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

Chapter 7: Building Business Process Automation

In this chapter, we'll look at the features and capabilities available to automate business processes in Salesforce Lightning.

From this chapter, you will learn how workflow rules, Flow, and Process Builder can be configured to automate processes for given business requirements and the features, use cases, and considerations to be applied when building automation to create and update records.

You will discover how, with the use of approval processes, the mechanisms of approving or rejecting records can be automated from within the Lightning Platform and by responding to email requests.

At the end of the chapter, you will be presented with a number of questions about the capabilities of and use cases for Workflow, Flow, Process Builder, and approval processes in the Lightning Platform.

In this chapter, we will cover the following:

  • Exam objectives: Business Logic and Process Automation
  • Assessing the capabilities...