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

Data modeling with Schema Builder

Schema Builder is a mechanism that is available out of the box that provides the facility to view the existing data model and create new custom objects, custom fields, and relationship types.

As an alternative to using the Object Manager, which we used earlier in this chapter, we can add objects and fields by dragging and dropping visual elements onto a schema screen. In addition, Schema Builder allows the viewing of standard objects and the creation of custom fields within standard objects.

The features and capabilities of Schema Builder enable the following:

  • Creating and deleting custom objects
  • Creating and deleting custom lookup and master-detail relationship fields
  • Creating and deleting custom fields
  • Viewing standard objects
  • Viewing standard lookup and master-detail relationship fields
  • Viewing standard fields

    Custom fields not available

    At the time of writing, Schema Builder does not allow the creation of the following...