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

Process Builder limitations


Before we create a Process, we have to be cognizant of the following:

  • After we activate the process, we can no longer edit that process; we can clone the process and work on a separate version

  • Processes can invalidate the previous valid fields because updates made to records based on processes don't trigger validation rules

  • Processes are invisible to the user and can start automatically

  • Saving or creating records can trigger more than one process

Salesforce processes rules in the following order:

  • Validation rules

  • Assignment rules

  • Auto response rules

  • Workflow rules and processes (and their immediate actions)

  • Escalation rules

Designing wizards with the Visual Workflows

Using the process builder, we can automate the business processes; however, they do not contain any UI components or data entry points. The platform stores data in different business objects that are logically linked to each other. However, in the daily business environment, it is sometimes difficult to maintain...