Salesforce App Builder

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What's the focus of this course?

This course is designed to ensure that you learn & master the concepts of Salesforce Platform App Builder and pass the certification exam on your first try. Our training will help you learn Salesforce online application development using Force.com fundamentals. The practical hands-on learning approach followed in the course will ensure you get job ready by the end of it.

What are the course objectives?

By the end of Salesforce Platform App Builder training, you will be able to:

Deploy applications and manage changes on the Force.com platform
Develop new applications using the declarative interface and Force.com fundamentals
Implement automation, debugging, data validation, and customize apps
Configure the user interface

Who should take this course?

This Salesforce Platform App Builder course is suitable for

Individuals looking to build a career in Salesforce
App Builders
Developers
System Administrators
Sales Representatives
Product Managers

What projects will I work on as part of the course?

Certs Learning’s Salesforce App Builder training offers participants the opportunity to work on live industry-based projects that span across unique industry needs.

Project 1: Implementing a Student Performance Tracking System for College Instructors

Project Scenario:
An Australia-based college wants to track the performance of its students and have it automatically update the instructor to alert the instructor if a student has failed. With Salesforce’s Lightning platform feature, the college wants to use Process Builder for tracking students’ performance. Once the student information is created or updated, an alert message will be displayed on the instructor’s record connected to each student.

Project 2: Implementing a Business Process to capture details of transactions, discounting, and tracking business entries for a company

Project Scenario:
A US-based mobile company wants to use Salesforce to implement a process for discounting and tracking previous entries in Salesforce. The company has decided to track various business entries posted by clients/users using charts on the Salesforce mobile app. Leveraging the benefits of the Salesforce mobile platform, the company wants to capture the details of the transaction in the Salesforce system. Additionally, it wants to track various business entries by charts that can be provided to field-level users on mobile.

Lesson 00 – Introduction to Salesforce

0.1 Introduction to Salesforce

Lesson 01 – Field Types

1.1 Introduction to Field Types
1.2 Field Types
1.3 Modifying Standard Fields
1.4 Creating Auto-number Fields
1.5 Creating Formula Fields
1.6 Creating Roll-Up Summary Fields
1.7 Creating Lookup and Master Detail Fields
1.8 Creating Checkbox Fields
1.9 Creating Currency, Number, and Percent Fields
1.10 Creating Date Field and Date and Time Fields
1.11 Creating Phone and Email Fields
1.12 Creating Geolocation Fields
1.13 Creating Picklist and Multi-Select Picklist Fields
1.14 Creating Text and Text Area Fields
1.15 Creating Text Area Long and Text Area Rich Fields
1.16 Creating Encrypted Fields
1.17 Creating URL Fields
1.18 Quiz
1.19 Case Study
1.20 Case Study Demo
1.21 Key Takeaways
1.22 Conclusion

Lesson 02 – Creating Buttons, Links, and Actions

2.1 Introduction to Creating Buttons, Links, and Actions
2.2 Creating Buttons, Links, and Actions
2.3 Creating New Records with Actions
2.4 Logging a Call with Actions
2.5 Updating a Record with Actions
2.6 Creating Custom Buttons
2.7 Creating Custom Links
2.8 Quiz
2.9 Case Study
2.10 Case Study Demo
2.11 Key Takeaways
2.12 Conclusion

Lesson 03 – Salesforce Objects

3.1 Introduction to Salesforce Objects
3.2 Salesforce Objects
3.3 Standard Object Components
3.4 Renaming Standard Objects
3.5 Modifying Standard Objects
3.6 Understanding External Objects
3.7 Creating Custom Objects
3.8 Quiz
3.9 Case Study
3.10 Case Study Demo
3.11 Key Takeaways
3.12 Conclusion

Lesson 04 – Chatter

4.1 Introduction to Chatter
4.2 Chatter
4.3 Chatter Overview
4.4 Enabling Chatter
4.5 Enabling Chatter Feeds on Records
4.6 Configuring Chatter Groups
4.7 Creating Customer Groups
4.8 Creating a Free Customer Chatter User
4.9 Customizing Chatter Email Notifications
4.10 Configuring Salesforce to Salesforce
4.11 Accepting a Salesforce Connection
4.12 Sharing an Account via Salesforce to Salesforce
4.13 Enabling Ideas
4.14 Configuring Ideas Themes
4.15 Enabling Social Accounts
4.16 Enabling Libraries and Content
4.17 Customizing Libraries and Content
4.18 Uploading Documents to Libraries and Content
4.19 Configuring Salesforce1
4.20 Quiz
4.21 Case Study
4.22 Case Study Demo
4.23 Key Takeaways
4.24 Conclusion

Lesson 05 – Visual Workflow, Process Builder, and Schema Builder

5.1 Introduction to Visual Workflow, Process Builder, and Schema Builder
5.2 Visual Workflow, Process Builder, and Schema Builder
5.3 Creating a Visual Flow
5.4 Modifying Existing Flows
5.5 Creating a Process in the Process Builder
5.6 Creating Fields in the Schema Builder
5.7 Quiz
5.8 Case Study
5.9 Case Study Demo
5.10 Key Takeaways
5.11 Conclusion

Lesson 06 – Security Controls

6.1 Introduction to Security Controls
6.2 Security Controls
6.3 Viewing Object Security
6.4 Changing Default Record Access
6.5 Sharing Settings
6.6 Field Accessibility
6.7 Password Policies
6.8 Session Settings
6.9 Login Flows
6.10 Network Access
6.11 Activations
6.12 Session Management
6.13 Login Access Policies
6.14 Certificate and Key Management
6.15 Viewing Setup Audit Trail
6.16 Executing Expire All Passwords
6.17 Delegated Administration
6.18 Remote Site Settings
6.19 Named Credentials
6.20 File Upload and Download Security
6.21 Quiz
6.22 Case Study
6.23 Case Study Demo
6.24 Key Takeaways
6.25 Conclusion

Lesson 07 – Validation Rules

7.1 Introduction to Validation Rules
7.2 Validation Rules
7.3 Creating Validation Rules
7.4 Creating Formulas
7.5 Creating Error Messages
7.6 Quiz
7.7 Case Study
7.8 Case Study Demo
7.9 Key Takeaways
7.10 Conclusion

Lesson 08 – Data Management

8.1 Introduction to Data Management
8.2 Data Management
8.3 Importing Leads
8.4 Importing Contacts and Accounts
8.5 Using Mass Delete
8.6 Installing Data Loader
8.7 Importing Records with Data Loader
8.8 Updating Records with Data Loader
8.9 Deleting Records with Data Loader
8.10 Exporting Records with Data Loader
8.11 Adding a Field in the Schema Builder
8.12 Scheduling a Data Export
8.13 Creating and Using Sandbox
8.14 Mass Transferring Records
8.15 Reporting Snapshots
8.16 Working with Tags
8.17 Quiz
8.18 Case Study
8.19 Case Study Demo
8.20 Key Takeaways
8.21 Conclusion

Lesson 09 – Reports

9.1 Introduction to Reports
9.2 Reports
9.3 Understanding Report Formats
9.4 Creating a Leads Report
9.5 Creating Contacts and Accounts Report
9.6 Creating an Opportunity Report
9.7 Adding Leads to a Campaign from a Report
9.8 Creating a Report Chart
9.9 Scheduling Reports
9.10 Creating a Campaign Report
9.11 Summarizing Report Data
9.12 Creating a Report Formula
9.13 Exporting Reports to Excel
9.14 Quiz
9.15 Case Study 1
9.16 Case Study 1 Demo
9.17 Case Study 2
9.18 Case Study 2 Demo
9.19 Key Takeaways
9.20 Conclusion

Lesson 10 – Dashboards

10.1 Introduction to Dashboards
10.2 Dashboards
10.3 Understanding Dashboard Components
10.4 Creating a Dashboard
10.5 Refreshing a Dashboard
10.6 Modifying Columns on Dashboards
10.7 Adding Filter to Dashboard
10.8 Managing Access to Reports
10.9 Adding a Report as a Dashboard Component
10.10 Setting Up Dynamic Dashboards
10.11 Enabling Dashboards for iPad
10.12 Modifying Report and Dashboard Interfaces
10.13 Activating the Report Builder on Profiles
10.14 Quiz
10.15 Case Study
10.16 Case Study Demo
10.17 Key Takeaways
10.18 Conclusion

Lesson 11 – Lightning Components

11.1 Introduction to Lightning Components
11.2 Lightning Components
11.3 Installing Lightning Components
11.4 Lightning Component Capabilities
11.5 Lightning Components vs. Visualforce
11.6 Quiz
11.7 Case Study
11.8 Case Study Demo
11.9 Key Takeaways
11.10 Conclusion

Lesson 12 – User Interface

12.1 Introduction to User Interface
12.2 User Interface
12.3 User Interface General Options
12.4 User Interface Sidebar Options
12.5 User Interface Calendar Options
12.6 User Interface Name Settings
12.7 User Interface Setup Options
12.8 Quiz
12.9 Case Study
12.10 Case Study Demo
12.11 Key Takeaways
12.12 Conclusion

Lesson 13 – Application Lifecycles

13.1 Introduction to Application Lifecycles
13.2 Application Lifecycles
13.3 Key Milestones and Considerations
13.4 Using Sandboxes for Development
13.5 Using Change Sets
13.6 Using Unmanaged Packages
13.7 Quiz
13.8 Case Study
13.9 Case Study Demo
13.10 Key Takeaways
13.11 Conclusion

Lesson 14 – Change Sets and Deployment

14.1 Introduction to Change Sets and Deployment
14.2 Change Sets and Deployment
14.3 Outbound Change Sets
14.4 Inbound Change Sets
14.5 Deployment Settings
14.6 Deployment Status
14.7 Eclipse IDE
14.8 Quiz
14.9 Case Study
14.10 Case Study Demo
14.11 Key Takeaways
14.12 Conclusion

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