Certified Platform App Builder certification video training course by prepaway along with practice test questions and answers, study guide and exam dumps provides the ultimate training package to help you pass.

Salesforce Certified Platform App Builder – Exam Guide

Course Overview

This course is designed to prepare you for the Salesforce Certified Platform App Builder exam. You will learn how to create applications, automate processes, and manage data in Salesforce. The training emphasizes practical skills, exam strategies, and real-world scenarios. By the end of this course, you will be able to build custom applications using the Salesforce platform with confidence.

Key Learning Objectives

You will gain knowledge in app customization, data modeling, user interface creation, and automation. You will understand how to secure data, manage reports, and create dashboards. This course also covers declarative tools for building applications without coding. You will learn to analyze business requirements and translate them into functional solutions.

Course Modules

The course is divided into structured modules. Each module builds on the previous one to provide comprehensive coverage of exam topics. The modules include Salesforce fundamentals, data modeling, business logic, user interface design, and reporting. Each module has interactive exercises and case studies to reinforce learning.

Module One: Salesforce Fundamentals

This module introduces the Salesforce platform, its architecture, and key features. You will explore objects, fields, records, and relationships. You will learn about standard and custom objects, as well as how to manage users, profiles, and permissions. Understanding the fundamentals is essential for the exam and for building practical applications.

Module Two: Data Modeling and Management

Data modeling is a core skill for the Platform App Builder. You will learn to create custom objects, fields, and relationships. This module covers data types, validation rules, and data quality best practices. You will also explore how to import, export, and maintain clean data. Efficient data modeling ensures your applications run smoothly and meet business needs.

Module Three: Business Logic and Process Automation

This module focuses on automation tools like Process Builder, Flow, and Workflow Rules. You will learn how to automate approvals, notifications, and data updates. The module also covers formula fields, roll-up summaries, and validation rules. Automation reduces manual tasks and improves operational efficiency.

Module Four: User Interface and Application Design

In this module, you will learn how to design user-friendly interfaces. You will explore page layouts, record types, and Lightning App Builder. Understanding how to customize the UI enhances user adoption and improves productivity. You will practice creating apps that are both functional and intuitive.

Module Five: Reporting and Dashboards

This module covers how to create meaningful reports and dashboards. You will learn about report types, filters, charts, and dashboard components. Analyzing data effectively helps stakeholders make informed decisions. You will practice building reports that provide actionable insights.

Course Requirements

No prior coding experience is required. Basic knowledge of Salesforce or CRM concepts is helpful but not mandatory. Access to a Salesforce Developer Org is recommended for hands-on practice. A computer with internet access and willingness to explore Salesforce features is needed.

Course Description

This course combines theoretical concepts with hands-on exercises. Each module provides real-world examples to help you apply your knowledge. You will complete practice scenarios similar to those on the exam. The course emphasizes building skills that can be used immediately in your Salesforce projects.

Who This Course Is For

This course is ideal for aspiring Salesforce Platform App Builders. It is suitable for administrators, business analysts, and developers who want to expand their Salesforce skills. Professionals aiming to earn the Platform App Builder certification will benefit from structured exam preparation. Anyone interested in building Salesforce applications without heavy coding will find this course valuable.

Salesforce Fundamentals Overview

Salesforce Fundamentals is the foundation for understanding how the platform works. It introduces the core concepts that you will use throughout the course. You will explore the structure of Salesforce, including its objects, fields, and relationships. This knowledge is essential to building applications efficiently. You will also learn about the different Salesforce editions and how they affect functionality. Understanding these basics ensures you can navigate the platform confidently and apply best practices.

Salesforce Platform Architecture

The architecture of Salesforce is designed to be scalable and secure. It is built on a multitenant cloud model, allowing multiple organizations to share resources while keeping their data isolated. You will learn how data is stored in objects and how the platform manages processing and security. Understanding the architecture helps you make informed design decisions when building applications. You will also explore the difference between standard and custom objects and how they interact in the system.

Understanding Objects and Fields

Objects are the building blocks of Salesforce applications. Standard objects come with Salesforce, while custom objects allow you to tailor the platform to your business needs. Fields define the data stored in objects. You will learn how to create and manage custom fields, understand field types, and apply validation rules to maintain data integrity. You will explore required fields, unique fields, and relationships between objects. This knowledge ensures your applications can store and process data accurately.

Records and Relationships

Records are individual entries within an object, similar to rows in a database. Relationships connect objects and allow you to model real-world business scenarios. You will learn about master-detail relationships, lookup relationships, and hierarchical relationships. Understanding these relationships helps you design applications that reflect business processes and enable complex reporting. You will practice creating relationships and linking records to build functional applications.

User Management Fundamentals

Managing users is a critical skill for any Salesforce professional. You will learn how to create and manage users, assign profiles, and configure permission sets. Profiles control what users can see and do, while roles determine record-level access. Understanding user management ensures that data is secure and that employees can perform their job functions effectively. You will explore practical scenarios, such as setting up users for a new department or configuring access for external partners.

Security and Access Control

Security in Salesforce operates at multiple levels. Object-level security controls access to entire objects, while field-level security restricts access to specific fields. Record-level security defines which records a user can view or edit. You will learn how to implement sharing rules, manual sharing, and criteria-based sharing. This ensures that sensitive data is protected and that users only access information relevant to their roles. You will also explore the principle of least privilege to maintain a secure environment.

Data Modeling Concepts

Data modeling allows you to structure information efficiently. You will learn how to design objects and fields to meet business requirements. Proper data modeling improves system performance and simplifies automation. You will explore the differences between standard and custom objects and when to use each. Data modeling also includes creating relationships and understanding their impact on reporting and automation. This knowledge is crucial for building scalable applications.

Custom Objects and Fields

Custom objects extend the functionality of Salesforce. You will learn how to create objects to track unique business processes. Custom fields allow you to capture the information your business needs. You will explore field types such as text, number, date, picklist, and formula fields. Understanding how to use these effectively enables you to design applications that are tailored to business requirements. You will practice creating objects and fields in a developer environment.

Validation Rules and Data Integrity

Validation rules ensure that data entered into Salesforce meets specific criteria. You will learn how to write validation rules using logical formulas. Validation rules prevent errors and maintain data quality. You will explore common scenarios, such as ensuring email addresses are correctly formatted or that dates fall within acceptable ranges. By applying validation rules, you can reduce errors and improve user confidence in the system.

Data Import and Export

Importing and exporting data is a key task for any Salesforce professional. You will learn about tools such as Data Loader and Data Import Wizard. These tools allow you to insert, update, and delete large volumes of records efficiently. You will practice importing sample data and managing duplicates. Understanding data import and export ensures your applications have accurate and complete information.

Mastering Relationships in Salesforce

Master-detail relationships create a parent-child connection between objects. You will learn how roll-up summary fields calculate values from related records. Lookup relationships link objects without creating a strict dependency. You will also explore hierarchical relationships for users. Mastering these relationships allows you to design flexible and powerful applications. You will practice creating and modifying relationships in a sandbox environment.

Schema Builder and Visualization

Schema Builder is a tool that helps you visualize objects and their relationships. You will learn how to use Schema Builder to plan your data model. Visualizing objects and fields makes it easier to identify gaps and ensure proper structure. You will also explore how to update objects and fields directly from Schema Builder. This tool is invaluable for designing and documenting complex applications.

Business Requirements Analysis

Before building applications, you must understand business requirements. You will learn techniques for gathering requirements from stakeholders. Understanding business processes ensures your application meets real-world needs. You will explore how to translate requirements into object and field designs. Analyzing requirements also helps identify automation opportunities and reporting needs.

Best Practices for Data Modeling

Following best practices ensures your applications are maintainable and scalable. You will learn to avoid redundant fields, use picklists effectively, and enforce naming conventions. You will also explore strategies for managing large data volumes and optimizing performance. Best practices reduce errors, improve usability, and make future enhancements easier.

Hands-On Exercises

Practical exercises reinforce learning. You will create custom objects, fields, and relationships in a Salesforce Developer Org. You will practice importing data, setting up validation rules, and configuring user access. Hands-on experience prepares you for real-world scenarios and the exam. These exercises also help you develop confidence in applying concepts independently.

Case Studies and Scenarios

Case studies simulate real business problems. You will analyze scenarios such as managing a sales pipeline, tracking service requests, and creating approval processes. These exercises show how to apply Salesforce concepts to practical situations. Working through scenarios develops critical thinking and problem-solving skills. You will also learn how to document solutions for stakeholders.

Common Mistakes and Pitfalls

Understanding common mistakes helps you avoid them in practice and on the exam. You will learn about issues such as improper field types, redundant objects, and weak data validation. Recognizing pitfalls ensures your applications are reliable and meet business requirements. You will explore strategies to troubleshoot and correct errors efficiently.

Preparing for the Exam

This module lays the groundwork for exam readiness. You will learn how to review key topics, practice hands-on tasks, and identify weak areas. You will explore sample questions and exam scenarios. Understanding the format and types of questions helps you approach the exam with confidence. Practice and repetition are key to mastering the material.

Business Logic and Process Automation Overview

Business logic and process automation are central to building efficient Salesforce applications. Understanding how to automate tasks reduces manual work and improves consistency. You will learn to use declarative tools to create rules, workflows, and processes that respond to business needs. Automation ensures that applications run smoothly while following organizational policies and procedures.

Understanding Formulas

Formulas are powerful tools for calculating values, controlling behavior, and displaying dynamic information. You will learn how to create formula fields to automatically calculate values based on other fields. Formulas can also control workflow criteria, validation rules, and conditional logic. Understanding the syntax, functions, and operators in Salesforce formulas is essential. You will practice building formulas that meet business requirements and handle different scenarios.

Workflow Rules

Workflow rules allow you to automate standard internal procedures. You will learn how to set up workflow rules that trigger actions such as sending emails, updating fields, or creating tasks. Workflow rules consist of criteria, actions, and triggers. You will explore scenarios such as notifying a manager when a high-value opportunity is created or updating a record when a status changes. Workflow rules streamline repetitive processes and improve operational efficiency.

Process Builder Fundamentals

Process Builder is a visual tool that allows you to automate complex processes without writing code. You will learn how to create processes that respond to record changes, user actions, or time-based triggers. Process Builder supports multiple actions in a single process, including creating records, updating fields, sending emails, and invoking flows. Understanding how to design processes effectively reduces errors and simplifies maintenance.

Flow Builder Overview

Flow Builder is a more advanced automation tool for building sophisticated business processes. You will learn to create flows for guided actions, data updates, and approvals. Flows can be triggered by user interaction, record changes, or scheduled events. You will explore flow elements such as screens, decisions, loops, and assignments. Flow Builder allows you to automate processes that cannot be achieved with workflow rules or Process Builder alone.

Approval Processes

Approval processes ensure that requests follow proper authorization channels. You will learn how to set up multi-step approval processes for records such as opportunities, expenses, or service requests. Approval processes include entry criteria, approval steps, and final actions. You will practice creating processes that route records for review, send notifications, and update statuses upon approval or rejection. Approval automation ensures accountability and compliance.

Validation Rules for Automation

Validation rules play a key role in maintaining data integrity during automation. You will learn how to combine formulas and logical conditions to enforce rules. Validation ensures that automated actions do not violate business requirements or introduce errors. You will explore practical examples, such as preventing discounts over a certain percentage or restricting certain field updates based on role. Proper use of validation rules supports reliable automation.

Automation Best Practices

Effective automation requires planning and adherence to best practices. You will learn to design processes that are modular, maintainable, and scalable. Avoiding redundant workflows, limiting recursive triggers, and testing automation thoroughly ensures stability. You will also explore strategies for documenting automation, troubleshooting errors, and monitoring performance. Following best practices reduces maintenance effort and improves user adoption.

Real-World Automation Scenarios

You will apply your knowledge to real-world scenarios, such as automating lead assignment, creating follow-up tasks for support cases, or generating notifications for high-priority deals. These scenarios demonstrate how automation enhances business efficiency. You will analyze requirements, design automation solutions, and implement them in a Salesforce environment. Practice with realistic scenarios builds confidence and problem-solving skills.

Troubleshooting Automation

Understanding how to troubleshoot automated processes is crucial for success. You will learn to identify common errors, debug workflows, and review process logs. Troubleshooting involves checking criteria, reviewing actions, and testing in a sandbox environment. Developing these skills ensures that your automated solutions are reliable and meet business needs.

Introduction to User Interface Design

A well-designed user interface improves user adoption and productivity. You will learn how to design layouts, pages, and applications that are intuitive and visually appealing. Understanding user needs and workflow patterns guides effective UI design. You will explore standard Salesforce UI elements and learn how to customize them to enhance user experience.

Page Layouts and Record Types

Page layouts control the organization of fields, related lists, and buttons on record pages. You will learn how to create and assign layouts based on user profiles or record types. Record types allow different business processes to coexist in the same object, each with unique layouts and picklist values. Configuring layouts and record types improves usability and ensures users see relevant information.

Lightning App Builder

Lightning App Builder is a drag-and-drop tool for creating custom pages. You will learn how to build Lightning pages for apps, records, and home pages. You will explore components such as tabs, sections, and dynamic content. Understanding how to leverage Lightning App Builder allows you to tailor the interface to specific business processes and enhance user productivity.

Custom Apps in Salesforce

Creating custom apps organizes functionality for different user groups. You will learn how to define app navigation, select objects, and configure branding. Custom apps improve workflow by grouping related features and providing focused access. You will practice creating apps for departments such as sales, service, or HR. Customization ensures that users have the tools they need without clutter.

Compact Layouts and Highlights Panel

Compact layouts determine which key fields appear in the highlights panel at the top of a record. You will learn how to configure these layouts to show critical information. Optimizing compact layouts improves efficiency by reducing clicks and highlighting important data. You will practice designing layouts that balance essential information with readability.

Home Pages and Utility Bar

Home pages provide users with a central dashboard of information and tools. You will learn how to configure home pages to display key metrics, recent records, and task lists. The utility bar allows access to frequently used tools from any page. Customizing home pages and the utility bar enhances user productivity and aligns the interface with business priorities.

Dynamic Forms and Visibility Rules

Dynamic forms allow fields and sections to display conditionally based on criteria. You will learn how to configure visibility rules to show relevant information only when needed. Dynamic forms improve the user experience by reducing clutter and focusing attention on critical fields. You will practice creating forms that adapt to user input and record context.

Tabs and Navigation

Tabs provide access to objects and apps in Salesforce. You will learn how to create custom tabs for objects, Visualforce pages, or Lightning components. Effective navigation design ensures that users can access the tools they need quickly. You will explore strategies for organizing tabs logically and reducing complexity.

User Experience Best Practices

Designing for usability ensures that applications are adopted and efficient. You will learn principles such as consistency, clarity, and simplicity. Aligning the interface with user workflows improves satisfaction and reduces errors. Best practices also include testing designs with real users and iterating based on feedback.

Hands-On Interface Exercises

Practical exercises reinforce learning by creating page layouts, record types, apps, and Lightning pages. You will implement dynamic forms, configure compact layouts, and optimize navigation. Hands-on practice ensures that theoretical knowledge is translated into real-world skills. You will also test usability and gather feedback for continuous improvement.

Case Studies in UI Design

Case studies provide realistic challenges for interface design. You will analyze business requirements, design solutions, and implement them in Salesforce. Scenarios may include building a sales dashboard, configuring a service console, or creating a custom HR app. Working through case studies enhances problem-solving skills and prepares you for complex exam questions.

Advanced Interface Tips

Advanced tips help you build more efficient and visually appealing applications. You will learn about component customization, leveraging third-party apps, and optimizing page performance. These strategies allow you to create scalable solutions that meet user needs. You will also explore techniques for continuous improvement and iterative design.

Integration of Automation and UI

Integrating automation with the user interface ensures a seamless experience. You will learn how to trigger flows from buttons, create dynamic forms that respond to data changes, and use process automation to update UI elements. This integration improves workflow efficiency and enhances user satisfaction. Understanding the connection between logic and interface is key to building effective applications.

Review and Exam Preparation

This module consolidates learning in business logic and UI design. You will review key concepts, practice hands-on exercises, and analyze case studies. Understanding both automation and interface design prepares you for exam questions that require practical application. Repetition, review, and practice scenarios build confidence for real-world usage and the certification exam.

Reporting and Dashboards Overview

Reports and dashboards are essential for monitoring business performance. You will learn how to extract meaningful insights from Salesforce data. Understanding reporting tools helps stakeholders make informed decisions. Reports allow you to organize and analyze data, while dashboards provide a visual summary of key metrics. Effective use of these tools enhances business visibility and operational efficiency.

Report Types

Salesforce offers multiple report types to meet various needs. You will learn about standard report types, custom report types, and joined reports. Standard report types provide predefined fields and relationships. Custom report types allow flexibility in combining objects and fields for specialized reporting. Joined reports consolidate data from multiple sources into one view. Understanding report types ensures that you can build accurate and relevant reports for any scenario.

Creating and Customizing Reports

Creating reports involves selecting objects, defining filters, and choosing display formats. You will learn how to create tabular, summary, matrix, and joined reports. Each format serves a specific purpose, from simple lists to complex multi-dimensional analysis. Customizing reports includes grouping data, adding formulas, and applying conditional formatting. These skills enable you to present data clearly and meaningfully.

Filters and Logic

Filters allow you to focus on relevant data. You will learn how to apply standard filters, cross-filters, and filter logic. Cross-filters refine results by including or excluding related records. Filter logic uses AND/OR operators to combine multiple conditions. Understanding filters ensures that your reports provide accurate insights and align with business questions.

Report Summaries and Formulas

Report summaries allow aggregation of data for totals, averages, and other calculations. You will learn how to group data and summarize it at different levels. Summary formulas provide custom calculations within reports. These formulas help you analyze trends, identify exceptions, and derive actionable insights. Mastering summaries and formulas ensures that your reports are both informative and actionable.

Conditional Highlighting and Visualization

Conditional highlighting emphasizes key data points in reports. You will learn how to apply color coding based on thresholds or criteria. Visual representation, such as charts and graphs, enhances comprehension. You will explore bar charts, pie charts, line charts, and scatter plots. Effective visualization helps stakeholders quickly understand trends, anomalies, and performance metrics.

Dashboards Overview

Dashboards consolidate multiple reports into a single visual interface. You will learn how to create dashboards that monitor key performance indicators (KPIs). Components such as charts, tables, and gauges provide actionable insights. Dashboards can be tailored for different roles and departments, ensuring that users have relevant information at a glance.

Dashboard Components

Each dashboard component serves a specific purpose. You will learn how to configure charts, metrics, tables, and visual indicators. Components can be linked to underlying reports for real-time data updates. You will explore advanced features like dynamic dashboards, which display data based on the logged-in user. Mastering components allows you to create dashboards that are both informative and visually appealing.

Scheduling and Sharing Reports and Dashboards

Reports and dashboards can be scheduled for automatic delivery. You will learn how to set up email notifications and export formats. Sharing settings control access based on roles, profiles, or public groups. Proper scheduling and sharing ensure that stakeholders receive timely information while maintaining data security.

Advanced Reporting Techniques

Advanced reporting includes cross-object reporting, custom summary formulas, and historical trend analysis. You will learn how to build reports that track performance over time, identify patterns, and forecast results. Advanced techniques allow for deeper insights and more strategic decision-making. You will practice combining multiple datasets and creating reports that answer complex business questions.

Data Analysis Best Practices

Analyzing data effectively requires a structured approach. You will learn to define objectives, select relevant fields, and apply appropriate filters. Ensuring data accuracy and consistency is crucial. Best practices include validating report results, documenting assumptions, and aligning analysis with business goals. Following these practices improves decision-making and confidence in your reports.

Case Studies in Reporting and Dashboards

Case studies provide real-world reporting challenges. You will analyze scenarios such as tracking sales performance, monitoring customer support metrics, and measuring marketing campaign effectiveness. Working through these cases helps you understand how to translate business requirements into actionable reports and dashboards. Case studies also develop problem-solving skills essential for the exam.

Advanced Scenario Planning

Advanced scenario planning involves designing solutions for complex business requirements. You will learn to combine multiple automation tools, interface designs, and reporting capabilities. Scenarios may include multi-step approvals, conditional flows, and role-based dashboards. Planning advanced scenarios ensures that your solutions are scalable, maintainable, and aligned with business needs.

Combining Automation and Analytics

Integrating automation with reporting allows real-time insights and proactive actions. You will learn how to trigger reports based on record changes or automated processes. This integration helps identify exceptions, monitor performance, and drive timely decisions. Understanding the link between automation and analytics improves the overall efficiency of your Salesforce applications.

Practical Exercises in Reporting

Hands-on practice reinforces reporting skills. You will create custom reports, dashboards, and filters in a Salesforce Developer Org. Exercises include grouping data, applying formulas, and visualizing metrics. You will test dashboard components, schedule report delivery, and share results with users. Practical exercises prepare you for both real-world tasks and exam scenarios.

Common Reporting Pitfalls

Recognizing common pitfalls improves report accuracy. You will learn about issues such as incorrect filters, incomplete data, or misleading visualizations. Understanding potential errors helps you troubleshoot and correct reports efficiently. Avoiding pitfalls ensures that stakeholders receive reliable and meaningful insights.

Monitoring and Optimizing Dashboards

Dashboards require ongoing monitoring to remain effective. You will learn to review component performance, update filters, and adjust layouts based on user feedback. Optimization ensures that dashboards continue to meet evolving business requirements. You will explore techniques for keeping dashboards relevant, actionable, and easy to interpret.

Analytics for Decision Making

Analytics supports informed decision-making. You will learn how to interpret data trends, identify key metrics, and derive insights. Analyzing patterns enables forecasting, performance evaluation, and strategic planning. Salesforce analytics tools empower businesses to respond quickly to changes and optimize operations.

Exam Preparation Strategies

Preparing for the exam requires a combination of knowledge, practice, and strategy. You will learn to review key topics, complete hands-on exercises, and practice scenario-based questions. Understanding the exam format, question types, and timing helps you approach the test with confidence. Practice, review, and self-assessment are critical for exam success.

Real-World Application Scenarios

You will explore real-world applications of reporting and dashboards. Scenarios may include tracking sales pipelines, monitoring service efficiency, or analyzing marketing campaigns. Applying concepts to practical situations reinforces learning and prepares you for workplace challenges. These scenarios also develop your ability to design comprehensive Salesforce solutions.

Integration of Modules

Module integration ensures a holistic understanding of the Salesforce platform. You will learn how to connect data modeling, automation, user interface, and reporting. Integrated solutions provide seamless user experiences and efficient business processes. Understanding module integration is essential for building scalable and maintainable applications.

Advanced Reporting Challenges

Advanced reporting challenges involve combining multiple objects, formulas, and visualization techniques. You will learn to address complex business questions through creative report design. Challenges may include multi-department dashboards, exception reporting, and predictive analysis. Solving these challenges develops critical thinking and problem-solving skills.

Tracking Key Performance Indicators

KPIs are measurable values that indicate business success. You will learn how to define, track, and visualize KPIs in Salesforce. Proper KPI tracking allows managers to monitor performance, identify issues, and make informed decisions. You will practice creating KPI dashboards and linking metrics to underlying business processes.

Hands-On Advanced Exercises

Practical exercises consolidate advanced reporting and analytics skills. You will build complex reports, configure dynamic dashboards, and implement scheduling and sharing. Exercises simulate real-world scenarios, preparing you for professional tasks and exam requirements. Hands-on experience builds confidence in applying Salesforce tools effectively.

Continuous Improvement in Reporting

Continuous improvement ensures that reports and dashboards remain relevant. You will learn to gather feedback, analyze usage patterns, and update solutions as business needs evolve. Iterative improvements enhance user adoption, decision-making, and operational efficiency. Salesforce provides tools and practices to support ongoing optimization.

Preparing for Real-World Projects

This section focuses on applying course knowledge to real projects. You will learn how to plan, design, implement, and monitor Salesforce solutions. Project preparation involves understanding requirements, designing data models, automating processes, and creating reports. Preparing for projects ensures readiness for workplace challenges and certification success.

Review and Reinforcement

Reviewing key concepts consolidates learning. You will revisit automation, UI design, reporting, and analytics. Reinforcement through exercises, scenarios, and case studies strengthens understanding. Continuous review improves retention, exam readiness, and practical application of Salesforce skills.

Exam Readiness Checklist

A checklist ensures you are prepared for the exam. You will review topics, verify hands-on experience, practice scenario-based questions, and confirm understanding of reporting and analytics. Following a structured checklist increases confidence and reduces exam anxiety. Thorough preparation maximizes your chance of success.

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