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.

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Salesforce Platform App Builder Certification Handbook
Siddhesh Kabe
Apr, 2016 | 312 pages
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Table of Contents (17 chapters)
Salesforce Platform App Builder Certification Handbook
Salesforce Platform App Builder Certification Handbook
Credits
Credits
About the Author
About the Author
Acknowledgments
Acknowledgments
About the Reviewer
About the Reviewer
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
Getting Started with Force.com
Getting Started with Force.com
The cloud computing model of Force.com
Understanding the new model of the Salesforce1 platform
Force.com application types
Salesforce editions
Authentication on Force.com
DeveloperForce.com
Trailhead
Summary
Test your knowledge
2
Creating a Database on Force.com
Creating a Database on Force.com
Objects
Fields
An overview of Lightning Connect and external objects
External lookups
Summary
Test your knowledge
3
User Interface
User Interface
Customizing tabs
Custom tabs
Global and local actions
Page layout assignment
Building an application
Declaractive lighting components and actions
Using the Lighting App Builder
Summary
Test your knowledge
4
Implementing Business Logic
Implementing Business Logic
Automating business processes
Automating business processes using Process Builder
Process Builder limitations
Cloud Flow Designer
The Model-View-Container values of the flow
Exercise—creating a quick customer
Permissions to run a flow
Automating time-based actions using workflows
Improving productivity using the automated approval process
Comparing workflows and approval processes
Debugging and monitoring the process
Summary
Test your knowledge
5
Data Management
Data Management
The basics of data operations
Difference between 18 and 15-character record IDs
Relationships - masters first
Data loading tools
Using the Data Import Wizard
Other data manipulation wizards
Data storage limit
Summary
Test your knowledge
6
Analytics and Reporting
Analytics and Reporting
Reports
Creating a report
The summary report format
The matrix report format
The joined report format
Dashboards
Displaying graphical charts using dashboards
Dashboard running user
Scheduling a dashboard refresh
Analytic snapshot
Summary
Test your knowledge
7
Application Administration
Application Administration
Managing the access control
Force.com licenses
Using queues to balance workloads
Localization with the translation workbench
Restricting data access
Assigning roles
Sharing rules
Setting up security
Social features
Summary
Test your knowledge
8
Exam Guide and Practice Test
Exam Guide and Practice Test
An overview of the Salesforce Certified Platform App Developer Exam
A practice test
Additional resources
Summary
Self-Test Answers
Self-Test Answers
Chapter 1, Getting Started with Force.com
Chapter 2, Creating a Database on Force.com
Chapter 3, User Interface
Chapter 4, Implementing Business Logic
Chapter 5, Data Management
Chapter 6, Analytics and Reporting
Chapter 7, Application Administration
Chapter 8, Exam Guide and Practice Test
Index
Index

Custom tabs

A custom tab is used to display the object data or other contents embedded in the application. Custom tabs have a unique tab style. We can choose the color and icon for the tab.

The following screenshot shows the different types of tabs:

We cannot create tabs for standard objects. There are three types of custom tabs:

  • Custom Object tabs:

    • These tabs display the custom object data.

    • They provide the options to Create, Read, Update, and Delete (also called CRUD rights) an object.

    • The plural name of the object is given to the tab by default.

    • Users can see the buttons to EDIT, DELETE, or add NEW records on the page layouts, depending on their permissions to the object. We will learn how to control the user settings in Chapter 7, Application Administration.

  • Web tabs:

    • We can display any external website using web tabs

    • Web tabs are useful if we want to show external web-based applications (for example, Google and Evernote) inside Salesforce

    • Web tabs are read-only websites that are loaded in iFrames...

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