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

Controlling data access to records

After having looked at setting data security at the object level, which is the overarching level of access to data records, and at how the lowest access is set at the field level, you will now learn about how data access to actual records is applied at the record level.

The data access that is applied at the record level involves multiple types of access settings for records using the concept of record visibility to determine whether users have access to records. Record visibility is coupled with object-level security and the base level of data security is always applied using Profiles or Permission Sets.

To control data access to records and after having configured object-level access permissions, access settings for the actual records are carried out using organization-wide defaults, which specify which data records users are permitted to access.

In addition to the organization-wide defaults, the Lightning Platform security model has been...