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

Summary

In this chapter, you have gained an understanding of how to use record types to control business logic by segmenting records through the use of page layouts and through the use of different picklist values.

You have learned about the features and capabilities of formula fields and how to build custom field types for formula and roll-up summary calculations. Knowing about roll-up summary fields and master-detail relationships, in general, is particularly important for an app builder. It is vital to understand where roll-up summary fields can be used and the calculations that can be performed.

You have discovered and learned how to build validation rules to prevent records that do not match formulae and expressions from being saved, and the options that are available will equip you with the necessary skills and confidence to configure and build rules that enforce data quality on the Lightning Platform.

In the next chapter, we will continue to look at the exam objectives...