Platform App Builder case studies
Platform App Builder · Put your knowledge to work in context.
The Salesforce Certified Platform App Builder credential is aimed at practitioners who build custom applications on the Salesforce Platform using declarative tools rather than code. Salesforce describes the target audience this way: "Certified Platform App Builders have the skills and knowledge to design, build, and deploy custom applications using the declarative customization capabilities of the Salesforce Platform." That makes it a natural fit for administrators, consultants, and business analysts who configure objects, automation, interfaces, and app rollouts for end users, and who want a credential that proves breadth across the platform rather than depth in a single product cloud. The Platform App Builder case studies are 5 cases and about 4,002 words.
1Rollups, Ownership, and 220,000 Disbursements
Northgate Grants tracks Grant c records with related Disbursement c records through a lookup today. Finance wants two values on the grant - total disbursed amount and a count of disbursements - that appear in list views, reports and dashboards, not just on the page.
881 words, about 4 min2Bulk Case Closure That Doubles Up Tasks
Halcyon Field Service closes cases in bulk. An after-save record-triggered flow on Case stamps Asset.Last Service Date c and creates a follow-up Task.
834 words, about 4 min3Private Opportunities, a Matrix Team, and 60 Contractors
Tidewater Insurance has 900 internal users and 60 contractors. Opportunity org-wide defaults are Private, and the role hierarchy mirrors 14 regions; each regional VP sees the opportunities of everyone below them.
663 words, about 3 min4One Record Page, Three Record Types, Four Seconds
Brightline Retail's Opportunity record page has three record types (New Business, Renewal, Partner) and one Lightning record page assigned to all of them and to every profile. The page carries 85 fields across six sections, five related lists, and two legacy Visualforce pages embedded as custom components.
805 words, about 4 min5A Release With No Rollback Plan
Corvus Manufacturing ships to production three times a year from a UAT sandbox refreshed from production after each release. The coming release contains 8 new custom fields on Case, 3 validation rules that reference two of those fields, 5 updated permission sets, a new Lightning app with 4 tabs, 12 flows to deactivate, 2 modified Apex classes and one new trigger, and a renamed custom object label.
819 words, about 4 min