1. Basic understanding of the Salesforce user interface and standard CRM objects (Accounts, Contacts, Opportunities).
2. Familiarity with Salesforce administration concepts such as profiles, page layouts, and record types.
3. Completion of the Salesforce Fundamentals course or equivalent hands-on experience.

This course is designed for individuals who want to build custom apps on the Salesforce platform using declarative tools and prepare for the Salesforce Certified Platform App Builder exam.

1. Salesforce Administrators looking to expand their skills into app development and automation.
2. Business analysts and consultants responsible for designing and configuring Salesforce solutions.
3. Professionals preparing for the Salesforce Certified Platform App Builder (PAB) certification exam.

Course Outline:

Day 1: Platform Fundamentals, Data Modeling & Security

Salesforce Platform Overview & App Builder Tools

1. Salesforce cloud offerings: Sales, Service, Marketing, and Experience Cloud
2. Multi-tenant architecture and the metadata-driven development model
3. Key declarative tools: Schema Builder, Flow Builder, and Lightning App Builder
4. AppExchange: discovering, evaluating, and installing apps
5. Platform editions, licenses, and the Salesforce release cycle

Data Modeling & Management

1. Standard objects: Account, Contact, Lead, Opportunity, and Case
2. Custom objects: creation, fields, page layouts, and record types
3. Field types: text, number, currency, formula, picklist, and roll-up summary
4. Object relationships: Lookup, Master-Detail, and Many-to-Many (junction objects)
5. Schema Builder for visual data model design
6. Hands-on: Design and build a custom data model for a sample business scenario

Data Management & Security Model

1. Object and field-level security: profiles, permission sets, and permission set groups
2. Record-level security: Organization-Wide Defaults (OWD), Role Hierarchy, and Sharing Rules
3. Manual sharing and Teams (Account, Opportunity, Case)
4. Import tools: Data Import Wizard and Data Loader
5. Duplicate management: matching rules and duplicate rules
6. Hands-on: Configure a complete security model and import sample data

Day 2: Business Logic & Process Automation

Formula Fields & Validation Rules

4. Formula field syntax and return types
5. Common formula functions: IF, CASE, TEXT, DATE, DATEVALUE, and BLANKVALUE
6. Cross-object formula fields
7. Roll-up summary fields: COUNT, SUM, MIN, and MAX
8. Validation rule syntax, error placement, and best practices
9. Hands-on: Build formula fields, roll-up summaries, and validation rules for a business scenario

Flow Builder — Fundamentals

4. Automation tool comparison: when to use Flow vs. Workflow vs. Process Builder
5. Flow types: Record-Triggered, Auto-Launched, Screen, and Scheduled Flows
6. Flow elements: Assignment, Decision, Loop, Get/Create/Update/Delete Records
7. Variables, collections, constants, and formulas in Flow
8. Debugging and testing Flows in the Flow Builder
9. Hands-on: Build a record-triggered Flow to automate a multi-step business process

Flow Builder — Advanced & Approval Processes

4. Subflows: building reusable Flow components
5. Screen Flows: input/output variables and conditional field visibility
6. Scheduled Flows for recurring batch automation
7. Approval Processes: setup, steps, entry criteria, and final actions
8. Email alerts and template-based notifications
9. Hands-on: Build a Screen Flow for guided data entry and configure an Approval Process

Day 3: User Interface, Analytics & Deployment

Lightning App Builder & User Interface Design

7. Lightning App Builder: record pages, app pages, and Home pages
8. Standard and custom Lightning components on the component palette
9. Dynamic Forms: field placement, visibility rules, and required conditions
10. Dynamic Actions: button and action visibility based on criteria
11. Lightning Navigation Apps: tabs, utility bars, and console navigation
12. Compact layouts, related lists, and list view customization
13. Hands-on: Design and activate a custom Lightning record page with Dynamic Forms and Actions

Reports, Dashboards & Analytics

7. Report types: tabular, summary, matrix, and joined reports
8. Report filters, cross-filters, row-level formulas, and bucket fields
9. Groupings, subtotals, and conditional highlighting
10. Dashboard components: charts, metrics, gauges, and tables
11. Dynamic dashboards and running user context
12. Scheduling reports and subscribing to dashboards
13. Hands-on: Build a suite of reports and an executive dashboard for a business scenario

App Deployment & Certification Prep

7. Change Sets: outbound components, inbound deployments, and validation
8. Sandbox types: Developer, Developer Pro, Partial, Full, and Scratch Orgs
9. Sandbox refresh strategy and deployment best practices
10. Managed and unmanaged packages: use cases and AppExchange publishing basics
11. Platform App Builder exam overview: domains, weights, and Trailhead study paths
12. Practice questions and certification exam strategy
13. Hands-on: Package and deploy a complete custom app using Change Sets

Training material provided: Yes (Digital format)

Hands-on Lab: Students should have access to a free Salesforce Developer Org or Trailhead Playground. A Trailhead account is recommended for certification practice and hands-on challenges.