Salesforce Platform App Builder Certification Handbook

A handy guide that covers the most essential topics for Salesforce Platform App Builder Certification in an easy-to-understand format

Salesforce Platform App Builder Certification Handbook

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Siddhesh Kabe

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A handy guide that covers the most essential topics for Salesforce Platform App Builder Certification in an easy-to-understand format
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Book Details

ISBN 139781785283697
Paperback312 pages

Book Description

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

Chapter 1: Getting Started with Force.com
The cloud computing model of Force.com
Understanding the new model of the Salesforce1 platform
Force.com application types
Salesforce editions
Authentication on Force.com
DeveloperForce.com
Trailhead
Summary
Test your knowledge
Chapter 2: Creating a Database on Force.com
Objects
Fields
An overview of Lightning Connect and external objects
External lookups
Summary
Test your knowledge
Chapter 3: User Interface
Customizing tabs
Custom tabs
Global and local actions
Page layout assignment
Building an application
Declaractive lighting components and actions
Using the Lighting App Builder
Summary
Test your knowledge
Chapter 4: Implementing Business Logic
Automating business processes
Automating business processes using Process Builder
Process Builder limitations
Cloud Flow Designer
The Model-View-Container values of the flow
Exercise—creating a quick customer
Permissions to run a flow
Automating time-based actions using workflows
Improving productivity using the automated approval process
Comparing workflows and approval processes
Debugging and monitoring the process
Summary
Test your knowledge
Chapter 5: Data Management
The basics of data operations
Difference between 18 and 15-character record IDs
Relationships - masters first
Data loading tools
Using the Data Import Wizard
Other data manipulation wizards
Data storage limit
Summary
Test your knowledge
Chapter 6: Analytics and Reporting
Reports
Creating a report
The summary report format
The matrix report format
The joined report format
Dashboards
Displaying graphical charts using dashboards
Dashboard running user
Scheduling a dashboard refresh
Analytic snapshot
Summary
Test your knowledge
Chapter 7: Application Administration
Managing the access control
Force.com licenses
Using queues to balance workloads
Localization with the translation workbench
Restricting data access
Assigning roles
Sharing rules
Setting up security
Social features
Summary
Test your knowledge
Chapter 8: Exam Guide and Practice Test
An overview of the Salesforce Certified Platform App Developer Exam
A practice test
Additional resources
Summary

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 questions

Authors

Table of Contents

Chapter 1: Getting Started with Force.com
The cloud computing model of Force.com
Understanding the new model of the Salesforce1 platform
Force.com application types
Salesforce editions
Authentication on Force.com
DeveloperForce.com
Trailhead
Summary
Test your knowledge
Chapter 2: Creating a Database on Force.com
Objects
Fields
An overview of Lightning Connect and external objects
External lookups
Summary
Test your knowledge
Chapter 3: User Interface
Customizing tabs
Custom tabs
Global and local actions
Page layout assignment
Building an application
Declaractive lighting components and actions
Using the Lighting App Builder
Summary
Test your knowledge
Chapter 4: Implementing Business Logic
Automating business processes
Automating business processes using Process Builder
Process Builder limitations
Cloud Flow Designer
The Model-View-Container values of the flow
Exercise—creating a quick customer
Permissions to run a flow
Automating time-based actions using workflows
Improving productivity using the automated approval process
Comparing workflows and approval processes
Debugging and monitoring the process
Summary
Test your knowledge
Chapter 5: Data Management
The basics of data operations
Difference between 18 and 15-character record IDs
Relationships - masters first
Data loading tools
Using the Data Import Wizard
Other data manipulation wizards
Data storage limit
Summary
Test your knowledge
Chapter 6: Analytics and Reporting
Reports
Creating a report
The summary report format
The matrix report format
The joined report format
Dashboards
Displaying graphical charts using dashboards
Dashboard running user
Scheduling a dashboard refresh
Analytic snapshot
Summary
Test your knowledge
Chapter 7: Application Administration
Managing the access control
Force.com licenses
Using queues to balance workloads
Localization with the translation workbench
Restricting data access
Assigning roles
Sharing rules
Setting up security
Social features
Summary
Test your knowledge
Chapter 8: Exam Guide and Practice Test
An overview of the Salesforce Certified Platform App Developer Exam
A practice test
Additional resources
Summary

Book Details

ISBN 139781785283697
Paperback312 pages
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