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Salesforce Platform App Builder Certification Exam Syllabus

Salesforce Platform App Builder Certification Exam is one of the most popular and valuable credentials for Salesforce professionals. It validates your ability to design, build, and implement custom applications using the declarative customization capabilities of the Salesforce Platform. The Salesforce Platform App Builder Certification is the credential that demonstrates the test taker’s ability to declaratively customize the standard applications or declaratively build a totally custom application. The Platform App Builder certification does not require detailed knowledge and skills of programming, but it does require knowing when it is appropriate or necessary to use coding to achieve an objective. Once a practitioner achieves this certification, he or she will be a Certified Platform App Builder.

Some of the benefits of choosing Salesforce Platform App Builder Certification Exam are:

  • It demonstrates your expertise in creating custom applications that meet business requirements and enhance user experience.
  • It helps you stand out from the crowd and gain recognition from employers, clients, and peers in the Salesforce community.
  • It prepares you for more advanced certifications such as Salesforce Platform Developer I and II, which require coding skills and knowledge of Apex and Visualforce.
  • It increases your earning potential and career opportunities as a Salesforce professional.

Five topics are covered in the Platform App Builder exam. The following are the core topic areas of the Salesforce Platform App Builder certification and what test takers are expected to know:

1. Salesforce Fundamentals

In this section, test takers need to be familiar with the capabilities of the base objects and know the capabilities and use cases for declarative customizations versus programmatic solutions. It also includes knowing the use cases for using an AppExchange app.

As part of declaratively building or customizing an application, the appropriate level of an object, record, and field access for different types of users must always be kept in mind. This section will present scenarios and the test taker will need to determine the appropriate access and sharing solution, using features such as profile object access, permission sets, role hierarchy, sharing rules, manual sharing, and field-level security.

A fraction of this section also covers the features and capabilities of Salesforce reports, report types, and dashboards, using global, object-specific actions and layouts to optimize Salesforce experience, and Chatter use cases and configurations.

2. Data Modeling & Management

The Data Modeling and Management topic has the third-largest weighting in the exam, so test takers should spend time to be familiar with topic objectives. In order to pass the data modeling and management section of the Platform App Builder certification exam, test takers must be familiar with a variety of topics related to data management. These topics include being able to determine the appropriate data model given a scenario, the different relationship types and implications of selecting one on the user interface, reporting, and record access. In addition, the considerations for changing a field data type is also relevant.

The use cases and capabilities of external objects and when it is appropriate to use them as part of a data model design are discussed here. In order to work visually with the data model, a knowledge of schema builder is required. Finally, the options for importing and exporting data into and out of Salesforce, including the capabilities of external data sources are particularly covered by this section.

3. Business Logic & Process Automation

The Business Logic and Process Automation topic is the highest weighted section at 28. This topic requires the know-how to apply business logic to particular applications, using record types, formula fields, validation rules, and roll-up summary fields. Understanding the capabilities and use cases for the various automation tools, including Approval Processes, Workflow, Flow Builder, and Process Builder are also important.

One tricky topic under this section is knowing the possible solutions to automate business processes while avoiding errors. For example, the potential for field updates to cause recursion. Recursion is a valid programming technique, used when a method calls itself to solve a complex problem, however, it can cause a problem in Salesforce, if an update on one field triggers an update on another field which causes an update back on the first field, resulting in a recursive loop.

4. User Interface

In the User Interface section, test takers need to understand how to declaratively customize the user interface and when and how to use custom buttons, links, and actions. In addition, the knowledge on Lightning Components and how they can be incorporated into an application declaratively or programmatically are the main focus of this topic.

5. App Deployment

In this section, test takers need to be familiar with the options and best practices for deploying an application from a sandbox to production or from one org to another. This includes understanding the different types of sandboxes, different deployment tools, and when it is appropriate to use each tool for a particular type of deployment. Change sets are one way of deploying metadata from a sandbox. It is also important to understand the capabilities and role of packages in app development and deployment. Knowing the appropriate deployment tools based on given requirements are vital in devising an effective and efficient deployment plan.

To prepare successfully for the certification exam, we recommend to work through our Platform App Builder Practice Exams.


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