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 global and object-specific actions and action layouts

Global and object-specific quick actions in the Lightning Platform can be thought of as shortcuts that appear within the user interface. They are two forms of what is known as a quick action, which are available in both the desktop and mobile apps and can be used to create records, update records, log calls, and so on.

In the Salesforce mobile app, global and object-specific quick actions offer a quick way to access functions that launch a specific action or custom process automation that exists in the Lightning Platform.

In addition to the custom actions that are tailored to your business processes, the Salesforce Mobile App comes with standard pre-built actions. The quick actions are located within the action bar and the action menu that appear at the top of the screen of the mobile device.

Quick actions that are used to capture data input have their own type of page layout called an action layout and allow you...