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

Sharing rules


The organization-wide default sets us a base level for access to the object. We can open the access using role hierarchies and sharing rules. Sharing rules can create automatic exceptions to the organization-wide defaults. We can create sharing rules based on the record owner and field values. We can share the records with users for the objects that are set as Private and Public Read Only using sharing rules. Sharing rules can only expand the sharing of the records, if the records are marked as Private or Public Read Only. If the user can see the records with organization-wide defaults, we can restrict them using sharing rules.

Let's set up the sharing rules:

  1. Go to Username | Setup | Administrative Setup | Security Control | Sharing Settings.

  2. Below the organization-wide defaults, there are multiple sections of objects, as shown in the following screenshot:

  3. We can set the sharing rules based on the criteria of the users, as shown in the following screenshot:

    Note

    Some standard objects...