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

Displaying graphical charts using dashboards


Now that we have seen how to create reports, it is time to use these reports and create a graphical representation. A dashboard is a single snapshot view of the reports using charts. We will use the point-and-click dashboard builder to create charts for our reports.

Dashboards can contain up to 20 components. They visualize the data of multiple reports on a single page. The dashboard can take a snapshot of the entire organization in a single view. They can also be scheduled for e-mail distribution.

The following screenshot is an example of a dashboard that shows information about the education and experience of a person:

The dashboard builder

The dashboard builder is the cloud utility used to build stunning dashboards of charts. It has easy-to-use drag-and-drop features.

On the left-hand side panel, we can choose the types of available charts to create a dashboard from. We can add the following types of charts to the dashboard:

  • Bar chart

  • Vertical bar...