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

Linking accounts, leads, and contacts to social networks

To link account, lead, and contact records to social networking profiles, users must be signed up to the respective social network. So, to associate Twitter information to a lead record, say, a user must have a Twitter account.

After the social features have been enabled and the desired social network has been chosen, users will be able to link the account, lead, and contact records within the Lightning Platform by following these steps:

  1. Logging into their social networking account.
  2. Clicking on either an account, lead, or a contact record and navigating to the social network option, which will be either a section on the account page or the News tab on a lead or contact record page.
  3. Clicking on the Sign in option.
  4. Authorizing the Salesforce social account feature to access their social networking account.
  5. Finally, linking the account, lead, or contact record to a specific profile within the social network...