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

Selecting the appropriate field type

When given a set of requirements to create a data model, we need to identify the data that is to be stored and processed in order to ensure that the most appropriate custom field type is created.

There are many data types that can be chosen to ensure that the appropriate data is able to be stored using custom fields. Custom fields are unique to your business needs and can not only be added and amended but also deleted. Custom fields can be created on standard objects and custom objects.

When creating custom fields, you have the option to specify the field-level security and also, depending upon the type of field, some options to set the user interface and appearance of the field record. The first step when creating custom fields is to select the data type for the field, and the sections that describe the data types that are available are as follows:

  • Auto Number: An Auto Number field is used to automatically generate a unique number...