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

The joined report format


We can use the joined report that can display two separate tabular reports. The joined report is created in blocks with each block representing a separate report. We can have different filters for each report as well as common fields to summarize them. For example, we can compare the List of Open Opportunities by the Type of Account.

Note

When we create a joined report, the report opened on the preview pane becomes block number 1. We can label each block separately for an easy understanding. Let's take a look at the report builder while creating a Joint Report.

  1. On the preview pane marked by number 1, we can see different blocks. The first block is the original report that was a summary report. We can label different blocks in the header (1).

  2. Each block comes with a separate filter, which is useful to compare data. Here, in the example, we need to set filters for Working Cases and Escalated Cases (2).

  3. To add new blocks, we drag the field from the sidebar onto the preview...