Salesforce Platform App Builder Online Course

Salesforce Platform App Builder Online Course

Salesforce Platform App Builder Certification Training provides a comprehensive journey through the Salesforce ecosystem—from mastering core concepts to building custom applications, configuring security settings, setting access permissions, and automating workflows. This course is specifically designed to prepare you for the Salesforce Platform App Builder Certification Exam.

We begin with a detailed overview of the exam structure and prerequisites. You’ll then learn how to create a Salesforce account and get familiar with the platform. The course walks you through customizing profiles and roles, working with Salesforce data, and creating custom objects. You’ll also explore the Lightning Experience, including how to transition from Salesforce Classic to Lightning.

As you progress, you'll gain skills in data modeling and management, including working with both standard and custom objects. You’ll learn to build various Lightning pages and create roll-up summary fields. The course covers essential security features such as access control, hierarchy-based sharing, and permission sets. You’ll also explore different types of reports, learn to create custom report types, joined reports, and build dashboards.

By the end of the course, you'll be well-equipped with the knowledge and hands-on experience needed to confidently take—and pass—the Salesforce Platform App Builder Certification Exam.

Course Table of Content

Introduction to Salesforce

• Salesforce Admin and App Builder Certification Course Introduction
• Exam Details
• Learning Objective
• Cloud Basics
• Salesforce Introduction
• Introduction to CRM
• Salesforce Offerings
• Creating a Salesforce Account
• Summary

Organizational Setup

• Learning Objective
• Org Introduction
• Salesforce Classic Versus Lightning
• Lightning Features
• Creating Developer Account and Accessing Lightning Console
• Lightning Experience Transition Assistant
• Summary
• Demo - Creating an SF Acct App Setup
• Demo - Knowing Your Lightning Console
• Demo - Moving from Classic to Lightning

Data Modeling and Management

• Learning Objective
• Standard and Custom Objects
• Creating Custom Objects
• Tabs
• Create Tabs
• Fields
• Create Fields
• API Name
• Global Picklist
• Use Global Picklist in Objects
• Field Dependencies
• Data Types
• Define Formula Expression
• Functions
• Create Formula Fields
• Roll-Up Summaries
• Create Roll-Up Summary Field
• Object Relationships
• Create Master-Detail Relationship
• Schema Builder
• Summary
• Demo One - Creating Custom Objects and Fields
• Demo Two - Customizing Objects and Fields
• Demo Three - Creating Validation Rules and Field Relationships

Security and Access

• Learning Objective
• Data Access
• Organization Wide Defaults (OWD)
• Sharing Settings
• Access Levels in OWD
• Grant Access Using Hierarchies
• Role and Role Hierarchy
• Working with Role
• Summary
• Permission Sets
• Sharing Rules
• Demo One - Working on OWD
• Demo Two - Permission Sets
• Demo – Security Deep Dive

Process Automation

• Learning Objective
• Process Automation
• Workflow
• Workflow Rules
• Workflow Rules Limitations
• Create Workflow rules
• Configure Tasks for Workflow Rules
• Configuring Email Alerts for Workflow Rules
• Configuring Field Updates for Workflows
• Activating and Monitoring the Workflow Rule
• Understanding Cross-object Field Updates
• Process Builder
• Configure Process Builder
• Flows
• Launch a Flow from Page
• Summary
• Demo One – Creating Flows
• Demo Two- Workflow Creation and Configuration
• Demo Three- Process Builder Creation and Configuration
• Demo Four- Flows and Configuration
• Demo Five- Adding Screen Flow Using Buttons

Lightning App Builder

• Learning Objective
• Single-Page Application (SPA)
• Browsers and Devices for Lightning Experience
• Desktop Mobile Apps
• Lightning App Builder
• Lightning Components and Console
• Types of Components
• Custom Component
• Package or Custom Lightning Component
• App Builder User Interface
• Best Practices for Building Lightning Pages
• Summary
• Demo One - Creating Lightning Apps
• Demo Two - Adding Standard Components to Lightning Pages

Lightning App

• Learning Objective
• Lightning Page Types
• Create Lightning Home Page
• Create Lightning App Page
• Create Lightning Record Page
• Rolling Out Custom Pages to users
• Summary
• Demo One - Creating Lightning Home - Record - App Pages
• Demo Two - Assigning Rolling Out Pages to Users and Apps

Lightning Web Components

• Learning Objective
• Lightning Web Component
• My Domain
• Installing a Custom LWC
• Environment for LWC Development
• Add LWC to App - Home - Record Page
• Summary
• Demo One- Creating My domain and Lightning Web Component
• Demo Two - Adding LWC to Your App Home Record Page
• Lightning Reports and Dashboards
• Learning Objective
• Reports
• Types of Reports
• Lightning Report Builder
• Filters
• Creating Charts
• Sharing Reports
• Exporting Reports
• Dashboards
• Dashboards Subscription
• Summary
• Demo one - Creating Dashboards
• Demo Two - Creating Reports
• Demo Three - Managing Reports Dashboards

App Deployment

• Learning Objective
• Deployment Basics
• Change Sets
• Create Sandbox
• Deploy Change Sets
• ANT Tool
• Install ANT Tool
• ANT Tool Configuration
• Deployment Using ANT
• Summary
• Demo - Creating a Sandbox and Change Set for Deployment