Platform-App-Builder
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App Builder (Platform-App-Builder)
The Salesforce Certified Platform App Builder course teaches declarative data modeling, business logic, UI design, reporting, and security, enabling learners to build robust, scalable applications on the Salesforce platform.
105
Minutes
60
Questions
63/100
Passing Score
$200
Exam Cost
Who Should Take This
It is ideal for administrators, junior developers, and business analysts who have basic Salesforce familiarity and want to master point‑and‑click app creation. These professionals aim to expand their skill set, accelerate delivery of custom solutions, and qualify for the Platform App Builder certification.
What's Covered
1
Domain 1: Data Modeling
2
Domain 2: Business Logic
3
Domain 3: User Interface
4
Domain 4: Reports and Dashboards
5
Domain 5: Security
6
Domain 6: AppExchange and Deployment
7
Domain 7: Mobile and Lightning
What's Included in AccelaStudy® AI
Adaptive Knowledge Graph
Practice Questions
Lesson Modules
Console Simulator Labs
Exam Tips & Strategy
20 Activity Formats
Course Outline
65 learning goals
1
Domain 1: Data Modeling
3 topics
Objects and Fields
- Identify standard object types including Account, Contact, Lead, Opportunity, and Case and their default relationships in Salesforce
- Implement custom objects with record names, sharing settings, and optional features like activities, field history, and search capabilities
- Analyze when to use custom objects versus custom fields on standard objects to minimize data model complexity and maintenance
- List objects fields configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
Relationships
- Identify relationship types including lookup, master-detail, hierarchical, and many-to-many junction objects in the Salesforce data model
- Implement master-detail and lookup relationships with cascade delete settings and relationship behavior configuration for data integrity
- Analyze relationship selection based on data integrity requirements, rollup summary needs, and sharing model impact for optimal design
- Create relationships configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
Fields and Formulas
- Identify field data types including text, number, date, picklist, formula, and rollup summary and their behaviors in Salesforce
- Implement formula fields with cross-object references, conditional logic, and text manipulation functions for calculated field values
- Implement rollup summary fields with SUM, COUNT, MIN, and MAX functions on master-detail child records for aggregate calculations
- Examine fields formulas configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
2
Domain 2: Business Logic
3 topics
Validation Rules
- Identify validation rule components including error conditions, error messages, and field-level versus page-level error display behaviors
- Implement validation rules using formula expressions to enforce data quality and business rules at record save time for consistency
- Analyze validation rule execution order with workflow rules, triggers, and flows to design conflict-free automation logic sequences
- Identify validation rules configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
Flow Builder
- Identify Flow types including record-triggered, screen, scheduled, autolaunched, and platform event-triggered flows in Salesforce
- Implement screen flows with input components, decision elements, loops, and DML operations for guided user processes and automation
- Implement record-triggered flows with before-save and after-save contexts for automated field updates and notification workflows
- Analyze Flow governor limits and design patterns including subflows and invocable actions for reusable and efficient automation
Approval Processes
- Identify approval process components including entry criteria, approvers, approval actions, and rejection behaviors for governance
- Implement multi-step approval processes with parallel and sequential approvers, email alerts, and field updates for workflow governance
- Analyze approval process design considering delegation, reassignment, and mobile approval scenarios for user experience optimization
- Configure approval processes configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
3
Domain 3: User Interface
3 topics
Lightning App Builder
- Identify Lightning page types including record pages, app pages, and home pages with their component options and layout templates
- Implement custom Lightning pages with standard and custom components, tabs, and conditional visibility rules for targeted experiences
- Analyze page assignment strategies using app, record type, and profile assignments for targeted user experiences across personas
- Compare lightning app builder configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
Page Layouts and Record Types
- Identify page layout elements including fields, sections, related lists, actions, and embedded components for record page configuration
- Implement record types with page layout assignments, picklist value filtering, and business process variations for data segmentation
- Implement compact layouts, mobile layouts, and global actions for optimized mobile and desktop user experiences across devices
- Recognize page layouts record types configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
Dynamic Forms
- Implement dynamic forms with field sections, conditional visibility, and component-level customization for flexible record page design
- Analyze tradeoffs between page layouts, dynamic forms, and Lightning pages for field visibility management and user experience
- Identify dynamic forms configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Evaluate dynamic forms configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
4
Domain 4: Reports and Dashboards
2 topics
Report Types
- Identify report formats including tabular, summary, matrix, and joined reports and their grouping and summarization capabilities
- Implement custom report types with primary and related objects, lookup field traversal, and bucket columns for analytics flexibility
- Analyze report performance considering record volume, cross-object joins, and filter selectivity for efficient data retrieval
Dashboards
- Implement dashboards with chart components, dynamic filters, and running user configurations for targeted analytics and KPI tracking
- Analyze dashboard design patterns combining multiple chart types and KPI indicators for executive reporting and data visualization
- Configure dashboards configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Implement dashboards configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
5
Domain 5: Security
2 topics
Access Control
- Identify security model components including profiles, permission sets, roles, and organization-wide defaults for access management
- Implement field-level security and object permissions using permission sets and permission set groups for granular access configuration
- Analyze effective permissions for a user combining profile, permission sets, and role-based access grants for troubleshooting access
Sharing
- Identify sharing rule types and their behavior for extending record access beyond the role hierarchy in Salesforce organizations
- Implement sharing rules, manual sharing, and team-based access for collaborative record visibility across organizational boundaries
- Compare sharing configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Name sharing configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
6
Domain 6: AppExchange and Deployment
2 topics
AppExchange
- Identify AppExchange app types including managed packages, unmanaged packages, and Lightning Bolt solutions for platform extensibility
- Implement AppExchange app evaluation criteria including security review status, edition compatibility, and API usage for selection
- Recognize appexchange configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Assess appexchange configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
Deployment
- Identify deployment options including change sets, Salesforce CLI, and DevOps Center for moving customizations between environments
- Implement change set deployments with component selection, dependency management, and validation testing for reliable metadata migration
- Analyze deployment strategies for different scenarios including sandbox refresh, package installation, and release timing for governance
7
Domain 7: Mobile and Lightning
2 topics
Salesforce Mobile
- Identify Salesforce Mobile app capabilities including offline access, push notifications, and custom actions for mobile user enablement
- Implement mobile-optimized layouts with compact layouts, mobile actions, and custom navigation menus for field workforce productivity
- Apply salesforce mobile configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Deploy salesforce mobile configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
Lightning Experience
- Implement Lightning Experience customizations including utility bars, guidance prompts, and dynamic interactions for user productivity
- Analyze Lightning Experience migration considerations from Classic including page layout updates and component compatibility assessment
- Analyze lightning experience configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
- Describe lightning experience configurations including platform-specific optimization patterns, enterprise deployment considerations, and production monitoring strategies
Scope
Included Topics
- Declarative development with custom objects, fields, relationships, and formulas.
- Flow Builder automation, approval processes, and process automation patterns.
- Lightning App Builder, page layouts, record types, and dynamic forms.
- Reports, dashboards, security, AppExchange, and deployment.
Not Covered
- Apex development and Visualforce.
- Advanced integration and API development.
- Marketing and Commerce Cloud.
Official Exam Page
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