Salesforce Platform App Builder Certification Handbook
eBook - ePub

Salesforce Platform App Builder Certification Handbook

  1. 312 pages
  2. English
  3. ePUB (mobile friendly)
  4. Available on iOS & Android
eBook - ePub

Salesforce Platform App Builder Certification Handbook

About this book

A handy guide that covers the most essential topics for Salesforce Platform App Builder Certification in an easy-to-understand formatAbout This Book• Get to grips with the fundamentals of Force.com to pass the certification exam with flying colors• Create Force.com applications, automate business processes, and manage data operations to be a successful Salesforce.com Certified Force.com app builder• A step-by-step guide that covers the most essential topics for the Platform App Builder Certification in an easy-to-understand formatWho This Book Is ForSalesforce beginners who need to prepare for the Salesforce Platform App Builder Certification exam will benefit from this book. This book is ideal for developers and admins who are new to Salesforce CRM and the Force.com platform. It is recommended that users have some basic programming knowledge and are familiar with salesforce. By the end of the book, you will be ready to appear for the exam and develop various applications on the cloud platform.What You Will Learn• Learn the basics of the force.com cloud platform• Learn to build objects that align with your business• Understand the process of building an application on force.com platform• Kick-start your certification journey in basic- easy-to-follow guide• Focus on important topics that help you accomplish your certification goals• Learn to secure your application with the Salesforce security model• Manipulate and process large amount of data using the data tools• Prepare for the exam with sample mock questionsIn DetailThe 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.Style and approachSimple and to-the-point examples that can be tried out in your developer org.A practical book for professionals who want to take the Salesforce Platform App Builder Certification exam.Sample questions for every topic in an exam pattern to help you prepare better, and tips to get things started.Full of screen-shots, diagrams, and clear step-by-step instructions that cover the entire syllabus for the exam.

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Salesforce Platform App Builder Certification Handbook


Table of Contents

Salesforce Platform App Builder Certification Handbook
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
eBooks, discount offers, and more
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Instant updates on new Packt books
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the color images of this book
Errata
Piracy
Questions
1. Getting Started with Force.com
The cloud computing model of Force.com
Understanding the new model of the Salesforce1 platform
Force.com platform
Model-View-Controller architecture
Key technologies behind the Force.com platform
The multi-tenant kernel
Force.com metadata
Force.com Webservice API
Apex and Visualforce
The Developer Console
AppExchange
Force.com sites
Force.com development
Force.com metadata
Metadata API
Online page editor and the Eclipse Force.com IDE
Sandboxes
Force.com application types
Developing on the Force.com platform
Declarative development
Programmatic development
Choosing between declarative and programmatic solutions
Exercise – creating a developer account
Salesforce editions
Authentication on Force.com
Exercise – adding trusted IP addresses
Exercise – resetting security tokens
DeveloperForce.com
Trailhead
Summary
Test your knowledge
2. Creating a Database on Force.com
Objects
Standard objects
Custom objects
Exercise – creating your first custom object
Fields
Standard fields
Custom fields
Choosing the field type
Text fields
Picklists
General fields
Geolocation field
Currency field
Encrypted fields
Platform encryption
Formula fields
Exercise—calculating the return date
Cross-object formula fields
Exercise—calculating the penalty
Relationship fields
Lookup relationship
Master-Detail relationship
Roll-up summary fields
Exercise—creating the roll-up summary
Special relationships
Exercise – creating a junction object
Entering the details
Field Label
Length
Description
Help text
Required
Unique field
External ID
Establishing field-level security
Exercise – creating fields
Dependent picklist
Exercise – creating a dependent picklist
Validation rules
Exercise—creating a validation rule
An overview of Lightning Connect and external objects
External object tabs
External lookups
Summary
Test your knowledge
3. User Interface
Customizing tabs
Custom tabs
Exercise – creating custom tabs
Layouts
The page layout editor
Using the page layout editor
The highlights panel
Adding fields
Sections and blank spaces
Field options
Custom buttons and links
Creating a custom button or link
Global and local actions
Creating an action
Page layout assignment
Search layouts
Mini page layouts
Compact layouts
Building an application
Understanding custom applications
Exercise – building your own application
Selecting your type
Entering the details
Choosing the image source for the Custom App Logo
Choosing the tabs
Assigning it to profile
Declaractive lighting components and actions
Using the Lighting App Builder
Building an app using the Lightning App Builder
The Lightning page template
Lightning components
Standard components
Custom components
Third-party components
Using Global Actions
Summary
Test your knowledge
4. Implementing Business Logic
Automating business processes
Doing something when a record has values
Getting information from customers
Getting a record approved
Features
Automating business processes using Process Builder
Advanced
No Criteria
Process Builder limitations
Designing wizards with the Visual Workflows
What's in a name?
Cloud Flow Designer
The Model-View-Container values of the flow
Exercise—creating a quick customer
Permissions to run a flow
More flows
Automating time-based actions using workflows
Exercise—sending e-mail to members
A few things to consider when writing a time-dependent workflow
Improving productivity using the aut...

Table of contents

  1. Salesforce Platform App Builder Certification Handbook

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