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

Analytic snapshot


An analytic snapshot is used to run a report on historical data. We can save tabular or summary report results to fields on a custom object, and then map those fields to the corresponding fields on a target object. We then schedule when to run the report to load the custom object's fields with the report's data.

For example, the library manager can set up an analytic snapshot that reports on the books that have been checked out every day at 5:00 p.m. and store the data in a custom object. The library manager can then spot the trends in book issuing and the readership.

Setting up an analytical snapshot

Before we set up an analytical snapshot, we require the following two things:

  • Source report: The source report is the custom report created using the report builder. It can have columns of more than one object.

  • Target object: The target object is the custom object that contains fields that are similar to columns in the report.

We need to make sure all the columns in the report...