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

Questions to test your knowledge

We'll now present six questions to help assess your knowledge of automating business processes in the Lightning Platform. There are questions about using approvals, Workflow, Flow, and Process Builder, along with recommendations for business requirements and auto-updating fields with recursion issues.

Question 1 – Automating business processes

The new sales director in your organization, who is not familiar with Salesforce, has asked you to notify them, somehow, whenever salespeople indicate giving discounts of over 20% to customers midway through the sales process so that they can chat about the discount with the salesperson. Which automation solution could you recommend that meets this requirement? (Select one)

a) Create a workflow rule of opportunities and filter where the discount is >=20% and opportunity probability=50%, and send a task to the sales director to chat to the salesperson.

b) Create a validation rule on the...