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

Setting up security


Keep the following points in mind while setting up security:

  • First, consider the user who has the least possible visibility of the objects. Set up the organization-wide defaults based on them.

  • Then, prepare the matrix for the users who have access to other objects. Prepare their profiles and permission sets based on that.

  • Finally, set up the role hierarchies to enable mutual sharing of the objects.

  • The remaining odd records can be shared using sharing rules.

Exercise – creating a user

Now that we have set up the roles and profiles, it's time to add our users.

The Library Management System is now in place and users can't wait to try it out. Create a user with a Standard User profile so that they can access the system:

  1. To create a user, go to Username | Setup | Administration Setup | Manage Users | Users.

  2. Click on New User.

    If required, we can also add multiple users in a fresh organization.

  3. The Add New User page is self-explanatory; we will take at look at the important aspects only...