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

Comparing workflows and approval processes


Both workflows and approval processes help us automate business processes. Let's quickly have a recap of both:

Workflow rules

Approval process

Workflow rules are triggered immediately and automatically after saving

The record has to be sent for approval manually by clicking on Submit for approval

Workflow actions are executed immediately or are time-dependent

There is a separate action for each step of the approval process

They have a single set of criteria and action

This is a multi-step process

They are completely automated

This requires a manual decision at every stage

This covers automating a business process using workflows and approvals. It is worth noting that the records can be approved from any of the following places:

  • In the chatter feed of the approver

  • On the submitter's profile page

  • In the chatter feed of the approval request record

  • In the chatter feed of anyone following the approval request record, including the submitter

  • In the...