Book Image

Salesforce Platform App Builder Certification Guide

By : Paul Goodey
Book Image

Salesforce Platform App Builder Certification Guide

By: Paul Goodey

Overview of this book

Do you want to be able to confidently design and build apps that support business processes within the Lightning Platform? Salesforce Platform App Builder Certification Guide not only helps you to do this, but also prepares you for the certification exam. The book starts by describing the core capabilities of the Lightning Platform. You'll learn techniques for data modeling to design, build, and deploy apps without writing code and achieve rapid results with the declarative capabilities that the Lightning Platform provides. Next, you'll explore utilities for importing and exporting data and the features available in the Lightning Platform to restrict and extend access to objects, fields, and records. You'll also be able to customize the Salesforce Lightning Experience user interface (UI) and build functionality for custom buttons, links, and actions. Later, this certification study guide will take you through reporting and the social and mobile features of the Lightning Platform. Finally, you’ll get to grips with Salesforce build environments and deployment options. By the end of this Salesforce book, you'll not only have learned how to build data models, enforce data security, and implement business logic and process automation, but also have gained the confidence to pass the Platform App Builder exam and achieve Salesforce certification.
Table of Contents (17 chapters)
Section 1: Introduction to the Lightning Platform Core
Section 2: Behind the Scenes
Section 3: A Step Closer to the Exam

Chapter 8: Generating Data Analytics with Reports and Dashboards

In this chapter, we will look at the features and capabilities available to generate data analytics in Salesforce Lightning.

You will learn about the options that exist for generating reports and how standard reports can be created using standard report types. You will discover how to configure custom report types, which allow the type of report found in standard report types to be enhanced and extended.

You will discover how you can build dashboards to visually represent the data in your Salesforce organization and learn how dashboards can be scheduled and configured to show the data from the perspective of either a named user or the logged-in user.

Finally, you will be presented with a number of questions about generating data analytics with reports and dashboards in the Lightning Platform that will help reinforce your skills for building reports and dashboards and equip you with the knowledge to take the Certified...