Salesforce Platform App Builder

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The Salesforce Platform App Builder certification is tailored for individuals with experience in Salesforce who consistently seek ways to assist their companies in maximizing the benefits of additional features and capabilities on the Salesforce platform. It’s a certification that acknowledges and validates the expertise of individuals committed to extracting the full potential of Salesforce for app development to enhance their organizations’ workflows and processes. This credential reflects a continuous dedication to staying abreast of the latest advancements and leveraging them for the continued success of their companies in the realm of Salesforce application development.

Course Syllabus

Salesforce Platform App Builder Syllabus

Salesforce Fundamentals - 23%

- Given a scenario, identify the boundaries of declarative customization and the use cases for programmatic customization.


- Identify common scenarios for extending an org using the AppExchange.


- Apply features and capabilities available to restrict and extend object, record, and field access.


- Given a set of business requirements, determine the appropriate sharing solution.


- Identify the features and capabilities available when creating reports, report types, and dashboards.


- Given a set of requirements, determine the appropriate global, object-specific actions and layouts to optimize the Salesforce mobile user experience.


- Describe the customizations and use cases for Chatter.


Data Modeling and Management - 22%

- Given a scenario, determine the appropriate data model.


- Given a scenario, explain the capabilities of the various relationship types and the implications of each on record access, user interface, and reporting.


- Given a scenario, determine the considerations when selecting or changing a field data type.


- Explain the capabilities and considerations of the schema builder.


- Given a scenario, determine the options and considerations when importing and exporting data, including the capabilities of external data sources.


Business Logic and Process Automation - 28%

- Given a scenario, demonstrate the use of formula fields to meet stated business requirements.


- Given a scenario, determine the capabilities, use cases, and implications of roll-up summary fields.


- Given a scenario, demonstrate the use of validation rules to meet stated business requirements.


- Given a scenario, determine the capabilities and use cases for approval processes.


- Given a scenario, determine the capabilities and use cases for workflow, Flow, and Process Builder.


- Given a set of business requirements, recommend a solution to automate business processes while avoiding errors in automation.


User Interface - 17%

- Describe the user interface customization options.


- Demonstrate the capabilities and use cases for custom buttons, links, and actions.


- Given a scenario, determine the declarative options available for incorporating Lightning Components in an application.


- Describe the programmatic customizations available for incorporating custom Lightning Components in an application.


App Deployment - 10%

- Given a set of business requirements, recommend a solution for key milestones and considerations when managing the application lifecycle and various types of Sandboxes.


- Given a use case, demonstrate knowledge, viability, and troubleshooting when using change sets.


- Describe the use cases and considerations when using unmanaged and managed packages.


- Given a scenario, determine the appropriate deployment plan.


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