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

Designing a data model

In this section, we will look at how to determine an appropriate data model when building apps in Salesforce, which is one of the core objectives of the Data Modeling and Management objective in the Certified Platform App Builder exam. In the exam, you can expect to be given a scenario in which you will be asked how to design a data model in the Salesforce Platform that satisfies the requirements set out in the scenario.

To help reinforce the skills and knowledge needed to create the data model, we'll do some practical work in Salesforce. So, if you do not have a Salesforce environment to carry this out in, create a free developer org as detailed in Chapter 1, Core Capabilities of the Lightning Platform.

Using an example scenario, we will now design a data model and look at the process of identifying the most appropriate design for the entities and relationships.

Example scenario – custom lead assignment

You will now be presented with...