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Job Role



In-Person: 30 Day(s)
Virtual: 30 Day(s)

User Interface

Lightning Experience


Who should take this course?

  • Anyone who wants to start developing their Salesforce skills and become Platform App Builder certification-ready.
  • New application Developers
  • Developers new to Salesforce products, point-and-click Developers who want to understand the declarative development tools available on the platform


Whether you are looking to become a Salesforce Developer, Architect, or Consultant, this course will provide you with a solid foundation of the Salesforce Platform by learning how to automate business processes with Process Builder, approvals, and flows.

Learn more: Trailhead Virtual Bootcamp FAQ

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

  • Describe the capabilities of core CRM objects.
  • Given a scenario, determine the appropriate data model.
  • Describe the features available to restrict and extend object, record, and field access.
  • Given a set of business requirements, recommend a solution to automate business processes.
  • Describe the user interface customization options.
  • Describe features available when creating reports and dashboards.
  • Given a scenario, determine the appropriate deployment plan.
  • Identify declarative boundaries and use cases for programmatic customization.

Class Registration

Lessons and Topics

Week 1 - Data Modeling and Management

  • Salesforce Platform Architecture
  • Standard and Custom Objects
  • Fields and Relationships
  • External Objects
  • Schema Builder

Week 2 - Data Access Security

  • Data Import and Export
  • Profiles and Permissions
  • Record Access
  • Custom Applications and Custom Tabs

Week 3 - User Interface

  • Page Layouts
  • Lightning App Builder
  • Salesforce Mobile App
  • Quick Actions

Week 4 - User Interface (cont.) and Business Process Automation

  • Feed Tracking and Social Tools
  • Record Types
  • Formulas and Rollup Summaries
  • Validation Rules
  • Processes
  • Flows

Week 5 - Business Process Automation (cont.) and App Development

  • Workflow Rules
  • Approval Processes
  • Save Order of Execution
  • Application Lifecycle Management
  • Sandboxes and Change Sets

Week 6 - App Development (cont.), Reporting, and Declarative Boundaries

  • Alternatives to Change Sets
  • Reports and Dashboards
  • When Declarative Isn’t Enough