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

Exercise—creating a quick customer


We are going to create a simple flow for the customer to donate a book to the library. The input form is going to collect the customer data and check whether the customer is present in the system. If not, we will create the customer and the book they want to donate. If the customer is present, we are simply going to add the book to our media object.

So, let's begin:

  1. Go to Setup and enter Flows in the Quick Find box. Then select Flows and click on the new Flow.

  2. We will add a screen where we can collect information from the user who runs the flow:

    • From the Palette, drag a Screen element onto the canvas

    • In the General Info tab, name it Create a customer

    • In the Add a Field tab, double-click on Textbox to add the field on the screen

    • Repeat the same for six other text fields

    • Select each field in the preview pane and enter the field label, as shown in the preceding screenshot, and click on OK

  3. Select the Record Create element from the Palette on the screen:

    • From the Palette...