Book Image

Salesforce Platform App Builder Certification Guide

By : Paul Goodey GP, Goodey
Book Image

Salesforce Platform App Builder Certification Guide

By: Paul Goodey GP, 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)
1
Section 1: Introduction to the Lightning Platform Core
5
Section 2: Behind the Scenes
11
Section 3: A Step Closer to the Exam

Using record types to control business logic

Record types allow you to create different business processes and views of information for users and records in the Lightning Platform. In Chapter 5, Setting Up the User Interface, we outlined how record types can be used to provide users that have access to a particular object with a different set of object picklist field values and different page layouts for the object.

An example is where you have a sales department that is split into field sales and internal sales whereby all sales users have access to an opportunity record, say, and the records are to be segmented into internal sales and field sales. With the use of record types, a different set of object picklist field values and page layouts, and a different business process can be presented to the different categories of sales users.

Record types can be created on both standard and custom objects to enable the records of that object type to be segmented. By segmenting records...