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

Relationship types and considerations

Relationships enable the association of data with other objects. Before we start to design and build Salesforce relationships, let's look at generic relationship types and see how we could use them to associate the entities that we discovered earlier, in Figure 1.1 – Scenario data model entities:

  • One-to-one relationship: An example of this type of relationship is where there is a list of prospects and a list of salespeople, but only one salesperson manages the prospect record and hence the prospect record is owned by only one salesperson.
  • One-to-many relationship: An example of this type of relationship is where there is a list of prospects and a number of meetings to be set up with the prospects. This association allows there to be one prospect, but many meetings could be attended by the prospect.
  • Many-to-many relationship: An example of this type of relationship is where there is a list of locations and a list of regions...