Platform App Builder
Notes by Exam Topic
Some content in this section taken from Salesforce’s Certified Platform App Builder Exam Guide.
MW Intro
- MW: Platform App Builder Intro 1/6
Salesforce Fundamentals: 23%
- 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
Data Modeling and Management: 22%
- 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
Business Logic and Process Automation: 28%
- 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
User Interface: 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
App Development: 10%
- 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
MW Outro
- MW: Platform App Builder Outro 4/2
Notes by Platform, in Order of Completion
Platform App Builder Trailhead Modules
Prepare for Your Salesforce Platform App Builder Credential (SF Link)
- AppExchange Solutions 2/22
- Picklist Administration 1/24
- Formulas and Validations 2/2
- Screen Flow Distribution 2/5
- Lightning Experience Productivity 2/27
- Chatter Administration for Lightning Experience 2/23
- 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)
- Superbadge: App Customization Specialist (SF Link) 3/17
- Application Lifecycle and Development Models 3/24
- Change Set Development Model 3/27
- Org Development Model 3/30
- Package Development Model 4/2
- Superbadge: Lightning Experience Specialist (SF Link) TBD
Study for the Platform App Builder Exam (SF Link)
- App Builder Cert Prep: Fundamentals and User Interface 4/3
- App Builder Cert Prep: Data Modeling and App Deployment 4/3
Notes on Mike Wheeler’s Platform App Builder Courses
- Platform App Builder Intro 1/6
- Salesforce Fundamentals 1/7
- Security 1/26
- Reporting 2/20
- Mobile App 2/21
- Data Modeling and Management 1/24
- Business Logic and Process Automation 2/11
- User Interface 4/2
- App Development and Deployment 3/23
- Platform App Builder Outro 4/2
Platform App Builder Trailhead References and Reading
- Platform App Builder Exam Overview
- Formulas Cheat Sheet
- Process Automation cheat sheet
- Which Automation Tool Do I Use?
Platform App Builder Superbadges
Content in this section taken from each of the Superbadge pages, linked above.
Security Specialist
Concepts
- Data Security
- User Authentication
- User Permissions
Tasks
- Set object-level security settings to control which users can access which objects
- Set record-level security settings to control which users can create and edit specific records
- Set appropriate password policies to comply with security best practices
- Track field-level changes to meet data retention requirements
- Set report, dashboard, and public list view security settings to grant appropriate privileges to users
- Set up two-factor authentication to enhance user login security
- Describe capabilities to track changes to Salesforce settings
Process Automation Specialist
Concepts
- Validations and Formulas
- Sales Process
- Process Builder
- Flow
Tasks
- Automate lead ownership using assignment rules
- Enforce data integrity with formula fields and validation rules
- Create a custom object in a master-detail relationship to a standard object
- Define an opportunity sales process using stages, record types, and validation rules
- Automate business processes to send emails, create related records, and submit opportunities for approval
- Create a flow to display dynamic information on a Lightning record page
- Create a process to evaluate and update records
Lightning Experience Specialist
Concepts
- Lightning Experience UI
- Lightning Process Builder
- Lightning App Builder
Tasks
- Show what you know about Sales Process
- Provide tailored guidance for sales reps to close deals
- Show what you know about rolling out Lightning Experience
- Create three process flows with Process Builder
- Customize separate service processes for two types of cases
- Import data from legacy sales and fulfillment systems
- Improve sales and support rep efficiency by customizing the Lightning UI
Lightning Experience Reports & Dashboards Specialist
Concepts
- Folder sharing
- Lightning Report Builder
- Report types
- Report filters, cross filters, and logic
- Report buckets and groups
- Report charts
- Custom summary formula fields
- Lightning Dashboard Builder
Tasks
- Administer report and dashboard visibility and access
- Apply report types and fields
- Design a record filtering strategy
- Create and surface report charts and dashboards
- Apply buckets, groups, and custom summary formulas
- Create dashboard components
App Customization Specialist
Concepts
- Record types
- Schema
- Approval process
- Reports
- App Builder
Tasks
- Add a record type
- Build fields
- Create an approval process
- Create reports and a dashboard
- Build an app and app home page
Exams
- SalesforceBen Certified Platform App Builder Mock Exam 66% (Pass) 3/24
- FocusOnForce Practice Exam 1 61% (Fail) 4/1
- FocusOnForce Practice Exam 2 64% (Pass) 4/2
- Practice Test Question Review
- Certification Exam Passed 4/3/2021 - Credential ID: 22015455
These notes were taken while studying using Salesforce's free self-learning portal, Trailhead.