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)
1
Section 1: Introduction to the Lightning Platform Core
5
Section 2: Behind the Scenes
11
Section 3: A Step Closer to the Exam

Configuring custom report types

As an app builder, you will need to understand how to build and use custom report types in the Lightning Platform.

When we created the report earlier in this chapter, we selected a standard report type that associated the Region, Region Location, and Location custom objects and allowed the custom fields to be accessed in our report. Standard report types cannot be modified and if we wanted to associate another object with our source report type or hide any of the fields to prevent them from being selected by users, we can create a custom report type.

Custom report types allow the extension of standard and custom objects and field relationships that allow up to four related objects to be used as the source for new reports. Within the custom report type, you can include up to 1,000 fields.

We could configure a custom report type that associates the custom Location object with the standard Task activity object, which would be useful as a way of...