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

Enforcing data quality with the use of validation rules

Validation rules are used to prevent records from being created or updated with inconsistent or missing values that do not conform to your data quality rules. Validation rules make use of error formulas or expressions that specify the criteria for the inconsistent or missing values.

When there is a match for the formula or expression and the criteria return true, then the validation rule is activated and the error message is displayed. Here, you can choose to present the error message in one of two places: either at the top of the record page or under a specified field on the page.

We will now create a validation rule that enforces the setting of an active salesperson when creating or editing records within the Region object.

Let's go ahead and create the validation rule on the Region custom object by following these steps:

  1. Navigate to Setup and then search for Object Manager in the Quick Find search box...