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

Building dashboards in the Lightning Platform

Dashboards are used to visualize underlying report data and can help users to more easily understand how business information is changing and data trends are being impacted. The core elements of dashboards consist of source reports, dashboard filters, and dashboard components.

The source reports that are used to feed dashboards are the same reports that we covered earlier in this chapter and these source reports provide the data that is visualized in the dashboard components and each dashboard component has a single source report.

Although each dashboard component has a single source report, you can reuse reports in more than one dashboard component.

As an app builder, you will need to understand the building of dashboards in the Lightning Platform and, for the Certified Platform App Builder exam, it is important to understand the following terms:

  • Dashboard filters: Dashboard filters allow you to generate multiple visualizations...