| Description |
1 online resource (248 pages) |
| Contents |
Intro -- Table of Contents -- About the Author -- About the Technical Reviewers -- Acknowledgments -- Introduction -- Chapter 1: Salesforce Platform Fundamentals -- Salesforce: A Brief History -- An Overview of the Salesforce Platform -- Types of Objects in Salesforce -- Standard Objects -- Custom Objects -- External Objects -- Difference between Standard and Custom Objects -- Getting Started with Lightning Experience -- Sales Cloud Lightning Editions -- Service Cloud Lightning Editions -- Why Is Understanding Lightning Experience Important? -- Sign up for Developer Playground |
|
Navigation Menu -- App Launcher -- Global Search -- AppExchange: Apps That Make Life Easier -- Benefits of Using AppExchange Apps -- The Force.com Multitenant Architecture -- Additional Hands-on Exercises -- Summary -- Chapter 2: The Underpinnings of Data Modeling -- Metadata: The Core of the Salesforce Platform -- Look No Further Than Metadata: It's the Key! -- The Question Is: Why Do We Need Metadata? -- Understanding the Power of Schema Builder -- Understanding the Data Model -- Creating a Custom Field -- Managing Field-level Security -- Advantages of Using Schema Builder |
|
Understanding Relationship Types in Salesforce -- Lookup Relationship -- Self-relationship -- Master Detail Relationship -- Difference between a Master Detail Relationship and a Lookup Relationship -- External Lookup Relationship -- Indirect Lookup Relationship -- Many-to-Many Relationship -- Hierarchal Relationship -- Selecting the Appropriate Field Type -- Understanding Field Dependencies -- Setting up Field Dependencies -- Implications of Changing a Field's Type -- Exploring External Objects -- Points to Remember -- Hands-on Exercises -- Summary -- Chapter 3: Platform Security |
|
OWD: A Baseline Setting for Objects -- Understanding Different Settings Available for OWD -- Predefined OWD for Objects -- Importance of Role Hierarchy -- Use Case 1 -- Use Case 2 -- Setting up Role Hierarchies -- Use Case 1 -- Use Case 2 -- Use Case 3 -- Use Case 4 -- Use Case 5 -- Use Case 6 -- Use Case 7 -- Record-sharing Capabilities -- Manual Sharing: Share Records on a One-off Basis -- Owner-based Sharing: A Way to Share Records Automatically -- Apex-managed Sharing: A Way to Manage Complex Sharing in Seconds -- Deferring Sharing Calculations: Postpone Automatic Sharing Recalculation |
|
Profiles: A Way to Control Actions Users Can Take on a Record -- Different Types of Profiles -- Permission Sets -- Settings That Can Be Granted through Permission Sets -- Granting Object Access -- Managing Field-level security -- Through a Profile -- Points to Remember -- Hands-on Exercises -- Summary -- Chapter 4: Customizing the User Interface -- A Deep Dive into Lightning Experience -- The Lightning Experience Navigation Menu -- The App Launcher in Lightning Experience -- The Home Page -- Global Search -- Creating Dynamic Lightning Pages -- Controlling Component Visibility |
| Summary |
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. You will: 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 |
| Notes |
Lightning Page Assignment |
|
Includes index |
|
Print version record |
| Subject |
Salesforce.com (Firm)
|
| SUBJECT |
Salesforce.com (Firm) fast |
| Subject |
Application software -- Examinations -- Study guides
|
|
Application software -- Examinations
|
| Genre/Form |
examination study guides.
|
|
Study guides
|
|
Study guides.
|
|
Guides de l'étudiant.
|
| Form |
Electronic book
|
| ISBN |
9781484254790 |
|
1484254791 |
|
