Job Role

Developer

Duration

In-Person: 1 Full Day(s)
Virtual: 1 Full Day or 2 Half Day(s)

User Interface

Lightning Experience
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Overview

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.

 

 


Prework

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


Security

  • 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


Reporting

  • Creating reports
  • Report types
  • Dashboards


User Interface

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


Mobile

  • 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