6. Analytics and Reporting | Salesforce Platform App Builder Certification Handbook

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Table Of Contents

Salesforce Platform App Builder Certification Handbook

By : Kabe

2 (1)

Salesforce Platform App Builder Certification Handbook

2 (1)

By: 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.

Preface

Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Free Chapter

1. Getting Started with Force.com

1. Getting Started with Force.com

The cloud computing model of Force.com

Understanding the new model of the Salesforce1 platform

Force.com application types

Salesforce editions

Authentication on Force.com

DeveloperForce.com

Trailhead

Summary

Test your knowledge

2. Creating a Database on Force.com

2. Creating a Database on Force.com

Objects

Fields

An overview of Lightning Connect and external objects

External lookups

Summary

Test your knowledge

3. User Interface

3. User Interface

Customizing tabs

Custom tabs

Global and local actions

Page layout assignment

Building an application

Declaractive lighting components and actions

Using the Lighting App Builder

Summary

Test your knowledge

4. Implementing Business Logic

4. Implementing Business Logic

Automating business processes

Automating business processes using Process Builder

Process Builder limitations

Cloud Flow Designer

The Model-View-Container values of the flow

Exercise—creating a quick customer

Permissions to run a flow

Automating time-based actions using workflows

Improving productivity using the automated approval process

Comparing workflows and approval processes

Debugging and monitoring the process

Summary

Test your knowledge

5. Data Management

5. Data Management

The basics of data operations

Difference between 18 and 15-character record IDs

Relationships - masters first

Data loading tools

Using the Data Import Wizard

Other data manipulation wizards

Data storage limit

Summary

Test your knowledge

6. Analytics and Reporting

6. Analytics and Reporting

Reports

Creating a report

The summary report format

The matrix report format

The joined report format

Dashboards

Displaying graphical charts using dashboards

Dashboard running user

Scheduling a dashboard refresh

Analytic snapshot

Summary

Test your knowledge

7. Application Administration

7. Application Administration

Managing the access control

Force.com licenses

Using queues to balance workloads

Localization with the translation workbench

Restricting data access

Assigning roles

Sharing rules

Setting up security

Social features

Summary

Test your knowledge

8. Exam Guide and Practice Test

8. Exam Guide and Practice Test

An overview of the Salesforce Certified Platform App Developer Exam

A practice test

Additional resources

Summary

A. Self-Test Answers

Chapter 1, Getting Started with Force.com

Chapter 2, Creating a Database on Force.com

Chapter 3, User Interface

Chapter 4, Implementing Business Logic

Chapter 5, Data Management

Chapter 6, Analytics and Reporting

Chapter 7, Application Administration

Chapter 8, Exam Guide and Practice Test

Index

Index

Scheduling a dashboard refresh

We can also schedule for the dashboard to refresh at particular intervals.

Tip

This feature is available only for EE and UE users.

To schedule a dashboard refresh, perform the following steps:

On the Dashboards tab, select a dashboard using the View Dashboard field.
Click on Refresh and choose Schedule Refresh, as shown in the following screenshot:
The Schedule Refresh option will open another page, as shown in the following screenshot:

The following steps correspond to numbers on the preceding screenshot:

Select the appropriate users to e-mail this report to. If more than one user is in the delivery list or it is sent to a public group, we need to save this dashboard in the public folder where all the recipients will have access to it.
Select the frequency of scheduling the refresh, which can be daily, weekly, or monthly.
Select the start and end date for the refresh. Find the available options for the appropriate time. The time is dependent on other scheduled dashboards...

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