Salesforce Platform App Builder Training

• Professional Experience: Learners should have at least 1 year of experience in sales, IT, or business analysis to effectively apply the skills and strategies taught in this training. 

• Educational Background: While no specific educational qualifications are required, familiarity with Salesforce tools or application development concepts is highly recommended. 

• Language Proficiency: A good command of English is required, as all course content, discussions, and assessments are conducted in English. 

• Application Development Mastery: Gain in-depth knowledge of Salesforce Platform App Builder features and functionalities. 

• Workflow Optimisation: Learn to streamline workflows and improve team efficiency. 

• Data-Driven Insights: Master the use of Salesforce tools for analysing business performance and customer behaviour. 

• Customisation Expertise: Learn to tailor applications to unique organisational needs for maximum impact. 

• Integration Skills: Develop the ability to integrate Salesforce applications with existing systems for cohesive execution. 

• Automation Proficiency: Implement automation techniques to save time and enhance operational efficiency. 

• Customer-Centric Solutions: Improve customer satisfaction and engagement through customised application strategies. 

• Professional Certification: Achieve a certificate that validates your expertise in Salesforce Platform App Builder and enhances your professional credentials. 

The Salesforce Platform App Builder Training is designed for professionals seeking to optimise their application development skills, including:

• Salesforce Administrators

• Business Analysts

• Application Builders

• IT Professionals

• Team Leaders

• Business Owners

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