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

Page layout assignment


Once we finish making the page layouts, we can assign different page layouts for different profiles and RecordTypes. To assign a page layout for a profile, click on the Page Layout Assignment button in the Page Layouts section, as shown in the following screenshot:

On the Page Layout Assignment page, the record types that are created in the object are displayed on the top header of the table, while the profiles are displayed as the columns, as shown in the following screenshot:

Click on the Edit Assignment button at the top of the table and change the page layout required for each profile. We can also set the default RecordType and Page Layout on the profile page, which we will be revisiting in Chapter 7, Application Administration.

The general library fills information in the Media object that we created previously. However, the fields are spread across the page and the users find it difficult to fill in the information. Group the fields in a logical grouping on the...