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Platform App Builder

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0/316Learned

Platform App Builder

Study Checklist

  • 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
  • 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 Consumer Goods AP
  • Agentforce Financial Services AP
  • Agentforce Health AP
  • Agentforce Manufacturing AP
  • 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 Architect

Checklist progress

0/316Learned

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

0/8

  • Declarative business logic tools
  • Apex use cases beyond Flow Builder
  • Formula field boundaries versus record-updating automation
  • Record-triggered Flow versus Apex triggers
  • Schedule-triggered Flow versus Batch Apex
  • Declarative callouts versus Apex HTTP callouts
  • Lightning App Builder versus custom programmatic UI
  • Invocable Apex actions in Flow Builder

Identify common scenarios for extending an org using the AgentExchange

0/9

  • 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.

0/14

  • 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.

0/14

  • 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

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

0/21

Reports versus report types versus dashboards

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Standard versus custom report types

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Custom report type object relationships

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Custom report type field layout

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Custom report type availability status

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Tabular, summary, and matrix report formats

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Joined report blocks and common fields

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Report filters and filter logic

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Cross filters on related objects

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Bucket columns in the report builder

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Row-level formula columns

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Summary formula columns on grouped reports

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Conditional formatting on grouped reports

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Report charts versus dashboard widgets

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Dashboard component types

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Tabular reports as dashboard sources

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Dashboard running user and dynamic dashboards

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Dashboard filters for interactive views

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Report and dashboard folder sharing

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Report and dashboard subscriptions

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Historical trending reports

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  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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

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Tabular, summary, and matrix report formats

Explainer

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Practice Question

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Next conceptJoined report blocks and common fields

Checklist progress

0/316 (0%)

0 of 316 concepts learned

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Explainer

A report format is the layout Salesforce uses to present matching records: a flat list, a list grouped into subtotals, or a grid grouped both down and across. Tabular is the default because it is the fastest way to produce a simple list. Summary and matrix exist so you can organize the same records into groups, charts, and dashboard-ready totals instead of scanning every row.

Core information
  • Tabular, summary, and matrix are the three report formats, and tabular is the default. Think of tabular as a spreadsheet list, summary as that list plus row groups and subtotals, and matrix as a grid that groups both rows and columns.
More details and nuances
  • Tabular reports cannot create groups or charts on the report itself, and they cannot appear on a dashboard unless you add a row limit of 10, 25, or a custom value from 1 to 99 and set a name and value for the widget. Changing the report format drops those row-limit settings, and switching from tabular to summary or matrix removes the Rows to Display filter.