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

Setting up data access for objects and fields

Profiles and Permission Sets can both be used to control the data access permissions for objects and fields for users in the Lightning Platform. Within Profile or Permission Sets, there is a setting or collection of settings that are used to specify the objects and fields along with the types of operations that can be carried out on the objects and fields.

Data access at the object level can be considered to be the bluntest method of controlling access to record data for a specific type of object. Object-level data access is set by granting the privileges in the Profile assigned to the user or by creating and assigning multiple Permission Sets.

Object-level data access forms an overarching level of data security access and determines whether users are able to create, read, edit, and delete records of the specified object type.

Configuring field-level data access allows a more granular setting of privileges so you can expose data...