Salesforce has, from time to time, developed new certifications to assess and test an individual’s knowledge of various functionalities and features of the Salesforce Platform. As Salesforce has evolved, it has become a need of the hour for individuals to keep up to date with the latest developments. The Salesforce App Builder certification is one such course that provides trainees with the knowledge necessary to build applications using Visualforce (DEV 401) and

Why did Salesforce introduce the App Builder Certification?

The primary reason for launching the Salesforce DEV 401 course was to provide students with the necessary skills to Salesforce Beratung create custom analytics and applications using’s declarative capabilities. However, the only downside was that basic programming concepts were not part of the course. Although the Salesforce 401 certification was intended as a developer certification, it did not consider evaluating any specific coding and programming in Visualforce or Apex. As a result, people began to get confused about what skills they would gain through the training. As a countermeasure, Salesforce introduced the DEV 501 certification aimed at testing the programming skills of professionals. However, because certification required manual assessment, individuals had to wait months to receive their certifications.

Due to the confusion created, Salesforce developed three additional Salesforce developer training courses that also included the App Builder training course. Salesforce also introduced App Builder Online Training to help professionals complete the course easily and conveniently.

Salesforce App Builder training certainly made a big difference

The main focus of this Salesforce training was to educate students on the technical aspects required to create, manage and update business logic, data models, application security and process automation. It ensured that the remaining gaps between a programmer and an administrator were kept to a minimum.

The Salesforce online training covers not only new functionalities and features of Process Builder, Visual Workflow, Mobile and Lightning, but also DEV 401 concepts. Participants in this course will also gain a reasonable understanding of the functionalities related to app deployment as well as the app development life cycle. Online Salesforce training can even be taken by those who have already received their DEV 401 certification from Salesforce.

Wrap up

With the increasing demand for certified Salesforce professionals in the market, it has become essential for prospective individuals to undergo Salesforce training. It’s not just about Salesforce certification, it’s also about the knowledge and understanding gained through the extensive training. This, in turn, is proving to be the foundation for a bright future in this highly competitive industry.

The author is an IT professional from Multisoft Virtual Academy with many years of experience in the IT industry. He is also skilled in facilitating various IT related courses for those seeking knowledge and efficiently contributing to the revolution that is going on in the field of information technology. He keeps his students up to date with the new developments in this field and is not afraid to go beyond the regular curriculum to teach them comprehensively with relevant and timely topics.

Customize Salesforce for fund managers

The Salesforce platform can be an invaluable tool for fund managers looking to streamline fundraising, manage their portfolios more effectively, and gain a competitive edge over competing funds. However, exactly how fund managers can best use the platform can be a complicated decision.

What’s the problem with using Salesforce out-of-the-box for fund management?

The most common problem with using Salesforce for fund management is that fund managers often overpay for licenses. The Salesforce Sales Cloud was built for companies that have traditional sales and customer support workflows such as lead, opportunity, and support case processing that simply weren’t designed for the functionality of private equity fund managers or venture capital fund managers became. Although Salesforce is a very flexible platform, using Salesforce out-of-the-box often results in users throwing away sales and support-related features they pay for and starting over with custom objects. If a customer wants to implement Salesforce themselves, using platform licenses instead of full Sales Cloud or Support Cloud licenses is an efficient and cost-effective option because platform licenses are less expensive and don’t include features that private equity or venture capital fund managers discard in the rule anyway.

The Salesforce Private Equity/Venture Capital template

Salesforce offers an option for alternative wealth managers who want to use Salesforce with features tailored to their industry: the Salesforce Private Equity/Venture Capital Template. This template is more useful for fund management than Salesforce out-of-the-box, but unfortunately the Private Equity/Venture Capital template is not a product that grows or evolves; Salesforce has shown no commitment to further develop or support the product, leaving template users often on their own when it comes to enhancements, support, and maintenance. Ultimately, the template serves as a good example of what customization can accomplish, but it lacks Salesforce’s support to serve fund managers effectively.

The dangers of using Salesforce to build your own database

Because Salesforce is such a flexible platform, it’s certainly possible to build a database and data structure that represents the workflows associated with fundraising, LP management, investor management, deal tracking, and portfolio management. Salesforce comes with an extensive set of tools that allow users to create database tables to store information in a way that is relevant and beneficial to fund managers. Additionally, workflow features can automate processes, and more advanced users can further customize their system with Apex code and Visualforce, which can produce output that’s more dynamic than you would get with Salesforce out-of-the-box.

Self-implementing Salesforce

The biggest hurdle in self-implementing Salesforce for fund management is deciding how to organize the data. Before you start building your system, it’s important to have a very good feel for how you would model your business and how you would create tables in the database to represent that model. For example, some organizations may invest from separate pools of capital, while others may have only a single pool of capital. some organizations could make individual investments and some could engage in follow-up investments; and some organizations will want to consider previous fundraising events or rounds for round-by-round evaluations. Thus, the process of building a database becomes an exercise in modeling the data structures that represent the enterprise.

This is certainly not impossible for fund managers to do on their own. However, building a truly extensible relational model requires insight into how databases work and requires some foresight of what you ultimately want to see from the data in terms of user interface and reporting.


Self-implementation also brings with it the classic “build vs. buy” IT spending decision. Salesforce is obviously an incredibly flexible platform and doesn’t require extensive technical know-how to create virtually any database model you want. Given an unlimited amount of time and interest, it’s entirely possible to create a very useful fund management tool in Salesforce.

There are many questions fund managers must answer before deciding to build their own system. These questions Salesforce Beratung include who will support the system, who will maintain it, how it will continue to grow and evolve. There is also the question of what happens when the employee who maintains and maintains the system eventually leaves the organization. A system with inexpensive licenses and an inexpensive implementation can become very expensive later in the solution lifecycle if there are no clear plans for supporting and maintaining the system.

Application Experts, LLC (App-X) is the leading provider of flexible web-based solutions for alternative asset fund managers, institutional investors and impact investors. App-X clients are leaders in the alternative asset community with over $65 billion in assets under management. App-X is headquartered outside of Denver with offices in Chicago.