Prepare yourself for the Salesforce Platform App Builder Certification Exam by taking this course.
About This Video
In Detail
The Salesforce Platform App Builder Certification Training helps you explore everything from understanding basic Salesforce concepts to building apps …
Prepare yourself for the Salesforce Platform App Builder Certification Exam by taking this course.
About This Video
In Detail
The Salesforce Platform App Builder Certification Training helps you explore everything from understanding basic Salesforce concepts to building apps on the platform, setting up security and access permissions, and creating workflow automation procedures. The course also prepares you for the Salesforce Platform App Builder Certification Exam.
We will start by getting an in-depth understanding of the exam details and the requirements. Next, we will explore Salesforce and learn to create a Salesforce account. We will look at the process of customizing profile and role creation. We will also cover Salesforce data and how to create custom objects. We will explore the lightning console and understand how to move from classic to lightning.
Along the course, we will learn data modeling and management, custom objects, and understand standard and custom objects. We will learn to demonstrate how to create various lightning pages and how to create a roll-up summary field. Learn about security access and grant access using hierarchies and about permission sets. Explore the various types of reports and create a custom report type, create joined reports and dashboards.
By the end of this course, you will have understood the topics that will help you pass the certification exam.
Audience
This Salesforce Platform App Builder Certification course is suitable for individuals looking to build a career in Salesforce, app developers, system administrators, sales representatives, and product managers.
Learners need to possess an undergraduate degree or a high school diploma.
Chapter 1 : 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
Chapter 2 : 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
Chapter 3 : 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
Chapter 4 : 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
Chapter 5 : 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
Chapter 6 : 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
Chapter 7 : 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
Chapter 8 : 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
Chapter 9 : 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
Chapter 10 : 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