Job Role



In-Person: 1 Day(s)
Virtual: 1 Day(s)

User Interface

Lightning Experience


Who should take this course?

Certification Preparation for Platform App Builder is ideal for administrators, system integrators, and independent software vendors (ISVs) with an interest in sharpening the development, deployment, and administrative skills required to succeed in becoming a Salesforce Certified Platform App Builder.

When you complete this course, you will be able to:

  • Architect and manage the correct data model based on business requirements.
  • Configure application security.
  • Define business logic and process automation declaratively.
  • Design user interfaces.
  • Customize applications for mobile use and Lightning.
  • Deploy applications.


Promo alert: Join any high-touch, 1-day cert prep class now through September 22nd, 2022 for just $199 USD. 

*While supplies last. Participants who use promo code CRT199SU22 and (i) register for any one (1) day Certification Prep (CRT) class through Trailhead Academy before September 22, 2022 at 11:59 PM (local time) will be able to register at the price of $199 USD. Offer does not apply to residents in Japan or Korea and excludes officials of any government entity. Limit one (1) discount per individual. Cannot be combined with other offers. No refunds will be provided for class fees paid prior to August 11, 2022. Promo codes are non transferable and not redeemable for cash.


Prepare for the course with this Trailmix.

Class Registration

Lessons and Topics

Salesforce Fundamentals

  • Capabilities of core CRM objects
  • Boundaries of declarative customizations
  • Use cases for programmatic customizations


  • Restricting and extending object, record, and field access
  • Determining appropriate sharing solutions

Data Modeling and Management

  • Determining an appropriate data model
  • Relationship types and impact on record access, user interface, and reporting
  • Considerations for changing field types
  • Considerations of the schema builder
  • Considerations for importing and exporting data
  • Use cases of external objects


  • Creating reports
  • Report types
  • Dashboards

User Interface

  • Customization options
  • Custom buttons, links, and actions
  • Declarative options for incorporating Lightning Components


  • Declarative customizations available for the Salesforce1 user interface

Business Logic and Process Automation

  • Record types
  • Formula fields
  • Roll-up summary fields
  • Validation rules
  • Approval processes
  • Workflow
  • Visual workflow
  • Process builder
  • Automating business processes
  • Ramifications of field updates and potential for recursion

App Deployment

  • Application lifecycle
  • Sandboxes
  • Change sets
  • Unmanaged and managed packages
  • Determining an appropriate deployment plan

Wrapping Up

  • Test preparation
  • Practice exam