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Home / Courses / Salesforce Certification Preparation for Platform App Builder (CRT403)

Course Objectives

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.

Agenda

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

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

  • 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

  • Creating reports
  • Report types
  • Dashboards

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

  • Declarative customizations available for the Salesforce1 user interface

  • 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

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

  • Test preparation
  • Practice exam
Tags
Technical Product Line: Other Core Type: Core 0 Vendor: Salesforce
FREE

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Course Type: Instructor Led