The Salesforce Certified Platform App Builder credential is designed for individuals who would like to demonstrate their skills and knowledge in designing, building, and deploying custom applications using the declarative customization capabilities of the Force.com platform. The candidate can create, manage, and update data models, application security, business logic, and process automation. This study guide provides information about the Salesforce Certified Platform App Builder transition exam.
| Topic & Links | Suggestion |
| Field Types | Field type changes and Data loss limits and considerations |
| Global Actions and Object Specific Actions | Child record creation from parent record |
| Lightning Connect | External Objects & External Data Sources - focus on external ids, global search for external data, types of connectors |
| Sandboxes | Different types of sandboxes, which one includes data, when to use each type, which one is preferred for testing, training, etc. |
| Lightning App Builder | Parts of app builder, types of components & actions you can add into the app, how to enable the app built in lightning app builder inside salesforce1 mobile, creating a tab for the app |
| Rollup Summary Fields and Relationship Types | Required relationship type for rollup summary, where & how to create Lookup, Master-Details, External, Indirect |
| Packaging | Managed Packages, Unmanaged Packages |
| Assignments Rules | Case, Lead, what’s required for assignment rules, how many can be active, how many rule criteria’s can be there |
| Record Types | Business / sales process, impact on pick list values , page layouts, which picklist fields cannot have different values based on record types |
| Automation (Flows and Process Builder) | Scenarios where Flows is preferred, Process Builder or Workflows are preferred. |
| Workflow rules - Re-Evaluation | what gets re-evaluated when workflow rule field update is marked to re-evaluate other rules |
| Social Accounts and Personal Accounts | Data storage for person accounts, difference compared to business accounts, record types for person accounts
what’s required to sync social accounts, what details you can see using social accounts |
| AppExchange | Buy vs build, when to go for an AppExchange app or develop in house, e.g. quick way to implement products, pricing, quote & order |
| Order Of Execution | Go thru the salesforce reference on order of execution and understand the order for assignment , workflow, validation, escalation rules |
