Gupta Salesforce Platform App Builder Certification

A Practical Study Guide
1. Auflage 2019
ISBN: 978-1-4842-5479-0
Verlag: Apress
Format: PDF
Kopierschutz: 1 - PDF Watermark

E-Book, Englisch, 241 Seiten

Reihe: Professional and Applied Computing (R0)

New or intermediate developers will want to use this hands-on guide to prepare for the Salesforce Certified Platform App Builder credential, awarded for designing, building, and implementing applications using the declarative customization capabilities of the Salesforce Platform.

This is the first book available covering this content, and Salesforce training is very costly. This book is filled with real-world examples and hands-on exercises, enabling you to prepare for the certification exam in a short span of time. Multiple-choice study questions and exercises are included to help you apply what you learn in each chapter.

Author Rakesh Gupta explains Salesforce Platform fundamentals, including knowledge about the limitations of the declarative platform and when to use programmatic development versus the AppExchange. Data management and data analytics are covered. And you will learn how to set up organization-wide features that affect the look and feel of your application.

Sandbox design patterns and process automation tools available in Salesforce are discussed and you will know when to use them. You will become familiar with a wide array of  topics, including designing a mobile app and reporting in Salesforce.

What You Will Learn

• Know when to use declarative development versus programmatic development versus the AppExchange
  
• Understand the Salesforce data model, field type (when to use which fields), and how and when to use an external object in Salesforce
  
• Be familiar with security and settings in Salesforce
  
• See how easily users can migrate to the Lightning experience from the classic platform
  
• Implement business process automation using declarative features
  
• Apply the automation process in Salesforce
  
• Utilize Process Builder and manage its power to automate business processes
  
• Use sandboxes and deployment tools
  

Who This Book Is For

New or intermediate Salesforce developers or anyone in the Salesforce development arena who wants to learn or explore the platform

Autoren/Hrsg.

Gupta, Rakesh

Inhaltsverzeichnis

1;Table of Contents;5
2;About the Author;11
3;About the Technical Reviewers;12
4;Acknowledgments;13
5;Introduction;14
6;Chapter 1: Salesforce Platform Fundamentals;15
6.1;Salesforce: A Brief History;15
6.2;An Overview of the Salesforce Platform;17
6.3;Types of Objects in Salesforce;19
6.3.1;Standard Objects;19
6.3.2;Custom Objects;20
6.3.3;External Objects;20
6.3.4;Difference between Standard and Custom Objects;20
6.4;Getting Started with Lightning Experience;21
6.4.1;Sales Cloud Lightning Editions;21
6.4.2;Service Cloud Lightning Editions;24
6.4.3;Why Is Understanding Lightning Experience Important?;26
6.4.4;Sign up for Developer Playground;26
6.4.5;Navigation Menu;28
6.4.6;App Launcher;28
6.4.7;Global Search;30
6.5;AppExchange: Apps That Make Life Easier;30
6.6;Benefits of Using AppExchange Apps;32
6.7;The Force.com Multitenant Architecture;33
6.8;Additional Hands-on Exercises;35
6.9;Summary;35
7;Chapter 2: The Underpinnings of Data Modeling;36
7.1;Metadata: The Core of the Salesforce Platform;36
7.2;Look No Further Than Metadata: It’s the Key!;37
7.3;The Question Is: Why Do We Need Metadata?;38
7.4;Understanding the Power of Schema Builder;40
7.5;Understanding the Data Model;40
7.6;Creating a Custom Field;42
7.7;Managing Field-level Security;44
7.8;Advantages of Using Schema Builder;45
7.9;Understanding Relationship Types in Salesforce;46
7.9.1;Lookup Relationship;46
7.9.2;Self-relationship;48
7.9.3;Master Detail Relationship;49
7.9.4;Difference between a Master Detail Relationship and a Lookup Relationship;49
7.9.5;External Lookup Relationship;50
7.9.6;Indirect Lookup Relationship;50
7.9.7;Many-to-Many Relationship;51
7.9.8;Hierarchal Relationship;51
7.9.9;Selecting the Appropriate Field Type;52
7.9.10;Understanding Field Dependencies;54
7.9.11;Setting up Field Dependencies;56
7.9.12;Implications of Changing a Field’s Type;58
7.9.13;Exploring External Objects;60
7.10;Points to Remember;61
7.11;Hands-on Exercises;62
7.12;Summary;65
8;Chapter 3: Platform Security;66
8.1;OWD: A Baseline Setting for Objects;66
8.2;Understanding Different Settings Available for OWD;69
8.2.1;Predefined OWD for Objects;71
8.2.2;Importance of Role Hierarchy;72
8.2.2.1;Use Case 1;73
8.2.2.2;Use Case 2;75
8.2.3;Setting up Role Hierarchies;76
8.2.3.1;Use Case 1;79
8.2.3.2;Use Case 2;81
8.2.3.3;Use Case 3;82
8.2.3.4;Use Case 4;82
8.2.3.5;Use Case 5;84
8.2.3.6;Use Case 6;85
8.2.3.7;Use Case 7;86
8.2.4;Record-sharing Capabilities;87
8.2.5;Manual Sharing: Share Records on a One-off Basis;88
8.2.6;Owner-based Sharing: A Way to Share Records Automatically;90
8.2.7;Apex-managed Sharing: A Way to Manage Complex Sharing in Seconds;92
8.2.8;Deferring Sharing Calculations: Postpone Automatic Sharing Recalculation;92
8.3;Profiles: A Way to Control Actions Users Can Take on a Record;94
8.3.1;Different Types of Profiles;94
8.4;Permission Sets;95
8.4.1;Settings That Can Be Granted through Permission Sets;96
8.4.1.1;Granting Object Access;96
8.4.1.2;Managing Field-level security;98
8.4.1.3;Through a Profile;98
8.5;Points to Remember;100
8.6;Hands-on Exercises;101
8.7;Summary;104
9;Chapter 4: Customizing the User Interface;105
9.1;A Deep Dive into Lightning Experience;105
9.1.1;The Lightning Experience Navigation Menu;106
9.1.2;The App Launcher in Lightning Experience;107
9.1.3;The Home Page;108
9.1.4;Global Search;109
9.2;Creating Dynamic Lightning Pages;111
9.2.1;Controlling Component Visibility;111
9.3;Lightning Page Assignment;114
9.3.1;Use Case for Custom Buttons and Links;117
9.4;Use Case for Custom Actions;120
9.5;Points to Remember;121
9.6;Hands-on Exercises;122
9.7;Summary;123
10;Chapter 5: Improving and Enriching Data Quality;124
10.1;Record Types: A Better Way to Handle Varied Business Processes;124
10.1.1;What Are Record Types?;127
10.1.2;How Record Types Control Lightning Record Pages;132
10.2;Lookup Filter: Limit the Records That Can Be Shown in a Lookup Window;133
10.3;Formula Fields: Small Work, Big Impact;135
10.4;Rollup Summary Field;139
10.5;Validation Rules;143
10.5.1;Custom Permissions: A Way to Bypass Validation Rules;146
10.6;Points to Remember;149
10.7;Hands-on Exercises;151
10.8;Summary;154
11;Chapter 6: Automating Business Processes;155
11.1;Introduction to Lightning Flow;155
11.1.1;Advantages of Using Lightning Flow;157
11.1.2;Lightning Flow Life Cycle;158
11.1.3;An Overview of Lightning Flow Designer;158
11.1.4;Different Ways to Launch a Flow;160
11.1.5;Use Case 1: Mortgage Broker Commission Calculator;161
11.1.5.1;Connecting the Flow Elements;167
11.1.5.2;Activating a Version of a Flow;167
11.1.5.3;Displaying a Flow from the Lightning Home Page;168
11.1.6;Use Case 2: Delete Unqualified Leads;169
11.2;Introduction to Lightning Process Builder;173
11.2.1;Actions Process Builder Supports;173
11.2.2;When to Use Which Automation Tool;174
11.2.3;Use Case 3: Call an Autolaunched Flow;176
11.2.4;Use Case 4: Update Child Records;180
11.3;Introduction to Approval Processes;185
11.3.1;Wizards to Create an Approval Process;186
11.3.2;Creating a New Approval Process;186
11.3.3;Final Approval Actions;192
11.3.4;Initial Submission Actions;193
11.3.5;Approval Steps;194
11.3.5.1;Approval Step 1;194
11.3.6;Activating an Approval Process;196
11.4;Points to Remember;196
11.5;Hands-on Exercises;197
11.6;Summary;198
12;Chapter 7: Nuts and Bolts of Application Development;199
12.1;Limits of Declarative Development;199
12.1.1;Business Use Case 1;199
12.1.1.1;Solution: Use an Apex Trigger;200
12.1.2;Business Use Case 2;200
12.1.2.1;Solution 1: Use a Visualforce Page;200
12.1.2.2;Solution 2: Use an AppExchange App;201
12.1.3;Business Use Case 3;201
12.1.3.1;Solution: Use APIs;202
12.1.4;Use Case Summary;202
12.2;Managing the Application Life Cycle;202
12.2.1;Application Governance;202
12.2.2;Application Development;203
12.2.3;Application Operations;203
12.3;Sandboxes;203
12.3.1;Developer Sandbox;204
12.3.2;Developer Pro Sandbox;205
12.3.3;Partial Sandbox;205
12.3.4;Full Sandbox;205
12.3.5;Setting up a Sandbox;205
12.3.6;Accessing a Sandbox;207
12.4;Deployment;208
12.4.1;Deploy Using Change Sets;208
12.4.1.1;Outbound Change Sets;208
12.4.1.2;Inbound Change Sets;213
12.4.1.3;Benefits of Using Change Sets;215
12.4.2;Deploy Using Packages;216
12.5;Points to Remember;217
12.6;Hands-on Exercises;217
12.7;Summary;219
13;Chapter 8: The Power of Social Analytics;220
13.1;Social Features;220
13.1.1;Update Social Accounts, Contacts, and Leads Settings;220
13.1.2;Hide Social Network Profiles;221
13.1.3;Link Twitter Profiles to Accounts, Contacts, and Leads;222
13.2;Introduction to Reports;223
13.2.1;Report Types;224
13.2.1.1;Standard Report Type;224
13.2.1.2;Custom Report Type;224
13.2.2;Setting up a Custom Report Type;224
13.2.3;Report Format Types;227
13.2.3.1;Tabular Report Format;227
13.2.3.2;Summary Report Format;229
13.2.3.3;Matrix Report Format;230
13.2.3.4;Joined Report Format;231
13.3;Dashboard Components and Its Types;231
13.3.1;Creating a Dashboard;232
13.3.2;Making a Dashboard Dynamic;234
13.4;Points to Remember;236
13.5;Hands-on Exercises;236
13.6;Summary;238
14;Appendix: Answers to Hands-on Exercises;239
14.1;Chapter 1;239
14.2;Chapter 2;239
14.3;Chapter 3;240
14.4;Chapter 4;241
14.5;Chapter 5;242
14.6;Chapter 6;242
14.7;Chapter 7;243
14.8;Chapter 8;243
15;Index;244