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My Bio and Getting Started
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Signing Up for a Free Salesforce Account and Switching from Lightning to Classic
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About the Platform App Builder Certification – Formerly Dev 401
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The Platform App Builder Certification Study Guide
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Signing In and Completing the Lightning Experience Migration Assistant
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Switching from Salesforce Classic to Lightning Experience
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Salesforce Lightning Experience Interface Quick Tour
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Salesforce Classic Interface Quick Tour
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Accessing the Setup Menu and Reviewing Your Company Information
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Helpful Practice Activity – Setting up Your User Account
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Salesforce Fundamentals Introduction
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Multitenant Architecture Overview
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Introducing the MVC Design Pattern
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The Salesforce Schema
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Helpful Practice Activity – Downloading Apps off the AppExchange
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AppExchange Sample Exam Question #3 from Study Guide
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Helpful Practice Activity – Resetting Your Security Token
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Data Modeling and Management Introduction
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Let’s Talk About Objects
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Understanding Standard Objects
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Understanding Custom Objects
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Helpful Practice Activity – Creating Custom Objects for an IMDb Clone App
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Understanding Standard Fields
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Understanding Custom Fields
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Understanding Field Types
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Creating Text and URL Fields
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Setting Field Level Security on a Field
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Viewing Field Accessibility on a Field
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Setting History Tracking for Changes to Field Values
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Creating an Auto-Number Field
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Identifying Salesforce IDs via URLs and the Salesforce Workbench
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Helpful Practice Activity – Creating a Basic Formula Field
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Creating a Checkbox Field
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Creating a Currency Field
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Enabling Multi-Currency in Your Org
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Keep Your Currency Exchange Rates Up to Date
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Creating Date Fields
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Creating an Email field
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Creating a Geolocation Field
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Creating a Custom Object and Number Fields Using the Schema Builder
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Creating a Percent Field
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Creating a Phone Field
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Creating a Picklist Field
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Creating a Multi-Select Picklist Field
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Creating a Dependent Picklist
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Creating a Lookup Relationship
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Creating an External Lookup Relationship
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Creating a Master-Detail Relationship
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Creating an Encrypted Field
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Roll Up Summary Fields
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Sample Exam Question #4 from Study Guide
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Considerations When Changing a Field's Type
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Introducing and Installing the Data Loader
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Logging in to the Data Loader with a Security Token
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Data Loader Configuration
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Importing Data – Which Tool is Best?
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Mass Transfer of Records
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Helpful Practice Activity – Creating Unique ID / External ID
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Exporting Data from Salesforce
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Relationship Types and Implications on Record Access
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Relationship Types and Implications on User Interface
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Relationship Types and Implications on Reporting
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Mass Delete Records
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Introducing External Objects and External Data Sources
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Creating External Objects & Data Source with Salesforce Connect and Heroku
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Introducing the Schema Builder
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Practice Activity – Creating Custom & Junction Objects in the Schema Builder
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Security Introduction
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Introducing Profiles
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Creating Custom Profiles
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Introducing Roles
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Creating Roles and Assigning Users to Them
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Profiles vs. Roles
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Introducing Permission Sets
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Creating Permission Sets
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Organization Wide Defaults
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Sharing Settings and Granting Access Using Hierarchies
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Manually Sharing Records
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Create, Read, Update, Delete Operations – aka CRUD
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Business Logic and Process Automation Introduction
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Introducing Record Types
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Helpful Practice Activity - Creating Account and Production Record Types
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Helpful Practice Activity – Create Contact Record Types
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Helpful Practice Activity – Create Opportunity Record Types
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Assigning Default Record Types to Profiles
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Record Type Sample Exam Question #5 from the Exam Guide
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Creating Picklist Fields and Record Type Implications
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Creating Advanced Formula Fields
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Creating Cross Object Formula Fields
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Formula Field Sample Exam Question #2 from the Exam Guide
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Creating Validation Rules
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Introducing Workflow Rules
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Creating Workflow Rules
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Immediate Workflow Actions
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Time Based Workflow Actions
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Introducing the Time Based Workflow Queue
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Introducing the Cloud Flow Designer and Visual Workflows
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Creating Multi-Screen Wizards with the Cloud Flow Designer
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Building Flows
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Introducing the Lightning Process Builder
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Creating a Basic Process in the Lightning Process Builder
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Creating an Advanced Process in Lightning Process Builder
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Workflows vs. Flows vs. Process Builder – What to Use When
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Ramifications of Field Updates and Potential for Recursion
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Approval Processes
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Visualizing Approval Processes with the Process Visualizer
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Ownership Automation via Assignment Rules
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Ownership Re-Assignment and Alerts via Escalation Rules
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Order of Execution in Salesforce, and Why It Is Important
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Monitoring and Debugging in Salesforce
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Using the Developer Console
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Social Introduction
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Connecting Facebook and Twitter to Salesforce
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User Interface Introduction
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Introducing the Enhanced Page Layout Editor
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Working with Fields in the Enhanced Page Layout Editor
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Working with Buttons in the Page Layout
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Working with Custom Links in the Page Layout
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Working with Quick Actions in the Page Layout
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Working with Salesforce1 & Lighting Actions in the Page Layout
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Working with Expanded Lookups in the Page Layout
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Working with Related Lists in the Page Layout
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Working with Report Charts in the Page Layout
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Working with Components in the Page Layout
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Working with Visualforce Pages in the Page Layout
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Adding Sections and Blank Space to a Page Layout
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Page Layout Assignments
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Automate Page Layout Change When Opportunity Closed
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Introducing the Path - Formerly Known as Sales Path
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Page Layout Edits impact on Lightning Experience
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Creating Custom Buttons
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Creating Custom Links
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Creating Quick Actions
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Custom Tabs
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Lightning App Builder Tool Introduction
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Lightning Pages
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Lightning Components
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Lightning App Builder Sample Exam Question #1 from Study Guide
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Updating the Page Layouts for our IMDb Clone App
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Providing Localization in the Interface via the Translation Workbe
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Reporting Introduction
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Creating Reports in Salesforce
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Creating Joined Reports in Salesforce
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Creating Custom Report Types
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Dashboards
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Creating Reporting Snapshots (Formerly Analytics Snapshots)
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Lightning Experience Charts
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Salesforce Mobile App Introduction
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Touring the Salesforce Mobile User Interface, Navigation, and Global Actions
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Performing Common Marketing Actions in Salesforce Mobile
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Performing Common Sales Functions in Salesforce Mobile
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Performing Common Service Functions in Salesforce Mobile
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Getting Started with Configuring Salesforce Mobile for Your Org
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Setting User Rights to Salesforce Mobile
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Creating Global Actions for Salesforce Mobile
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Creating Object Specific Actions for Salesforce Mobile
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Creating Action Layouts to Optimize Salesforce Mobile User Experience
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Customizing the Salesforce Mobile Navigation Menu
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Creating Compact Layouts in Salesforce Mobile
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Working with Push Notifications in Salesforce Mobile
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Working Offline with Salesforce Mobile
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Making a Visualforce Page Mobile (and Lightning) Ready & Setting Security
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App Development and Deployment Introduction
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Salesforce Sandboxes
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Using Change Sets
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Unmanaged Packages
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Managing the Application Lifecycle and Deployment Plans
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Other Deployment Tools - Force.com Migration Tool & ANT, Workbench & More
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Additional Items and Final Steps Introduction
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Final Steps for our IMDb Clone App and Introducing the Dreamhouse App
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Registering for the Platform App Builder Certification Exam
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Create a Mileage Tracker App in 10 Minutes
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Taking the Exam – Online vs On-Site
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Test Taking Strategies – Very Important
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Next Steps and a Note of Thanks