Platform App Builder Study Guide
- Platform Administrator
- Platform App Builder
- Platform Foundations
- Platform Developer
- Platform Administrator II
- Agentforce Sales Consultant
- Agentforce Service Consultant
- Platform Data Architect
- Platform Development Lifecycle and Deployment Architect
- Platform Identity and Access Management Architect
- Platform Integration Architect
- Platform Sharing and Visibility Architect
- Heroku Architect
- B2C Solution Architect
- Experience Cloud Consultant
- Agentforce Field Service and Operations Consultant
- Agentforce Nonprofit Consultant
- Data 360 Consultant
- Omnistudio Consultant
- CRM Analytics and Einstein Discovery Consultant
- Platform User Experience Designer
- Platform Strategy Designer
- B2C Commerce Developer
- JavaScript Developer
- Omnistudio Developer
- Platform Developer II
- Marketing Cloud Engagement Administrator
- Marketing Cloud Engagement Specialist
- Marketing Cloud Engagement Consultant
- Marketing Cloud Account Engagement Specialist
- Marketing Cloud Next Consultant
- Agentforce Sales Foundations
- Business Analyst
- Marketing Cloud Engagement Developer
- Marketing Cloud Engagement Foundations
- Agentforce Specialist
- Agentforce Life Sciences Consultant
- B2B Commerce Administrator AP
- B2B Commerce Developer AP
- Agentforce Communications AP
- Agentforce Consumer Goods AP
- Agentforce Financial Services AP
- Agentforce Health AP
- Agentforce Manufacturing AP
- Public Sector Solutions AP
- Revenue Cloud Consultant
- MuleSoft Integration Foundations
- MuleSoft Developer
- MuleSoft Developer II
- MuleSoft Platform Integration Architect
- MuleSoft Platform Architect
- Tableau Desktop Foundations
- Tableau Data Analyst
- Tableau Consultant
- Tableau Server Administrator
- Tableau Next Consultant
- Tableau Architect
- Slack Administrator
- Slack Consultant
- Slack Developer
Checklist progressProgress
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Checklist progressProgress
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Given a scenario, identify the boundaries of declarative customization and the use cases for programmatic customization
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Identify common scenarios for extending an org using the AgentExchange
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- AgentExchange as the Salesforce marketplace
- AgentExchange solution types
- Solution listings versus consultant listings
- Agentforce solutions on AgentExchange
- Marketplace versus custom build for a capability gap
- Evaluating AgentExchange listings
- Sandbox testing before production install
- AgentExchange install permissions and user access
- AgentExchange security review for public listings
Apply features and capabilities available to restrict and extend object, record, and field access
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- Object, field, and record access layers
- Profiles versus permission sets
- Standard profiles and Minimum Access clones
- Settings restricted to profiles versus permission set grants
- Object-level Create Read Edit Delete permissions
- View All and Modify All object permissions
- View All Data versus View All object permission
- Field-level security versus page layouts
- Permission set groups for persona access
- Muting permissions in a permission set group
- Profile login hour restrictions
- Login IP ranges versus trusted IPs
- Restriction rules versus sharing rules
- User access policies for granting and revoking access
Given a set of business requirements, determine the appropriate sharing solution
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- Organization-wide default access levels
- When to use each organization-wide default
- Internal versus external organization-wide defaults
- Controlled by Parent organization-wide default
- Role hierarchy record access
- Grant Access Using Hierarchies for custom objects
- Sharing rules as exceptions to organization-wide defaults
- Owner-based versus criteria-based sharing rules
- Public groups as sharing rule targets
- Manual sharing of individual records
- Account, opportunity, and case teams
- Queues for shared record ownership
- Implicit sharing between accounts and children
- Record-level sharing control interaction
- Enterprise Territory Management for territory-based access
- User sharing to control visibility of other users
Identify the features and capabilities available when creating reports, report types, and dashboards
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- Reports versus report types versus dashboards
- Standard versus custom report types
- Custom report type object relationships
- Custom report type field layout
- Custom report type availability status
- Tabular, summary, and matrix report formats
- Joined report blocks and common fields
- Report filters and filter logic
- Cross filters on related objects
- Bucket columns in the report builder
- Row-level formula columns
- Summary formula columns on grouped reports
- Conditional formatting on grouped reports
- Report charts versus dashboard widgets
- Dashboard component types
- Tabular reports as dashboard sources
- Dashboard running user and dynamic dashboards
- Dashboard filters for interactive views
- Report and dashboard folder sharing
- Report and dashboard subscriptions
- Historical trending reports
- Standard versus custom objects
- Standard object selection for business entities
- Custom object versus custom field
- Picklist versus related object
- Master-detail versus lookup for parent-child models
- Junction objects for many-to-many relationships
- Self-relationships on the same object
- Hierarchical relationships on the User object
- Schema Builder for data model design
- Record types for layouts, picklists, and processes
- Record type assignment and the Master record type
- Sales, support, lead, and solution processes
- Custom metadata types versus custom objects
- Hierarchy versus list custom settings
- Optional features chosen when defining a custom object
- Object types beyond standard and custom objects
- Master-detail cascade delete and restore
- Lookup parent-delete field behaviors
- Master-detail child reparenting
- Record access for master-detail versus lookup children
- Master-detail Sharing Setting on the relationship field
- Related lists and object tabs for relationships
- Standard report types by relationship type
- Custom report types for related objects
- Junction object primary master effects
- Multilevel master-detail relationships
- Lookup filters on relationship fields
- Converting lookup and master-detail relationships
- External lookup versus indirect lookup
- Contacts to Multiple Accounts
- Text and long-text field types
- Number, currency, and percent fields
- Date, Date/Time, and Time fields
- Checkbox versus Yes/No picklist
- Email, Phone, and URL field types
- Picklist versus multi-select picklist
- Restricted versus unrestricted picklists
- Global picklist value sets
- Dependent picklists and controlling fields
- Record types and picklist values
- Auto-Number field configuration
- External ID and unique field types
- Geolocation custom fields
- Formula versus stored field types
- Classic encrypted text fields
- Universally required versus page-layout required fields
- Field history tracking
- Custom field type conversion data loss
- Blocked custom field type changes
- Data Import Wizard versus Data Loader
- Data Import Wizard matching and add-or-update actions
- External ID matching on upsert
- Import considerations for validation rules and field types
- Data Loader delete versus hard delete
- Data Export Service versus Data Loader export
- Salesforce Connect versus importing a data copy
- External object capabilities
- Salesforce Connect adapter types
- Relating child records to parent records during import
- Record IDs and standard system fields on every object
- When to use a formula field
- Formula field return types
- Formula operators and functions by context
- Conditional logic in formula fields
- Text functions in formula fields
- Date and time calculations in formula fields
- Picklist values in formula fields
- Blank and null handling in formula fields
- Formula merge fields and global variables
- Cross-object formula spanning and syntax
- Formula field visibility of referenced data
- Display formulas for images and links
- Formula field reference restrictions
- Formula field search and attribute restrictions
- Formula field size and compile limits
- Default value formulas versus formula fields
- Roll-up summary relationship rules
- Supported roll-up aggregate functions
- Roll-up summary filter criteria
- Roll-up summaries versus formula fields
- Roll-up summary recalculation
- Roll-up summary field limits
- Validation rules and roll-up summaries
- Roll-up summary sharing and field access
- Advanced currency management with opportunity roll-ups
- Formula fields as roll-up summary aggregation sources
- Validation rule error-condition formulas
- Validation error location and multiple-rule display
- Validation rule execution timing
- Validation rules versus field-level and layout required
- Conditionally required fields with validation rules
- Format and range checks in validation formulas
- Create versus edit functions in validation formulas
- User, profile, and record type conditions in validation rules
- Cross-object fields in validation rules
- Validation formula field restrictions
- Lookup filters versus validation rules
- Validation rules versus automation field updates
- Custom permission bypass for validation rules
- VLOOKUP checks in validation rules
- Operations that skip validation rule enforcement
- Flow Builder elements, connectors, and resources
- Flow formula resources
- Input and output variables
- Get Records in Flow Builder
- Create and delete records in Flow Builder
- Update Records versus assigning $Record
- Decision outcomes and the default outcome
- Loops and bulk DML in Flow Builder
- Collection Filter, Sort, and Transform
- Screen components and input validation
- Choice resources versus picklist and record choice sets
- Record-triggered start events
- Entry conditions and when-to-run on update
- $Record and $Record__Prior
- Scheduled path time source and offset
- Asynchronous paths on record-triggered flows
- Custom Error on record-triggered paths
- Subflow referenced-flow rules
- Send Email versus Email Alert
- Flow run context and sharing
- HTTP Callout from Flow Builder
- Flow variables, collections and the Assignment element
- Screen flow launch points for internal users and site visitors
- When to use Flow Approval processes
- Flow Approval processes versus classic approval processes
- Autolaunched versus record-triggered Flow Approval processes
- Starting an autolaunched Flow Approval process
- Submit for Approval versus Request an Approval
- Stages, steps, and Decision paths in Flow Approval processes
- Approval steps versus background steps
- Approval step assignment and unanimous approval
- Completing Flow Approval work items
- Delegated approvers for approval requests
- Record locking in Flow Approval processes
- Recall path in Flow Approval processes
- Flow Approval processes limits and considerations
- Fault paths and troubleshooting failed approval submissions
- Screen Flow versus Autolaunched Flow (No Trigger)
- Record-triggered Flow versus user-launched flows
- Fast Field Updates versus Actions and Related Records
- Schedule-triggered Flow versus scheduled paths
- Platform Event-triggered Flow
- Flow Orchestration versus a single flow for multi-user processes
- Testing flows with the Flow Builder debugger
- Automated flow tests in Flow Builder
- Flow version activation and interview continuity
- Flow version deletion constraints
- Fault paths for flow error handling
- Unhandled flow fault notifications
- Transaction rollback after a flow error
- Governor-limit failures versus fault paths
- Paused and failed flow interviews
- Flow Trigger Explorer for record-triggered flows
- Recursive record-triggered flow loops
- Required-field and null-value errors in flows
- Troubleshooting flow URLs launched from buttons and links
- Agentforce capabilities for autonomous process automation
- Employee versus Service agent use cases
- Agentforce topics, actions, and reasoning
- Standard versus custom Agentforce actions
- Reference action types for Agentforce custom actions
- Invoking Agentforce from Flow
- Agentforce versus Flow for process automation
- Agent execution context and data access
- Setup with Agentforce for administrative processes
- Evaluating a business process as an Agentforce use case
- Lightning app branding and navigation
- Standard versus console app navigation
- Custom tab types
- Tab visibility in apps
- Page layout contents and field behavior
- Page layout assignment by profile and record type
- Related list customization on page layouts
- Compact layouts for record highlights
- Record types for layouts and picklists
- Lightning App Builder versus the page layout editor
- Lightning App Builder page types
- Lightning page activation and assignment
- Dynamic Forms versus page-layout record detail
- Component visibility rules on Lightning pages
- Path on Lightning record pages
- List view customization
- Kanban views for list views
- Search layouts for results and lookups
- Lightning themes and branding
- Org-wide User Interface settings
- Object-specific versus global actions
- Quick action types and use cases
- Action layouts and predefined field values
- Custom button and link display types
- Custom button and link content sources
- Quick actions versus custom buttons
- Lightning and mobile action placement on layouts
- Lightning Experience action locations by type
- Dynamic Actions and visibility filters
- Adding, replacing, and hiding buttons on page layouts
- Launching flows from quick actions and custom buttons
- Custom buttons and links in the Salesforce mobile app
- JavaScript buttons and their Lightning Experience alternatives
- Standard, custom, and third-party Lightning components
- Lightning page templates, regions, and form factors
- Standard Lightning page components
- Highlights Panel versus Dynamic Highlights Panel
- Related list Lightning components
- Flow component on Lightning pages
- Visualforce Page component on Lightning pages
- Utility bar Lightning components
- Custom Lightning components in Lightning App Builder
- When a custom Lightning component is required
- Aura versus Lightning Web Components coexistence
- Exposing custom Lightning components to App Builder
- Design attributes on custom Lightning components
- Lightning component overrides for standard actions
- Lightning web component record actions
- Custom Lightning components on Flow screens
- Visualforce pages in Lightning Experience
- Mobile navigation bar and menu
- Page layout optimization for the Salesforce Mobile App
- Salesforce mobile action bar
- Global publisher layouts
- Quick actions and record type availability
- Productivity actions in the Salesforce mobile app
- Mobile smart action bundles
- Application lifecycle environment path
- When to use a sandbox versus production
- Sandbox type selection by business requirement
- Sandbox data copy and storage allocations
- Sandbox refresh intervals and effects
- Sandbox templates
- Sandbox cloning versus creating from production
- Sandbox org identity and user considerations
- Overlapping customizations across Developer sandboxes
- DevOps Center for application lifecycle
- Scratch orgs versus sandboxes
- Outbound versus inbound change sets
- Deployment connections and inbound authorization
- Affiliated-org limits for change sets
- User permissions for change sets
- Metadata versus data in change sets
- Components available in change sets
- Custom metadata type records in change sets
- Profile settings versus permission sets in change sets
- Delete and rename limits for change sets
- Dependent components for change set deploy
- Validate a change set before deploy
- All-or-nothing change set transaction
- Apex tests on production change set deploy
- Flow activation after change set deploy
- Closed outbound change sets and cloning
- When inbound change sets become unavailable
- User references during change set deployment
- When to use managed versus unmanaged packages
- Namespace prefixes on packaged component API names
- Subscriber customization of packaged components
- Managed package upgrades and versioning
- Uninstall behavior for installed packages
- Unmanaged packages versus change sets for metadata migration
- AppExchange package install in a sandbox
- Package installation user access options
- Packaged components and org edition limits
- Unlocked packages versus managed packages for internal apps
- AppExchange security review for public managed packages
- Change sets versus packages versus Metadata API
- Metadata versus data in a deployment plan
- Deployment dependency and migration order
- Destination org feature enablement before deploy
- Pre- and post-deployment run list
- Rollback and backup after a production deployment
- Sandbox drift from production before a deployment
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