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Salesforce Platform App Builder Developer 401 Certification
Introduction & Overview
My Bio and Getting Started (6:27)
Signing Up for a Free Salesforce Account (5:52)
About the Platform App Builder Certification – Formerly Dev 401 (14:31)
Helpful Practice Activity – Downloading the Exam Guide
The Platform App Builder Certification Study Guide (9:23)
Signing In and Completing the Lightning Experience Migration Assistant (9:14)
Switching from Salesforce Classic to LEX (2:18)
Salesforce Lightning Experience Interface Quick Tour (9:06)
Salesforce Classic Interface Quick Tour (5:49)
Accessing the Setup Menu and Reviewing Your Company Information (6:48)
Helpful Practice Activity – Setting up Your User Account (10:00)
Salesforce Fundamentals
Salesforce Fundamentals Introduction (2:40)
Multitenant Architecture Overview (4:34)
Introducing the MVC Design Pattern (3:50)
The Salesforce Schema (5:48)
Helpful Practice Activity – Downloading Apps off the AppExchange (8:29)
AppExchange Sample Exam Question #3 from Study Guide (7:40)
Helpful Practice Activity – Resetting Your Security Token (1:58)
Data Modeling and Management
Data Modeling and Management Introduction (5:08)
Let’s Talk About Objects (5:06)
Understanding Standard Objects (9:00)
Understanding Custom Objects (12:08)
Helpful Practice Activity – Creating Custom Objects for an IMDb Clone App (11:52)
Understanding Standard Fields (10:13)
Understanding Custom Fields (10:12)
Understanding Field Types (7:10)
Creating Text and URL Fields (12:25)
Setting Field Level Security on a Field (4:28)
Viewing Field Accessibility on a Field (3:29)
Setting History Tracking for Changes to Field Values (8:07)
Creating an Auto-Number Field (3:38)
Identifying Salesforce IDs via URLs and the Salesforce Workbench (6:13)
Helpful Practice Activity – Creating a Basic Formula Field (7:42)
Creating a Checkbox Field (4:41)
Creating a Currency Field (4:58)
Enabling Multi-Currency in Your Org (14:22)
Keep Your Currency Exchange Rates Up to Date (12:20)
Creating Date Fields (4:22)
Creating an Email field (2:28)
Creating a Geolocation Field (3:47)
Creating a Custom Object and Number Fields Using the Schema Builder (9:02)
Creating a Percent Field (2:38)
Creating a Phone Field (2:32)
Creating a Picklist Field (13:02)
Creating a Multi-Select Picklist Field (5:12)
Creating a Dependent Picklist (4:13)
Creating a Lookup Relationship (8:56)
Creating an External Lookup Relationship (2:29)
Creating a Master-Detail Relationship (5:14)
Creating an Encrypted Field (7:00)
Roll Up Summary Fields (9:45)
Sample Exam Question #4 from Study Guide (9:06)
Considerations When Changing a Field's Type (9:10)
Introducing and Installing the Data Loader (2:27)
Logging in to the Data Loader with a Security Token (2:18)
Data Loader Configuration (4:47)
Importing Data – Which Tool is Best? (4:23)
Mass Transfer of Records (17:43)
Helpful Practice Activity – Creating Unique ID / External ID (6:10)
Exporting Data from Salesforce (14:19)
Relationship Types and Implications on Record Access (8:44)
Relationship Types and Implications on User Interface (4:57)
Relationship Types and Implications on Reporting (3:55)
Mass Delete Records (11:56)
Introducing External Objects and External Data Sources (3:07)
Creating External Objects & Data Source with Salesforce Connect and Heroku (10:17)
Introducing the Schema Builder (4:41)
Practice Activity – Creating Custom & Junction Objects in the Schema Builder (11:25)
Security
Security Introduction (2:03)
Introducing Profiles (16:35)
Creating Custom Profiles (10:05)
Introducing Roles (9:50)
Creating Roles and Assigning Users to Them (6:07)
Profiles vs. Roles (7:21)
Introducing Permission Sets (3:53)
Creating Permission Sets (9:14)
Organization Wide Defaults (18:39)
Sharing Settings and Granting Access Using Hierarchies (10:36)
Manually Sharing Records (3:56)
Create, Read, Update, Delete Operations – aka CRUD (7:03)
Business Logic and Process Automation
Business Logic and Process Automation Introduction (3:46)
Introducing Record Types (2:22)
Helpful Practice Activity - Creating Account and Production Record Types (8:49)
Helpful Practice Activity – Create Contact Record Types (5:16)
Helpful Practice Activity – Create Opportunity Record Types (6:33)
Assigning Default Record Types to Profiles (7:51)
Record Type Sample Exam Question #5 from the Exam Guide (4:00)
Creating Picklist Fields and Record Type Implications (8:53)
Creating Advanced Formula Fields (17:31)
Creating Cross Object Formula Fields (5:04)
Formula Field Sample Exam Question #2 from the Exam Guide (11:07)
Creating Validation Rules (8:06)
Introducing Workflow Rules (1:49)
Creating Workflow Rules (1:59)
Immediate Workflow Actions (3:05)
Helpful Practice Activity – Creating a Workflow Rule
Time Based Workflow Actions (4:36)
Helpful Practice Activity – Creating a Time Based Workflow
Introducing the Time Based Workflow Queue (6:24)
Introducing the Cloud Flow Designer and Visual Workflows (3:39)
Creating Multi-Screen Wizards with the Cloud Flow Designer (18:28)
Building Flows (12:33)
Introducing the Lightning Process Builder (2:55)
Creating a Basic Process in the Lightning Process Builder (10:03)
Creating an Advanced Process in Lightning Process Builder (13:52)
Workflows vs. Flows vs. Process Builder – What to Use When (6:20)
Ramifications of Field Updates and Potential for Recursion (3:47)
Approval Processes (17:21)
Visualizing Approval Processes with the Process Visualizer (3:59)
Ownership Automation via Assignment Rules (5:12)
Ownership Re-Assignment and Alerts via Escalation Rules (6:18)
Order of Execution in Salesforce, and Why It Is Important (5:06)
Monitoring and Debugging in Salesforce (7:06)
Using the Developer Console (6:15)
Social
Social Introduction (1:55)
Connecting Facebook and Twitter to Salesforce (2:48)
Helpful Practice Activity - Setting Up Social Accounts and Contacts
User Interface
User Interface Introduction (3:25)
Introducing the Enhanced Page Layout Editor (4:00)
Working with Fields in the Enhanced Page Layout Editor (5:27)
Working with Buttons in the Page Layout (8:29)
Working with Custom Links in the Page Layout (5:53)
Working with Quick Actions in the Page Layout (2:17)
Working with Salesforce1 & Lighting Actions in the Page Layout (5:11)
Working with Expanded Lookups in the Page Layout (3:26)
Working with Related Lists in the Page Layout (5:40)
Working with Report Charts in the Page Layout (5:16)
Working with Components in the Page Layout (3:17)
Working with Visualforce Pages in the Page Layout (12:58)
Adding Sections and Blank Space to a Page Layout (3:33)
Page Layout Assignments (3:32)
Automate Page Layout Change When Opportunity Closed (9:38)
Introducing the Sales Path (6:47)
Page Layout Edits impact on Lightning Experience (5:36)
Creating Custom Buttons (6:45)
Creating Custom Links (4:58)
Creating Quick Actions (11:57)
Custom Tabs (11:20)
Lightning App Builder Tool Introduction (1:53)
Lightning Pages (16:11)
Lightning Components (11:30)
Lightning App Builder Sample Exam Question #1 from Study Guide (1:50)
Updating the Page Layouts for our IMDb Clone App (15:38)
Providing Localization in the Interface via the Translation Workbench (5:27)
Reporting
Reporting Introduction (1:35)
Creating Reports in Salesforce (7:26)
Creating Joined Reports in Salesforce (2:14)
Creating Custom Report Types (14:47)
Creating Report Types and Joined Reports
Dashboards (8:47)
Creating Reporting Snapshots (Formerly Analytics Snapshots) (7:37)
Lightning Experience Charts (3:55)
Mobile
Salesforce1 Mobile App Introduction (3:45)
Downloading and Installing the SF1 Mobile App
Configuring Salesforce1
Touring the SF1 User Interface, Navigation, and Global Actions (6:32)
Performing Common Marketing Actions in Salesforce1 (5:06)
Performing Common Sales Functions in Salesforce1 (9:58)
Performing Common Service Functions in Salesforce1 (4:43)
Getting Started with Configuring Salesforce1 for Your Org (4:33)
Setting User Rights to Salesforce1 (3:46)
Creating Global Actions for Salesforce1 (9:31)
Creating Object Specific Actions for Salesforce1 (5:05)
Creating Action Layouts to Optimize Salesforce1 User Experience (6:05)
Customizing the Salesforce1 Navigation Menu (2:47)
Creating Compact Layouts in Salesforce1 (3:09)
Working with Push Notifications in Salesforce1 (2:59)
Working Offline with Salesforce1 (1:48)
Making a Visualforce Page Mobile (and Lightning) Ready & Setting Security (3:13)
App Deployment
App Deployment Introduction (3:38)
Salesforce Sandboxes (3:13)
Using Change Sets (6:13)
Unmanaged Packages (6:58)
Managing the Application Lifecycle and Deployment Plans (10:31)
Force.com IDE
Other Deployment Tools - Force.com Migration Tool & ANT, Workbench & More (4:33)
Additional Items and Final Steps
Additional Items and Final Steps Introduction (2:30)
Final Steps for our IMDb Clone App and Introducing the Dreamhouse App (16:55)
Registering for the Platform App Builder Certification Exam (7:53)
Taking the Exam – Online vs On-Site (10:29)
Test Taking Strategies – Very Important (6:01)
Next Steps and a Note of Thanks (1:36)
Helpful Practice Activity - Setting Up Social Accounts and Contacts
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