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

Understanding the use cases for approvals, Workflow, Flow, and Process Builder

Understanding the use cases for process automation tools in the Lightning Platform is considered an important skill for an app builder and this competency is tested in the Salesforce Certified Platform App Builder Exam as part of the test criteria:

  • Describe the capabilities of and use cases for approval processes.
  • Describe the capabilities of and use cases for Workflow, Flow, and Process Builder.

Let's look at the use cases for approvals, Workflow, Flow, and Process Builder and begin by considering the use cases for approvals.

Use cases for approvals

Approval processes are manually triggered by users and also automatically when the approval is specified for auto launching by other process automation tools (provided that the entry criteria matches the specified record field values). Approval processes consist of multiple steps, whereby actions are executed depending upon whether...