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.
Who should take this Course?
The Salesforce Platform App Builder Online Course is ideal for Salesforce developers, administrators, business analysts, and IT professionals who want to design, build, and implement custom applications on the Salesforce platform. It’s also suitable for individuals preparing for the Salesforce Platform App Builder certification exam and those looking to enhance their skills in declarative development, data modeling, and business logic implementation. Basic knowledge of Salesforce concepts is recommended for effective learning.
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