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  1. Home/
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  3. Mastering Salesforce Platform App Builder

Mastering Salesforce Platform App Builder

Mastering Salesforce Platform App Builder 

Course Prerequisites:

None

Course Snapshot

£25.00 / Hour

Level: AdvancedDuration: 40 HoursMode: Online / Virtual

What you will learn?

1. Introduction to Salesforce and the App Builder Role

  1. Understanding Salesforce Platform
    • Overview of Salesforce ecosystem and architecture
    • Salesforce Editions and their features
    • Introduction to Salesforce AppExchange
  2. The Role of a Platform App Builder
    • Declarative vs. programmatic development
    • Key responsibilities of an App Builder
    • Certification overview and exam guide

2. Setting Up the Salesforce Environment

  1. Salesforce Setup Basics
    • Setting up a Developer Edition environment
    • Overview of Setup Menu and key settings
    • Configuring organizational details
  2. Company Profile and User Management
    • Locale and language settings
    • Creating and managing users
    • Permission sets and profiles: Role hierarchy basics

3. Data Modelling and Management

  1. Custom Objects and Fields
    • Understanding standard vs. custom objects
    • Creating and managing custom fields
    • Field types: Text, Picklists, Formula, and more
  2. Relationships in Salesforce
    • Master-detail relationships
    • Lookup relationships
    • Junction objects for many-to-many relationships
  3. Schema Builder
    • Navigating and using Schema Builder
    • Visualizing relationships and data structures
  4. Field Dependencies and Validation Rules
    • Creating field dependencies
    • Writing validation rules for data integrity

4. User Interface Customization

  1. Page Layouts
    • Customizing page layouts for objects
    • Assigning layouts to profiles
    • Related lists and mini-page layouts
  2. Lightning App Builder
    • Creating Lightning apps and pages
    • Customizing Lightning pages with components
    • Using Dynamic Forms
  3. Compact Layouts and Record Types
    • Configuring compact layouts for mobile
    • Creating and managing record types
    • Business processes with record types
  4. Custom Tabs
    • Creating and adding custom object tabs
    • Organizing apps with tabs

5. Business Logic and Process Automation

  1. Formulas and Roll-Up Summary Fields
    • Writing formula fields
    • Aggregating data with roll-up summary fields
  2. Validation and Workflow Rules
    • Setting up workflow rules
    • Actions: Field updates, email alerts, and tasks
  3. Process Builder
    • Automating processes using Process Builder
    • Difference between Process Builder and Workflow Rules
    • Best practices for designing automation
  4. Flows (Flow Builder)
    • Understanding Flow types: Screen, Auto-launched, and more
    • Designing and testing flows
    • Sub-flows and error handling in flows
  5. Approval Processes
    • Creating multi-step approval processes
    • Configuring email templates and approval actions
    • Monitoring and troubleshooting approvals

6. Security and Sharing

  1. Salesforce Security Basics
    • Object-level, field-level, and record-level security
    • Differences between profiles and permission sets
  2. Sharing Settings
    • Organization-Wide Defaults (OWD)
    • Role hierarchy and sharing rules
    • Manual sharing and apex sharing
  3. Login Access and Security Features
    • IP restrictions and login hours
    • Two-factor authentication (2FA)
    • My Domain configuration

7. App Deployment and Change Management

  1. Change Sets
    • Creating and deploying change sets
    • Limitations of change sets
  2. Sandboxes
    • Types of sandboxes and their uses
    • Deploying and testing in sandbox environments
  3. Salesforce CLI and Metadata API
    • Overview of Salesforce CLI
    • Introduction to Metadata API for deployments
  4. Best Practices for App Deployment
    • Version control and collaboration tools
    • Testing strategies before deployment

8. Reports and Dashboards

  1. Report Building
    • Types of reports and report formats
    • Filters, groupings, and custom report types
    • Conditional highlighting and bucketing
  2. Dashboards
    • Designing dashboards with components
    • Dynamic dashboards and filters
    • Embedding dashboards in Lightning apps
  3. Sharing and Scheduling Reports
    • Configuring report and dashboard visibility
    • Scheduling reports and dashboard refreshes

9. AppExchange and Extensibility

  1. Exploring AppExchange
    • Installing AppExchange packages
    • Managing and uninstalling apps
  2. Custom Lightning Components
    • Introduction to Lightning Web Components (LWC)
    • Using pre-built components
  3. Mobile App Customization
    • Configuring mobile navigation
    • Optimizing apps for mobile users

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