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

Authentication on Force.com


We can log in to Force.com from any standard web browser or third-party application. As a security measure, Salesforce tries to prevent unauthorized access to your account as it requires verification whenever you log in from a new IP address. The user is authenticated using the username, password, and the IP address of the system. The IP address where account is created is automatically white-listed for the user:

Every time the user logs in from a separate IP address, the application verifies the IP by sending an e-mail to the registered e-mail address in the personal profile. Alternatively, the system administrator can enable access by setting the trusted IP ranges. Users who log in from the white-listed IP ranges are not asked to validate their IP address or the security token.

Tip

The Force.com username is in the format of an e-mail address: [email protected]; the username is unique across the global organization of Salesforce. If you already have a developer organization with [email protected], you won't be able to create another one in with the same username. You can give a separate username ([email protected]) and a valid e-mail ([email protected]) in this case.

Exercise – adding trusted IP addresses

Use the following steps to whitelist an IP address:

  1. Go to Setup | Administer | Security Controls | Network Access.

  2. Add your IP address to Trusted IP Ranges, as shown in the following screenshot:

If you are within a LAN network of your office, university, and so on, the IP address given by the ipconfig command in DOS will give you the internal network-specific IP. This IP address is not seen by Force.com; you need the public domain IP address to whitelist the address. To find your public domain IP address, you can visit http://www.whatismyip.com.

Whitelisting the IP address has its own pros and cons; the main benefit is that when logging in via the API, such as with Data Loader or the Force.com IDE, you aren't challenged to provide the security token. The disadvantage is that the security token challenge and IP address verification challenge are not enforced, thus lowering the security threshold of a malicious login attempt.

When you log in to Force.com from a third-party tool, such as the Force.com IDE, Outlook Edition, Data Loader, or the API, you need an additional security token along with a username and password. Every login user gets a security token tied to the password. We need to reset the security token the first time. It is automatically reset whenever the password is changed.

Exercise – resetting security tokens

Reset your security token in the new org.

To reset your security token, navigate to Your Name | My Settings | Personal | Reset My Security Token, as shown in the following screenshot, and click on Reset Security Token: