Salesforce Platform App Builder Training Overview
This course provides comprehensive, hands-on training to build custom applications on Salesforce using declarative development tools like Process Builder, Flows, Lightning App Builder, and validation rules. You'll gain expertise in designing scalable data models, securing data, automating business processes, and deploying apps for business users. The training includes instructor-led sessions, practical labs, real-world use cases, and exam preparation resources.
Why Salesforce Platform App Builder?
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No-code/low-code development is in high demand
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Enables faster app development and deployment
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Ideal for cross-functional roles across business and IT
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Recognized certification that validates your app-building expertise
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Gateway to advanced Salesforce certifications and developer roles
What You Will Learn
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Salesforce platform architecture and metadata-driven development
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Building custom objects, fields, relationships, and validation rules
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Creating user interfaces with Lightning App Builder and Page Layouts
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Automating processes using Flows and Process Builder
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Managing security with profiles, roles, and permission sets
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Designing and deploying scalable applications
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App lifecycle management and testing
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Preparing for the Salesforce Platform App Builder certification exam
Prerequisites
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Basic understanding of Salesforce CRM (recommended)
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No programming knowledge required
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Familiarity with business processes and data structures is helpful
Course Curriculum
• Overview of Salesforce Platform and App Development lifecycle
• Understanding declarative (no-code) development tools
• Key features of the Salesforce Platform
• Introduction to the Salesforce data model and object architecture
• Use cases for custom app building in business environments
• Creating standard and custom objects
• Defining and managing fields (text, formula, picklists, etc.)
• Establishing object relationships (lookup and master-detail)
• Implementing record types and page layouts
• Using Schema Builder for visual data modeling
• Data validation and clean data practices
• Introduction to automation tools in Salesforce
• Creating Workflow Rules and field updates
• Building business processes using Process Builder
• Automating tasks and record changes with Flow
• Record-Triggered, Scheduled, and Screen Flows
• Use cases and best practices for combining automation tools
• Using the Lightning App Builder to customize app pages
• Designing and assigning page layouts and compact layouts
• Creating and organizing Lightning apps
• Configuring dynamic forms and conditional visibility
• Optimizing user interface for mobile and desktop users
• Overview of Salesforce security architecture
• Managing user access through profiles and permission sets
• Role hierarchy and organization-wide defaults (OWD)
• Creating and managing sharing rules and manual sharing
• Securing data at the field and record level
• IP restrictions, login hours, and audit trail tools