Salesforce Platform App Builder Course
A structured Salesforce Platform App Builder course covering data model, app UI, security, automation, deployment and mobile, with linked practice questions.
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What you will learn
- Describe the data model and fields.
- Build Lightning app UI and navigation.
- Configure security and access.
- Apply automation and logic.
- Deploy changes and optimize for mobile.
Before you start
- Basic Salesforce navigation experience is helpful.
- Salesforce Administrator knowledge is useful but not required.
- A free Developer Edition org is helpful for practice.
Lesson 1 Data Model and Fields
The Platform App Builder exam validates skills for building apps on the Lightning Platform. The data model is the foundation: custom objects are user-defined tables, fields store attributes, picklists restrict values, and relationships link records. Master-detail relationships support roll-up summaries and cascade delete, while lookup relationships are looser links. Schema Builder visually manages objects, fields, and relationships. Record types control which fields and picklist values appear for a business process, and compact layouts show key fields in small cards on record and mobile pages.
Example
Example: A custom Project object uses a picklist for status, a master-detail relationship to Task children, and a roll-up summary to count completed tasks.Lesson 2 App UI and Navigation
Lightning App Builder creates Home, Record, App, and utility pages with drag-and-drop components. Lightning apps bundle tabs, pages, and navigation so users can complete work quickly. Components are reusable UI elements, tabs are navigation entries, quick actions perform tasks, and utility bars provide persistent tools. Responsive layouts adapt components to screen size. App Builders design simple navigation, consistent page layouts, and visible actions that match each user role.
Example
Example: A support app uses a Home page, a Cases tab, a quick action to create a case, and a utility bar with notes.Lesson 3 Security and Access
Security controls determine who can see and edit data. Profiles set base permissions, permission sets grant extra access, and field-level security controls field visibility. Object permissions control record operations, org-wide defaults set baseline record access, sharing rules extend access to groups, and roles form a hierarchy. App Builders configure custom objects, fields, apps, and tabs so users only see what they need. A well-designed app balances usability with least-privilege access.
Example
Example: A field manager profile can view project records, while a permission set grants edit access to selected project managers.Lesson 4 Automation and Logic
Declarative automation lets App Builders add business logic without code. Validation rules use formulas to block invalid saves, formula fields compute values, and flows collect data and perform actions. Screen flows guide users through step-by-step data entry, approval processes route records for decisions, and quick actions launch tasks. App Builders choose the simplest automation that meets the requirement and test it before deployment.
Example
Example: A screen flow collects expense details, a validation rule blocks negative amounts, and a quick action submits the record for approval.Lesson 5 Deployment and Mobile
App Builders move changes safely between environments. Change sets transfer metadata between orgs, sandboxes provide test environments, managed packages support versioning and upgrades, and unmanaged packages share apps simply. AppExchange is the marketplace, package versions are distributable snapshots, and install keys protect packages. The Salesforce mobile app uses quick actions, compact layouts, mobile navigation, offline access, and push notifications so users can work anywhere. Test in a sandbox, deploy, and review mobile pages before release.