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

Importing and exporting data to and from the Lightning Platform

When building and maintaining apps on the Lightning Platform, there are occasions when you, as an app builder, need to either import or export data. Importing data is necessary to load existing user-generated data or to create system data that is used by apps.

User-generated data needs to be imported when you are migrating from an external data management system or from spreadsheets into Salesforce or are restructuring the data model in Salesforce. The type of data that is often imported includes account, opportunity, and contact records. User-generated data can also originate from lists of contacts or prospects, which a sales or marketing team would purchase, such as lists of new leads or contacts that are contained in marketing spreadsheets.

System data is records that are used to control or configure the apps that we build or are installed by third-party app providers. An example of system data includes the list...