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

Customizing tabs


The Salesforce standard user interface is made up of different tabs that can be used to view, add, and edit data for an object. The tabs are further grouped together as an app.

When you select an app, the corresponding tabs are visible based on what is configured. However, we can customize the frequently used tabs and add them to any app.

To do this, perform the following steps:

  1. Click on the + icon at the end of the tabs, as shown in the following screenshot:

  2. The All Tabs page will appear that displays all the tabs your user has access to.

  3. Click on Customize My Tabs in the top-right corner of the page:

  4. On the Customize my Tabs page, select the app that you will use frequently in the Custom App drop-down:

  5. It will display a list of Selected Tabs on the right-hand side of the screen and all the Available Tabs on the left-hand side of the screen.

  6. Select the tabs that you want to see frequently. You can also change the order in which they appear using the arrow buttons.

  7. Click on Save...