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SalesForce Platform App Builder

Information Technology > Customer relationship management CRM

Description

The Salesforce Platform App Builder skill involves the ability to design, build, and implement custom applications using the declarative customization capabilities of the Salesforce platform. This includes creating custom objects and fields, user interfaces, and business logic, as well as building reports and dashboards. Advanced skills include integrating Salesforce with other systems, managing large data volumes, and implementing advanced security settings. Expertise in this area also involves understanding the Salesforce development lifecycle, designing scalable solutions, and advising on best practices for Salesforce adoption. This skill is crucial for businesses looking to customize their Salesforce environment to meet specific needs.

Expected Behaviors

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LEVEL 1

Fundamental Awareness

At this level, individuals are expected to have a basic understanding of the Salesforce platform and its terminology. They should be aware of the concept of cloud computing and understand the Salesforce data model at a high level. This is the stage of initial exposure to the platform.

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LEVEL 2

Novice

Novices can perform simple tasks on the Salesforce platform such as creating custom objects and fields, building page layouts, setting up user interfaces, and managing users and access. They can also create basic reports and dashboards and have an understanding of the Salesforce security model.

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LEVEL 3

Intermediate

Intermediate users can design advanced business processes and implement automation with workflow rules. They can use Process Builder for complex automations and create advanced reports and dashboards. They have a deeper understanding of Salesforce data architecture and can customize the user interface with Lightning App Builder.

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LEVEL 4

Advanced

Advanced users can develop apps with Apex code and integrate Salesforce with external systems. They can implement advanced security settings, manage large data volumes, and create complex Visualforce pages. They are capable of designing and implementing advanced business logic.

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LEVEL 5

Expert

Experts have mastered the Salesforce development lifecycle and can implement advanced integration patterns. They can design scalable solutions on the Salesforce platform and perform advanced troubleshooting and debugging. Experts lead Salesforce implementation projects and advise on best practices and strategies for Salesforce adoption.

Micro Skills

✎
LEVEL 1

Fundamental Awareness

Recognizing the Salesforce Platform Interface
Identifying Key Components of Salesforce Platform
Understanding the Role of Salesforce in CRM
Knowing Basic Salesforce Terms like Lead, Account, Contact, Opportunity
Understanding the Difference between Standard and Custom Objects
Recognizing the Terminology Related to Salesforce Security Model
Understanding the Concept of Objects in Salesforce
Recognizing the Relationship Types in Salesforce
Identifying the Standard Objects in Salesforce
Recognizing the Benefits of Cloud Computing
Understanding the Difference between SaaS, PaaS, and IaaS
Identifying the Key Characteristics of Cloud Services
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LEVEL 2

Novice

Understanding the Purpose of Custom Objects
Creating Custom Objects in Salesforce
Adding Custom Fields to Custom Objects
Setting Field-Level Security for Custom Fields
Understanding Different Field Types
Understanding the Purpose of Page Layouts
Creating New Page Layouts
Assigning Page Layouts to Profiles
Customizing Page Layouts with Fields, Related Lists, and Buttons
Customizing Salesforce Home Pages
Configuring Global Search Settings
Setting Up Chatter
Customizing Navigation Menus
Creating New Users
Setting Up Roles and Profiles
Managing User Licenses
Setting Up Sharing Rules and Permission Sets
Understanding Report Types
Creating Tabular, Summary, and Matrix Reports
Adding Charts to Reports
Creating Dashboards and Adding Dashboard Components
Understanding Organization-Wide Defaults
Understanding Role Hierarchy
Understanding Profiles and Permission Sets
Understanding Sharing Rules and Manual Sharing
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LEVEL 3

Intermediate

Understanding Business Requirements
Mapping Business Processes to Salesforce Features
Creating Process Flow Diagrams
Implementing Business Processes in Salesforce
Defining Workflow Rules
Setting up Workflow Actions
Testing and Debugging Workflow Rules
Deploying Workflow Rules
Understanding Process Builder Capabilities
Creating Processes with Multiple Criteria
Setting up Immediate and Scheduled Actions
Debugging and Testing Processes
Creating Matrix and Summary Reports
Adding Charts and Graphs to Reports
Building Interactive Dashboards
Understanding Object Relationships
Managing Large Data Volumes
Implementing Data Archiving Strategies
Optimizing Data Queries
Understanding Lightning Components
Building Custom Lightning Pages
Customizing Record Pages
Creating App Pages and Home Pages
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LEVEL 4

Advanced

Understanding Apex Syntax
Writing Basic Apex Triggers
Implementing Apex Classes and Interfaces
Testing and Debugging Apex Code
Deploying Apex Code to Production
Understanding Salesforce APIs
Using SOAP and REST APIs for Integration
Implementing OAuth for Authentication
Handling Data Synchronization and Conflict Resolution
Monitoring and Troubleshooting Integrations
Setting up Field Level Security
Implementing Record-Level Security with Sharing Rules
Managing User Roles and Profiles
Implementing Two-Factor Authentication
Auditing and Monitoring User Activity
Understanding Salesforce Data Storage Limits
Optimizing SOQL Queries for Large Data Sets
Using Bulk API for Large Data Operations
Monitoring and Optimizing Salesforce Performance
Understanding Visualforce Markup Language
Implementing Custom Controllers and Controller Extensions
Using JavaScript in Visualforce Pages
Styling Visualforce Pages with CSS
Testing and Debugging Visualforce Pages
Implementing Complex Validation Rules
Designing Advanced Workflow Processes
Using Apex for Complex Business Logic
Implementing Batch Apex for Asynchronous Processing
Optimizing Business Logic for Performance
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LEVEL 5

Expert

Understanding Agile Methodology in Salesforce
Implementing Continuous Integration and Continuous Deployment
Managing Code Versioning with Git
Performing Unit Testing and Code Coverage Analysis
Using REST and SOAP APIs for Integration
Implementing Single Sign-On (SSO)
Understanding OAuth 2.0 Protocol
Working with External Data Sources and Salesforce Connect
Optimizing SOQL Queries
Implementing Bulk API for Large Data Sets
Understanding Salesforce Governor Limits
Designing Efficient Triggers and Batch Apex Jobs
Using Developer Console for Debugging
Analyzing System Logs and Debug Logs
Troubleshooting Performance Issues
Debugging Apex Code and Visualforce Pages
Planning and Estimating Project Scope
Coordinating Cross-Functional Teams
Managing Stakeholder Expectations
Ensuring Quality Assurance and User Acceptance Testing
Developing Training Materials and Conducting User Training
Creating a Salesforce Adoption Strategy
Providing Ongoing Support and Maintenance
Staying Updated with Salesforce Releases and New Features

Skill Overview

  • Expert2 years experience
  • Micro-skills113
  • Roles requiring skill1

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