The Complete Salesforce Platform App Builder Certification

• The Platform App Builder Exam Guide

• Signing Up for a Free Salesforce Account

• Salesforce Fundamentals Introduction

• Boundaries of Declarative Customizations / Programmatic Customizations

• Extending a Salesforce Org Using the AppExchange

• Security Fundamentals Overview - Bullet Points 3 and 4 from the Exam Guide

• Object Manager and the Salesforce Object Model

• Sharing Solutions - A Guide to Sharing Architecture

• Extending Object Access

• Turning On the Enhanced Profile User Interface via User Management Settings

• Extending Object Access via Profile

• Extending Object Access via Permission Set

• Permission Set Group

• Multitenant Architecture Overview

• Understanding the MVC Design Pattern of Salesforce

• The Salesforce Schema

• Helpful Practice Activity – Downloading Apps off the AppExchange

• Helpful Practice Activity – Resetting Your Security Token

• Salesforce Fundamentals Quiz

• Data Modeling and Management Introduction

• Let’s Talk About Objects

• Understanding Standard Objects

• Understanding Custom Objects

• Helpful Practice Activity – Creating Custom Objects for an IMDb Clone App

• Understanding Standard Fields

• Understanding Custom Fields

• Understanding Field Types

• Creating Text and URL Fields

• Setting Field Level Security on a Field

• Viewing Field Accessibility on a Field

• Setting History Tracking for Changes to Field Values

• Creating an Auto-Number Field

• Identifying Salesforce IDs via URLs and the Salesforce Workbench

• Creating a Basic Formula Field

• Creating a Checkbox Field

• Creating a Currency Field

• Enabling Multi-Currency in Your Org

• Keep Your Currency Exchange Rates Up to Date

• Creating Date Fields

• Creating an Email field

• Creating a Geolocation Field

• Creating a Custom Object and Number Fields Using the Schema Builder

• Creating a Percent Field

• Creating a Phone Field

• Creating a Picklist Field

• Creating a Multi-Select Picklist Field

• Creating a Dependent Picklist

• Creating a Lookup Relationship

• Creating an External Lookup Relationship

• Creating a Master-Detail Relationship

• Creating an Encrypted Field

• Roll Up Summary Fields

• Considerations When Changing a Field's Type

• Introducing and Installing the Data Loader

• Logging in to the Data Loader with a Security Token

• Data Loader Configuration

• Importing Data – Which Tool is Best?

• Mass Transfer of Records

• Helpful Practice Activity – Creating Unique ID / External ID

• Exporting Data from Salesforce

• Relationship Types and Implications on Record Access

• Relationship Types and Implications on User Interface

• Relationship Types and Implications on Reporting

• Mass Delete Records

• Introducing External Objects and External Data Sources

• Creating External Objects & Data Source with Salesforce Connect and Heroku

• Introducing the Schema Builder

• Practice Activity – Creating Custom & Junction Objects in the Schema Builder

• Data Modeling and Management Quiz

• Security Introduction

• User Management Settings

• Introducing Profiles

• Creating Custom Profiles

• Introducing Roles

• Creating Roles and Assigning Users to Them

• Profiles vs. Roles

• Introducing Permission Sets

• Creating Permission Sets

• Organization Wide Defaults

• Sharing Settings and Granting Access Using Hierarchies

• Manually Sharing Records

• Create, Read, Update, Delete Operations – aka CRUD

• Security Quiz

• Business Logic and Process Automation Introduction

• Introducing Record Types

• Helpful Practice Activity - Creating Account and Production Record Types

• Helpful Practice Activity – Create Contact Record Types

• Helpful Practice Activity – Create Opportunity Record Types

• Assigning Default Record Types to Profiles

• Creating Picklist Fields and Record Type Implications

• Creating Advanced Formula Fields

• Creating Cross Object Formula Fields

• Creating Validation Rules

• Introducing Workflow Rules

• Creating Workflow Rules

• Helpful Practice Activity – Creating a Workflow Rule

• Time Based Workflow Actions

• Helpful Practice Activity – Creating a Time Based Workflow

• Immediate Workflow Actions

• Introducing the Time Based Workflow Queue

• Introducing the Lightning Process Builder

• Creating a Basic Process in the Lightning Process Builder

• Creating an Advanced Process in Lightning Process Builder

• Workflows vs. Flows vs. Process Builder – What to Use When

• Ramifications of Field Updates and Potential for Recursion

• Approval Processes

• Visualizing Approval Processes with the Process Visualizer

• Ownership Automation via Assignment Rules

• Ownership Re-Assignment and Alerts via Escalation Rules

• Order of Execution in Salesforce, and Why It Is Important

• Monitoring and Debugging in Salesforce

• Using the Developer Console

• Business Logic and Automation Quiz

• User Interface Introduction

• Introducing the Enhanced Page Layout Editor

• Working with Fields in the Enhanced Page Layout Editor

• Working with Buttons in the Page Layout

• Working with Custom Links in the Page Layout

• Working with Quick Actions in the Page Layout

• Working with Salesforce1 & Lighting Actions in the Page Layout

• Working with Expanded Lookups in the Page Layout

• Working with Related Lists in the Page Layout

• Working with Report Charts in the Page Layout

• Working with Components in the Page Layout

• Apps that Generate Visualforce for You

• Working with Visualforce Pages in the Page Layout

• Adding Sections and Blank Space to a Page Layout

• Page Layout Assignments

• Automate Page Layout Change When Opportunity Closed

• Introducing the Path - Formerly Known as Sales Path

• Page Layout Edits impact on Lightning Experience

• Creating Custom Buttons

• Creating Custom Links

• Creating Quick Actions

• Custom Tabs

• Lightning App Builder Tool Introduction

• Lightning Pages

• Lightning Components

• Updating the Page Layouts for our IMDb Clone App

• Providing Localization in the Interface via the Translation Workbench

• User Interface Quiz

• Reporting Introduction

• Creating Reports in Salesforce

• Creating Joined Reports in Salesforce

• Creating Custom Report Types

• Creating Report Types and Joined Reports

• Dashboards

• Creating Reporting Snapshots (Formerly Analytics Snapshots)

• Lightning Experience Charts

• Reporting Quiz

• Salesforce Mobile App Introduction

• Downloading and Installing the Salesforce Mobile App

• Configuring Salesforce Mobile

• Touring the Salesforce Mobile User Interface, Navigation, and Global Actions

• Performing Common Marketing Actions in Salesforce Mobile

• Performing Common Sales Functions in Salesforce Mobile

• Performing Common Service Functions in Salesforce Mobile

• Getting Started with Configuring Salesforce Mobile for Your Org

• Setting User Rights to Salesforce Mobile

• Creating Global Actions for Salesforce Mobile

• Creating Object Specific Actions for Salesforce Mobile

• Creating Action Layouts to Optimize Salesforce Mobile User Experience

• Customizing the Salesforce Mobile Navigation Menu

• Creating Compact Layouts in Salesforce Mobile

• Working with Push Notifications in Salesforce Mobile

• Working Offline with Salesforce Mobile

• Making a Visualforce Page Mobile (and Lightning) Ready & Setting Security

• Mobile Quiz

• App Development and Deployment Introduction

• Salesforce Sandboxes

• Using Change Sets

• Unmanaged Packages

• Managing the Application Lifecycle and Deployment Plans

• Other Deployment Tools - Force.com Migration Tool & ANT, Workbench & More

• App Deployment

• Additional Items and Final Steps Introduction

• Final Steps for our IMDb Clone App and Introducing the Dreamhouse App

• Registering for the Platform App Builder Certification Exam

• Taking the Exam – Online vs On-Site

• Test Taking Strategies – Very Important

• Next Steps and a Note of Thanks

• Bonus Lesson