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

Data loading tools


We can easily import the external data into Salesforce from any system that can save data in the comma delimited text format (.csv).

Salesforce offers two main methods to import data:

  • Data Import Wizard: This is accessible through the Setup menu and allows us to import data to common standard objects as well as to custom objects. We can import up to 50,000 records at a time.

  • Data Loader: This is a client application that can import up to five million records at a time, of any data type, either from files or a database connection. It can be operated either through the user interface or the command line.

    When to use the Data Import Wizard

    When to use Data Loader

    • We need to load fewer than 50,000 records

    • The Data import wizard supports the object that we need to import

    • The data can be imported manually

    • We need to load 50,000 to five million records

    • The Data Import Wizard does not support the object that we need to import

    • We need to schedule regular automated data loads