• Trailhead Academy
  • Certification Preparation for Platform App Builder
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Certification Preparation for Platform App Builder (CRT403)
Overview

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. In the Americas region, the course includes a voucher to sit for the Salesforce Platform App Builder certification exam.

Who should take this course?
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.
When you complete this course, you will be able to:
  • 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.
Prework
Prepare for the course with this Trailmix.
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Trailmix, Salesforce Trailhead

Prepare for Your Salesforce Platform App Builder Credential

Preparing to take your Salesforce Platform App Builder credential? Check out this trailmix that has been curated to help you get exam ready!

Lessons and Topics

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
Format & Duration
  • Virtual (1 days)
User Interface
Lightning Experience
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