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

Learning about Profiles and Permission Sets

Profiles and Permission Sets are used to control and assign system and data access permissions to users in the Lightning Platform. Within the Profile or Permission Sets, there is a setting or collection of settings that are used to control what features and functions are available to them, along with the types of operations that can be carried out on data.

The difference between Profiles and Permission Sets is that Profiles are integral to the user's association with the system and data configuration with the Lightning Platform and users can be assigned to only one Profile. When creating new user records, the intended Profile that the user is to have must exist in order for the newly created user record's profile to be assigned. In contrast, the user record can be associated with multiple Permission Sets.

Generally, when setting up permissions for users, you should consider the use of profiles to grant the base-level system...