Salesforce Certified Platform App Builder Preparation Details
The Salesforce Certified Platform App Builder exam tests your skill in designing and deploying custom apps using the Lightning Platform’s declarative tools. This guide covers all five exam domains, from data modeling to deployment, with links to official documentation for every objective. You can also explore more Salesforce certification study guides on the Salesforce category to keep building your skills.
Salesforce Certified Platform App Builder Materials
| Coursera | Salesforce Platform App Builder Certification Prep |
| Udemy | Salesforce Platform App Builder + Practice Test |
| Whizlabs | Salesforce Platform App Builder Certification |
Salesforce Fundamentals: 23%
Topics Covered
Given a scenario, identify the boundaries of declarative customization and the use cases for programmatic customization.
Point-and-Click Customization: What’s Different or Not
Choose Your Tools for Developing and Deploying Changes
Identify common scenarios for extending an org using the AppExchange.
Review AppExchange Packages for Lightning Experience
Troubleshoot AppExchange Package Installation Failures
Apply features and capabilities available to restrict and extend object, record, and field access.
Set Field Permissions in Permission Sets and Profiles
Permissions and Access Settings
Control Access to Salesforce Objects and Fields
Given a set of business requirements, determine the appropriate sharing solution.
Sharing and Record Access Features
Controlling Access Using the Role Hierarchy
Set Your Organization-Wide Sharing Defaults
Identify the features and capabilities available when creating reports, report types, and dashboards.
Create a Custom Report Type in the Enhanced Custom Report Type Builder
Given a set of requirements, determine the appropriate global, object-specific actions and layouts to optimize the Salesforce mobile user experience.
Customize the Salesforce Mobile App
Describe the customizations and use cases for Chatter.
Customize Chatter Feed Tracking
Customize the Chatter Group Layout and Publisher
Data Modeling and Management: 22%
Topics Covered
Given a scenario, determine the appropriate data model.
What’s the Difference Between Standard and Custom Objects?
Given a scenario, explain the capabilities of the various relationship types and the implications of each on record access, user interface, and reporting.
Converting a Salesforce Master-Detail Relationship to a Lookup Relationship
Considerations for Object Relationships
Given a scenario, determine the considerations when selecting or changing a field data type.
Change the Data Type of a Custom Field
Considerations for Converting the Field Type of a Custom Field
Considerations for Creating a Custom Field
Explain the capabilities and considerations of the Schema Builder.
Design Your Own Data Model With Schema Builder
Create Objects with Schema Builder
Create Fields with Schema Builder
Given a scenario, determine the options and considerations when importing and exporting data, including the capabilities of external data sources.
Import Data with the Data Import Wizard
Work with External Data Sources
Business Logic and Process Automation: 28%
Topics Covered
Given a scenario, demonstrate the use of formula fields to meet stated business requirements.
Calculate Field Values with Formulas
Formula Operators and Functions by Context
Tips for Building Cross-Object Formulas
Given a scenario, determine the capabilities, use cases, and implications of roll-up summary fields.
Create a Roll-Up Summary Field
Create Roll-Up Summary Fields Utilizing Salesforce Flow
Given a scenario, demonstrate the use of validation rules to meet stated business requirements.
Validation Rule Considerations
Tips for Writing Validation Rules
Given a scenario, determine the capabilities and use cases for approval processes.
Create a Classic Approval Process with the Standard Wizard
Limits and Considerations for Classic Approval Processes
Considerations for Managing Classic Approval Processes
Given a scenario, determine the tool or action needed to meet business requirements.
Choose Which Salesforce Flow Feature to Use
Automate Your Business Processes
Given a set of business requirements, recommend a solution to automate business processes while avoiding errors in automation.
Record-Triggered Flow Considerations
Bulkified Record Processing to Avoid CPU Limits Example
Define the Run Order of Record-Triggered Flows for an Object
User Interface: 17%
Topics Covered
Describe the user interface customization options.
Deciding When to Use Lightning App Builder or the Page Layout Editor
Get Help for Lightning App Builder
Create and Configure Lightning Experience Record Pages
Demonstrate the capabilities and use cases for custom buttons, links, and actions.
Define Custom Buttons and Links
Custom Button and Link Considerations
Set Up Actions with Chatter Enabled
Given a scenario, determine the declarative options available for incorporating Lightning components in an application.
Get Help for Lightning App Builder
Create and Configure Lightning Experience Record Pages
Add and Customize Tabs on Lightning Pages Using the Lightning App Builder
Add Lightning Components as Custom Tabs in a Lightning Experience App
Describe the programmatic customizations available for incorporating custom Lightning components in an application.
Create a Lightning Web Component Action
App Deployment: 10%
Topics Covered
Given a set of business requirements, recommend a solution for key milestones and considerations when managing the application lifecycle and various types of sandboxes.
Sandbox Licenses and Storage Limits by Type
Create, Clone, or Refresh a Sandbox
Given a use case, demonstrate knowledge, viability, and troubleshooting when using change sets.
Deploy profiles via change sets
Describe the use cases and considerations when using unmanaged and managed packages.
Managed and Unmanaged Components in Managed Packages
Before you create a managed package
Given a scenario, determine the appropriate deployment plan.
Choose Your Tools for Developing and Deploying Changes
Special Behavior in Deployments
Wrapping Up Salesforce Certified Platform App Builder
This guide walked through all five domains of the Salesforce Certified Platform App Builder exam, covering customization, data modeling, business logic, UI design, and deployment. With official documentation linked for every objective, you have a solid foundation for building custom Lightning Platform applications and passing the exam with confidence. You can also explore more Salesforce certification study guides on the Salesforce category to keep building your skills. Have a question or tip? Leave a comment below.
Receive Updates on Salesforce Certified Platform App Builder Exam
Want to be notified as soon as I post? Subscribe to the RSS feed / leave your email address in the subscribe section. Share the article to your social networks with the below links so it can benefit others.
