Book Image

Salesforce Platform App Builder Certification Handbook

By : Siddhesh Kabe
Book Image

Salesforce Platform App Builder Certification Handbook

By: Siddhesh Kabe

Overview of this book

The Salesforce Certified Platform App Builder exam is for individuals who want to demonstrate their skills and knowledge in designing, building, and implementing custom applications using the declarative customization capabilities of Force.com. This book will build a strong foundation in Force.com to prepare you for the platform app builder certification exam. It will guide you through designing the interface while introducing the Lightning Process Builder. Next, we will implement business logic using various point and click features of Force.com. We will learn to manage data and create reports and dashboards. We will then learn to administer the force.com application by configuring the object-level, field-level, and record-level security. By the end of this book, you will be completely equipped to take the Platform App Builder certification exam.
Table of Contents (17 chapters)
Salesforce Platform App Builder Certification Handbook
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Preface
Index

Automating business processes


There are different ways to automate repetitive business processes on the platform. We can use any of the following tools to do this:

  • The Lightning Process Builder

  • The Visual workflow

  • Workflows

  • Approvals

The automation tool that we need depends on the type of business process that we are automating.

For example:

  • If a user does not return the book in seven days, the librarian sends an e-mail reminder to him to return the book

  • If a user updates his address in the system, an automated update should happen in an external inventory management system or an address book

  • If a user misses out on a payment of a fine or returns a book after the due date, the user is marked as black-listed

  • Managers approve the discount requests for the amount of the fine

  • Customer Support uses a wizard to capture new cases and so on

Doing something when a record has values

  • The most common repetitive business process is to perform actions based on the value of the record. This type of process automation...