The Complete Salesforce Platform App Builder Certification

In this lecture I walk you through signing up for your own free Salesforce account, which you can keep for life.

In this lecture I discuss the ins and outs of the Force.com platform, and shared resources and limits. Check the Resources section of this lecture, as well.

In this lecture I discuss the Salesforce Schema. We visualize this by getting introduced to the Schema Builder.

In this lecture I show you how to install a few good applications off of the AppExchange. These apps contain good reports and dashboards that we will demonstrate and work with further in subsequent lectures. I provide links to these apps as well as additional ones from the Resources section of this lecture.

In this lecture I show you how to reset your security token. You will need your security token in order to log in to certain applications, such as the Data Loader and the Force.com IDE.

In this lecture, I introduce you to the Data Modeling and Management Introduction section of the course.

This lecture introduces you to the concept of objects, and specifically, the two types of objects you must be familiar with in order to not only pass the Administrator exam, but to also effectively administer the Salesforce platform. Those two types of objects are:

• Standard Objects
• Custom Objects

We go through common Standard Objects that you will find in any Salesforce instance, as well as how those objects relate to one another. You may have previously heard about the concept of "Object Oriented". It is these standard and custom objects and how they relate to one another that make Salesforce an object oriented solution, through which you can build and automate solutions.

In this lecture I introduce you to the Object Manager in Lightning Experience. I walk you through how to identify standard vs. custom objects in the Object Manager. We also switch to Salesforce Classic and look at how the Setup menu has the Customize menu for Standard Objects and Create for Custom Objects. 

In this lecture I discuss custom objects in Salesforce. We explore the api name of custom objects as well.

In this lecture, I walk you through the process of creating custom objects that we will use for our IMDb Clone app.

In this lecture we review Standard fields. We also investigate the different types of standard fields that are available on different standard objects and custom objects.

In this lecture I introduce you to Custom Fields. We walk through the steps of creating a custom field on our Productions app that we are building, that we will use to capture the Year of a production. I also show you how to make a field required, which may be a topic you find on your certification exam.

In addition to creating the new Custom Field, I also show you how to add the field to the page layout.

In this lecture I discuss the different field types that are available to you whenever you create a custom field. I enter a new Production record into Salesforce and show you how our new Year custom field displays in the interface, along with how the field is displayed as required. I also show you how you cannot currently change a custom field's field type from within Lightning Experience.

In this lecture, I walk you through how to create different text fields. I also show you how to create a URL field.

In this lecture I set the Field Level Security (FLS) on the Description custom field on the Production object. This is done from the Detail page for the field. The FLS specifies if a field is Visible, and if it is Read Only and you can make these designations at the Profile level. We also cover further how to make a field required, and how when you do so, the required field has to be set to visible for users.

The Field Accessibility provides you a list of all profiles for a field and what the Field Access is. You can also select other fields from the dropdown. I also discuss the differences between Field Level Security (FLS) and Field Accessibility.

In this lecture I show you how to set up history tracking for field values on an object. History Tracking can be set on the object level and you have a limit of 20 fields that you can track history on. I also update the Page Layout on our Productions page layout to include the Production History related list, which displays any changes to a record.

In this lecture I show you how to create an auto-number field. We create a custom field with a field type of auto-number on our custom object of Production Position. To change a Name field from Text to auto-number, you click Edit from the object level to change the field type of the Name field. I also show you how to set the numbering format and starting point.

Before we create a basic formula field, which we will pull in an ID field, I felt it would be helpful for you to understand more related to Salesforce IDs at this point in the course. I talk through the 15 and 18 digit characteristics of the Salesforce ID, and also how to access via the URL in your browser, and also the Salesforce Workbench.

In this lecture we get hands on experience with accessing an ID for a record by creating a formula field. We also update the page layout to display the formula field for the ID in the Details section of the page layout. We also utilize the Advanced Formula tab in the formula editor.

In this lecture I show you how to create a checkbox field, which is also commonly referred to as a Boolean value.

In this lecture, I show you how to create a Currency field. Currency fields are used to hold currency values, and vary depending on if you have enabled multiple currencies in your organization, which we cover in the next lecture.

In this lecture I show you how to enabled multiple currencies in your free Salesforce account (do not enable multiple-currencies in your workplace organization if you do not have the proper authorization). I also address how to log a case for a free developer account, helpful support phone numbers for Salesforce support, and how to enter initial exchange rates as well as add additional currencies to your org.

In this lecture, we dive into Advanced Currency Management. I show you how to manage dated exchange rates manually. I then introduce you to a good currency update application that you can download and install off of the AppExchange. 

We work through the installation and configuration of this app, including setting up a remote endpoint URL via Remote Site Settings.

In this lecture, I show you how to create a Date field. I also cover how to create a Date / Time field. We finish this lecture by reviewing the differences between these two field types, and how they look to the end user.

In this lecture, I show you how to create an email field. Email fields are useful for leveraging in email alerts and hold email addresses for records.

In this lecture I show you how to create a geolocation field, which you can use to record longitude and latitude values. These fields are useful for location based values and can be leveraged for such things as beacons in the Marketing Cloud.

In this lecture, we use the Schema Builder to review the various custom objects we have created thus far for our app. We then create an additional custom object, using the Schema Builder. We also add number fields to the new custom object via the Schema Builder.

In this lecture, I show you how to create a percentage field. I demonstrate how values are entered and the how they display as percentages in the interface.

In this lecture, I show you how to create a phone field. I then demonstrate how phone numbers are formatted and display in the user interface.

In this lecture, I show you how to create a picklist field. I then demonstrate the behavior and usability of a picklist field from the user interface.

In this lecture, I show you how to create a multi-select picklist field.I then demonstrate the behavior and usability of a multi-select picklist field from the user interface.

In this lecture, I show you how to create a dependent picklist. We explore field dependencies and how they are set.

In this lecture, I show you how to create a lookup relationship between two objects.

In this lecture, I show you how to create an external relationship field.

In this lecture, I show you how to create a master-detail relationship. Master-detail relationship fields are always created on the detail (child) object, and are connected to the master (parent) object.

I walk through the steps of creating an encrypted field. In our scenario, we are adding an encrypted field for a Contact's Social Security Number. This would be for contact records for our internal employees. We also cover the different mask types for the encryption.

In this lecture, I walk you through creating a Roll-Up Summary Field. I cover how to specify matching filters so that you only pull in the relevant records you want in a Roll-Up Summary field. I have also included the link to the online help page that contains more details and rules around this powerful field type.

This is a conceptual lecture that talks through some of the common scenarios and reasons that data loss could result from changing a custom field's data type. I also demonstrate how data is lost when changing a field from a multi-selectpick list to a pick list. I also provide a helpful resource link for extensive notes on caveats related to changing field types.

In this lecture I show you how to log into the Data Loader. You have to append your Security Token to the end of your password in order to log in via the Data Loader.

In this lecture I show you some of the important settings you'll want to set in the Data Loader configuration.

In this lecture, I give you best practices and advice on what tool you should use when faced with different scenarios related to the importing of data. Limits and possible exam questions are discussed.

In this lecture I demonstrate how to mass transfer records from an objects home screen. I also demonstrate how to mass transfer the ownership of records via the Data Loader.  I also show you how to form a SOQL query using the Data Loader during this lecture.

We first perform an export, and then update the OwnerId field for leads on our exported CSV file. We then perform an update via the Data Loader. I also show you how to map fields in the Data Loader.

We also enable Field History Tracking on the Lead object and track history on the Owner field. I round out this lecture by introducing you to a good 3rd party tool that is useful for Data Management in Salesforce - DataLoader.io.

External IDs are useful for integrating with external systems. You can specify a field as a unique identifier as well. In this lecture, I show you how to create an external ID that is a unique identifier.

In this lecture, I show you how to export data records out of Salesforce. Different data export options are explored.

In this lecture we discuss the implications of relationship types on Record Access. I revisit the Schema Builder and review and demonstrate the different relationship types. I also share a helpful resource from the Salesforce online help that gives a lot more details around considerations for relationships, which I encourage you to explore fully.

In this lecture we discuss the implications of relationship types on the User Interface. We view a topic from the SOAP API Developer's Guide that provides UI information related to relationship types.

In this lecture we discuss the implications of relationship types on reporting.

In this lecture, I demonstrate the various approaches and ways you can mass delete records in Salesforce.

In this lecture I introduce you to External Objects and External Data Sources. I also introduce the Lightning Connect Tutorial on GitHub that we will be working through in the next lecture, which can be accessed here 

http://developerforce.github.io/lightning-connect-tutorial/index.html

In this lecture I show you how to create an external object and a data source using Salesforce Connect with Heroku.

In this lecture I introduce you to the Schema Builder. The Schema Builder is a powerful tool that not only represents your schema/data model in Salesforce visually, but it also allows you to create custom objects, fields, and more.

In this lecture we create an additional custom object for our application in the Schema Builder. We also create a couple of Junction Objects for our application by setting up two Master-Detail Relationships for each.

In this lecture, I introduce the Security section of this course. I discuss the various topics related to Security that we will be going through together.

System and App Permissions related to Profiles are covered in-depth. I also show you how to enable the Enhanced Profile Layout.

In this lecture I demonstrate how to create a custom profile.

This lecture covers Roles and the Role Hierarchy, which governs what individual records a user may see. The roll-up nature of records in the Role Hierarchy is covered and example scenarios are addressed.

In this lecture, I show you how to create new Roles. We then assign users to these new Roles.

Newer Salesforce developers often confuse Profiles and Roles. We cover cloning a profile in order to create a custom profile and then we assign that custom profile a Login IP Range. Scenarios are discussed that you may find on the exam.

In this lecture I introduce you to Permission Sets. Permissions Sets are like Profiles in that they grant users certain rights via Objects Settings and System Settings. How they differ from Profiles is that users can be assigned to multiple Permission Sets. You can also assign users from different profiles to the same Permission Set, thus giving you the ability to give more granular system control to your user base without having to resort to creating hundreds of permissions.

In this lecture, I show you how to create a Permission Set.

In this lecture, we discuss the base level from which all security is set on in Salesforce - the Organization Wide Defaults, also commonly referred to as OWD. Be sure to check the Resources section of this lecture for the diagram that I show you in this lecture.

In this lecture, I cover another way that a user can grant access to a record, and that is by manually sharing a record with others. I demonstrate the manual sharing process in Salesforce, as well as how to see who has access to a record, and why. This is helpful when troubleshooting access issues that you'll inevitably encounter while working on the Platform.

In this lecture, I talk about CRUD - Create, Read, Update, and Delete operations. CRUD operations are an integral part of security settings in Salesforce, and it's important that you understand where these settings are controlled, and the impact that these settings have.

The Business Logic and Process Automation section of this course is massive in scope, and in this lecture I prepare you for the journey you are getting ready to embark on. This section will take you through a multitude of the key features of Salesforce when it comes to automation. 

In this lecture I introduce you to the concept of Record Types, and what they are used for in Salesforce.

In this lecture, we create a couple of different record types for Accounts. We also create different record types for our app, to help us differentiate the various types of productions that we will need to account for; such as TV Shows, Movies, and Video Games.

In this lecture, I walk you through creating a record type for Contact records.

In this lecture, I walk you through the process of creating a record type for the opportunity object.

Once you introduce Record Types for an object, you must specify a Default Record Type for each Profile. In this lecture, I show you how to assign Default Record Types at the Profile level.

Picklist Field available values can vary by Record Type. I show you how to set these specifics in this lecture. I also cover common scenarios where picklist values may mysteriously disappear.

In this lecture I demonstrate several different advanced formula fields. I also introduce you to a great Advanced Formula reference PDF that Salesforce provides (check the Resources section of this lecture for the link).

In this lecture, I demonstrate how to create a cross-object formula field.

In this lecture, I walk you through creating a validation rule that enforces all Account Numbers on Accounts to be exactly 7 characters long. We build the validation rule using the Formula Editor and specify the error location when the validation rule evaluates to true. I also provide a downloadable resource PDF for sample validation rules that you can use.

This is an introductory lecture to workflow rules, which play an integral part when it comes to automation in Salesforce.

In this lecture, I walk you through the process of creating a workflow rule. I also demonstrate the different types of actions that you can perform either immediately or with a time-trigger.