Salesforce Platform App builder training Overview

Salesforce Platform App Builder Training Course Outline

Module 1: Introduction to Salesforce

  • What is Salesforce?
  • Home Page Customisation
  • User Management and App Creation
  • Core CRM Objects in the Salesforce Schema
  • Declarative Customisations Boundaries
  • Use Cases for Programmatic Customisation

Module 2: Data Modelling and Management

  • Introduction to Data Management
  • Understand Record Access, User Interface, And Reporting
  • Importing 
    • Leads
    • Contacts
    • Accounts
  • What is Salesforce Data Loader?
  • Features of Salesforce Data Loader
  • Install Salesforce Data Loader on Windows
  • Mass Delete and Records
  • Determine the Appropriate Data Model
  • Addition of Field to Schema Builder

Module 3: Security

  • Restricting Logins
  • Object Access Determination
  • Creating Custom Profile
  • Creation of Role Hierarchy
  • Record Access Exceptions
  • Record Access Configuration

Module 4: Social

  • Use Cases for Social Features
  • Setting Up Social Accounts and Contacts

Module 5: User Interface

  • User Interface
  • General Options
  • Sidebar Options
  • Calendar Settings
  • Name Settings
  • Setup Options and Other Settings

Module 6: Reporting

  • Create a Report
  • Describe the Features and Capabilities of Report
  • Create a Dashboard
  • Describe the Features and Capabilities of Dashboard
  • Report Type Reference

Module 7: Mobile

  • Salesforce Mobile App Introduction
  • Create App and Navigation
  • Configuring Salesforce Mobile for Organisation
  • Data Security
  • Deployment Tools


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Who should attend this Salesforce Platform App Builder Training Course?

This Salesforce Platform App Builder Training Course is designed for individuals who want to enhance their skills and expertise in developing applications using the Salesforce platform. This course can benefit a wide range of professionals, including:

  • Aspiring Developers
  • Salesforce Administrators
  • Business Analysts
  • IT Professionals
  • App Builders
  • CRM Consultants

Prerequisites of the Salesforce Platform App Builder Training Course

There are no formal prerequisites for this Salesforce Platform App Builder Training Course.

Salesforce Platform App Builder Training Course Overview

In the evolving landscape of customer relationship management (CRM), the Salesforce Platform App Builder stands out as a pivotal tool. This training dives into the intricacies of Salesforce, a leading CRM platform, highlighting its relevance in managing customer interactions and data efficiently in today’s digital age.

Understanding Salesforce is essential for professionals in sales, marketing, and customer service roles. It's particularly crucial for those aspiring to harness the power of CRM technologies to streamline business processes and enhance customer experiences. A CRM Course in Salesforce equips professionals with the skills to effectively utilise this versatile platform.

The Knowledge Academy's 1-day Salesforce Platform App Builder Training offers a concise yet comprehensive learning experience. Delegates will gain hands-on knowledge about building custom applications on the Salesforce platform, enabling them to tailor CRM solutions to their organisation's specific needs.

Course Objectives:

  • To understand the core functionalities of the Salesforce Platform.
  • To learn how to customise and deploy applications using Salesforce.
  • To gain skills in managing Salesforce environments effectively.
  • To explore ways to enhance user experience through tailored CRM solutions.
  • To develop an understanding of data management within Salesforce.
  • To learn how to troubleshoot common issues in Salesforce applications

Completion Benefits: Upon completion of this CRM Training, delegates will possess a solid foundation in Salesforce App Building, equipping them to contribute significantly to their organisation’s CRM strategies. They will be prepared to create bespoke solutions, optimising customer interactions and business processes.


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What’s included in this Salesforce Platform App Builder Training Course?

  • World-Class Training Sessions from Experienced Instructors  
  • Salesforce Platform App Builder Certificate
  • Digital Delegate Pack

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Why choose us

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Salesforce Platform App builder training. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's Salesforce Platform App builder training, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Experience the most sought-after learning style with The Knowledge Academy's Salesforce Platform App builder training. Available in 490+ locations across 190+ countries, our hand-picked Classroom venues offer an invaluable human touch. Immerse yourself in a comprehensive, interactive experience with our expert-led Salesforce Platform App builder training sessions.


Highly experienced trainers

Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience


State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible


Small class sizes

Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment


Great value for money

Achieve certification without breaking the bank. Find a lower price elsewhere? We'll match it to guarantee you the best value

Streamline large-scale training requirements with The Knowledge Academy’s In-house/Onsite Salesforce Platform App builder training at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.


Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs


Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.


Team building opportunity

Our Salesforce Platform App builder training offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings


Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

What our customers are saying

Salesforce Platform App builder training FAQs

Please arrive at the venue at 8:45am.
In this Salesforce Platform App builder course, there are no formal prerequisites.
This Salesforce Platform App builder course is ideal for anyone who wants to gain knowledge about how to build the app on Salesforce Platform.
We are able to provide support via phone & email prior to attending, during and after the course.
Delegate pack consisting of course notes and exercises, Manual, Experienced Instructor, and Refreshments
This course is 1 day.
Once your booking has been placed and confirmed, you will receive an email which contains your course location, course overview, pre-course reading material (if required), course agenda and payment receipts
The price for Salesforce Platform App builder training certification in Philippines starts from $1595
The Knowledge Academy is the Leading global training provider for Salesforce Platform App builder training.
Please see our CRM Training courses available in Philippines
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Why choose us


Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.


Many delivery methods

Flexible delivery methods are available depending on your learning style.


High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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