Certification Preparation for Platform App Builder (CRT403) – Outline

Detailed Course Outline

Salesforce Fundamentals

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

Security

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

Data Modeling and Management

  • 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

Reporting

  • Creating reports
  • Report types
  • Dashboards

User Interface

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

Mobile

  • Declarative customizations available for the Salesforce1 user interface

Business Logic and Process Automation

  • 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

App Deployment

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

Wrapping Up

  • Test preparation
  • Practice exam