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

Creating reports in the Lightning Platform

As an app builder, you will need to know how to create reports and understand the various options that are available to you for the building and formatting of reports in the Lightning Platform.

Reports are used to display one or more fields for the records that are accessible within the platform and you can choose the appropriate report type that allows for the fields of a given object or set of objects to be selected.

You can imagine that the fields that are selected form a table of data for the report details and you can apply various filters to control the breadth and depth of information that is retrieved and displayed. Filters, therefore, are used to determine which results are returned. Using the analogy of a table of data, the results are the rows in the table.

Salesforce recommends that in order to improve the performance and enable reports to run quicker, you only include fields that are strictly necessary to display the...