Salesforce Platform App Builder

Module 1: Salesforce Platform & App Building Foundations

• Salesforce platform capabilities: what can be built declaratively
• Platform App Builder exam domains and structure
• App building methodology: from requirements to deployment
• Salesforce DX and modern development overview
• Understanding governor limits in declarative development
• When to use declarative vs programmatic solutions

Module 2: Data Modelling & Object Design

• Custom object design: naming conventions and best practices
• Field types: formula, roll-up summary, and cross-object formulas
• Object relationships: lookup vs master-detail design decisions
• Junction object patterns for many-to-many relationships
• External ID fields and data integration design
• Schema documentation and data dictionary management

Module 3: Business Logic & Validation

• Validation rules: complex formula-based data quality rules
• Formula fields: text, date, number, and checkbox formulas
• Roll-up summary fields: count, sum, min, max across relationships
• Duplicate rules and matching rules for data governance
• Field dependencies: controlling picklist values
• Default values and field update automation

Module 4: Advanced Flow Development

• Screen flow design: multi-screen wizards and dynamic forms
• Record-triggered flows: before-save and after-save patterns
• Scheduled flows: time-based data processing
• Auto-launched flows: invocable from code and processes
• Flow variables, collections, and loop patterns
• Error handling and bulkification in Flow

Module 5: User Interface Design

• Lightning App Builder: app pages, home pages, and record pages
• Lightning components: standard components and AppExchange components
• Dynamic forms: field visibility based on record data
• Dynamic actions: button visibility based on record criteria
• Lightning page templates: one-region, two-region, and sidebar layouts
• Mobile design: Lightning mobile app customisation

Module 6: Security & Access in Custom Apps

• Object-level, field-level, and record-level security for custom apps
• Profile and permission set configuration for custom objects
• Sharing rules and manual sharing for custom objects
• Custom permission sets for feature-specific access
• External sharing and community/experience cloud access
• Security review considerations for AppExchange publishing

Module 7: App Distribution & Deployment

• Package types: unmanaged, managed, and unlocked packages
• Change sets: deploying between sandboxes and production
• Salesforce CLI: metadata deployment basics
• AppExchange: publishing requirements and security review
• Environment management: sandbox strategy for app development
• Release planning and version management for custom apps

Module 8: Integration, Analytics & Exam Preparation

• External services: connecting Salesforce to REST APIs declaratively
• Platform events: event-driven architecture without code
• Custom metadata types: app configuration without deployments
• Reports and dashboards for custom application data
• Platform App Builder mock exam: 60 questions with explanations
• App Builder career pathway: progression to Platform Developer I

Salesforce App Builder & Platform Specialists Our Platform App Builder instructors hold App Builder, Admin, and Platform Developer I certifications, bringing a unique blend of declarative expertise and platform understanding that enables them to teach app building at the right level — powerful but approachable.

Custom App Design Experience Trainers have built dozens of custom Salesforce applications for clients across healthcare, financial services, and manufacturing — from simple custom objects to complex multi-object apps with sophisticated automation, security models, and mobile interfaces.

Flow Architecture Champions With Flow now Salesforce's primary automation tool, our instructors are genuine Flow experts who teach not just how to build flows, but how to architect them well — avoiding common bulkification issues, designing for maintainability, and handling errors gracefully.

Lightning Experience UI Specialists Our trainers are Lightning Experience power users who understand the full capabilities of Lightning App Builder, dynamic forms, and dynamic actions — enabling learners to build modern, responsive Salesforce UIs without writing a line of code.

Practical App-Building Portfolio Approach By the end of this course, learners have built a complete custom Salesforce application from scratch — demonstrating real App Builder skills that can be showcased to employers and clients alongside the certification credential.