App Builder STUDY GUIDE

Describe the capabilities of the core CRM objects in the Salesforce schema.

• CRM For Lightning Experience (40 mins)
• Leads & Opportunities for Lightning Experience (35 mins)
• Accounts & Contacts for Lightning Experience (30 mins)
• What’s the Difference Between Standard and Custom Objects? (5 mins)
• What’s the Difference between Standard Fields and Custom Fields?(5 mins)

Given a scenario, identify the boundaries of declarative customization and the use cases for programmatic.

• Platform Development Basics (65 mins)
• Process Automation Cheatsheet (10 mins)
• Which Automation Tool Do I Use? (10 mins)
• When Should I Use Apex? (10 mins)
• Apex Triggers (15 mins)

Identify common scenarios for extending an org using the AppExchange.

• AppExchange Basics (45 mins)
• What is AppExchange?(5 mins)
• Salesforce AppExchange Overview Demo (2 mins)
• Build Vs. Buy: Tips To Create The Perfect App Strategy (18 mins)

Given a scenario, determine the appropriate data model.

• Sales Cloud Configuration Basics (25 mins)
• Data Modeling (45 mins)

Describe the capabilities of the various relationship types and the implications of each on record access, user interface, and reporting.

• Object Relationships Overview (15 mins)
• Considerations for Relationships (20 mins)

Identify the considerations when changing a field's type.

• Change the Custom Field Type (5 mins)
• Notes on Changing Custom Field Types (15 mins)

Given a set of requirements, identify the considerations and select the appropriate field type.

• Work With Standard & Custom Fields (15 mins)
• Custom Field Types (20 mins)

Describe the capabilities and considerations of the schema builder

• Create the Data Model (Unit) (20 mins)
• Design Your Own Data Model (10 mins)
• Schema Builder Custom Object Definition (10 mins)
• Create Objects with Schema Builder (5 mins)
• Create Fields with Schema Builder (5 mins)

Describe the options and considerations when importing and exporting data.

• Data Management (40 mins)
• Import & Export With Data Management Tools( (40 mins)
• Import Data Into Salesforce (10 mins)
• Choosing a Method for Importing Data (10 mins)
• Export Data (10 mins)
• Export Backup Data from Salesforce (10 mins)
• Data Import: Clean Up Your Import File (6 mins)
• Data Import: Clean and Prepare Your Data Using Excel (13 mins)
• Data Import: Choosing the Right Tool (6 mins)
• Data Import: Owner IDs and Parent IDs (8 mins)
• Data Import: Best Practices for Importing Data (3 mins)

Describe the capabilities of and use cases for external objects.

• Salesforce Connect (75 mins)
• Quick Start: Salesforce Connect (20 mins)
• Define External Objects (15 mins)
• External Object Relationships (10 mins)

Describe the features and capabilities available to restrict and extend object, record, and field access.

• Security Basics (70 mins)
• Control What Your Users Can Access (Unit) (30 mins)
• Data Security (110 mins)
• Identity Basics (45 mins)
• Keep Data Secure in a Recruiting App (25 mins)
• Controlling Access Using Hierarchies (10 mins)
• User Role Hierarchy (5 mins)
• Guidelines for Success with Roles (5 mins)
• Permission Sets (10 mins)
• Manage Permission Set Assignments (10 mins)
• Security for Admins Cheat Sheet (15 mins)
• Who Sees What: Record Access Via Roles (Lightning Experience) (9 mins)
• Who Sees What: Record Access Via Sharing Rule (Lightning Experience) (5 mins)
• Who Sees What: Field Level Security (LightningExperience) (4 mins)
• Who Sees What: Object Access (Lightning Experience) (5 mins)
• Who Sees What: Permission Sets (Lighting Experience) (7 mins)
• Security Specialist - Trailhead Superbadge (Note: though this resource is listed under this section, it is recommended to do this superbadge towards the end after you have gone through all the topics & sections) (240 mins)

Given a set of business requirements, determine the appropriate sharing solution.

• Organization-Wide Sharing Defaults (5 mins)
• Set Your Organization-Wide Sharing Defaults (10 mins)
• Control Manual Sharing for User Records (5 mins)
• How can I Manually Share A Record With Another User or A Partner User? (5 mins)
• Sharing Rules (10 mins)
• Sharing Rules Types (5 mins)
• Sharing Rule Considerations (15 mins)
• 20 Ways to Share Records in Salesforce (20 mins)

Describe the capabilities of and use cases for record types.

• Customize a Salesforce Object (105 mins)
• Tailor Business Processes to Different Users (5 mins)
• Create Record Types (5 mins)
• Considerations for Creating and Updating Record Types and Picklists (10 mins)
• Limitations for Creating and Updating Record Types and Picklists (5 mins)
• Record Types & Page Layouts 8 Click here ⃞

Describe the capabilities of and use cases for formula fields.

• Formulas & Validations (45 mins)
• Improve Data Quality for a Recruiting App (40 mins)
• Where are Formulas Used in Salesforce? (10 mins)
• Formula Data Type  (5 mins)
• Elements of a Formula (10 mins)
• Tips on Building Formulas (15 mins)
• Common Formula Errors (10 mins)
• Formulas Cheat Sheet (15 mins)
• Getting Started with Formulas (Salesforce Classic) (3 mins)

Describe the capabilities of, use cases for, and implications of roll-up summary fields.

• Roll-Up Summary Field (15 mins)
• Defining Roll-Up Summary Fields (10 mins)

Describe the capabilities of and use cases for validation rules.

• Create a Validation Rule (Unit) (15 mins)
• Validation Rules (10 mins)
• Managing Validation Rules (10 mins)
• Tips for Writing Validation Rules (10 mins)
• Validation Rules Considerations (10 mins)

Describe the capabilities of and use cases for approval processes.

• Build a Discount Approval Process (50 mins)
• Automate Business Processes for a Recruiting App (70 mins)
• Limits & Considerations for Approvals (15 mins)

Describe the capabilities of and use cases for workflow, flow, and Process Builder.

• Workflow (10 mins)
• Lightning Flow (125 mins)
• Workflow Rule Migration (95 mins)
• Quick Start: Process Builder (20 mins)
• Getting Started With Process Builder (30 mins)
• Get Started with The New Flow Builder (85 mins)
• Process Automation Specialist - Trailhead Superbadge(Note: though this resource is listed under this section, it is recommended to do this superbadge towards the end after you have gone through all the topics & sections) (360 mins)

Given a set of business requirements, recommend a solution to automate business processes.

•  [REPEAT] Which Automation Tool Do I Use? (10 mins)
• [REPEAT] Process Automation Cheat Sheet (10 mins)

Describe the ramifications of field updates and the potential for recursion.

• Field Updates That Re-evaluate Workflow Rules (10 mins)

Describe the capabilities of and use cases for social features.

• Chatter for Lightning Experience (55 mins)
• Social Accounts, Contacts, and Leads (5 mins)
• Set up Social Accounts, Contacts and Leads (5 mins)
• Guidelines for Using Social Accounts, Contacts, and Leads (10 mins)

Describe the user interface customization options.

• App Customization Lite (30 mins)
• Aura Components Basics -(Note: I don’t think doing this trailhead module is required for App Builder certification, but have included this link here as it has been mentioned in this official Trailmix for the certification) (240 mins)
• Quick Start: Aura Components (20 mins)
• Lightning Design System (Note: I don’t think doing this trailhead module is require for App Builder certification, but have included this link here as it has been mentioned in this official Trailmix for the certification) (75 mins)
• User Interface Settings (20 mins)
• Personalize the Navigation Bar in Lightning Experience (10 mins)

Describe the capabilities of and use cases for custom buttons, links, and actions.

• Lightning Experience Customization (170 mins)
• Custom Buttons & Links (15 mins)
• Action Types (20 mins)

Describe the declarative options available for incorporating Lightning Components in an application.

• Lightning App Builder (95 mins)

Given a scenario, determine the appropriate user interface design.

• Lightning Experience Specialist - Trailhead Superbadge (Note: though this resource is listed under this section, it is recommended to do this superbadge towards the end after you have gone through all the topics & sections) (360 mins)

Describe the features and capabilities available when creating reports, report types, and dashboards.

• Explore Reports & Dashboards(Unit) (20 mins)
• Analyze Your Data with Reports & Dashboards (Unit) (15 mins)
• Reports & Dashboards for Lightning Experience (110 mins)
• Sales Reports for Lightning Experience (90 mins) 
• Create Reports and Dashboards for Sales and Marketing Managers (90 mins)
• Quick Start: Reports & Dashboards (15 mins)
• Set Up A Custom Report Type (10 mins)
• Manage Custom Report Types (10 mins)
• Getting Started with Salesforce Reports & Dashboards (10 mins)
• Dynamic Dashboards Cheat Sheet(5 mins)
• Tips for Creating Dashboards (5 mins)
• Make Data-Driven Decisions with Reports and Dashboards (Lightning Experience) (3 mins)
• Build a Report (4 mins)
• Filter Report Data (5 mins)
• Add Filter Logic (5 mins)
• How to Use Cross Filters (5 mins)
• Build a Dashboard (5 mins)
• Subscribe to Reports and Dashboards (3 mins)
• Master the New Lightning Report Builder (30 mins)
• Lightning Experience Reports & Dashboards Specialist (Note: though this resource is listed under this section, it is recommended to do this superbadge towards the end after you have gone through all the topics & sections) (360 mins)

Describe the declarative customization options available for the Salesforce mobile application user

interface.

• Salesforce Mobile App Customization (95 mins)
• Salesforce Mobile App Rollout (130 mins)
• Quick Start: Build Your First App (20 mins)
• Customize the Salesforce App Navigation Menu (15 mins)
• Customize Salesforce App Branding (10 mins)

Given a set of requirements, determine the appropriate global and object-specific actions and action

layouts to optimize the Salesforce mobile application user experience.

• Global Quick Actions (10 mins)
• Object-Specific Actions (10 mins)
• Set Predefined Field Values for Quick Action Fields (10 mins)
• Notes on Predefined Field Values for Quick Actions (5 mins)
• Customize Actions with the Enhanced Page Layout Editor (10 mins)
• Mobile Smart Actions (10 mins)

Describe the key milestones and considerations when managing the application lifecycle.

• Webpage Roles in Application Lifecycle (10 mins)
• Application Lifecycle and Development Models (40 mins)
• Innovate Faster with Salesforce Environments and Salesforce DX (Unit) (10 mins)
• Quick Start: Lightning App Builder(20 mins)
• Build A Battle Station App (150 mins)
• Build A Suggestion Box App (115 mins)
• AppExchange App Development (80 mins)
• App Customization Specialist - Trailhead Superbadge (Note: though this resource is listed under this section, it is recommended to do this superbadge towards the end after you have gone through all the topics & sections) (360 mins)

Describe the differences between and considerations when using the various types of sandboxes.

• Deploy Enhancements from Sandboxes (5 mins)
• Sandboxes: Staging Environments for Customizing and Testing (5 mins)
• Sandbox Types & Templates (10 mins)
• Create, Clone or Refresh a Sandbox (10 mins)
• Manage Your Sandboxes 1(10 mins)

Describe the capabilities of and considerations when using change sets.

• Change Set Development Model (30 mins)
• Change Sets (10 mins)
• Components Available in Change Sets (15 mins) 
• Upload Outbound Change Sets (15 mins)
• Deploy Inbound Change Sets (15 mins)
• Change Sets Implementation Tips (10 mins)
• Change Sets Best Practices (10 mins)
• Release Management: Deploying Changes Using Change Sets (Salesforce Classic)(6 mins)

Describe the use cases of and considerations when using unmanaged packages.

• Install AppExchange Packages (Unit) (20 mins)
• Understanding Packages (15 mins)

Given a scenario, determine the appropriate deployment plan.

• Deploy Your Changes  (15 mins)
• Choose Your Tools for Developing and Deploying Changes (10 mins)
• Connect Organizations for Deployment (15 mins)
• Special Behavior in Deployments (15 mins)
• Monitor Deployments (15 mins)
• Study for the Platform App Builder Exam (Trail) (90 mins)

• Study for the Platform App Builder Exam (Trail) (90 mins)