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

Translating business requirements into process automation solutions

As an App Builder in the Lightning Platform, you will most likely encounter situations where you are asked to implement solutions that satisfy certain business requirements through the use of process automation.

The need to be able to recommend an appropriate solution for a given business requirement 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 following test criteria:

Given a set of business requirements, recommend a solution to automate business processes.

When considering the use cases, actions, and decisions that would lead us to choose a particular automation tool, we can consider the following:

  • Approvals: Allow the creation of approval processes for holiday requests or supporting business processes that require approval by a salesperson from their line manager for opportunity values over...