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Salesforce Platform App Builder Developer 401 Certification
Introduction & Overview
My Bio and Getting Started
Signing Up for a Free Salesforce Account
About the Platform App Builder Certification – Formerly Dev 401
Helpful Practice Activity – Downloading the Exam Guide
The Platform App Builder Certification Study Guide
Signing In and Completing the Lightning Experience Migration Assistant
Switching from Salesforce Classic to LEX
Salesforce Lightning Experience Interface Quick Tour
Salesforce Classic Interface Quick Tour
Accessing the Setup Menu and Reviewing Your Company Information
Helpful Practice Activity – Setting up Your User Account
Salesforce Fundamentals
Salesforce Fundamentals Introduction
Multitenant Architecture Overview
Introducing the MVC Design Pattern
The Salesforce Schema
Helpful Practice Activity – Downloading Apps off the AppExchange
AppExchange Sample Exam Question #3 from Study Guide
Helpful Practice Activity – Resetting Your Security Token
Data Modeling and Management
Data Modeling and Management Introduction
Let’s Talk About Objects
Understanding Standard Objects
Understanding Custom Objects
Helpful Practice Activity – Creating Custom Objects for an IMDb Clone App
Understanding Standard Fields
Understanding Custom Fields
Understanding Field Types
Creating Text and URL Fields
Setting Field Level Security on a Field
Viewing Field Accessibility on a Field
Setting History Tracking for Changes to Field Values
Creating an Auto-Number Field
Identifying Salesforce IDs via URLs and the Salesforce Workbench
Helpful Practice Activity – Creating a Basic Formula Field
Creating a Checkbox Field
Creating a Currency Field
Enabling Multi-Currency in Your Org
Keep Your Currency Exchange Rates Up to Date
Creating Date Fields
Creating an Email field
Creating a Geolocation Field
Creating a Custom Object and Number Fields Using the Schema Builder
Creating a Percent Field
Creating a Phone Field
Creating a Picklist Field
Creating a Multi-Select Picklist Field
Creating a Dependent Picklist
Creating a Lookup Relationship
Creating an External Lookup Relationship
Creating a Master-Detail Relationship
Creating an Encrypted Field
Roll Up Summary Fields
Sample Exam Question #4 from Study Guide
Considerations When Changing a Field's Type
Introducing and Installing the Data Loader
Logging in to the Data Loader with a Security Token
Data Loader Configuration
Importing Data – Which Tool is Best?
Mass Transfer of Records
Helpful Practice Activity – Creating Unique ID / External ID
Exporting Data from Salesforce
Relationship Types and Implications on Record Access
Relationship Types and Implications on User Interface
Relationship Types and Implications on Reporting
Mass Delete Records
Introducing External Objects and External Data Sources
Creating External Objects & Data Source with Salesforce Connect and Heroku
Introducing the Schema Builder
Practice Activity – Creating Custom & Junction Objects in the Schema Builder
Security
Security Introduction
Introducing Profiles
Creating Custom Profiles
Introducing Roles
Creating Roles and Assigning Users to Them
Profiles vs. Roles
Introducing Permission Sets
Creating Permission Sets
Organization Wide Defaults
Sharing Settings and Granting Access Using Hierarchies
Manually Sharing Records
Create, Read, Update, Delete Operations – aka CRUD
Business Logic and Process Automation
Business Logic and Process Automation Introduction
Introducing Record Types
Helpful Practice Activity - Creating Account and Production Record Types
Helpful Practice Activity – Create Contact Record Types
Helpful Practice Activity – Create Opportunity Record Types
Assigning Default Record Types to Profiles
Record Type Sample Exam Question #5 from the Exam Guide
Creating Picklist Fields and Record Type Implications
Creating Advanced Formula Fields
Creating Cross Object Formula Fields
Formula Field Sample Exam Question #2 from the Exam Guide
Creating Validation Rules
Introducing Workflow Rules
Creating Workflow Rules
Immediate Workflow Actions
Helpful Practice Activity – Creating a Workflow Rule
Time Based Workflow Actions
Helpful Practice Activity – Creating a Time Based Workflow
Introducing the Time Based Workflow Queue
Introducing the Cloud Flow Designer and Visual Workflows
Creating Multi-Screen Wizards with the Cloud Flow Designer
Building Flows
Introducing the Lightning Process Builder
Creating a Basic Process in the Lightning Process Builder
Creating an Advanced Process in Lightning Process Builder
Workflows vs. Flows vs. Process Builder – What to Use When
Ramifications of Field Updates and Potential for Recursion
Approval Processes
Visualizing Approval Processes with the Process Visualizer
Ownership Automation via Assignment Rules
Ownership Re-Assignment and Alerts via Escalation Rules
Order of Execution in Salesforce, and Why It Is Important
Monitoring and Debugging in Salesforce
Using the Developer Console
Social
Social Introduction
Connecting Facebook and Twitter to Salesforce
Helpful Practice Activity - Setting Up Social Accounts and Contacts
User Interface
User Interface Introduction
Introducing the Enhanced Page Layout Editor
Working with Fields in the Enhanced Page Layout Editor
Working with Buttons in the Page Layout
Working with Custom Links in the Page Layout
Working with Quick Actions in the Page Layout
Working with Salesforce1 & Lighting Actions in the Page Layout
Working with Expanded Lookups in the Page Layout
Working with Related Lists in the Page Layout
Working with Report Charts in the Page Layout
Working with Components in the Page Layout
Working with Visualforce Pages in the Page Layout
Adding Sections and Blank Space to a Page Layout
Page Layout Assignments
Automate Page Layout Change When Opportunity Closed
Introducing the Sales Path
Page Layout Edits impact on Lightning Experience
Creating Custom Buttons
Creating Custom Links
Creating Quick Actions
Custom Tabs
Lightning App Builder Tool Introduction
Lightning Pages
Lightning Components
Lightning App Builder Sample Exam Question #1 from Study Guide
Updating the Page Layouts for our IMDb Clone App
Providing Localization in the Interface via the Translation Workbench
Reporting
Reporting Introduction
Creating Reports in Salesforce
Creating Joined Reports in Salesforce
Creating Custom Report Types
Creating Report Types and Joined Reports
Dashboards
Creating Reporting Snapshots (Formerly Analytics Snapshots)
Lightning Experience Charts
Mobile
Salesforce1 Mobile App Introduction
Downloading and Installing the SF1 Mobile App
Configuring Salesforce1
Touring the SF1 User Interface, Navigation, and Global Actions
Performing Common Marketing Actions in Salesforce1
Performing Common Sales Functions in Salesforce1
Performing Common Service Functions in Salesforce1
Getting Started with Configuring Salesforce1 for Your Org
Setting User Rights to Salesforce1
Creating Global Actions for Salesforce1
Creating Object Specific Actions for Salesforce1
Creating Action Layouts to Optimize Salesforce1 User Experience
Customizing the Salesforce1 Navigation Menu
Creating Compact Layouts in Salesforce1
Working with Push Notifications in Salesforce1
Working Offline with Salesforce1
Making a Visualforce Page Mobile (and Lightning) Ready & Setting Security
App Deployment
App Deployment Introduction
Salesforce Sandboxes
Using Change Sets
Unmanaged Packages
Managing the Application Lifecycle and Deployment Plans
Force.com IDE
Other Deployment Tools - Force.com Migration Tool & ANT, Workbench & More
Additional Items and Final Steps
Additional Items and Final Steps Introduction
Final Steps for our IMDb Clone App and Introducing the Dreamhouse App
Registering for the Platform App Builder Certification Exam
Taking the Exam – Online vs On-Site
Test Taking Strategies – Very Important
Next Steps and a Note of Thanks
Lightning App Builder Sample Exam Question #1 from Study Guide
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