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

Chapter 6: Implementing Business Logic

In this chapter, you will gain the knowledge to be able to implement business logic in the Lightning Platform.

You will learn about the record types feature, which enables various types of business logic to be applied, and how to build custom field types for formula and roll-up summary calculations, which serve to apply field calculations.

With this chapter, you will also understand how data quality can be improved and how record values can be enforced in line with business data quality criteria with the use of validation rules.

At the end of it, you will be presented with a number of questions about the capabilities of and use cases for record types, formula fields, roll-up summary fields, and validation rules in the Lightning Platform.

In this chapter, we will cover the following:

  • Exam objectives – Business Logic and Process Automation
  • Using record types to control business logic
  • Building custom field types...