Salesforce Platform App Builder

03 Jan 2021

These are technical notes I compiled while studying using Trailhead, Salesforce's free self-learning portal.

Notes by Exam Topic

Given a scenario, identify the boundaries of declarative customization and the use cases for programmatic customization.
Identify common scenarios for extending an org using the AppExchange.
Apply features and capabilities available to restrict and extend object, record, and field access.
Given a set of business requirements, determine the appropriate sharing solution.
Identify the features and capabilities available when creating reports, report types, and dashboards.
Given a set of requirements, determine the appropriate global, object-specific actions and layouts to optimize the Salesforce mobile user experience.
Describe the customizations and use cases for Chatter.
MW: Salesforce Fundamentals 1/7
MW: Security 1/26
MW: Reporting 2/20
MW: Mobile App 2/21
Lightning Experience Customization 8/2
Service Cloud for Lightning Experience 10/12
AppExchange Solutions 2/22
Data Security 8/18
Identity Basics 9/9
Superbadge: Security Specialist (SF Link) 9/20
Reports & Dashboards for Lightning Experience 8/6
Project: Reports and Dashboards for Sales and Marketing Managers 9/2
Superbadge: Lightning Experience Reports & Dashboards Specialist (SF Link) 9/9
Salesforce Mobile App Customization 8/2
Chatter Administration for Lightning Experience 2/23

Given a scenario, determine the appropriate data model.
Given a scenario, explain the capabilities of the various relationship types and the implications of each on record access, user interface, and reporting.
Given a scenario, determine the considerations when selecting or changing a field data type.
Explain the capabilities and considerations of the schema builder.
Given a scenario, determine the options and considerations when importing and exporting data, including the capabilities of external data sources.
MW: Data Modeling and Management 1/24
Leads & Opportunities for Lightning Experience 9/30
Data Modeling 7/22
Data Management 7/24
Picklist Administration 1/24
Duplicate Management 10/25

Given a scenario, demonstrate the use of formula fields to meet stated business requirements.
Given a scenario, determine the capabilities, use cases, and implications of roll-up summary fields.
Given a scenario, demonstrate the use of validation rules to meet stated business requirements.
Given a scenario, determine the capabilities and use cases for approval processes.
Given a scenario, determine the capabilities and use cases for workflow, Flow, and Process Builder.
Given a set of business requirements, recommend a solution to automate business processes while avoiding errors in automation.
MW: Business Logic and Process Automation 2/11
Formulas and Validations 2/2
Formula Operators and Functions
Formulas Cheat Sheet
Salesforce Flow 10/31
Screen Flow Distribution 2/5
Lightning Experience Productivity 2/27
Which Automation Tool Do I Use?
Process Automation cheat sheet
Build Flows with Flow Builder Trail (gap filler for PAS Superbadge)
Build, test, and distribute flows to automate your business processes.
- Flow Basics 3/6
- Project: Build a Simple Flow 3/4
- Flow Builder 3/6
- Flow Testing and Distribution 3/6
Superbadge: Process Automation Specialist (SF Link) (6 of 7 Steps Completed as of 3/10)
Project: Build a Battle Station App 11/2
Superbadge: App Customization Specialist (SF Link) 3/17

Describe the user interface customization options.
Demonstrate the capabilities and use cases for custom buttons, links, and actions.
Given a scenario, determine the declarative options available for incorporating Lightning Components in an application.
Describe the programmatic customizations available for incorporating custom Lightning Components in an application.
MW: User Interface 4/2
Lightning App Builder 11/7
Superbadge: Lightning Experience Specialist (SF Link) TBD

Given a set of business requirements, recommend a solution for key milestones and considerations when managing the application lifecycle and various types of Sandboxes.
Given a use case, demonstrate knowledge, viability, and troubleshooting when using change sets.
Describe the use cases and considerations when using unmanaged and managed packages.
Given a scenario, determine the appropriate deployment plan.
MW: App Development and Deployment 3/23
Application Lifecycle and Development Models 3/24
Change Set Development Model 3/27
Org Development Model 3/30
Package Development Model 4/2

Study for the Platform App Builder Exam (SF Link)