Salesforce Platform App Builder Complete Training Program

This course features Coursera Coach! A smarter way to learn with interactive, real-time conversations that help you test your knowledge, challenge assumptions, and deepen your understanding as you progress through the course. Take your Salesforce skills to the next level with automation, advanced reporting, and platform tools. This course guides you through workflows, approval processes, and Process Builder, teaching you how to automate tasks, streamline approvals, and manage records efficiently. You’ll then dive into Salesforce Flows, exploring record-triggered, screen, auto-launched, schedule-triggered, and platform event flows, learning to create complex automations and integrate them with Process Builder and Apex. The course also covers standard objects, including Leads, Accounts, Contacts, Opportunities, and Cases, and teaches best practices for automation and data management. Reporting and dashboards are covered in depth, from standard and custom report types to matrix, summary, and joined reports, and dynamic dashboards for real-time insights. Additionally, you’ll explore Salesforce AppExchange apps and learn how to enhance functionality with pre-built solutions. Finally, you’ll understand the Salesforce application lifecycle, including sandbox types, deployment methods, and change sets, equipping you to manage development, testing, and production effectively. This course is ideal for Salesforce admins, developers, and business users who want to automate processes, gain actionable insights, and optimize their Salesforce environment. By the end of the course, you will be able to implement workflow and approval process automation, build and launch complex flows, create reports and dashboards for actionable insights, leverage AppExchange apps, and manage the application lifecycle with sandboxes and deployment tools.

This course features Coursera Coach! A smarter way to learn with interactive, real-time conversations that help you test your knowledge, challenge assumptions, and deepen your understanding as you progress through the course. Gain mastery over Salesforce data management and security in this comprehensive course. You will start by learning how to import, export, update, and delete records using Data Loader and Data Import Wizard, ensuring efficient handling of large volumes of data. Next, the course delves into access control and sharing settings, covering profiles, permission sets, object-level, field-level, and record-level security. You’ll understand Organization Wide Defaults, role hierarchies, sharing rules, and manual sharing to protect sensitive data while maintaining collaboration. The course also covers advanced permission configurations, including “View All,” “Modify All,” and record recovery using the Recycle Bin. You will explore how to configure page layouts and record types to optimize user experience, ensuring data is both secure and effectively presented. This course is ideal for Salesforce administrators, developers, and business users responsible for data governance, security, and access management. No prior experience in advanced security settings is required, making it suitable for beginners and intermediate users. By the end of the course, you will be able to efficiently import and export data, set up profiles and permission sets, manage role hierarchies and sharing rules, configure special permissions, recover deleted records, and design secure and organized page layouts and record types in Salesforce.