Salesforce Platform App Builder: design and deliver

Objectives and progression

Independent preparation aligned with the five domains of the Platform App Builder SU26 guide. Eight lessons and 58 original decisions connect declarative capabilities, package adoption, data exposure, relationships and retention, field migration, formulas and validation, Flow context and volume, approvals and evidence, mobile actions, and delivery dependencies. Fictional operations cases include consequences, acceptable alternatives, and pitfalls. An internal 32-decision assessment in 60 minutes reuses course questions, including one two-answer case. The Flow context option introduced in API68 is identified as later than the SU26 baseline. The course does not exhaust every official subtopic, configure a Salesforce org, or award certification.

Audience: Administrators, business analysts, and technical leads designing applications, automation, and delivery on the Salesforce platform.

Prerequisites: Basic data, access, and Salesforce configuration knowledge is useful. The guide requires no prior certification and recommends six to twelve months building platform applications. Learning links below are suggestions rather than official requirements.

380 estimated study minutes

• Assess capabilities, packages, and data exposure before configuring a solution.
• Model associations and assess the effects of converting existing relationships.
• Preserve meaning and traceability when changing classifications or data sources.
• Separate calculation, historical evidence, invalid states, and authorization.
• Choose automation type and verify behavior in its operational context.
• Control progression and context changes without confusing natural language with authorization.
• Create experiences preserving relationships, access, and observable outcomes.
• Prepare environments, metadata, and data for complete, recoverable delivery.

Modules

1. Requirements, access, and platform extensions
2. Relationships, lifecycle, and reporting
3. Fields, migrations, and external data
4. Formulas, validations, and aggregates
5. Flow: context, volume, and diagnosis
6. Approvals, evidence, and Agentforce
7. UI, actions, and mobile context
8. Delivery, dependencies, and operational acceptance

Continue learning

Service / Enterprise platforms

• Salesforce Certified Platform Administrator
• Salesforce Certified Platform Developer
• Technical Project Manager
• Change Management
• SQL

References and version

Platform App Builder guide SU 26

• Control Access to Objects · 2026-10-01
• Control Access to Fields · 2026-10-01
• Control Access to Records · 2026-10-01
• Object Relationships · 2026-10-01
• Import Data · 2026-10-01
• Customize Compact Layouts · 2026-10-01
• Validation Rules · 2026-10-01
• Improve Data Quality with Duplicate Management · 2026-10-01
• Roll-Up Summary Fields · 2026-10-01
• Export Data · 2026-10-01
• Reports and Dashboards Overview · 2026-10-01
• Add Quick Actions and Activate the App · 2026-10-01
• Get to Know Agentforce Functionality · 2026-10-01
• Explore Agent Testing Tools and Considerations · 2026-10-01
• Customize Record Types · 2026-10-01
• Before-Save or After-Save Record-Triggered Flow · 2026-10-01
• Set the Trigger Order of Record-Triggered Flows · 2026-10-01
• Salesforce Certified Platform App Builder Exam Guide · 2026-10-01
• What Platform App Builder Certification Proves Today · 2026-10-01
• Manage Picklist Values · 2026-10-01
• Flow Approval Processes · 2026-10-01
• Build a Flow Approval Process · 2026-10-01
• Change Set Considerations for Flows · 2026-10-01
• Change Sets Best Practices · 2026-10-01
• Install AgentExchange Packages · 2026-10-01
• Package Custom Metadata Types · 2026-10-01
• Compare Data Storage Options · 2026-10-01
• Dynamic Forms Tips and Considerations · 2026-10-01
• Create Global Quick Actions · 2026-10-01
• Create Object-Specific Quick Actions · 2026-10-01
• Flow Run Context · 2026-10-01
• Set Flow Run Context · 2026-10-01
• Winter27 Flow API68 updates · 2026-10-01
• Flow Builder Debugger Considerations · 2026-10-01
• Build and Optimize Flow Loops · 2026-10-01
• Sandbox Types and Templates · 2026-10-01
• Get Started with Formulas · 2026-10-01
• What Is a Cross-Object Formula · 2026-10-01
• Create a Many-to-Many Object Relationship · 2026-10-01
• Effects of Converting Master-Detail to Lookup · 2026-10-01
• Considerations for Object Relationships · 2026-10-01