What is Salesforce Platform App Builder Training?

The Salesforce Platform App Builder Training from Oakwood equips professionals with the knowledge and skills to create custom applications tailored to meet unique business requirements. This course focuses on leveraging Salesforce’s powerful tools to design, build, and deploy effective solutions that drive organisational efficiency.

This course is perfect for individuals looking to expand their expertise in Salesforce by learning how to create tailored apps without extensive coding knowledge. Learners will explore point-and-click development techniques, database design, and the integration of business logic to enhance functionality.

During this intensive 1-day training, learners will dive into Salesforce’s declarative development capabilities. With guidance from experienced trainers, learners will gain hands-on experience in building scalable and efficient applications, integrating workflows, and customising data models to suit their organisation’s needs.
 

Course Objectives:
 

  • To understand Salesforce’s declarative application development tools
  • To create custom objects, fields, and relationships
  • To automate business processes using workflows and process builders
  • To design and implement data models tailored to business needs
  • To integrate business logic and validation rules effectively
  • To build user-friendly applications with custom layouts and security

By the end of this training, learners will have the confidence to develop custom Salesforce applications, automate workflows, and optimise processes, ensuring their organisation can fully utilise Salesforce’s capabilities to achieve business goals.

Course Outline

Salesforce Platform App Builder Training

Module 1: Introduction to Salesforce

  • What is Salesforce?
  • Home Page Customisation
  • User Management and App Creation
  • Core CRM Objects in the Salesforce Schema
  • Declarative Customisations Boundaries
  • Use Cases for Programmatic Customisation
     

Module 2: Data Modelling and Management

  • Introduction to Data Management
  • Understand Record Access, User Interface, And Reporting
  • Importing
  • Leads
  • Contacts
  • Accounts
  • What is Salesforce Data Loader?
  • Features of Salesforce Data Loader
  • Install Salesforce Data Loader on Windows
  • Mass Delete and Records
  • Determine the Appropriate Data Model
  • Addition of Field to Schema Builder
     

Module 3: Security

  • Restricting Logins
  • Object Access Determination
  • Creating Custom Profile
  • Creation of Role Hierarchy
  • Record Access Exceptions
  • Record Access Configuration
     

Module 4: Social

  • Use Cases for Social Features
  • Setting Up Social Accounts and Contacts
     

Module 5: User Interface

  • User Interface
  • General Options
  • Sidebar Options
  • Calendar Settings
  • Name Settings
  • Setup Options and Other Settings
     

Module 6: Reporting

  • Create a Report
  • Describe the Features and Capabilities of Report
  • Create a Dashboard
  • Describe the Features and Capabilities of Dashboard
  • Report Type Reference
     

Module 7: Mobile

  • Salesforce Mobile App Introduction
  • Create App and Navigation
  • Configuring Salesforce Mobile for Organisation
  • Data Security
  • Deployment Tools

Included

Included

  • No course includes are available.

Offered In This Course:

  • vedio Video Content
  • elearning eLearning Materials
  • exam Study Resources
  • certificate Completion Certificate
  • study Tutor Support
  • workbook Interactive Quizzes
Individual Training

Individual Training fosters personal growth, enhances professional skills, and builds confidence.

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Corporate Training

Corporate Training improves employee skills, increases productivity, and aligns teams with company objectives.

Learning Options

Discover a range of flexible learning options designed to meet your needs. Select the format that best supports your personal growth and goals.

Online Instructor-Led Training

  • Live virtual classes led by experienced trainers, offering real-time interaction and guidance for optimal learning outcomes.

Online Self-Paced Training

  • Flexible learning at your own pace, with access to comprehensive course materials and resources available anytime, anywhere.

Build your future with Oakwood International

We empower you with the skills, knowledge, and confidence to excel in your career. Join us and take the first step towards realising your professional goals.

Frequently Asked Questions

Q. Do I need prior coding knowledge for this course?

No, prior coding experience is not required. This course focuses on Salesforce’s declarative tools, enabling learners to build applications using point-and-click development techniques.

Q. What will I learn during this training?

Learners will master custom object creation, data modelling, business logic integration, workflow automation, and designing user-friendly applications—all using Salesforce’s powerful development tools.

Q. Is this course suitable for Salesforce Administrators?

Absolutely! This course helps administrators enhance their skills by learning to build custom applications and automate workflows, enabling them to optimise Salesforce for their organisation.

Q. Will I gain hands-on experience in building applications?

Yes, this course includes practical exercises where learners can build and customise applications, apply automation tools, and integrate business logic under expert guidance.

Q. How does this course benefit my career?

This training equips learners with in-demand app-building skills, making them valuable assets to organisations seeking customised Salesforce solutions and enhancing their career growth in Salesforce ecosystems.

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