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

Assigning roles


Roles are created according to the corporate hierarchy of the system. Roles determine how the data is shared with the user. While profiles determine which objects can be seen by which users, roles determine which records from the object can be seen by the user. The user can be separated on the basis of their work department, territory, or company hierarchy.

The following diagram illustrates a basic sample role hierarchy:

In the preceding diagram, A, B, C, and D, are records of the same objects owned by Rep1, Rep2, Rep3, and Rep4, respectively. While all the four reps have access to the same objects, they do not have access to each other's records. Manager 1 can see the data and reports from Rep1 and Rep2 as they come under his hierarchy. He cannot, however, access the data for Rep3 and Rep4. The Super Manager can see the entire organization's data as he is topmost in the hierarchy.

Role hierarchy prevents the data from being seen by people at the same level in the hierarchy...