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

Improving productivity using the automated approval process


Apart from automating the process workflows, Force.com also provides a system to automate the approval process. The difference between workflows and an approval process is that an approval process requires a manual decision between the flows. A typical approval process flow is as follows:

Creating a multi-step approval process

An approval process can be a single step or multiple steps. At every approval stage, we can add a set of actions. The following diagram shows the visualization of a multi-stage approval process:

Let's create a multi-step approval process.

Exercise-special circumstances when customers fail to return books on time

Since time is a subjective term, the library wants the provision to provide a discount on the fine collected. However, the discount should be approved by the head librarian and supervisor. Every librarian is empowered to give a discount of up to 5% for every customer. However, any discount above 5% should...