WeLearnSalesforce

A Word from your Instructor

Come say hello 👋

How to use the Course Player (3:00)

About the Instructor (2:26)

Benefits of WeLearnSalesforce (2:31)

Get Started with Trailhead (7:44)

Set up Your Trailhead Practice Org (4:47)

Set up a Developer Org (3:21)

About the Certification (7:23)

Getting Certified Successfully - Download The Ultimate Salesforce Certification Guide

What you will be learning in this Course

Platform App Builder - Study Checklist

Platform App Builder - Workbook

Platform App Builder - Practice Exams

Next Steps...

Objectives - Salesforce Fundamentals (1:57)

Module 1 - Unit 1 - Welcome to Salesforce (8:15)

Module 1 - Unit 2 - Get started with Salesforce (13:48)

Module 2 - Unit 1 - Navigate Setup (5:34)

Module 2 - Unit 2 - Understand Setup Tools (5:05)

Module 2 - Unit 3 - Use Cases for the Platform (2:02)

Module 2 - Unit 4 - Salesforce Architecture (4:01)

Module 2 - Unit 5 - Extend with AppExchange (5:08)

Module 3 - Unit 1 - Understand AppExchange (1:50)

Module 3 - Unit 2 - Navigate AppExchange (4:43)

Module 3 - Unit 3 - AppExchange Packages (2:36)

Module 4 - Unit 1 - Limits of Declarative Customization (3:25)

Module 4 - Unit 2 - Use Cases for Programmatic Customization (4:53)

Module 5 - Unit 1 - Introduction to the Data Security Model (3:08)

Module 5 - Unit 2 - Overview of Data Security (1:46)

Module 5 - Unit 3 - Control Access to the Org (15:16)

Module 5 - Unit 4 - Control Access to Objects (20:06)

Module 5 - Unit 5 - Control Access to Records (8:56)

Module 5 - Unit 6 - Create a Role Hierarchy (9:11)

Module 5 - Unit 7 - Define Sharing Rules (10:11)

Module 5 - Unit 8 - Team and Manual Sharing (13:20)

Module 5 - Unit 9 - Control Access to Fields (4:53)

Module 5 - Unit 10 - Identity Tools Overview (4:21)

Module 6 - Unit 1 - Introduction to Reports and Dashboards (4:46)

Module 6 - Unit 2 - Understand Report Builder (14:58)

Module 6 - Unit 3 - Report Formatting Options (7:10)

Module 6 - Unit 4 - Visualize Data with Charts and Dashboards (11:35)

Module 6 - Unit 5 - Extend Reporting with AppExchange (10:36)

Module 7 - Unit 1 - Get Organised with Folders (5:53)

Module 7 - Unit 2 - Build Custom Reports (4:13)

Module 7 - Unit 3 - Report Filter Options (5:29)

Module 7 - Unit 4 - Group and Categorize Data (9:32)

Module 7 - Unit 5 - Use Summary Formulas (5:53)

Module 7 - Unit 6 - Data Exports with Reports (4:01)

Module 7 - Unit 7 - Create Charts and Dashboards (8:06)

Module 8 - Unit 1 - Going Mobile with Salesforce (3:33)

Module 8 - Unit 2 - Customize Mobile View and Navigation (12:54)

Module 8 - Unit 3 - Design with Mobile Publisher (2:27)

Module 9 - Unit 1 - Introduction to Collaboration (7:21)

Module 9 - Unit 2 - Collaborate with Chatter (14:11)

Module 9 - Unit 3 - Chatter Feed Tracking (3:44)

Module 9 - Unit 4 - Approve Records with Chatter (4:00)

Objectives - Data Modeling and Management (2:06)

Module 1 - Unit 1 - Data Structure and Customizations (2:59)

Module 2 - Unit 1 - Work with Standard and Custom Fields (10:41)

Module 2 - Unit 2 - Create Picklists and Field Dependencies (7:53)

Module 2 - Unit 3 - Create Lookup Filters (7:08)

Module 2 - Unit 4 - Create Formula Fields (7:57)

Module 2 - Unit 5 - Changing Field Types (5:58)

Module 2 - Unit 6 - Create Page Layouts (9:38)

Module 2 - Unit 7 - Create Record Types (10:34)

Module 2 - Unit 8 - Enable History Tracking (4:38)

Module 2 - Unit 9 - Create Validation Rules (7:25)

Module 3 - Unit 1 - Customize with Custom Objects (10:38)

Module 3 - Unit 2 - Create Object Relationships (9:45)

Module 3 - Unit 3 - Work with Schema Builder (6:31)

Module 3 - Unit 4 - Capabilities of External Objects (6:00)

Module 3 - Unit 5 - Relevance for Reporting (3:18)

Module 4 - Unit 1 - Import Data Basics and Tools (9:38)

Module 4 - Unit 2 - Export Data Basics and Tools (5:37)

Module 5 - Unit 1 - Import with Data Import Wizard (9:58)

Module 5 - Unit 2 - Export with Data Loader and Dataloader.io (12:10)

Module 5 - Unit 3 - Update with Data Loader and Dataloader.io (6:56)

Module 5 - Unit 4 - Mass Update_Delete And Transfer Data (8:26)

Module 6 - Unit 1 - Improve Data Quality (9:15)

Module 6 - Unit 2 - Resolve and Prevent Duplicate Data (9:07)

Objectives - Business Logic and Process Automation (1:23)

Module 1 - Unit 1 - Business Logic Overview (1:49)

Module 1 - Unit 2 - Power of Formula Fields (8:30)

Module 1 - Unit 3 - Implement Roll-up Summary Fields (5:10)

Module 1 - Unit 4 - Build Many-to-Many Object Relationships (4:29)

Module 2 - Unit 1 - Understand Automation Tools (6:23)

Module 2 - Unit 2 - Automate Actions with Process Builder (13:40)

Module 2 - Unit 3 - Guide Users with Flow Builder (17:06)

Module 2 - Unit 4 - Distribute Flows (12:20)

Module 2 - Unit 5 - Combine Process and Flow Builder (6:03)

Module 2 - Unit 6 - Automate Approvals (12:10)

Module 3 - Unit 1 - Prepare Approval Process (10:01)

Module 3 - Unit 2 - Create an Approval Process (5:53)

Module 3 - Unit 3 - Create Initial Submission Actions (6:19)

Module 3 - Unit 4 - Add Final Approval and Rejection Actions (6:41)

Module 4 - Unit 1 - Object Specific Automation Tools (1:20)

Module 4 - Unit 2 - Create and Convert Leads (9:10)

Module 4 - Unit 3 - Lead Automation with Web-to-Lead (17:13)

Module 4 - Unit 4 - Work your Opportunities (5:29)

Module 4 - Unit 5 - Visualize Progress with Path and Kanban (6:15)

Module 5 - Unit 1 - Service Cloud Basics (8:50)

Module 5 - Unit 2 - Understand Service Cloud Setup (3:20)

Module 5 - Unit 3 - Automate Case Management (12:18)

Module 5 - Unit 4 - Email and Web-to-Case Integration (9:23)

Module 6 - Unit 1 - Choosing the Right Automation Tool (6:18)

Module 6 - Unit 2 - Order of Execution (3:13)

Module 7 - Unit 1 - Auditing and Monitoring Tools (3:26)

Module 7 - Unit 2 - System Health Check (6:40)

Module 7 - Unit 3 - Setup Audit Trail (1:54)

Module 7 - Unit 4 - Inspecting Debug Logs (15:24)

Objectives - User Interface (1:32)

Module 1 - Unit 1 - Introducing Lightning App Builder (8:27)

Module 1 - Unit 2 - User Interface Tool Set (15:48)

Module 1 - Unit 3 - Recap Standard and Custom Objects (0:57)

Module 1 - Unit 4 - Create and Customize Lightning Apps (7:36)

Module 1 - Unit 5 - List Views and Kanban Views (10:45)

Module 1 - Unit 6 - Record Highlights with Compact Layouts (3:36)

Module 1 - Unit 7 - Create Custom Buttons and Links (6:32)

Module 1 - Unit 8 - Create Short Cuts with Quick Actions (8:26)

Module 2 - Unit 1 - Work with Dynamic Forms (10:30)

Module 2 - Unit 2 - Add Dynamic Actions (5:22)

Module 2 - Unit 3 - Incorporate Lightning Components with Declarative Tools (3:05)

Module 2 - Unit 4 - Incorporate Lightning Components with Programmatic Tools (5:15)

Module 3 - Unit 1 - Productivity Tools (2:56)

Module 3 - Unit 2 - Managing Tasks and Events (9:59)

Module 3 - Unit 3 - Personal and Public Calendars (8:43)

Module 3 - Unit 4 - Understand CRM Content and File Mangement (8:58)