1 – Introduction & Overview
- My Bio and Getting Started
- Signing Up for a Free Salesforce Account and Switching from Lightning to Classic
- General Housekeeping and Downloading the Exam Guide
- About the Platform App Builder Certification – Formerly Dev 401
- The Platform App Builder Certification Study Guide
- Signing In and Completing the Lightning Experience Migration Assistant
- Switching from Salesforce Classic to Lightning Experience
- Salesforce Lightning Experience Interface Quick Tour
- Salesforce Classic Interface Quick Tour
- Accessing the Setup Menu and Reviewing Your Company Information
- Helpful Practice Activity – Setting up Your User Account
2 – Salesforce Fundamentals
- Salesforce Fundamentals Introduction
- Multitenant Architecture Overview
- Introducing the MVC Design Pattern
- The Salesforce Schema
- Helpful Practice Activity – Downloading Apps off the AppExchange
- AppExchange Sample Exam Question #3 from Study Guide
- Helpful Practice Activity – Resetting Your Security Token
- Salesforce Fundamentals Quiz
3 - Data Modeling and Management
- Data Modeling and Management Introduction
- Let’s Talk About Objects
- Understanding Standard Objects
- Understanding Custom Objects
- Helpful Practice Activity – Creating Custom Objects for an IMDb Clone App
- Understanding Standard Fields
- Understanding Custom Fields
- Understanding Field Types
- Creating Text and URL Fields
- Setting Field Level Security on a Field
- Viewing Field Accessibility on a Field
- Setting History Tracking for Changes to Field Values
- Creating an Auto-Number Field
- Identifying Salesforce IDs via URLs and the Salesforce Workbench
- Creating a Basic Formula Field
- Creating a Checkbox Field
- Creating a Currency Field
- Enabling Multi-Currency in Your Org
- Keep Your Currency Exchange Rates Up to Date
- Creating Date Fields
- Creating an Email field
- Creating a Geolocation Field
- Creating a Custom Object and Number Fields Using the Schema Builder
- Creating a Percent Field
- Creating a Phone Field
- Creating a Picklist Field
- Creating a Multi-Select Picklist Field
- Creating a Dependent Picklist
- Creating a Lookup Relationship
- Creating an External Lookup Relationship
- Creating a Master-Detail Relationship
- Creating an Encrypted Field
- Roll Up Summary Fields
- Sample Exam Question #4 from Exam Guide
- Considerations When Changing a Field's Type
- Introducing and Installing the Data Loader
- Logging in to the Data Loader with a Security Token
- Data Loader Configuration
- Importing Data – Which Tool is Best?
- Mass Transfer of Records
- Helpful Practice Activity – Creating Unique ID / External ID
- Exporting Data from Salesforce
- Relationship Types and Implications on Record Access
- Relationship Types and Implications on User Interface
- Relationship Types and Implications on Reporting
- Mass Delete Records
- Introducing External Objects and External Data Sources
- Creating External Objects & Data Source with Salesforce Connect and Heroku
- Introducing the Schema Builder
- Practice Activity – Creating Custom & Junction Objects in the Schema Builder
- Data Modeling and Management Quiz
4 - Security
- Security Introduction
- User Management Settings
- Introducing Profiles
- Creating Custom Profiles
- Introducing Roles
- Creating Roles and Assigning Users to Them
- Profiles vs. Roles
- Introducing Permission Sets
- Creating Permission Sets
- Organization Wide Defaults
- Sharing Settings and Granting Access Using Hierarchies
- Manually Sharing Records
- Create, Read, Update, Delete Operations – aka CRUD
- Security Quiz
5 – Business Logic and Process Automation
- Business Logic and Process Automation Introduction
- Introducing Record Types
- Helpful Practice Activity - Creating Account and Production Record Types
- Helpful Practice Activity – Create Contact Record Types
- Helpful Practice Activity – Create Opportunity Record Types
- Assigning Default Record Types to Profiles
- Record Type Sample Exam Question #5 from the Exam Guide
- Creating Picklist Fields and Record Type Implications
- Creating Advanced Formula Fields
- Creating Cross Object Formula Fields
- Formula Field Sample Exam Question #2 from the Exam Guide
