Salesforce Certified Platform Developer I (LWC & AURA also)

Explore how objects, tabs, and applications organize data in Salesforce, with objects as tables, tabs for access, and applications as collections of tabs, while profiles govern user access and visibility.

Explore Salesforce standard objects and create custom objects, including API name, object fields, tabs, and the custom object suffix __c for identifiers.

Learn how to add custom fields to the employee object via object manager, choose data types like auto number, text, date, currency, picklist, and manage field visibility.

Add fields to the employee object with the schema builder, compare it to the object manager, and update the page layout to display the new fields in Salesforce.

Learn how to create Salesforce relationship fields on objects and distinguish one-to-many and many-to-many relationships, including lookup, master-detail, external lookup, indirect lookup, and hierarchical relations, using schema builder.

Explore lookup and master-detail relationships, comparing loosely coupled vs strongly coupled, one-to-many parent-child roles, cascade delete, and how ownership and sharing differ.

Learn how many to many relationships use a junction object with two master detail links, connecting job positions and candidates through the job application object.

Learn how hierarchical relationships link one user to another as a manager, a Salesforce-only field on the user object, and how to create and use this field.

Explore how external objects connect Salesforce to outside data sources, providing real-time, on-demand access without storing records, and learn external lookup and indirect lookup relationships.

Define external IDs as unique identifiers from external systems and mark text, number, or email fields as external IDs, up to 25 per object, for efficient matching in Salesforce.

In Salesforce, create a validation rule on the employee object's age field to enforce values between 1 and 100, show an error message, and prevent saving invalid data.

Add a pick list 'how to contact you' on the employee object with phone and email values, and enforce validation rules for a valid phone or a provided email.

Explore using isPickVal() and isBlank() in a Salesforce validation rule to require phone or email based on the how to contact you pick list.

Learn to enforce ten-digit phone numbers in Salesforce with a regex-based validation rule on the employee phone field. Use the RegEx function and API name references to display error messages.

Learn to import and export data in Salesforce with data import wizard and data loader, map csv fields, and choose the right tool for standard objects like accounts and contacts.

Learn to import records into Salesforce using the data loader and data import wizard, map csv fields to the employee object, handle errors, and review success and error files.

Update two employee records in Salesforce using data loader via a CSV file, appending a zero to salaries, ensure IDs are mapped for accurate updates, and confirm two successful updates.

Demonstrates upsert and delete operations in salesforce using data loader, mapping ID or external ID, updating records, inserting new ones, and exporting data for verification.

Compare export and export all in the Salesforce data loader. Export returns live records only; export all includes archived and recycle bin records, demonstrated on the employee object.

Learn how to insert and update records with the data import wizard in Salesforce, mapping fields from a CSV to the employee object, and control ownership, workflows, and batch outcomes.

Learn how to update and upsert records with the data import wizard, including preparing CSV files, mapping fields, using Salesforce IDs, handling insertions, and comparing with data loader.

Compare data import wizard and data loader, detailing object support, record limits, allowed operations, export via data loader, field mappings, workflow bypass, and installation or command line interface requirements.

Learn to use Salesforce data export wizard to export object data like employee or account via scheduled csv exports, delivered as zip files by email.

Discover Salesforce automation tools—workflows, flows, and Flow Builder—focusing on Flow Builder as the future of low-code automation, and how workflows trigger updates, tasks, and emails on record creation or update.

Learn to automate welcome emails with Salesforce workflows by triggering an email alert on new employee creation when an email exists, using templates and immediate actions.

Learn how to automate case management with workflow rules. Update the case priority to high when the related account's customer priority is high, using a case-account lookup relationship.

Discover how Salesforce approval processes automate record approvals with human checks, route opportunities exceeding 500,000 to a sales manager, and track outcomes with an approval status picklist.

Build and activate a standard wizard approval process for opportunities over 500,000, routing to a sales manager and updating the approval status to approved or rejected.