Description:

This 3-day hands-on training is designed to equip participants with the declarative tools needed to design, build, and deploy custom applications on the Salesforce platform — without writing a single line of code. Students will master the platform's data modeling capabilities, enforce business logic through formula fields and validation rules, automate complex processes using Flow Builder and approval processes, and design intuitive user experiences with Lightning App Builder. The course also covers reporting and analytics, and concludes with deployment strategies to move apps safely from sandbox to production. By the end of Day 3, participants will be fully prepared to sit for the Salesforce Certified Platform App Builder exam.

Duration: 

3 Days

Course Code: BDT627

Learning Objectives:

After this course, you will be able to:

1. Explain the Salesforce platform architecture and identify the right declarative tool for each use case.
2. Design custom data models using standard and custom objects, field types, and object relationships.
3. Configure object, field, and record-level security using profiles, permission sets, and sharing rules.
4. Build formula fields, validation rules, and roll-up summary fields to enforce data integrity and business logic.
5. Automate business processes using Flow Builder, approval processes, and email alerts.
6. Design custom Lightning record pages, app pages, and navigation apps using Lightning App Builder.
7. Create reports and dashboards to surface actionable insights from Salesforce data.
8. Deploy applications across environments using Change Sets and sandbox management best practices.

This course is designed for individuals who want to build custom apps on the Salesforce platform using declarative tools and prepare for the Salesforce Certified Platform App Builder exam.

1. Salesforce Administrators looking to expand their skills into app development and automation.
2. Business analysts and consultants responsible for designing and configuring Salesforce solutions.
3. Professionals preparing for the Salesforce Certified Platform App Builder (PAB) certification exam.

1. Basic understanding of the Salesforce user interface and standard CRM objects (Accounts, Contacts, Opportunities).
2. Familiarity with Salesforce administration concepts such as profiles, page layouts, and record types.
3. Completion of the Salesforce Fundamentals course or equivalent hands-on experience.

Course Outline:

Day 1: Platform Fundamentals, Data Modeling & Security

Salesforce Platform Overview & App Builder Tools

1. Salesforce cloud offerings: Sales, Service, Marketing, and Experience Cloud
2. Multi-tenant architecture and the metadata-driven development model
3. Key declarative tools: Schema Builder, Flow Builder, and Lightning App Builder
4. AppExchange: discovering, evaluating, and installing apps
5. Platform editions, licenses, and the Salesforce release cycle

Data Modeling & Management

1. Standard objects: Account, Contact, Lead, Opportunity, and Case
2. Custom objects: creation, fields, page layouts, and record types
3. Field types: text, number, currency, formula, picklist, and roll-up summary
4. Object relationships: Lookup, Master-Detail, and Many-to-Many (junction objects)
5. Schema Builder for visual data model design
6. Hands-on: Design and build a custom data model for a sample business scenario

Data Management & Security Model

1. Object and field-level security: profiles, permission sets, and permission set groups
2. Record-level security: Organization-Wide Defaults (OWD), Role Hierarchy, and Sharing Rules
3. Manual sharing and Teams (Account, Opportunity, Case)
4. Import tools: Data Import Wizard and Data Loader
5. Duplicate management: matching rules and duplicate rules
6. Hands-on: Configure a complete security model and import sample data

Day 2: Business Logic & Process Automation

Formula Fields & Validation Rules

1. Formula field syntax and return types
2. Common formula functions: IF, CASE, TEXT, DATE, DATEVALUE, and BLANKVALUE
3. Cross-object formula fields
4. Roll-up summary fields: COUNT, SUM, MIN, and MAX
5. Validation rule syntax, error placement, and best practices
6. Hands-on: Build formula fields, roll-up summaries, and validation rules for a business scenario

Flow Builder — Fundamentals

1. Automation tool comparison: when to use Flow vs. Workflow vs. Process Builder
2. Flow types: Record-Triggered, Auto-Launched, Screen, and Scheduled Flows
3. Flow elements: Assignment, Decision, Loop, Get/Create/Update/Delete Records
4. Variables, collections, constants, and formulas in Flow
5. Debugging and testing Flows in the Flow Builder
6. Hands-on: Build a record-triggered Flow to automate a multi-step business process

Flow Builder — Advanced & Approval Processes

1. Subflows: building reusable Flow components
2. Screen Flows: input/output variables and conditional field visibility
3. Scheduled Flows for recurring batch automation
4. Approval Processes: setup, steps, entry criteria, and final actions
5. Email alerts and template-based notifications
6. Hands-on: Build a Screen Flow for guided data entry and configure an Approval Process

Day 3: User Interface, Analytics & Deployment

Lightning App Builder & User Interface Design

1. Lightning App Builder: record pages, app pages, and Home pages
2. Standard and custom Lightning components on the component palette
3. Dynamic Forms: field placement, visibility rules, and required conditions
4. Dynamic Actions: button and action visibility based on criteria
5. Lightning Navigation Apps: tabs, utility bars, and console navigation
6. Compact layouts, related lists, and list view customization
7. Hands-on: Design and activate a custom Lightning record page with Dynamic Forms and Actions

Reports, Dashboards & Analytics

1. Report types: tabular, summary, matrix, and joined reports
2. Report filters, cross-filters, row-level formulas, and bucket fields
3. Groupings, subtotals, and conditional highlighting
4. Dashboard components: charts, metrics, gauges, and tables
5. Dynamic dashboards and running user context
6. Scheduling reports and subscribing to dashboards
7. Hands-on: Build a suite of reports and an executive dashboard for a business scenario

App Deployment & Certification Prep

1. Change Sets: outbound components, inbound deployments, and validation
2. Sandbox types: Developer, Developer Pro, Partial, Full, and Scratch Orgs
3. Sandbox refresh strategy and deployment best practices
4. Managed and unmanaged packages: use cases and AppExchange publishing basics
5. Platform App Builder exam overview: domains, weights, and Trailhead study paths
6. Practice questions and certification exam strategy
7. Hands-on: Package and deploy a complete custom app using Change Sets

Training material provided: Yes (Digital format)

Hands-on Lab: Students should have access to a free Salesforce Developer Org or Trailhead Playground. A Trailhead account is recommended for certification practice and hands-on challenges.