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Salesforce Platform App Builder Certification Guide

Salesforce Platform App Builder Certification Guide

By : Paul Goodey GP, Goodey
4.6 (7)
Buy this Book
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Salesforce Platform App Builder Certification Guide

Salesforce Platform App Builder Certification Guide

4.6 (7)
By: Paul Goodey GP, Goodey
Buy this Book

Overview of this book

Do you want to be able to confidently design and build apps that support business processes within the Lightning Platform? Salesforce Platform App Builder Certification Guide not only helps you to do this, but also prepares you for the certification exam. The book starts by describing the core capabilities of the Lightning Platform. You'll learn techniques for data modeling to design, build, and deploy apps without writing code and achieve rapid results with the declarative capabilities that the Lightning Platform provides. Next, you'll explore utilities for importing and exporting data and the features available in the Lightning Platform to restrict and extend access to objects, fields, and records. You'll also be able to customize the Salesforce Lightning Experience user interface (UI) and build functionality for custom buttons, links, and actions. Later, this certification study guide will take you through reporting and the social and mobile features of the Lightning Platform. Finally, you’ll get to grips with Salesforce build environments and deployment options. By the end of this Salesforce book, you'll not only have learned how to build data models, enforce data security, and implement business logic and process automation, but also have gained the confidence to pass the Platform App Builder exam and achieve Salesforce certification.
Table of Contents (17 chapters)
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Preface
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Preface
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Who this book is for
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What this book covers
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To get the most out of this book
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Download the color images
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Conventions used
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Get in touch
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Reviews
1
Section 1: Introduction to the Lightning Platform Core
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Section 1: Introduction to the Lightning Platform Core
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2
Chapter 1: Core Capabilities of the Lightning Platform
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Chapter 1: Core Capabilities of the Lightning Platform
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Exam objectives – Salesforce Fundamentals
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Understanding the Salesforce Lightning Platform
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Learning about the standard Salesforce CRM objects
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Customizing the Lightning Platform
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Exploring Salesforce AppExchange
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Questions to test your knowledge
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Summary
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Chapter 2: Designing and Building a Data Model
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Chapter 2: Designing and Building a Data Model
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Exam objectives – Data Modeling and Management
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Designing a data model
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Relationship types and considerations
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Selecting the appropriate field type
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Considerations when changing the type of a custom field
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Data modeling with Schema Builder
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Questions to test your knowledge
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Summary
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Chapter 3: Importing and Exporting Data
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Chapter 3: Importing and Exporting Data
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Exam objectives – Data modeling and management
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Importing and exporting data to and from the Lightning Platform
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Understanding the features and capabilities of external objects
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Questions to test your knowledge
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Summary
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Section 2: Behind the Scenes
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Section 2: Behind the Scenes
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Chapter 4: Securing Access to Data
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Chapter 4: Securing Access to Data
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Exam objectives – Data Security
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Understanding the layers of data security in the Lightning Platform
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Learning about Profiles and Permission Sets
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Setting up data access for objects and fields
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Controlling data access to records
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Summarizing data security capabilities in the Lightning Platform
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Questions to test your knowledge
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Summary
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Chapter 5: Setting Up the User Interface
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Chapter 5: Setting Up the User Interface
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Exam objectives – User interface
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Learning about the user interface options
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Using declarative options with Lightning components
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Determining appropriate user interface designs
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Considering Lightning components and performance
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Questions to test your knowledge
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Summary
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Chapter 6: Implementing Business Logic
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Chapter 6: Implementing Business Logic
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Exam objectives – Business Logic and Process Automation
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Using record types to control business logic
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Building custom field types for formula and roll-up summary calculations
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Enforcing data quality with the use of validation rules
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Questions to test your knowledge
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Summary
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Chapter 7: Building Business Process Automation
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Chapter 7: Building Business Process Automation
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Exam objectives: Business Logic and Process Automation
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Assessing the capabilities of process automation in the Lightning Platform
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Understanding the use cases for approvals, Workflow, Flow, and Process Builder
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Translating business requirements into process automation solutions
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Understanding the implications of auto-updating fields
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Questions to test your knowledge
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Summary
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Chapter 8: Generating Data Analytics with Reports and Dashboards
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Chapter 8: Generating Data Analytics with Reports and Dashboards
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Exam objectives – Reporting
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Understanding Salesforce data analytics options
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Creating reports in the Lightning Platform
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Configuring custom report types
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Building dashboards in the Lightning Platform
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Questions to test your knowledge
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Summary
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Section 3: A Step Closer to the Exam
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Section 3: A Step Closer to the Exam
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Chapter 9: Configuring the Mobile Features
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Chapter 9: Configuring the Mobile Features
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Exam objectives – Mobile apps
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Installing the Salesforce Mobile App
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Configuring the Salesforce mobile application user interface
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Building global and object-specific actions and action layouts
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Questions to test your knowledge
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Summary
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Chapter 10: Understanding the Social Features
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Chapter 10: Understanding the Social Features
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Exam objectives – Social features
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Setting up social accounts, leads, and contacts
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Configuring social features by users
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Linking accounts, leads, and contacts to social networks
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Questions to test your knowledge
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Summary
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Chapter 11: Managing the App Building Process
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Chapter 11: Managing the App Building Process
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Exam objectives: App Development
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Managing the application life cycle
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Understanding the types of sandboxes
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Using change sets for app deployment
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Identifying the options for using unmanaged packages
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Determining deployment options for given scenarios
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Questions to test your knowledge
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Summary
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Chapter 12: Studying for the Certified Platform App Builder Exam
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Chapter 12: Studying for the Certified Platform App Builder Exam
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Using the Platform App Builder exam study guide
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Understanding the format of the exam
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Carrying out a self-assessment for the exam
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Identifying resources available for studying
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Registering for the exam
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Taking and passing the exam
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Summary
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Exam objectives – Salesforce Fundamentals

The knowledge and skills that app builders are expected to demonstrate in order to pass the Salesforce Fundamentals section of the Certified Platform App Builder exam are as follows:

In the Salesforce Certified Platform App Builder Exam Guide the total number of questions is given as well as, a percentage break-down for each of the objectives, and an indication of the number of features/functions that can be expected in each of the objectives.

By analyzing these objectives, percentages, and question counts, we can determine the likely number of questions that will appear in the exam and for the Salesforce Fundamentals objective.

Salesforce Fundamentals: Total number of exam questions

There are likely to be 5 questions in total. This is calculated as 8% of the 60 total exam questions, which is 4.8 or 5 questions.

Using these figures for the Salesforce Fundamentals objective and the number of items that are likely to be assessed, we can determine that there would be 1-2 questions for each of the following concepts:

  • The capabilities of the core CRM objects in the Salesforce schema
  • Where the boundaries lie between declarative and programmatic customization
  • How and when to use AppExchange

Now, let's look at what is meant by the Salesforce Lightning Platform.

End of Section 2
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