture, I show you how to create a lookup relationship between two objects.

Creating a Lookup Relationship
08:56

In this lecture, I show you how to create an external relationship field.

Creating an External Lookup Relationship
02:29

In this lecture, I show you how to create a master-detail relationship. Master-detail relationship fields are always created on the detail (child) object, and are connected to the master (parent) object.

Creating a Master-Detail Relationship
05:14

I walk through the steps of creating an encrypted field. In our scenario, we are adding an encrypted field for a Contact's Social Security Number. This would be for contact records for our internal employees. We also cover the different mask types for the encryption.

Creating an Encrypted Field
07:00

In this lecture, I walk you through creating a Roll-Up Summary Field. I cover how to specify matching filters so that you only pull in the relevant records you want in a Roll-Up Summary field. I have also included the link to the online help page that contains more details and rules around this powerful field type.

Roll Up Summary Fields
09:45

In this lecture we walk through Sample Exam Question #4 from the Study Guide. This scenario deals with Roll-Up Summary fields between two custom objects. I cover the different possible answers and how they are either right or wrong. I also discuss how to strategically approach this question, first ruling out the obvious incorrect answers and then deciding between the remaining possible correct options.

I then create another sample production record, this time for a TV show, and then add a couple of episode records via the Master-Detail relationship field. I also create a roll-up summary field on the Production object to demonstrate the total number of episodes dynamically rolling up to the Production whenever new Episodes are added.

Preview 09:06

This is a conceptual lecture that talks through some of the common scenarios and reasons that data loss could result from changing a custom field's data type. I also demonstrate how data is lost when changing a field from a multi-selectpick list to a pick list. I also provide a helpful resource link for extensive notes on caveats related to changing field types.

Considerations When Changing a Field's Type
09:09

In this lecture, I show you how to find the install link for the Data Loader from within Salesforce. The Data Loader is a local installation onto your own computer, and is used for the mass inserting, updating, and deleting of records in Salesforce. I also share a helpful resource that contains many considerations for installing the Data Loader.

NOTE: The Data Loader requires that the Java Run-Time Environment 1.8 is also installed on your machine.

Introducing and Installing the Data Loader
02:27

In this lecture I show you how to log into the Data Loader. You have to append your Security Token to the end of your password in order to log in via the Data Loader.

Logging in to the Data Loader with a Security Token
02:17

In this lecture I show you some of the important settings you'll want to set in the Data Loader configuration.

Data Loader Configuration
04:47

In this lecture, I give you best practices and advice on what tool you should use when faced with different scenarios related to the importing of data. Limits and possible exam questions are discussed.

Importing Data – Which Tool is Best?
04:23

In this lecture I demonstrate how to mass transfer records from an objects home screen. I also demonstrate how to mass transfer the ownership of records via the Data Loader.  I also show you how to form a SOQL query using the Data Loader during this lecture.

We first perform an export, and then update the OwnerId field for leads on our exported CSV file. We then perform an update via the Data Loader. I also show you how to map fields in the Data Loader.

We also enable Field History Tracking on the Lead object and track history on the Owner field. I round out this lecture by introducing you to a good 3rd party tool that is useful for Data Management in Salesforce - DataLoader.io.

Mass Transfer of Records
17:43

External IDs are useful for integrating with external systems. You can specify a field as a unique identifier as well. In this lecture, I show you how to create an external ID that is a unique identifier.

Helpful Practice Activity – Creating Unique ID / External ID
06:10

In this lecture, I show you how to export data records out of Salesforce. Different data export options are explored.

Preview 14:19

In this lecture we discuss the implications of relationship types on Record Access. I revisit the Schema Builder and review and demonstrate the different relationship types. I also share a helpful resource from the Salesforce online help that gives a lot more details around considerations for relationships, which I encourage you to explore fully.

Relationship Types and Implications on Record Access
08:44

In this lecture we discuss the implications of relationship types on the User Interface. We view a topic from the SOAP API Developer's Guide that provides UI information related to relationship types.

Relationship Types and Implications on User Interface
04:57

In this lecture we discuss the implications of relationship types on reporting.

Relationship Types and Implications on Reporting
03:55

In this lecture, I demonstrate the various approaches and ways you can mass delete records in Salesforce.

Mass Delete Records
11:56

In this lecture I introduce you to External Objects and External Data Sources. I also introduce the Lightning Connect Tutorial on GitHub that we will be working through in the next lecture, which can be accessed here 

http://developerforce.github.io/lightning-connect-tutorial/index.html

Introducing External Objects and External Data Sources
03:07

In this lecture I show you how to create an external object and a data source using Salesforce Connect with Heroku.

Creating External Objects & Data Source with Salesforce Connect and Heroku
10:17

In this lecture I introduce you to the Schema Builder. The Schema Builder is a powerful tool that not only represents your schema/data model in Salesforce visually, but it also allows you to create custom objects, fields, and more.

Introducing the Schema Builder
04:41

In this lecture we create an additional custom object for our application in the Schema Builder. We also create a couple of Junction Objects for our application by setting up two Master-Detail Relationships for each.

Preview 11:24

Data Modeling and Management Quiz
7 questions
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4 - Security
12 Lectures 01:45:16

In this lecture, I introduce the Security section of this course. I discuss the various topics related to Security that we will be going through together.

Security Introduction
02:03

System and App Permissions related to Profiles are covered in-depth. I also show you how to enable the Enhanced Profile Layout.

Introducing Profiles
16:34

In this lecture I demonstrate how to create a custom profile.

Creating Custom Profiles
10:04

This lecture covers Roles and the Role Hierarchy, which governs what individual records a user may see. The roll-up nature of records in the Role Hierarchy is covered and example scenarios are addressed.

Introducing Roles
09:50

In this lecture, I show you how to create new Roles. We then assign users to these new Roles.

Creating Roles and Assigning Users to Them
06:06

Newer Salesforce developers often confuse Profiles and Roles. We cover cloning a profile in order to create a custom profile and then we assign that custom profile a Login IP Range. Scenarios are discussed that you may find on the exam.

Profiles vs. Roles
07:21

In this lecture I introduce you to Permission Sets. Permissions Sets are like Profiles in that they grant users certain rights via Objects Settings and System Settings. How they differ from Profiles is that users can be assigned to multiple Permission Sets. You can also assign users from different profiles to the same Permission Set, thus giving you the ability to give more granular system control to your user base without having to resort to creating hundreds of permissions.

Introducing Permission Sets
03:53

In this lecture, I show you how to create a Permission Set.

Creating Permission Sets
09:14

In this lecture, we discuss the base level from which all security is set on in Salesforce - the Organization Wide Defaults, also commonly referred to as OWD. Be sure to check the Resources section of this lecture for the diagram that I show you in this lecture.

Organization Wide Defaults
18:38

Sharing Settings and Granting Access Using Hierarchies
10:35

In this lecture, I cover another way that a user can grant access to a record, and that is by manually sharing a record with others. I demonstrate the manual sharing process in Salesforce, as well as how to see who has access to a record, and why. This is helpful when troubleshooting access issues that you'll inevitably encounter while working on the Platform.

Preview 03:55

In this lecture, I talk about CRUD - Create, Read, Update, and Delete operations. CRUD operations are an integral part of security settings in Salesforce, and it's important that you understand where these settings are controlled, and the impact that these settings have.

Create, Read, Update, Delete Operations – aka CRUD
07:03

Security Quiz
3 questions
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5 – Business Logic and Process Automation
34 Lectures 03:51:27

The Business Logic and Process Automation section of this course is massive in scope, and in this lecture I prepare you for the journey you are getting ready to embark on. This section will take you through a multitude of the key features of Salesforce when it comes to automation. 

Business Logic and Process Automation Introduction
03:46

In this lecture I introduce you to the concept of Record Types, and what they are used for in Salesforce.

Introducing Record Types
02:22

In this lecture, we create a couple of different record types for Accounts. We also create different record types for our app, to help us differentiate the various types of productions that we will need to account for; such as TV Shows, Movies, and Video Games.

Helpful Practice Activity - Creating Account and Production Record Types
08:49

In this lecture, I walk you through creating a record type for Contact records.

Helpful Practice Activity – Create Contact Record Types
05:16

In this lecture, I walk you through the process of creating a record type for the opportunity object.

Helpful Practice Activity – Create Opportunity Record Types
06:33

Once you introduce Record Types for an object, you must specify a Default Record Type for each Profile. In this lecture, I show you how to assign Default Record Types at the Profile level.

Assigning Default Record Types to Profiles
07:51

In this lecture, we discuss another sample exam question from the Exam Guide. I walk you through the question and we discuss what the correct answer is, and why.

Preview 03:59

Picklist Field available values can vary by Record Type. I show you how to set these specifics in this lecture. I also cover common scenarios where picklist values may mysteriously disappear.

Creating Picklist Fields and Record Type Implications
08:52

In this lecture I demonstrate several different advanced formula fields. I also introduce you to a great Advanced Formula reference PDF that Salesforce provides (check the Resources section of this lecture for the link).

Creating Advanced Formula Fields
17:31

In this lecture, I demonstrate how to create a cross-object formula field.

Creating Cross Object Formula Fields
05:03

I review another sample exam question found in the exam guide. I discuss the possible answers and why one of them is correct. 

Preview 11:07

In this lecture, I walk you through creating a validation rule that enforces all Account Numbers on Accounts to be exactly 7 characters long. We build the validation rule using the Formula Editor and specify the error location when the validation rule evaluates to true. I also provide a downloadable resource PDF for sample validation rules that you can use.

Creating Validation Rules
08:06

This is an introductory lecture to workflow rules, which play an integral part when it comes to automation in Salesforce.

Introducing Workflow Rules
01:48

In this lecture, I walk you through the process of creating a workflow rule. I also demonstrate the different types of actions that you can perform either immediately or with a time-trigger. 

Creating Workflow Rules
01:58

In this lecture we explore the various immediate workflow actions that you can add to a workflow rule.

Immediate Workflow Actions
03:05

In this helpful practice activity, I step you through the process of creating your first workflow rule.

Helpful Practice Activity – Creating a Workflow Rule
00:58

In this lecture I show you the different types of actions you can set to fire based on a time trigger, associated with a workflow rule. We also explore the Time Based Workflow Queue, as well as what happens once an item in the queue no longer meets the criteria.

Time Based Workflow Actions
04:36

In this helpful practice activity, I walk you through the steps of adding a time trigger and time-based workflow action to your workflow rule. We round out this lecture by specifying a default workflow user for your organization.

Helpful Practice Activity – Creating a Time Based Workflow
00:32

The Time Based Workflow Queue is a helpful tool that you can use to see what actions are set to fire in the future in your Salesforce organization. I introduce you to the Time Based Workflow Queue in this lecture.

Introducing the Time Based Workflow Queue
06:24

In this lecture I introduce you to the Cloud Flow Designer and how to create Visual Workflows.

Introducing the Cloud Flow Designer and Visual Workflows
03:39

In this lecture we go through the process of installing an app off of the AppExchange to give us several sample flows from which to work.

Creating Multi-Screen Wizards with the Cloud Flow Designer
18:28

In this lecture we leverage additional flows that were installed via the App off of the AppExchange in the previous lecture. I demonstrate auto-launch flows vs. those that require user input. I also show you how to create a new version of a flow.

We look at Regular Expressions on field inputs to validate user entires, such as email addresses for valid format, along with the formatting of error messages. I also show you how to monitor and debug flow errors utilizing the Developer Console.

Building Flows
12:33

In this lecture I introduce you to a newer tool that is used for process automation - the Lightning Process Builder.

Introducing the Lightning Process Builder
02:54

In this lecture I show you how to create a basic process in the Lightning Process Builder.

Creating a Basic Process in the Lightning Process Builder
10:03

In this lecture we run through a more advanced process in the Lightning Process Builder.

Creating an Advanced Process in Lightning Process Builder
13:51

In this lecture I talk through how to decide when to use a workflow rule, or a visual flow, or a process. I also show you a help topic that gives the supported functionality and actions of each. This help topic is linked to from the Resources section of this lecture.

Workflows vs. Flows vs. Process Builder – What to Use When
06:20

Ramifications of Field Updates and Potential for Recursion
03:46

We go through the process of setting up an approval process from start to finish. Covered in this lecture are the two different wizards you can use to set up an approval process, the initial submitters and actions, record locking, request recalling, and page layouts for approval forms.

Approval Processes
17:21

In this lecture we visualize the approval process that we created in the previous lecture. This is accessed by clicking the View Diagram button from the detail page for the Approval Process, which launches the Process Visualizer.

Visualizing Approval Processes with the Process Visualizer
03:59

In this lecture I walk you through creating Assignment Rules, which can be used to automate ownership designations within Salesforce.

Ownership Automation via Assignment Rules
05:12

Escalation Rules can be used to dynamically re-assign cases to other users or queues after a specified time has passed. I demonstrate how to edit and update case escalation rules and how to monitor pending actions related to escalation rules.

Ownership Re-Assignment and Alerts via Escalation Rules
06:18

The Order of Execution in Salesforce is important in order to understand how workflows, processes and other automation, such as triggers, is discussed. Refer to the Resources section for more details and reference items.

Order of Execution in Salesforce, and Why It Is Important
05:06

In this lecture I demonstrate the Debug Log. I show you how to set a Trace Flag on a user, specify the time range to monitor the users actions and how to view debug log results. We also create another Debug Level.

Monitoring and Debugging in Salesforce
07:06

In this lecture I introduce you to the Developer Console, and various ways how it can be used.

Using the Developer Console
06:15

Business Logic and Automation Quiz
3 questions
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6 – Social
3 Lectures 05:17

The Social section of the exam is the smallest, weighted at 3%. In this introductory lecture, I prepare you for this section.

Social Introduction
01:55

In this lecture, I show you how to connect Twitter and Facebook to Salesforce.

Connecting Facebook and Twitter to Salesforce
02:48

In this lecture, I walk you through the steps of setting up Social Accounts and Contacts in Salesforce. I also walk you through how to connect account and contact records to corresponding Facebook and Twitter accounts.

Helpful Practice Activity - Setting Up Social Accounts and Contacts
00:34

Social Quiz
2 questions
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7 – User Interface
28 Lectures 03:02:27

In this introductory lecture, I prepare you for the User Interface section of the course.

User Interface Introduction
03:24

In this lecture, I introduce you to the Enhanced Page Layout Editor. This tool is used for adding fields, buttons, sections, and more to the page layout.

Introducing the Enhanced Page Layout Editor
04:00

In this lecture I demonstrate how to add, remove and rearrange fields in a page layout. We also discuss how to make a field read-only in the page layout.

Working with Fields in the Enhanced Page Layout Editor
05:27

In this lecture I demonstrate how to add and remove buttons from a page layout.

Working with Buttons in the Page Layout
08:29

In this lecture, I demonstrate how to add and remove custom links from a page layout.

Working with Custom Links in the Page Layout
05:52

In this lecture we explore adding and removing quick actions from the page layout editor.

Working with Quick Actions in the Page Layout
02:16

In this lecture I show you how to override the Salesforce1 & Lightning Actions section and how to add and remove actions. I also demonstrate this using the Salesforce1 simulator available in Chrome.

Working with Salesforce1 & Lighting Actions in the Page Layout
05:11

In this lecture, I introduce you to Expanded Lookups. I demonstrate how to add and remove these from the page layout. We also note that these are also referred to Mobile Cards and are only available in Salesforce1.

Working with Expanded Lookups in the Page Layout
03:26

In this lecture I show you how to add, remove and rearrange Related Lists in page layouts.

Working with Related Lists in the Page Layout
05:40

In this lecture I introduce you to report charts and how to add them to a page layout. I then demonstrate how I made a chart on a report and we then customize the page layout to include multiple report charts. We also discuss the limits of how many report charts you can add to a page layout, as well as filtering report charts.

Working with Report Charts in the Page Layout
05:15

In this lecture we explore Components in the page layout editor. Components vary by object and are only available for Salesforce1 mobile.

Working with Components in the Page Layout
03:16

In this text lecture, I provide a couple of apps that you can try that generate Visualforce code for you.

Apps that Generate Visualforce for You
00:43

In this lecture, I show you how to embed a Visualforce page inside of a standard page layout, using the Enhanced Page Layout editor.

Working with Visualforce Pages in the Page Layout
12:58

In this lecture, I demonstrate how to add a new section to a page layout and give it a title. I also cover how to specify if the section is 1 or 2 columns, as well as setting the tab order for the section. I show you how to move an embedded Visualforce page into this new section, remove the scrollbar and label for the page, along with adding additional fields to the page layout. I also cover how to add blank space to a standard page layout.

Adding Sections and Blank Space to a Page Layout
03:33

In this lecture I demonstrate how to assign page layouts to profiles, at the object level. You can assign page layouts per record type. We look at page layout assignments for Campaigns, Accounts, and Opportunities.

Page Layout Assignments
03:32

In this lecture, we create a new Sales Process for Closed Won opportunities. From there, we associate that Sales Process with a new Opportunity Record Type for Closed Won Opportunities and lock down the Stages that are available for this new type of opportunity.

We also create a new page layout and assign this page layout to our profile so we can further lock down closed won opportunities. We round out the experience by creating a workflow rule and a field update so that when an opportunity stage is set to Closed Won, the Record Type is automatically updates, thus updating the page layout dynamically.

Automate Page Layout Change When Opportunity Closed
09:37

I demonstrate the Sales Path in Lightning Experience. I cover the Key Fields and Guidance for Success that guide you in filling in the most important information on an opportunity as it travels through the different stages of your sales process.

I then show you how to configure and set up the Sales Path in your own Salesforce instance via Setup.

Introducing the Sales Path
06:46

In this lecture, I demonstrate how to create a Custom Button. This button executes JavaScript, which populates today's date into the Close Date field on an opportunity. We also add the custom button to the page layout in order to test it out and see it in action.

Page Layout Edits impact on Lightning Experience
05:35

In this lecture, I demonstrate how to create a Custom Button and add it to a page layout.

Creating Custom Buttons
06:45

In this lecture, I demonstrate how to create a Custom Link and add it to a page layout.

Creating Custom Links
04:57

In this lecture I demonstrate how to create object-specific quick actions. We add these quick actions to the page layout for both Salesforce Classic and Lightning Experience.

Creating Quick Actions
11:57

In this lecture I demonstrate how to create the different types of custom tabs:

  • Custom Object Tabs
  • Web Tabs
  • Visualforce Tabs
  • Lightning Page Tabs
Custom Tabs
11:20

In this lecture I introduce you to the Lightning App Builder Tool. From the tool, we start the process of creating our first Lightning Page, which will be used for our IMDb Clone app!

Lightning App Builder Tool Introduction
01:53

In this lecture we create our first Lightning Page in the Lightning App Builder. I demonstrate how to drag various standard Lightning Components, and Visualforce pages onto the page. I also take you through the process of installing Custom Components off of the AppExchange. I then take you through the steps of creating your own Custom Domain and activating it so you can also drag Custom Components on the Lightning Page.

I also show you how to create a Lightning Page from an opportunity record. I then show you how to customize your home page in Lightning. We then troubleshoot the issue of your Home tab now disappearing, and leverage a Knowledge Article (which is linked in the Resources section of this lecture) to bring your Home tab back and visible within Lightning Experience.

Lightning Pages
16:11

In this lecture, I show you several different Standard Lightning Components, how they behave, and how to place them inside of a Lightning Page, using the Lightning App Builder.

We then progress to working with Custom Lightning Components, by first leveraging managed Custom Lightning Components that we previously installed off of the AppExchange.

Not content to work with just managed Custom Lightning Components, we then go even further by firing up the Developer Console and creating a new Lightning Custom Component bundle, complete with a new Custom Lightning Component. I then show you how you can add your own custom Lightning Components into a Lightning Page via the App Builder.

Lightning Components
11:30

In this lecture, we discuss the first sample question found in the exam guide for the Platform App Builder exam. This question pertains to the Lightning App Builder.

Preview 01:50

In this lecture, we create Lightning Pages for each of the objects in our IMDb Clone App. Once we have created the Lightning Pages, we edit them by first using the Lightning App Builder, dragging additional Lightning Components onto the Canvas of the Lightning pages. We then reach the point of where the page layout editor in Lightning cannot go farther - we then switch to Salesforce Classic to edit the page layouts further, by adding additional related lists and adjusting the columns of the related lists - all of which the Lightning Page editor cannot do.

Updating the Page Layouts for our IMDb Clone App
15:37

In this lecture I show you how to utilize the Translation Workbench to translate various components of the Salesforce User Interface. We go through the process of translating help text for a custom field to its German equivalent, as an example.

Providing Localization in the Interface via the Translation Workbe
05:27

User Interface Quiz
3 questions
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8 – Reporting
8 Lectures 47:04

In this lecture, I introduce you to the Reporting section of this course and the various topics that may be covered on the Platform App Builder Certification Exam.

Reporting Introduction
01:35

In this lecture, I show the new look of Reports in Lightning Experience. We visit some of the reports that are available from the different apps that I installed from the AppExchange in the previous lecture. I show you how to modify reports, adjust filters, add column and row groupings, and more.

Creating Reports in Salesforce
07:25

In this lecture, I show you how to create a basic Joined Report.

Creating Joined Reports in Salesforce
02:14

Custom Report Types enable you to report on 3 or 4 related objects. This lecture goes through the example of reporting on accounts with contacts and cases. We then run through cross-filters and grouping in reports.

Creating Custom Report Types
14:47

In this text lecture, I walk you through the process of creating additional Custom Report Types and then leveraging those Custom Report Types to create additional Joined Reports.

Creating Report Types and Joined Reports
00:45

In this lecture, I show the new look of Dashboards in Lightning Experience and how to create Dashboard, along with previewing various Dashboard components.

Dashboards
08:46

In this lecture, I demonstrate how to create Reporting Snapshots. I also discuss the purpose behind Reporting Snapshots, which were formerly known as Analytic Snapshots - which are useful for trend reporting over time in Salesforce.

Creating Reporting Snapshots (Formerly Analytics Snapshots)
07:37

In this lecture, I show you different types of Lightning Experience charts. We discuss where Lightning Charts may be viewed. We also discuss the Kanban Board, which is available for Lead and Opportunity List views that are filtered to include records of just one record type.

Lightning Experience Charts
03:55

Reporting Quiz
5 questions
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9 – Mobile
17 Lectures 01:14:47

In this introductory lecture, I prepare you for the Mobile section of this course. We will be getting into the Salesforce1 mobile app, in-depth, as we prepare for this section of the exam.

Salesforce1 Mobile App Introduction
03:45

This text lecture provides the steps and links involved for getting the Salesforce1 mobile app downloaded and installed on your device.

Downloading and Installing the SF1 Mobile App
00:28

Now that you have Salesforce1 downloaded and installed, you will need to also configure various Salesforce mobile settings in your org.

Configuring Salesforce1
01:21

In this lecture we tour the Salesforce1 interface. The Search functionality of Salesforce1 is shown. The Navigation menu is explored, along with Global Actions. I demonstrate performing a Chatter post in Salesforce1. I also show how to add a photo to a Chatter post, using the camera in your phone. Watch for my cameo appearance.

I also show you how to manage push notifications. I also cover how to adjust your settings for caching records for offline use and accessing alerts. I even show you how to create a poll in Salesforce1.

Touring the SF1 User Interface, Navigation, and Global Actions
06:32

In this lecture I demonstrate how to access Lead records, as well as follow them in Chatter. I show you how to access the Lead's Feed, Details, and Related tabs. I also cover the object specific actions that can be performed on a Lead Record, such as logging a call, adding a new task, posting to Chatter, and also how to edit a lead record.

I demonstrate how various field types function on mobile, such as dropdown fields, etc.

I go through the process of making a call from a lead record and how the app can dial the phone number for you and log the call once you hang up from the call.

I also demonstrate how to access Campaigns in Salesforce1. I also cover the object-specific actions for Campaigns in Salesforce1. I demonstrate how to change owners on a campaign, as well as accessing the Feed, Details, and Related tabs for a campaign.

We access Campaign Members for a campaign and accessing individual campaign member cards.

Performing Common Marketing Actions in Salesforce1
05:06

In this lecture I demonstrate how to access Accounts in Salesforce1. List views in Salesforce1 are also demonstrated. The Account object tabs for Feed, Details and Related are also demonstrated. We cover the object-specific actions available in Salesforce1 when dealing with accounts.

Other Sales related objects that we cover are Contacts and Opportunities. We cover the Feed, Details, and Related tabs for each of these objects. We also cover the object-specific actions and how they are performed for these objects as well.

I also show Sales Analytics features available in Salesforce1 for various Sales Dashboards and Reports.

Performing Common Sales Functions in Salesforce1
09:58

In this lecture I demonstrate how to access Cases in Salesforce1. I demonstrate the functionality of the Feed, Details and Related tabs for cases. I cover object-specific actions for Cases in Salesforce1. I demonstrate creating a new case and following it in Chatter from my phone.

I also cover how to delete a case. Related cards for the Account and Contact on a Case is also covered. I also show you how to access Cases from an account, to give you a holistic view of your Case Management for an account from your phone.

I also demonstrate how to re-open a closed case. 

This lecture is rounded out with Case Analytics by visiting various reports and dashboards related to Cases in Salesforce1. I demonstrate how to access the underlying report that a dashboard is deriving its data from, and data sorting.

Performing Common Service Functions in Salesforce1
04:42

In this lecture, I get you started with the proper Salesforce1 configuration sequences and tasks.

Getting Started with Configuring Salesforce1 for Your Org
04:33

This lecture discusses how to set up users' access to Salesforce1 from their user account.

Setting User Rights to Salesforce1
03:45

You can create Global Actions that can be used in Salesforce1. This lecture walks you through how to create Global Actions.

Creating Global Actions for Salesforce1
09:31

In addition to Global Actions, you can also create and employ object-specific actions in Salesforce1. This lecture walks you through the process of creating Object-Specific Actions.

Creating Object Specific Actions for Salesforce1
05:05

Now that you have created actions for use in Salesforce1, it is a good idea to make them more usable for your end-users. This lecture walks you through the process of creating Action Layouts to optimize the user experience in Salesforce1!

Creating Action Layouts to Optimize Salesforce1 User Experience
06:05

In this lecture I show you how to edit the Navigation menu in Salesforce1. We also review how a Custom Tab for a Lightning Page can be added to the Navigation menu.

Customizing the Salesforce1 Navigation Menu
02:47

Another key factor for the interface and user experience of Salesforce1 is Compact Layouts. This lecture covers what they are and how they are created - and rest assured that Compact Layouts will find their way onto the Platform App Builder Certification exam.

Creating Compact Layouts in Salesforce1
03:09

In this lecture I show you how to enable or disable push notifications as well as in app notifications for Salesforce1. We further explore how to show all details in a notification.

Working with Push Notifications in Salesforce1
02:59

In this lecture, I show you where to set Salesforce1 offline settings.

Working Offline with Salesforce1
01:47

In this lecture, I show you how to update the Description of a Visualforce page. I also demonstrate how to specify if a Visualforce page is accessible in the Salesforce1 Mobile App and in Lightning. I then show you how to set the API version of a Visualforce page, as well as setting the security of the Visualforce page, making it available to other profiles in the process.

Making a Visualforce Page Mobile (and Lightning) Ready & Setting Security
03:13

Mobile Quiz
3 questions
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10 – App Development and Deployment
7 Lectures 36:05

In this introductory lecture, I prepare you for the final section of the exam guide - App Deployment. In this section we will discuss the various ways you can deploy apps to different Salesforce instances.

App Development and Deployment Introduction
03:38

In this lecture, we discuss the different types of sandboxes that are available. You will be expected to know the different types of Sandboxes that are available, as well as the purpose of Sandboxes, on the exam.

Salesforce Sandboxes
03:13

In this lecture I show you how to create a change set and then we discuss uploading, validating and deploying of change sets. We also cover adding profiles to a change set. Check the Resources section for additional helpful information.

Using Change Sets
06:13

In this lecture I walk you through the process of creating and uploading an unmanaged package to the AppExchange. Unmanaged packages are packages that contain code that can be edited and customized to fit your needs. Unmanaged packages are also a mechanism you can use to deploy code and metadata between Salesforce organizations and is a useful tool available to you for app deployment.

Unmanaged Packages
06:58

In this lecture, I take you through various pre-deployment and post-deployment concerns when deploying apps to various environments on the platform. I also introduce you to the Salesforce Development Lifecycle Guide. Some of the topics covered include the View Setup Audit Trail, the Deployed checkbox for custom objects, and activating workflows and processes during post-deployment. We also discuss the need for backing up data and getting legacy data in-sync with new changes to the platform via app deployments.

Managing the Application Lifecycle and Deployment Plans
10:31

In this text lecture, I share various helpful links on Installing the Force.com IDE, Configuration, and more.

Force.com IDE
00:59

In this lecture I walk you through how to access various tools that are available to you that facilitate the deployment of code and other forms of metadata from one Salesforce org to another. These tools include the Force.com Migration Tool, other IDE's, such as Maven's Mate, as well as the Force.com Workbench.

Other Deployment Tools - Force.com Migration Tool & ANT, Workbench & More
04:33

App Deployment
5 questions
1 More Section
About the Instructor
Mike Wheeler
4.5 Average rating
7,910 Reviews
27,764 Students
9 Courses
Salesforce Trainer and Cloud Career Coach - 6 Certifications

I teach Salesforce user, certification and AI / Artificial Intelligence courses because I am passionate about the platform, and the awesome things you can build quickly on it - including your career! There is an extreme shortage of Salesforce talent in the job market, and I am creating Salesforce Certification and User courses, so that you can get a good paying job in the cloud.

After Thousands of Udemy Survey ratings for my courses, the students have spoken:

"Are you learning valuable information?" 99.6% answered YES

"Are the explanations of the concepts clear?" 99.8% answered YES

"Is the instructor knowledgeable about the topic?" 99.9% answered YES

I have been building solutions on the Salesforce platform since 2008, and started my own certification journey in 2011. Before discovering Salesforce, I worked as a Technical Writer, Trainer, and built blogs using Wordpress. Once I found Salesforce, I saw it as the quickest path to building world-class web and mobile applications for businesses and consumers. I've attained 6 Salesforce Certifications along the way: Salesforce Developer, Salesforce Administrator, Salesforce Advanced Administrator, Salesforce Sales Cloud Consultant, Salesforce Service Cloud Consultant, and Salesforce Platform App Builder.

I am the founder of Mike Wheeler Media, LLC, where my mission is to Inspire, Equip and Train the masses on the Salesforce Platform. Feel free to connect with me through the various social profile links on my profile here. 

Aaron Wheeler
4.5 Average rating
7,917 Reviews
27,787 Students
10 Courses
Adobe Certified Expert (ACE) - Premiere Pro CC

I use the Adobe Creative Cloud everyday, specifically working in Premiere Pro, After EffectsPhotoshop. I have obtained my Adobe Certified Expert (ACE) certification in Premiere Pro CC and am currently working towards certifications in Photoshop CC & After Effects CC as well.

I have been working full time in video production for over 4 years now and have gained valuable insights into the production pipeline & workflow. I am currently working for my father's company, Mike Wheeler Media LLC, as Chief Design Officer.

I hope to soon create Adobe courses of my own & teach all that I have come to learn while working in the production industry.

Anthony Wheeler
4.5 Average rating
688 Reviews
5,034 Students
1 Course
Salesforce Developer​

I am a certified Salesforce Developer, and co-instructor with Mike Wheeler at Mike Wheeler Media.

Certifications: Salesforce Developer 401, Platform App Builder, Developer I