book

Salesforce Platform App Builder Certification Guide

by Paul Goodey GP, Paul Goodey

November 2020

Beginner to intermediate

412 pages

8h 42m

English

Packt Publishing

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Exam objectives – Salesforce FundamentalsUnderstanding the Salesforce Lightning PlatformSharing system resources by using multitenancyBuilding business solutions within a metadata-driven development modelLooking at the features and capabilities of Salesforce objectsLearning about the standard Salesforce CRM objectsThe Campaign objectThe Lead objectLead conversionThe Account objectThe Person Account objectThe Contact objectThe Opportunity objectThe Case objectCustomizing the Lightning PlatformProgrammatic customizationDeclarative customizationProcess Builder action typesFlow action typesWorkflow and approval action typesGeneral use cases for programmatic customizationExploring Salesforce AppExchangeAppsComponentsFlow solutionsBolt SolutionsLightning DataConsultantsInstalling an app from AppExchangeAppExchange best practicesQuestions to test your knowledgeQuestion 1 – Lead conversionQuestion 2 – Case automationQuestion 3 – Customizing the Lightning Platform for marketingQuestion 4 – Customizing the Lightning Platform for salesQuestion 5 – Salesforce AppExchangeAnswer 1 – Lead conversionAnswer 2 – Case automationAnswer 3 – Customizing the Lightning Platform for marketingAnswer 4 – Customizing the Lightning Platform for salesAnswer 5 – Salesforce AppExchangeSummary
Exam objectives – Data Modeling and ManagementDesigning a data modelExample scenario – custom lead assignmentIdentifying the data model entitiesTranslating the data model entities to Salesforce objectsCreating custom objects using Object ManagerRelationship types and considerationsThe lookup relationship typeThe master-detail relationship typeThe hierarchical relationship typeThe many-to-many relationship typeCreating the junction objectChoosing the data type for the object record nameSetting options for the Auto Number data typeCreating relationship fields using Object ManagerSelecting the appropriate field typeCreating custom fields using Object ManagerConsiderations when changing the type of a custom fieldSituations and types of fields that are fully restrictedSituations and types of fields that have partial restrictionsData modeling with Schema BuilderCreating custom fields using Schema BuilderModifying elements using Schema BuilderQuestions to test your knowledgeQuestion 1 – Designing a data modelQuestion 2 – The many-to-many relationship typeQuestion 3 – The master-detail relationship typeQuestion 4 – Changing relationship typesQuestion 5 – Changing a Picklist type to a Picklist (Multi-Select) typeQuestion 6 – Using Schema BuilderQuestion 7 – Capabilities of Schema BuilderAnswer 1 – Designing a data modelAnswer 2 – The many-to-many relationship typeAnswer 3 – The master-detail relationship typeAnswer 4 – Changing relationship typesAnswer 5 – Changing a Picklist type to a Picklist (Multi-Select) typeAnswer 6 – Using Schema BuilderAnswer 7 – Capabilities of Schema BuilderSummary
Exam objectives – Data modeling and managementImporting and exporting data to and from the Lightning PlatformImporting and exporting data using Data LoaderImporting data using Data Import WizardExporting data using Data ExportScheduling an export of data using Data ExportManually exporting data using Data ExportUnderstanding the features and capabilities of external objectsUnderstanding relationship types of external objectsQuestions to test your knowledgeQuestion 1 – Importing data into the Lightning PlatformQuestion 2 – Importing and exporting data using Data LoaderQuestion 3 – Importing data using Data Import WizardQuestion 4 – External data accessAnswer 1 – Importing data into the Lightning PlatformAnswer 2 – Importing and exporting data using Data LoaderAnswer 3 – Importing data using Data Import WizardAnswer 4 – External data accessSummary
Exam objectives – Data SecurityUnderstanding the layers of data security in the Lightning PlatformUnderstanding the difference between permission settings and rolesLearning about Profiles and Permission SetsUnderstanding the features and capabilities of ProfilesUnderstanding the features and capabilities of Permission SetsSetting up data access for objects and fieldsConfiguring data access for objectsCloning a standard ProfileConfiguring Profiles to control accessConfiguring data access for fieldsCreating Permission Sets to control accessAssigning permission sets to usersControlling data access to recordsUnderstanding record ownershipEstablishing organization-wide defaultsDefining the role hierarchyConfiguring sharing rulesExtending access using manual sharingWidening record-level access using other sharing featuresSummarizing data security capabilities in the Lightning PlatformQuestions to test your knowledgeQuestion 1 – Object permission settingsQuestion 2 – Field permission settingsQuestion 3 – Granting other users access to recordsQuestion 4 – Data access options for recordsQuestion 5 – Data access issuesQuestion 6 – Limiting data accessAnswer 1 – Object permission settingsAnswer 2 – Field permission settingsAnswer 3 – Granting other users access to recordsAnswer 4 – Data access options for recordsAnswer 5 – Data access issuesAnswer 6 – Limiting data accessSummary
Exam objectives – User interfaceLearning about the user interface optionsSupported browsers and devicesConfiguring the user interface settingsCreating apps and tabs in the Lightning PlatformUnderstanding record typesUsing declarative options with Lightning componentsBuilding apps with the Lightning App BuilderConfiguring Lightning PagesDetermining appropriate user interface designsConsidering Lightning components and performanceQuestions to test your knowledgeQuestion 1 – Navigating between appsQuestion 2 – Custom buttons and linksQuestion 3 – ActionsQuestion 4 – Global actionsQuestion 5 – Lightning App BuilderQuestion 6 – Lightning home pageQuestion 7 – Standard Lightning Components optionsQuestion 8 – Standard Lightning Components – key informationAnswer 1 – Navigating between appsAnswer 2 – Custom buttons and linksAnswer 3 – ActionsAnswer 4 – Global actionsAnswer 5 – Lightning App BuilderAnswer 6 – Lightning home pageAnswer 7 – Standard Lightning Components optionsAnswer 8 – Standard Lightning Components – key informationSummary
Exam objectives – Business Logic and Process AutomationUsing record types to control business logicImplementing different varieties of recordsPresenting different processes for usersConsidering the impact of creating record typesUsing record types with standard objectsBuilding custom field types for formula and roll-up summary calculationsUnderstanding formula calculationsBuilding a custom formula fieldApplying best practices when building formula fieldsTroubleshooting formula text and compilation limitsUnderstanding roll-up summary calculationsEnforcing data quality with the use of validation rulesQuestions to test your knowledgeQuestion 1 – Record type capabilitiesQuestion 2 – Record types and standard fieldsQuestion 3 – Formula field data typesQuestion 4 – Roll-Up Summary field functionsQuestion 5 – Roll-Up Summary field capabilitiesQuestion 6 – Validation rule capabilitiesAnswer 1 – Record type capabilitiesAnswer 2 – Record types and standard fieldsAnswer 3 – Formula field data typesAnswer 4 – Roll-Up Summary field functionsAnswer 5 – Roll-Up Summary field capabilitiesAnswer 6 – Validation rule capabilitiesSummary

Exam objectives: Business Logic and Process AutomationAssessing the capabilities of process automation in the Lightning PlatformUnderstanding the types of process automationUsing Workflow to build process automationBuilding process automation with FlowImplementing process automation with Process BuilderCreating approval processes with approvalsConsidering limits for approvals, Workflow, Flow, and Process Builder Understanding the use cases for approvals, Workflow, Flow, and Process BuilderUse cases for approvalsUse cases for WorkflowUse cases for FlowUse cases for Process BuilderComparing Workflow, Flow, and Process Builder featuresComparing Workflow, Flow, and Process Builder actionsTranslating business requirements into process automation solutionsCreating an automation process using WorkflowImplementing automation processes using FlowConfiguring automation processes using Process BuilderUnderstanding the implications of auto-updating fieldsUnderstanding the re-evaluation of workflow rulesConsidering the non-deterministic nature of WorkflowQuestions to test your knowledgeQuestion 1 – Automating business processesQuestion 2 – Workflow capabilitiesQuestion 3 – Flow capabilitiesQuestion 4 – Process Builder capabilitiesQuestion 5 – Recommending a solution for a business requirementQuestion 6 – Re-evaluation of workflow rulesAnswer 1 – Automating business processesAnswer 2 – Workflow capabilitiesAnswer 3 – Flow capabilitiesAnswer 4 – Process Builder capabilitiesAnswer 5 – Recommending a solution for a business requirementAnswer 6 – Re-evaluation of workflow rulesSummary
Exam objectives – ReportingUnderstanding Salesforce data analytics optionsData analytics features in the Lightning PlatformOther data analytics options by Salesforce Creating reports in the Lightning PlatformCreating reports using the Lightning report builderImplementing Lightning reportsConsidering limits and allocations for reportingConfiguring custom report typesBuilding dashboards in the Lightning PlatformConsidering limits and allocations for dashboardsQuestions to test your knowledgeQuestion 1 – Reports in the Lightning PlatformQuestion 2 – Custom record type capabilitiesQuestion 3 – Dashboard capabilitiesAnswer 1 – Reports in the Lightning PlatformAnswer 2 – Custom record type capabilitiesAnswer 3 – Dashboard capabilitiesSummary
Exam objectives – Mobile appsInstalling the Salesforce Mobile AppSupported mobile devices for the Salesforce Mobile AppSetting up the Salesforce Mobile AppConfiguring the Salesforce mobile application user interfaceCustomizing a Lightning app navigation menu in the Salesforce mobile appCustomizing the Mobile Only default navigation menu in the Salesforce Mobile AppMobile app brandingBuilding global and object-specific actions and action layoutsCreating global quick actionsConfiguring object-specific actionsQuestions to test your knowledgeQuestion 1 – Mobile Only default navigation menuQuestion 2 – Mobile app brandingQuestion 3 – Mobile quick actionsAnswer 1 – Mobile Only default navigation menuAnswer 2 – Mobile app brandingAnswer 3 – Mobile quick actionsSummary
Exam objectives – Social featuresSetting up social accounts, leads, and contactsConfiguring social features by usersLinking accounts, leads, and contacts to social networksSigning into and authorizing access to social networking accountsLinking accounts to social networksLinking leads and contacts to social networksQuestions to test your knowledgeQuestion 1 – Capabilities of and use cases for social featuresQuestion 2 – Linking Salesforce records to social networksAnswer 1 – Capabilities of and use cases for social featuresAnswer 2 – Linking Salesforce records to social networksSummary
Exam objectives: App DevelopmentManaging the application life cycleStep 1 – Plan releaseStep 2 – DevelopingStep 3 – TestingStep 4 – Build releaseStep 5 – Test releaseStep 6 – ReleaseUnderstanding the types of sandboxesUsing change sets for app deploymentIdentifying the options for using unmanaged packagesDetermining deployment options for given scenariosQuestions to test your knowledgeQuestion 1 – ALMQuestion 2 – The plan release stepQuestion 3 – SandboxesQuestion 4 – Change setsQuestion 5 – Change sets – sequence of eventsAnswer 1 – ALMAnswer 2 – The plan release stepAnswer 3 – SandboxesAnswer 4 – Change setsAnswer 5 – Change sets – sequence of eventsSummary
Using the Platform App Builder exam study guideUnderstanding the format of the examCarrying out a self-assessment for the examIdentifying resources available for studyingSigning up for classroom-based and online training coursesCreating a free personal Developer Edition orgLearning with TrailheadAccessing official online and social networking channelsUsing third-party study resourcesRegistering for the examBooking the examRescheduling the examTaking and passing the examDuring the examAfter the examSummary
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Overview

The "Salesforce Platform App Builder Certification Guide" is a comprehensive resource designed to help professionals learn to build custom apps on the Salesforce Lightning Platform. You will master data modeling, business process automation, and UI design to gain the skills needed to pass the Salesforce Platform App Builder Certification exam.

What this Book will help me do

Understand the core features of the Salesforce Lightning Platform and its declarative capabilities.
Learn to design and implement effective data models for diverse business scenarios.
Master the customization of Salesforce Lightning user interfaces, enhancing user experience.
Develop expertise in creating business logic and automating business processes on the Salesforce platform.
Prepare thoroughly for the Platform App Builder exam with test-focused insights and tips.

Author(s)

Paul Goodey is an experienced Salesforce professional with a passion for teaching others how to excel in their Salesforce careers. With years of hands-on experience designing and implementing Salesforce solutions, he brings a clear and practical approach to learning Salesforce concepts. He wrote this guide to empower learners with a structured pathway to certification and practical success.

Who is it for?

This book is ideal for IT professionals and aspiring Salesforce developers looking to gain expertise in app development on the Salesforce platform. It's tailored for beginners with no prior experience, as well as Salesforce administrators seeking to diversify their skills. If your goal is to pass the Salesforce Platform App Builder certification or improve your proficiency with Salesforce's declarative capabilities, this guide is for you.