Salesforce App Builder

Day 1: Introduction to Salesforce Application Creation and Customization

Overview of the Salesforce Platform

• Introduction to Salesforce: Features and capabilities.
• Understanding the Salesforce architecture and data model.
• Exploring standard and custom objects.

Creating and Configuring Custom Objects and Fields

• How to create and configure custom objects.
• Adding custom fields and defining field-level security.
• Understanding field types and relationships.

Designing Page Layouts and Record Types

• Creating and customizing page layouts.
• Using record types to manage different business processes.
• Configuring page layouts for different profiles and user needs.

Creating and Customizing Applications

• Creating and managing custom applications.
• Adding custom tabs, objects, and other components to your app.
• Using the Lightning App Builder for page customization.

Workflow Automation

• Introduction to workflow rules and automation.
• Creating workflows and approval processes.
• Configuring email alerts, tasks, and field updates.

Day 2: Advanced Customization and Deployment

Advanced Customization Techniques

• Using Process Builder to automate complex business processes.
• Introduction to Flow Builder for advanced automation.
• Customizing Salesforce with formula fields, validation rules, and custom settings.

Reports and Dashboards

• Creating custom reports and dashboards to analyze data.
• Configuring report types, filters, and summary fields.
• Designing and customizing dashboards to visualize key metrics.

Data Management

• Importing and exporting data with Data Loader and Data Import Wizard.
• Managing data with bulk updates and data cleaning.
• Understanding data security and access controls.

Testing and Deployment

• Best practices for testing your customizations.
• Using Change Sets to deploy customizations between environments.
• Preparing and executing deployment in a production environment.

Exam Preparation and Certification

• Review of key concepts and best practices.
• Tips for preparing for the Salesforce App Builder certification exam.
• Discussion of common exam questions and topics.

Summary and Wrap-Up

• Q&A session to address remaining questions.
• Recap of skills and knowledge gained.
• Next steps for certification and ongoing learning.

This intensive two-day training program is designed to provide participants with the skills needed to create and customize Salesforce applications, automate processes, and manage data effectively. It covers both foundational and advanced topics to prepare participants for successful implementation and certification.

If you want to optimize your skills in developing and customizing applications on the Salesforce platform, this training is the ideal solution.

Practical Skills Development The training enables participants to master the tools and techniques for creating and customizing applications on the Salesforce platform, including creating custom objects and fields, and configuring page layouts and applications. These practical skills are essential for meeting specific business needs.

Business Process Automation By learning to use tools such as Process Builder and Flow Builder, participants can automate complex business processes, improve operational efficiency, and reduce human errors. This allows organizations to save time and focus on higher-value tasks.

Advanced Customization The training covers advanced customization techniques, such as creating reports and dashboards, and managing data. Participants will learn to design tailored solutions that address specific user needs and provide valuable insights through custom reports.

Certification Preparation This program is designed to prepare participants for the Salesforce App Builder certification exam, enhancing their professional credibility and opening up career opportunities. Certification is a valuable asset for Salesforce developers and administrators.

Salesforce Resource Optimization The skills gained allow for the optimization of Salesforce resources, effective data management, and leveraging advanced platform features. This improves the quality and efficiency of the solutions implemented.

Development Cost Reduction By mastering customization tools and techniques, participants can reduce the costs associated with in-house application development and maintenance, minimizing the need for expensive external solutions.

Best Practices and Expertise The training provides knowledge on best practices for designing, deploying, and managing Salesforce applications. Participants will benefit from in-depth expertise to create robust and high-performing solutions.

In summary, this training is a strategic investment for professionals looking to fully leverage the Salesforce platform, automate business processes, and achieve a recognized certification to advance their careers.