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.

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Table of Contents (17 chapters)
Preface
Preface
Who this book is for
What this book covers
To get the most out of this book
Download the color images
Conventions used
Get in touch
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1
Section 1: Introduction to the Lightning Platform Core
Section 1: Introduction to the Lightning Platform Core
Free Chapter
2
Chapter 1: Core Capabilities of the Lightning Platform
Chapter 1: Core Capabilities of the Lightning Platform
Exam objectives – Salesforce Fundamentals
Understanding the Salesforce Lightning Platform
Learning about the standard Salesforce CRM objects
Customizing the Lightning Platform
Exploring Salesforce AppExchange
Questions to test your knowledge
Summary
3
Chapter 2: Designing and Building a Data Model
Chapter 2: Designing and Building a Data Model
Exam objectives – Data Modeling and Management
Designing a data model
Relationship types and considerations
Selecting the appropriate field type
Considerations when changing the type of a custom field
Data modeling with Schema Builder
Questions to test your knowledge
Summary
4
Chapter 3: Importing and Exporting Data
Chapter 3: Importing and Exporting Data
Exam objectives – Data modeling and management
Importing and exporting data to and from the Lightning Platform
Understanding the features and capabilities of external objects
Questions to test your knowledge
Summary
5
Section 2: Behind the Scenes
Section 2: Behind the Scenes
6
Chapter 4: Securing Access to Data
Chapter 4: Securing Access to Data
Exam objectives – Data Security
Understanding the layers of data security in the Lightning Platform
Learning about Profiles and Permission Sets
Setting up data access for objects and fields
Controlling data access to records
Summarizing data security capabilities in the Lightning Platform
Questions to test your knowledge
Summary
7
Chapter 5: Setting Up the User Interface
Chapter 5: Setting Up the User Interface
Exam objectives – User interface
Learning about the user interface options
Using declarative options with Lightning components
Determining appropriate user interface designs
Considering Lightning components and performance
Questions to test your knowledge
Summary
8
Chapter 6: Implementing Business Logic
Chapter 6: Implementing Business Logic
Exam objectives – Business Logic and Process Automation
Using record types to control business logic
Building custom field types for formula and roll-up summary calculations
Enforcing data quality with the use of validation rules
Questions to test your knowledge
Summary
9
Chapter 7: Building Business Process Automation
Chapter 7: Building Business Process Automation
Exam objectives: Business Logic and Process Automation
Assessing the capabilities of process automation in the Lightning Platform
Understanding the use cases for approvals, Workflow, Flow, and Process Builder
Translating business requirements into process automation solutions
Understanding the implications of auto-updating fields
Questions to test your knowledge
Summary
10
Chapter 8: Generating Data Analytics with Reports and Dashboards
Chapter 8: Generating Data Analytics with Reports and Dashboards
Exam objectives – Reporting
Understanding Salesforce data analytics options
Creating reports in the Lightning Platform
Configuring custom report types
Building dashboards in the Lightning Platform
Questions to test your knowledge
Summary
11
Section 3: A Step Closer to the Exam
Section 3: A Step Closer to the Exam
12
Chapter 9: Configuring the Mobile Features
Chapter 9: Configuring the Mobile Features
Exam objectives – Mobile apps
Installing the Salesforce Mobile App
Configuring the Salesforce mobile application user interface
Building global and object-specific actions and action layouts
Questions to test your knowledge
Summary
13
Chapter 10: Understanding the Social Features
Chapter 10: Understanding the Social Features
Exam objectives – Social features
Setting up social accounts, leads, and contacts
Configuring social features by users
Linking accounts, leads, and contacts to social networks
Questions to test your knowledge
Summary
14
Chapter 11: Managing the App Building Process
Chapter 11: Managing the App Building Process
Exam objectives: App Development
Managing the application life cycle
Understanding the types of sandboxes
Using change sets for app deployment
Identifying the options for using unmanaged packages
Determining deployment options for given scenarios
Questions to test your knowledge
Summary
15
Chapter 12: Studying for the Certified Platform App Builder Exam
Chapter 12: Studying for the Certified Platform App Builder Exam
Using the Platform App Builder exam study guide
Understanding the format of the exam
Carrying out a self-assessment for the exam
Identifying resources available for studying
Registering for the exam
Taking and passing the exam
Summary
16
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Chapter 1: Core Capabilities of the Lightning Platform

In this chapter, we will review the core capabilities of the Lightning Platform and test our knowledge of the Salesforce Fundamentals skillset, which is one of the primary objectives of the Salesforce App Builder Certification exam.

We will look at what makes up the Salesforce Lightning Platform and look at the concepts of the cloud, SaaS, multitenancy, and metadata-driven development.

There may be some sections in this chapter that you wish to skip if you have experience with Salesforce. However, it is hoped that these fundamental concepts will provide both a useful summary for experienced Salesforce app builders as well as key information for those that are new to Salesforce.

You will understand the capabilities of the standard Salesforce objects and the core Salesforce CRM schema and discover where the capabilities and boundaries lie when building apps with declarative and programmatic methods.

You will also learn about Salesforce AppExchange, which provides additional functionality that extends the core functionality.

Finally, you will be presented with a number of questions that test your knowledge of the core capabilities of the Lightning Platform that are covered in this chapter.

In this chapter, we will cover the following:

  • Exam objectives: Salesforce Fundamentals
  • What is the Salesforce Lightning Platform?
  • Standard Salesforce CRM objects
  • Customization options within the Lightning Platform
  • Salesforce AppExchange
  • Questions to test your knowledge
Previous Section
End of Section 1
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