The right way to Go Salesforce Platform App Builder Certification Examination |

Final Up to date on September 16, 2022 by Rakesh Gupta

With immense pleasure, I want to share that I handed by Platform App Builder certification Examination one month Again. It took me 50 minutes to evaluate all of the questions earlier than I hit the submit button. After another click on of the ‘Proceed’ Button, woohoo, the display says End result: Go.

After completion, I considered sharing a few of my experiences concerning my preparation for the examination.

👉 As you’re right here, you could need to take a look at my new e book Salesforce Platform App Builder Certification: A Practical Study Guide.

So, Who’s an Superb Candidate for the Examination?

The Salesforce Platform App Builder credential is meant for a person with expertise growing customized functions on the Lightning Platform, together with sensible utility of the abilities and ideas famous within the examination goals beneath.

The Salesforce Platform App Builder typically has 6 months to 1 12 months of expertise constructing functions on the Lightning Platform and/or on an analogous expertise platform.

The Salesforce Platform App Builder candidate has the expertise, abilities, and data outlined beneath:

Familiarity with the capabilities of the Lightning Platform
Consciousness of Salesforce license varieties and associated concerns
Means to design functions to help enterprise processes and reporting necessities
Familiarity with capabilities and customization used to reinforce the cellular person expertise
Familiarity with the Salesforce growth environments and the choices accessible to deploy functions and handle modifications on the Lightning Platform
Comprehension of the sources listed on this examination information and the extra required examine supplies supplied by Salesforce

A candidate for this examination will not be anticipated to have the ability to administer Gross sales Cloud or Service Cloud, have programmatic growth expertise (Apex, Visualforce, and so forth.), design customized interfaces utilizing Visualforce, or design customized Lightning elements utilizing Apex or JavaScript.

The right way to put together for the examination?

The place to begin for me with any examination is the Examine Information. This provides you particulars of the aim and format of the examination after which a point-by-point abstract of the areas that you can be examined on and the way a lot they depend in direction of the general mark.

60 multiple-choice/multiple-select questions – 105 minutes
63% is the passing rating
Examination Sections and Weighting
- Salesforce Fundamentals: 23%
- Knowledge Modeling and Administration: 22%
- Enterprise Logic and Course of Automation: 28%
- Person Interface: 17%
- App Deployment: 10%
The examination Charge is $200 plus relevant taxes
Retake charge: USD 100, plus relevant taxes as required per native regulation
Platform App Builder Certification Exam Guide
Schedule your certification examination here

What occurs subsequent depends upon how you want to review – when you discover movies one of the simplest ways, the premier on-line coaching catalog has nice materials, together with data verify inquiries to see if any of it’s sticking. In the event you don’t have entry to that, there’s an enormous quantity on the Salesforce channel on youtube.

I’m an enormous fan of the written phrase, so I’ll often head to the web assist and go straight to the Printable Tip Sheets and User Guides part. This assortment of quick paperwork takes you thru establishing and utilizing numerous elements of the system.

The next listing will not be exhaustive; so test it out and use it as a place to begin:

Discover the Salesforce Associate Certification: An Entry-Level Credential for New Trailblazers
Trailmix: Prepare for Your Salesforce Platform App Builder Credential
Module: Study for the Platform App Builder Exam
Superbadge: Security Specialist
Superbadge: Process Automation Specialist
Superbadge: App Customization Specialist

What you Have to Know to Smoothen your Journey

On a really excessive degree, you need to perceive the next matters to clear the examination. All credit score goes to the Salesforce Trailhead crew and their respective house owners.

Salesforce Fundamentals: 23%

Salesforce offers commonplace objects and fields for widespread enterprise document varieties, resembling accounts, leads, and contacts. However each group is exclusive and wishes a method to tailor how knowledge is saved. Customized objects and fields enable companies to handle and retailer knowledge to greatest match their wants.
A Lightning app is a set of things that work collectively to serve a selected perform. In Lightning Expertise, Lightning apps give your customers entry to units of objects, tabs, and different objects, multi functional handy bundle within the navigation bar.
So what issues can you set in a Lightning app?
1. Most traditional objects, together with House, the primary Chatter feed, Teams, and Folks
2. Your group’s customized objects
3. Visualforce tabs
4. Lightning element tabs
5. Canvas apps by way of Visualforce tabs
6. Internet tabs
You’ll be able to see within the App Supervisor that there are two sorts of apps: Traditional and Lightning. A checkmark within the Seen in Lightning Expertise column implies that the app is accessible in Lightning Expertise by way of the App Launcher and is totally purposeful.
1. Traditional apps that don’t have a checkmark within the Seen in Lightning column are enabled just for our Salesforce Traditional UI. Since you’re working in Lightning Expertise, you received’t discover these Traditional-only apps within the App Launcher. Traditional apps marked as seen in Lightning Expertise are totally usable in Lightning Expertise, however they don’t make the most of the app enhancements that Lightning Expertise gives.
Compact layouts management which fields your customers see within the highlights panel on the high of a document. Additionally they management the fields within the expanded lookup card you see whenever you hover over a hyperlink in document particulars and within the particulars part whenever you broaden exercise within the exercise timeline.
1. Compact layouts assist make your crew extra productive by presenting them with key document data to allow them to simply handle their work. For instance, present telephone numbers and areas on an account. Or present levels, quantities, and possession fields on a possibility. With compact layouts, you possibly can spotlight no matter your customers have to see at a look after they have a look at a document.
Lightning pages are a set of Lightning elements organized in areas on the web page. You’ll be able to customise the web page’s construction and elements’ place with the Lightning App Builder (study extra within the Lightning App Builder module on Trailhead).
Customized hyperlinks can hyperlink to an exterior URL, resembling http://www.google.com, a Visualforce web page, or your organization’s intranet. Customized buttons can join customers to exterior functions, resembling net pages, and launch customized hyperlinks.
1. There are three major sorts of customized buttons and hyperlinks you can create.
  1. Checklist button—Seems on a associated listing on an object document web page.
  2. Element web page hyperlink—Seems within the Hyperlinks part of the document particulars on an object document web page.
  3. Element web page button—Seems within the motion menu within the highlights panel of a document web page.
2. A customized listing button is a button you can add to a associated listing. While you create an inventory button for an object, you possibly can add that button to that object’s associated listing when the associated listing seems on different objects. As a result of Vitality Audits are tied to accounts with a lookup relationship discipline, an Vitality Audits associated listing robotically seems on account data.
Actions let your customers rapidly do duties, resembling creating data, logging calls, sending emails, and extra. With customized actions, you may make your customers’ navigation and workflow as clean as potential by giving them fast entry to data that’s most essential.
1. Fast actions are available two completely different flavors.
  1. Object-specific actions have automated relationships to different data and let customers rapidly create or replace data, log calls, ship emails, and extra, within the context of a selected object.
  2. You create international actions in a distinct place in Setup than you create object-specific actions. They’re referred to as international actions as a result of they are often put wherever actions are supported. Use international actions to let customers log name particulars, create data, or ship e mail with out leaving the web page they’re on.
Service Cloud is an easy-to-use customer support utility that may allow you to present and monitor wonderful service. It retains your clients comfortable and your help crew sane, whether or not your clients attain out to you by e mail, telephone, social media, or different channels from desktops, cellular units, or apps.

Advantages of the Service Console

Profit	Description
(1) Break up views	From the beginning, you possibly can see an inventory of instances alongside your workspace to rapidly work by way of incoming buyer points.
(2) Associated document and associated listing elements	Proper out of the field, you possibly can see data associated to a buyer to get a well-rounded image of their concern and who they’re. Leap to lists of comparable instances, and work off lists to maintain your instances organized.
(3) Highlights panel element	With out configuring a factor, spot precisely what you want entrance and middle to answer clients rapidly.
(4) Compact case feed	Perceive case development and case historical past at a look with a news-like feed and preconfigured pages. Colourful icons allow you to distinguish between individuals and interactions immediately, and you’ll add a fast remark to assist your clients or crew.
(5) Information element	See advised articles out of your data base to resolve instances quicker, search articles to search out precisely what you want, and connect widespread options from related instances. (It’s essential to allow Lightning Information first.)
(6) Preconfigured utility bar	Enhance productiveness with instruments, resembling Notes to jot issues down, or Historical past to return to just lately considered data.

Case administration means organizing buyer instances into one place and ensuring they go to the fitting particular person, for the fitting reply, by the fitting time. Service Cloud does all that behind the scenes with automation instruments. Service is less complicated, quicker, and higher with somewhat automation.

Case Administration Instruments in Salesforce

Queues	Routinely prioritize your help crew’s workload by creating lists from which particular brokers can bounce in to resolve sure sorts of instances.
Project Guidelines	Routinely assign incoming instances to particular brokers in order that the fitting individuals work on the fitting instances.
Escalation Guidelines	Routinely escalate instances to the fitting individuals when the instances aren’t solved by a sure time.
Auto-Response Guidelines	Routinely ship personalised e mail responses to clients primarily based on every case’s particulars.

Plan for Case Automation – The solutions decide which instruments you’ll use to automate case administration.

Query	Reply	Software
Do help brokers work as a crew on particular points?	Sure, some brokers work off an inventory of emails as they arrive from clients.	Queues
How is the help crew structured?	We’ve got Gold and Platinum help groups. Platinum help shares a workload.	Queuesor Project Guidelines
Do help brokers work on particular merchandise or have particular ability units?	Some brokers work on photo voltaic panel set up whereas others work on photo voltaic panel efficiency.	Project Guidelines
Do instances have to escalate to somebody in the event that they’re not solved by a selected time?	Sure, we are able to’t have clients ready greater than 5 hours to get their points solved.	Escalation Guidelines
Ought to clients obtain automated responses?	Sure, we would like clients to know that we acquired their concern and that we care about them.	Auto-response Guidelines

Plan for Digital Engagement

Query	Reply
What’s the most dimension of e mail attachments to help?	Below 25 MB is ok.
Ought to outgoing emails from Salesforce route by way of Ursa Main Photo voltaic’s e mail servers for safety or compliance causes?	No, outgoing emails can route by way of Salesforce.
Does customer support use e mail templates, and if that’s the case, are there branding necessities?	No, we don’t use e mail templates, however we should always sooner or later for consistency. We must also add our emblem to e mail templates in some unspecified time in the future.
Can we add a code snippet to our buyer web site to show an online kind?	Sure, no downside.
Do we have to create any customized case fields to seize data for the online kind?	No, not now. Let’s see how this factor works first.

Digital engagement choices with Service Cloud.

Voice, Name Middle, and Open CTI	Enhance telephone productiveness by integrating Salesforce with third-party computer-telephony integration (CTI) methods. See Salesforce knowledge for incoming calls, make outgoing calls straight from the console, and report on name consequence, period, and extra.
Self-Service Assist Middle	Assist clients discover solutions, log instances, and replace orders on their very own from self-service net experiences. Customise, create, and model assist facilities with easy-to-use templates, elements, and apps.
Social Buyer Service	Assist help brokers pay attention, reply, and log instances for patrons on social platforms like Twitter, Instagram, Fb, and extra. Use key phrases, classifiers, and language detection to ensure that brokers discover the fitting posts and work the fitting points.
Chat & Embedded Service	Interact with clients looking the online with real-time, dwell chat. Shortly embed unobtrusive chat capabilities on firm web sites for each desktop and cellular browsers to let clients chat with brokers and deflect instances earlier than they get logged.
Snap-ins for Cell & Visible Distant Assistant	Add service to cellular apps in order that clients can get assist from apps on telephones and tablets. With an SDK (software program growth package), builders can let clients create and handle instances, dwell chat with help brokers, video chat and display share with brokers (Visible Distant Assistant), and think about data base articles on the go.
Messaging	Interact with clients utilizing messaging apps like SMS textual content and Fb Messenger, in order that they will join with help brokers immediately from wherever. Assist brokers handle a number of textual content conversations directly and see every textual content alongside related Salesforce knowledge.
Subject Service	Assist onsite visits out within the discipline with cellular options like job schedules, van stock, and extra—with or with out net connections.

AppExchange options are the quick and simple method to lengthen core Salesforce performance. There’s one thing for each enterprise problem.

Sort	Description
Apps	Full, specialised functions
Elements	Constructing blocks used so as to add performance to pages, apps, and Bolt options
Bolt options	Trade options paired with associate providers
Lightning Knowledge	Third-party knowledge to complement your CRM knowledge
Stream options	Stream actions: Stand-alone parts that add performance to course of flows
Stream options	Stream templates: Prebuilt, end-to-end, configurable, enterprise processes tailor-made to match particular trade use instances
Consultants	Specialists who possess deep trade data and confirmed Salesforce abilities

AppExchange options have a number of issues in widespread. They:
1. Prolong Salesforce performance.
2. May be distributed to others.
3. Run on the Salesforce platform.
4. Speed up answer growth.
All AppExchange options share a couple of essential qualities.
1. Straightforward to put in: Hundreds of options set up in only a few clicks.
2. Seamless to arrange: Combine and configure options with clicks not code.
3. Peer reviewed: There are greater than 80,000 peer evaluations of AppExchange options.
4. Examined for safety: To get listed on AppExchange, each answer passes a rigorous safety evaluate.
You’ll be able to handle record-level entry in these 4 methods.
1. Group-wide defaults specify the default degree of entry customers have to every others’ data. You employ org-wide sharing settings to lock down your knowledge to probably the most restrictive degree, after which use the opposite record-level safety and sharing instruments to selectively give entry to different customers.
2. Position hierarchies give entry for customers larger within the hierarchy to all data owned by customers beneath them within the hierarchy. Position hierarchies don’t should match your group chart precisely. As a substitute, every position within the hierarchy ought to signify a degree of knowledge entry {that a} person or group of customers wants.
3. Sharing guidelines are automated exceptions to organization-wide defaults for explicit teams of customers, to allow them to get to data they don’t personal or can’t usually see. Sharing guidelines, like position hierarchies, are solely used to offer extra customers entry to data. They will’t be stricter than your organization-wide default settings.
4. Guide sharing permits house owners of explicit data to share them with different customers. Though guide sharing isn’t automated like org-wide sharing settings, position hierarchies, or sharing guidelines, it may be helpful in some conditions, resembling when a recruiter occurring trip must briefly assign possession of a job utility to another person.
Auditing offers essential data for diagnosing potential safety points or coping with actual ones. Somebody in your group ought to audit repeatedly to detect potential abuse. Search for sudden modifications or patterns of use.
1. Document Modification Fields – All objects embody fields to retailer the identify of the person who created the document and who final modified the document. This offers some fundamental auditing data.
2. Login Historical past – You’ll be able to evaluate an inventory of profitable and failed login makes an attempt for the previous six months. For extra data, see Monitor Login History.
3. Subject Historical past Monitoring – You’ll be able to activate auditing to robotically monitor modifications within the values of particular person fields. Though field-level auditing is offered for all customized objects, just some commonplace objects enable it. For extra data, see Field History Tracking.
4. Setup Audit Path – The Setup Audit Path logs when modifications are made to your group’s configuration. For extra data, see Monitor Setup Changes.
Salesforce Identification permits you to give the fitting individuals the fitting entry to the fitting sources on the proper time. You management who can entry your orgs and who can use apps operating on the Salesforce Platform, on-premises, in different clouds, and on cellular units.
The principle options of Salesforce Identification.
1. Single sign-on
2. Related apps
3. Social sign-on
4. Multi-factor authentication
5. My Area
6. Centralized person account administration
7. Person provisioning
8. App Launcher
Listed below are the three protocols that Salesforce and different identification distributors observe to implement identification options.
1. SAML
2. OAuth 2.0
3. OpenID Join
Lightning Experience Reports & Dashboards Specialist
The Salesforce cellular app is an enterprise-class app that gives your customers with immediate entry to your organization’s CRM knowledge from a telephone or pill. Listed below are among the the reason why the app is so superior.
1. The cellular app is included with each Salesforce license. Yup, you heard us appropriately—it’s free. Procrastinating in your cellular rollout is principally like setting piles of cash on fireplace.
2. The app is plug-and-play, which implies customers simply obtain it from the App Retailer® or Google Play™— and go. It really works out of the field with no setup required. It’s lightning quick—severely. Within the time it took you to learn this paragraph, you can have already put in the app and logged in.
3. The app is cross platform, so it runs on Android and iOS working methods. Like, robotically—with out you having to do any growth work.
4. The app has offline capabilities. Your cellular customers received’t be affected by capricious mobile indicators, FAA rules, subway commutes, or bunker-style buildings.
5. It really works seamlessly with the desktop model of Lightning Expertise, so customers can change between the 2 with out lacking a beat.
6. It isn’t simply an app. It’s a platform. As a result of the Salesforce platform powers the cellular app, it’s infinitely customizable. You should utilize point-and-click instruments to make it your personal.
Three options you need to use to customise the cellular app.
1. Fast actions
2. Compact layouts
3. Cell navigation, for Lightning apps and the Cell Solely app

Knowledge Modeling and Administration: 22%
1. Leads are individuals and firms that you just’ve recognized as potential clients. You discover leads in a number of methods. A lot of your leads might be referred to you by different comfortable clients. You too can collect leads when clients contact you in your web site, cease by your sales space at a convention, or by way of data exchanges with associate corporations. In Salesforce, details about leads is saved in Lead data.
  1. Some large benefits to utilizing leads. You’ll be able to higher monitor, report on, and goal advertising campaigns to potential clients. Leads can assist you focus on the potential offers almost certainly to shut.
2. Use the workspace to trace interactions with leads, verify marketing campaign historical past, and plan future actions.
  1. If the lead is concerned in any advertising campaigns, they’re listed within the Marketing campaign Historical past for the lead.
  2. Assessment the lead’s Particulars tab to search out and replace details about the lead.
  3. Use the lead’s Exercise tab to log your calls and emails that will help you bear in mind what you talked about and the way the lead responded—plan for the longer term by creating Duties or Occasions.
  4. Use the lead’s Information tab to verify the most recent information for the lead’s trade. Check in together with your Twitter account to search out and observe the lead’s Twitter feed.
  5. Join together with your coworkers to ask questions, search recommendation, or present data on the lead’s Chatter tab. The Chatter feed for the document additionally reveals whenever you create actions.
3. You’ll be able to convert the lead document into a possibility whenever you qualify a lead. You then work your alternative till you shut the deal both by finishing it or canceling it.
  1. While you convert a lead, Salesforce makes use of the knowledge saved within the lead document to create a enterprise account, a contact, and a possibility. In the event you’ve enabled particular person accounts and the lead document didn’t embody an organization identify, the lead is transformed into an individual account and a possibility.
4. Schema Builder is a software that allows you to visualize and edit your knowledge mannequin.
5. Salesforce gives two principal strategies for importing knowledge.
  1. Knowledge Import Wizard—this software, accessible by way of the Setup menu, permits you to import knowledge in widespread commonplace objects, resembling contacts, leads, accounts, in addition to knowledge in customized objects. It may possibly import as much as 50,000 data at a time. It offers a easy interface to specify the configuration parameters, knowledge sources, and the sphere mappings that map the sphere names in your import file with the sphere names in Salesforce.
  2. Knowledge Loader—this can be a consumer utility that may import as much as 5 million data at a time, of any knowledge sort, both from information or a database connection. It may be operated both by way of the person interface or the command line. Within the latter case, it’s worthwhile to specify knowledge sources, discipline mappings, and different parameters by way of configuration information. This makes it potential to automate the import course of, utilizing API calls.
6. Use the Knowledge Import Wizard When:
  1. You might want to load lower than 50,000 data.
  2. The objects it’s worthwhile to import are supported by the wizard.
  3. You don’t want the import course of to be automated.
7. Use Knowledge Loader When:
  1. You might want to load 50,000 to 5 million data. If it’s worthwhile to load greater than 5 million data, we advocate you’re employed with a Salesforce associate or go to the AppExchange for an appropriate associate product.
  2. You might want to load into an object that isn’t supported by the Knowledge Import Wizard.
  3. You need to schedule common knowledge hundreds, resembling nightly imports.
8. Observe these steps earlier than you begin importing any knowledge.
  1. Use your current software program to create an export file. You’ll use this exported knowledge file to now import the information into Salesforce.
  2. Clear up the import file for accuracy and consistency. This entails updating the information to take away duplicates, delete pointless data, appropriate spelling and different errors, and implement naming conventions.
  3. Evaluate your knowledge fields with the Salesforce fields you possibly can import into, and confirm that your knowledge can be mapped into the suitable Salesforce fields. You may have to fine-tune the mapping earlier than beginning the import. For particulars, see Field Mapping for Data Sources within the on-line assist.
  4. Make any configuration modifications required in Salesforce to deal with the imported knowledge. For instance, you may have to create new customized fields, add new values to picklists, or briefly deactivate workflow guidelines.
9. Gross salespressure gives two principal strategies for exporting knowledge.
  1. Knowledge Export Service—an in-browser service, accessible by way of the Setup menu. It lets you export knowledge manually as soon as each 7 days (for weekly export) or 29 days (for month-to-month export). You too can export knowledge robotically at weekly or month-to-month intervals. Weekly exports can be found in Enterprise, Efficiency, and Limitless Editions. In Skilled Version and Developer Version, you possibly can generate backup information solely each 29 days, or robotically at month-to-month intervals solely.
  2. Knowledge Loader—a consumer utility that you could set up individually. It may be operated both by way of the person interface or the command line. The latter possibility is helpful if you wish to automate the export course of, or use APIs to combine with one other system.
10. This data can assist you combine your imported knowledge into Salesforce.
  1. New Values for Picklists and Multi-Choose Picklists—In the event you import a picklist worth that doesn’t match an current picklist worth:
    1. For an unrestricted picklist, the Knowledge Import Wizard makes use of the worth that’s within the import file.
    2. For a restricted picklist, the Knowledge Import Wizard makes use of the picklist’s default worth.
  2. Multi-Choose Picklists—To import a number of values right into a multi-select picklist, separate the values by a semicolon in your import file.
  3. Checkboxes—To import knowledge right into a checkbox discipline, use 1 for checked values and Zero for unchecked values.
  4. Default Values—For picklist, multi-select picklist, and checkbox fields, if you don’t map the sphere within the import wizard, the default worth for the sphere, if any, is robotically inserted into the brand new or up to date document.
  5. Date/Time Fields—Be certain that the format of any date/time fields you’re importing matches how they show in Salesforce per your locale setting.
  6. System Fields—System fields can’t settle for imported knowledge as a result of they’re read-only.
  7. Subject Validation Guidelines—Salesforce runs validation guidelines on data earlier than they’re imported. Information that fail validation aren’t imported. Contemplate deactivating the suitable validation guidelines earlier than operating an import in the event that they have an effect on the data you’re importing.

Enterprise Logic and Course of Automation: 28%

Let’s say you wished to take two numeric fields on a document and divide them to create a proportion. Or maybe you need to flip a discipline right into a clickable hyperlink for straightforward entry to essential data from a document’s web page structure. Possibly you need to take two dates and calculate the variety of days between them. All these items and extra are potential utilizing system fields.
Whereas system fields calculate values utilizing fields inside a single document, roll-up abstract fields calculate values from a set of associated data, resembling these in a associated listing. You’ll be able to create roll-up abstract fields that robotically show a worth on a grasp document primarily based on the values of data in a element document. These element data have to be straight associated to the grasp by way of a master-detail relationship.
You’ll be able to carry out several types of calculations with roll-up abstract fields. You’ll be able to depend the variety of element data associated to a grasp document, or calculate the sum, minimal worth, or most worth of a discipline within the element data. For instance, you may want:
1. A customized account discipline that calculates the whole of all associated pending alternatives.
2. A customized order discipline that sums the unit costs of merchandise that include an outline you specify.

There are a couple of several types of summaries you need to use.

Sort	Description
COUNT	Totals the variety of associated data.
SUM	Totals the values within the discipline you choose within the Subject to Mixture possibility. Solely quantity, foreign money, and p.c fields can be found.
MIN	Shows the bottom worth of the sphere you choose within the Subject to Mixture possibility for all straight associated data. Solely quantity, foreign money, p.c, date, and date/time fields can be found.
MAX	Shows the very best worth of the sphere you choose within the Subject to Mixture possibility for all straight associated data. Solely quantity, foreign money, p.c, date, and date/time fields can be found.

Validation guidelines confirm that knowledge entered by customers in data meets the requirements you specify earlier than they will reserve it. A validation rule can include a system or expression that evaluates the information in a number of fields and returns a worth of “True” or “False.” When the validation rule returns a worth of “True”, this confirms that the information entered by the person incorporates an invalid worth. Validation guidelines may also embody error messages to show to customers after they enter invalid values primarily based on specified standards. Utilizing these guidelines successfully contributes to high quality knowledge. For instance, you possibly can make sure that all telephone quantity fields include a specified format or that reductions utilized to sure merchandise by no means exceed an outlined proportion.
1. You’ll be able to create validation guidelines for objects, fields, marketing campaign members, or case milestones.
Which Automation Tool Do I Use?
An approval course of automates how Salesforce data are authorised in your org. In an approval course of, you specify:
1. The steps crucial for a document to be authorised and who approves it at every step. For instance, when an worker creates a time-off request, have Salesforce robotically ship an approval request to the worker’s supervisor.
2. The actions to take primarily based on what occurs in the course of the approval course of. For instance, if a time-off request is authorised, replace fields on the worker’s document. But when the request is rejected, ship a notification to the worker.
Right here’s an inventory of locations the place you possibly can put a circulate with a display so customers can get to it.
1. Lightning pages
2. Stream actions
3. Utility bar
4. Expertise Builder web page
5. Customized Lightning elements
6. Visualforce pages
7. Internet tabs
8. Customized buttons and hyperlinks

Person Interface: 17%
1. The Lightning App Builder is a point-and-click software that makes it simple to create customized pages for the Salesforce cellular app and Lightning Expertise, giving your customers what they want multi functional place.
2. With the Lightning App Builder, you possibly can construct:
  1. Single-page apps that drill down into commonplace pages
  2. Dashboard-style apps, resembling apps to trace high gross sales prospects or key leads for the quarter
  3. “Level” apps to resolve a selected job, resembling an expense app for customers to enter bills and monitor bills they’ve submitted
  4. Customized document pages in your objects, tailor-made to the wants of your customers
  5. Customized House pages containing the elements and options that your customers use most
3. Lightning pages help these elements:
  1. Normal Elements – Normal elements are Lightning elements constructed by Salesforce.
  2. Customized Elements – Customized elements are Lightning elements that you just or another person have created. You’ll be able to configure customized Lightning elements to work in Lightning App Builder.
  3. Third-Get together Elements on AppExchange – AppExchange offers a market for Lightning elements. Yow will discover packages containing elements already configured and able to use within the Lightning App Builder.
4. You’ll be able to create several types of Lightning pages with the Lightning App Builder. We’re going to have a look at these three varieties.
  1. App Web page – Use an app web page to create a house web page for a third-party app you can add straight into the Salesforce cellular app and Lightning Expertise navigation menus. Your customers then have an app dwelling web page the place they will rapidly entry an important objects and objects.
  2. House Web page – Create House pages with options related to particular sorts of customers, and assign the custom-made pages to completely different apps or app-and-user-profile combos. Customized House pages are supported in Lightning Expertise solely.
  3. Document Web page – With a document web page, you possibly can create a custom-made model of an object’s document web page, tailoring it to your customers’ wants. Customized document pages are supported in Lightning Expertise and within the Salesforce cellular app.
5. You too can customise the web page for several types of customers and assign customized pages to completely different apps and app-and-profile combos.
6. You could have 4 choices to activate the lightning document web page.
  - Make the web page the org default for the article.
  - Make the web page the default object document web page for particular Lightning apps.
  - Assign the web page to a mixture of Lightning apps, document varieties, and profiles.
  - Assign the web page to a kind issue, resembling a desktop or telephone.
7. You’ll be able to create a customized Lightning element utilizing two programming fashions, Lightning Internet Elements and Aura Elements.
8. Your customized Lightning elements don’t robotically work on Lightning pages or within the Lightning App Builder. To make a customized element usable in each, it’s worthwhile to configure the element and its element bundle in order that they’re suitable with the Lightning App Builder and Lightning pages.
App Deployment: 10%
1. Salesforce offers numerous growth instruments and processes to fulfill the wants of consumers.
  1. Change set growth
  2. Org growth
  3. Package deal growth
2. At a excessive degree, all three growth fashions observe the identical ALM course of. However the fashions differ in the best way that they allow you to handle modifications to your org. Controlling change is an enormous deal in software program growth, and you’ll select the event mannequin that most accurately fits your state of affairs when you perceive your choices.
3. You’ll be able to safely develop some sorts of latest performance in a manufacturing org. Customizations that don’t have an effect on knowledge are secure to create in a manufacturing org, resembling growing new dashboards, experiences, and e mail templates.
4. ALM offers course of and insurance policies that assist them construct apps easily and subsequently quicker, with out breaking issues. Apps and instruments can fluctuate, however the steps within the ALM cycle apply to any Salesforce growth undertaking.
  1. Step 1: Plan Launch – Begin your customization or growth undertaking with a plan. Collect necessities and analyze them. Have your product supervisor (or equal) create design specs and share them with the event crew for implementation. Decide the assorted growth and testing environments the crew wants because the undertaking progresses by way of the ALM cycle.
  2. Step 2: Develop – Full the work, following the design specs. Carry out the work in an setting containing a replica of the manufacturing org’s metadata, however with no manufacturing knowledge. Develop on Lightning Platform utilizing an acceptable mixture of declarative instruments (Course of Builder, the Customized Object wizard, and others within the UI) and programmatic instruments (Developer Console, Supply Code Editor, or Visible Studio Code).
  3. Step 3: Check -Train the modifications you’re making to verify that they work as meant earlier than you combine them with different individuals’s work. Do your testing in the identical sort of setting as you used within the develop step, however hold your growth and built-in testing environments separate. At this level, concentrate on testing your modifications themselves, not on understanding how your modifications have an effect on different elements of the discharge or the app as an entire.
  4. Step 4: Construct Launch -Mixture all of the belongings you created or modified in the course of the develop stage right into a single launch artifact: a logical bundle of customizations that you just deploy to manufacturing. From this level on, concentrate on what you’re going to launch, not on the contributions of people.
  5. Step 5: Check Launch – Check what you’re really going to deploy, however check safely in a staging setting that mimics manufacturing as a lot as potential. Use a sensible quantity of consultant manufacturing knowledge. Join your check environments with all of the exterior methods they should mimic your manufacturing system’s integration factors. Run full regression and remaining efficiency checks on this step. Check the discharge with a small set of skilled individuals who present suggestions (a way referred to as user-acceptance testing).
  6. Step 6: Launch – While you’ve accomplished your testing and met your high quality benchmarks, you possibly can deploy the customization to manufacturing. Practice your staff and companions in order that they perceive the modifications. If a launch has important person influence, create a separate setting with lifelike knowledge for coaching customers.
5. Releases usually fall into one in every of three classes
  1. Patch Bug fixes and easy modifications – Easy modifications embody experiences, dashboards, listing views, and e mail templates.
  2. Minor Modifications with restricted influence, resembling a brand new workflow rule or set off impacting a single enterprise course of.
    1. These releases usually require testing, however solely restricted coaching and alter administration. Usually, a crew delivers the modifications for a minor launch inside a couple of weeks.
  3. Main Modifications with important influence, together with modifications with a number of dependencies. As a result of these releases can significantly have an effect on the person expertise and knowledge high quality, they require thorough testing, coaching, and cautious change administration. Main releases are usually delivered as soon as 1 / 4 (Salesforce does it 3 times a 12 months).
    1. Launch on a constant schedule.
6. In bundle growth, you handle completely different customizations as separate packages, not as one large launch of modifications to the org. Keep in mind how in change set growth you handle a set of modifications from a number of initiatives as if they’re going into one container? When releases turn into so advanced that it is sensible to handle the org as a number of containers, it’s time to maneuver to the bundle growth mannequin. In case your crew is already constructing modular launch artifacts on different platforms, they’ll discover some similarities working in bundle growth.
7. As you propose a launch, be certain your launch members can entry the environments they want at every step within the ALM course of. If you’re utilizing the change set growth mannequin, in order that they use sandbox environments optimized for the duties in every ALM step. Keep in mind, a sandbox is only a copy of your manufacturing org in a separate setting. Some sandboxes don’t include any manufacturing knowledge, whereas others maintain various quantities. Right here’s how you need to use sandboxes in every step of ALM.
  1. Develop and check steps: Every crew member has their very own Developer sandbox to create their assigned customization. Developer sandboxes include no manufacturing knowledge.
  2. Construct launch: Every crew member migrates their customizations from their respective Developer sandboxes to a shared Developer Professional sandbox for integration. Developer Professional sandboxes don’t include manufacturing knowledge, however you possibly can seed them with testing knowledge.
  3. Check launch: For user-acceptance testing, the crew makes use of a Full sandbox to create an entire duplicate of manufacturing. A Full sandbox consists of manufacturing knowledge.
  4. Launch: After the discharge is in manufacturing, the crew can use the Full sandbox created within the final step to coach customers with out exposing manufacturing knowledge.
8. Org growth, a mannequin that makes use of some completely different instruments that present
  1. Better flexibility and scalability
  2. New methods to trace and handle change, and
  3. A unique methodology of deployment
9. The org growth mannequin makes use of a supply management repository to retailer modifications and undertaking information. A supply repo can assist to mitigate the ache level of retaining environments in sync. By externalizing the modifications for every launch, the crew is aware of that the supply repo displays what they’re delivering and isn’t affected by setting variations. This consistency ensures a smoother course of as they transfer by way of the completely different growth, testing, and staging environments.
  1. The crew accesses the identical growth and testing environments they’ve used earlier than. You should utilize sandboxes in every step of the applying lifecycle.
    1. Develop and check: Every crew member has their very own Developer sandbox to create their assigned customization. Developer sandboxes include no manufacturing knowledge.
    2. Construct launch: Every crew member migrates their customizations from their respective Developer sandboxes to a shared Developer Professional sandbox for integration. Developer Professional sandboxes don’t include manufacturing knowledge, however you possibly can seed them with testing knowledge.
    3. Check launch: For user-acceptance testing, the crew makes use of a partial sandbox to create an entire duplicate of manufacturing (with out manufacturing knowledge).
    4. Launch: After the discharge is in manufacturing, the crew can use the complete sandbox to coach customers with out the danger of altering manufacturing knowledge. A full sandbox features a copy of manufacturing knowledge.
10. Salesforce CLI is a robust command-line interface that you need to use for each part of the org growth lifecycle. It improves productiveness by offering a single interface for all of your growth, check, and automation use instances. You’ll be able to:
  1. Authorize sandboxes (headless or net circulate)
  2. Create and handle DX initiatives
  3. Import and export check knowledge
  4. Retrieve and deploy metadata
  5. Run and automate checks
11. The event crew installs the Salesforce Extension Pack to allow them to use these VS Code extensions:
  1. Salesforce CLI Integration—interacts with Salesforce CLI to supply core performance.
  2. Apex—makes use of the Apex Language Server to supply options resembling syntax highlighting and code completion.
  3. Apex Replay Debugger—permits VS Code to replay Apex execution from Apex debug logs.
  4. Aura Elements—helps Aura element bundles.
  5. Visualforce—helps Visualforce pages and elements.
12. The bundle growth mannequin streamlines your entire growth lifecycle, with advantages like:
  1. Enhancing crew growth and collaboration.
  2. Modular growth course of with specification of dependencies amongst packages.
  3. Versioning to assist with change administration
  4. Facilitating automated testing and steady integration.
  5. Making the discharge cycle extra environment friendly and agile.
  6. Improved model management system (VCS) synchronization by way of change-tracking of Setup options
  7. Extra fine-grained visibility and readability into the change administration of your manufacturing org

Further Assets

A number of blogs allow you to put together for the Salesforce Licensed Platform App Builder examination.

Guide: Salesforce Platform App Builder Certification: A Practical Study Guide.
Join Salesforce Certification Days Webinar for – Platform App Builder Certification
Teacher lead coaching by Trailhead

Conclusion

When you have fundamental expertise with all of the above matters, passing the examination can be a cinch, and it is possible for you to to earn the much-coveted Salesforce Licensed Platform App Builder certification examination! Nonetheless, when you do not need sufficient expertise (6-9 months) with the Salesforce platform and plan to turn into a Licensed Platform App Builder. I counsel you draw a 6-9 months plan (end the above Trailhead to arrange for it).

I hope that you just discover the following pointers and sources helpful. In the event you put the effort and time in, you’ll succeed. Joyful learning and good luck!

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