Salesforce Certification Preparation for Platform App Builder (CRT403)

1 Days

6 CPD hours

Certification Preparation for Platform App Builder is ideal for administrators, system integrators, and independent software vendors (ISVs) with an interest in sharpening the development, deployment, and administrative skills required to succeed in becoming a Salesforce Certified Platform App Builder

Architect and manage the correct data model based on business requirements.
Configure application security.
Define business logic and process automation declaratively.
Design user interfaces.
Customize applications for mobile use and Lightning.
Deploy applications.

Are you ready to take the next step in your career by becoming a Salesforce Certified Platform App Builder? By covering the details around the exam objectives, this course will help hone your knowledge of Salesforce application lifecycle management and the declarative and programmatic solutions available to you through guided scenarios, lecture, and discussion.

Salesforce Fundamentals

• Capabilities of core CRM objects
• Boundaries of declarative customizations
• Use cases for programmatic customizations

Security

• Restricting and extending object, record, and field access
• Determining appropriate sharing solutions

Data Modeling and Management

• Determining an appropriate data model
• Relationship types and impact on record access, user interface, and reporting
• Considerations for changing field types
• Considerations of the schema builder
• Considerations for importing and exporting data
• Use cases of external objects

Reporting

• Creating reports
• Report types
• Dashboards

User Interface

• Customization options
• Custom buttons, links, and actions
• Declarative options for incorporating Lightning Components

Mobile

• Declarative customizations available for the Salesforce1 user interface

Business Logic and Process Automation

• Record types
• Formula fields
• Roll-up summary fields
• Validation rules
• Approval processes
• Workflow
• Visual workflow
• Process builder
• Automating business processes
• Ramifications of field updates and potential for recursion

App Deployment

• Application lifecycle
• Sandboxes
• Change sets
• Unmanaged and managed packages
• Determining an appropriate deployment plan

Wrapping Up

• Test preparation
• Practice exam