Salesforce Platform App Builder Certification Handbook

 
 
Packt Publishing Limited
  • 1. Auflage
  • |
  • erschienen am 26. April 2016
  • |
  • 312 Seiten
 
E-Book | ePUB mit Adobe DRM | Systemvoraussetzungen
978-1-78528-077-1 (ISBN)
 
A handy guide that covers the most essential topics for Salesforce Platform App Builder Certification in an easy-to-understand formatAbout This BookGet to grips with the fundamentals of Force.com to pass the certification exam with flying colorsCreate Force.com applications, automate business processes, and manage data operations to be a successful Salesforce.com Certified Force.com app builderA step-by-step guide that covers the most essential topics for the Platform App Builder Certification in an easy-to-understand formatWho This Book Is ForSalesforce beginners who need to prepare for the Salesforce Platform App Builder Certification exam will benefit from this book. This book is ideal for developers and admins who are new to Salesforce CRM and the Force.com platform. It is recommended that users have some basic programming knowledge and are familiar with salesforce. By the end of the book, you will be ready to appear for the exam and develop various applications on the cloud platform.What You Will LearnLearn the basics of the force.com cloud platformLearn to build objects that align with your businessUnderstand the process of building an application on force.com platformKick-start your certification journey in basic- easy-to-follow guideFocus on important topics that help you accomplish your certification goalsLearn to secure your application with the Salesforce security modelManipulate and process large amount of data using the data toolsPrepare for the exam with sample mock questionsIn DetailThe 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.Style and approachSimple and to-the-point examples that can be tried out in your developer org.A practical book for professionals who want to take the Salesforce Platform App Builder Certification exam.Sample questions for every topic in an exam pattern to help you prepare better, and tips to get things started.Full of screen-shots, diagrams, and clear step-by-step instructions that cover the entire syllabus for the exam.
  • Englisch
  • Birmingham
  • |
  • Großbritannien
978-1-78528-077-1 (9781785280771)
1785280775 (1785280775)
weitere Ausgaben werden ermittelt
Siddhesh Kabe calls himself the monk who sold his computer for the cloud. He has had a rock-solid career in consulting, training, designing, developing, and advocating the Force.com platform for 8 years. He has five certifications in Salesforce. He likes to break into things-code and gadgets-and believes that, given enough coffee, anything can be hacked into.
His other published work includes a science-fiction satire called Ragnarok and a fantasy graphic novel entitled Agatya. Apart from this, he is an active member of the Force.com community and owns an active blog (http://force.siddheshkabe.co.in). He is also the leader of the Force.com Pune Users Group.
  • Cover
  • Copyright
  • Credits
  • About the Author
  • Acknowledgments
  • About the Reviewer
  • www.PacktPub.com
  • Table of Contents
  • Preface
  • Chaper 1: Getting Started with Force.com
  • The cloud computing model of Force.com
  • Understanding the new model of the Salesforce1 platform
  • Force.com platform
  • Model-View-Controller architecture
  • Key technologies behind the Force.com platform
  • The multi-tenant kernel
  • Force.com metadata
  • Force.com Webservice API
  • Apex and Visualforce
  • The Developer Console
  • AppExchange
  • Force.com sites
  • Force.com development
  • Force.com metadata
  • Metadata API
  • Online page editor and the Eclipse Force.com IDE
  • Sandboxes
  • Force.com application types
  • Developing on the Force.com platform
  • Declarative development
  • Programmatic development
  • Choosing between declarative and programmatic solutions
  • Exercise - creating a developer account
  • Salesforce editions
  • Authentication on Force.com
  • Exercise - adding trusted IP addresses
  • Exercise - resetting security tokens
  • DeveloperForce.com
  • Trailhead
  • Summary
  • Test your knowledge
  • Chaper 2: Creating a Database on Force.com
  • Objects
  • Standard objects
  • Custom objects
  • Exercise - creating your first custom object
  • Fields
  • Standard fields
  • Custom fields
  • Choosing the field type
  • Text fields
  • Picklists
  • General fields
  • Geolocation field
  • Currency field
  • Encrypted fields
  • Platform encryption
  • Formula fields
  • Exercise-calculating the return date
  • Cross-object formula fields
  • Exercise-calculating the penalty
  • Relationship fields
  • Roll-up summary fields
  • Exercise-creating the roll-up summary
  • Exercise - creating a junction object
  • Entering the details
  • Field Label
  • Length
  • Description
  • Help text
  • Required
  • Unique field
  • Establishing field-level security
  • Exercise - creating fields
  • Dependent picklist
  • Validation rules
  • Exercise-creating a validation rule
  • An overview of Lightning Connect and external objects
  • External object tabs
  • External lookups
  • Summary
  • Test your knowledge
  • Chaper 3: User Interface
  • Customizing tabs
  • Custom tabs
  • Exercise - creating custom tabs
  • Layouts
  • The page layout editor
  • Using the page layout editor
  • The highlights panel
  • Adding fields
  • Sections and blank spaces
  • Field options
  • Custom buttons and links
  • Creating a custom button or link
  • Global and local actions
  • Creating an action
  • Page layout assignment
  • Search layouts
  • Mini page layouts
  • Compact layouts
  • Building an application
  • Understanding custom applications
  • Exercise - building your own application
  • Declaractive lighting components and actions
  • Using the Lighting App Builder
  • Building an app using the Lightning App Builder
  • The Lightning page template
  • Lightning components
  • Summary
  • Test your knowledge
  • Chaper 4: Implementing Business Logic
  • Automating business processes
  • Doing something when a record has values
  • Getting information from customers
  • Getting a record approved
  • Features
  • Automating business processes using Process Builder
  • Advanced
  • No Criteria
  • Process Builder limitations
  • Designing wizards with the Visual Workflows
  • What's in a name?
  • Cloud Flow Designer
  • The Model-View-Container values of the flow
  • Exercise-creating a quick customer
  • Permissions to run a flow
  • More flows
  • Automating time-based actions using workflows
  • Exercise-sending e-mail to members
  • A few things to consider when writing a time-dependent workflow
  • Improving productivity using the automated approval process
  • Creating a multi-step approval process
  • Exercise-special circumstances when customers fail to return books on time
  • Creating approval steps
  • Approval actions
  • A parallel approval step
  • Comparing workflows and approval processes
  • Debugging and monitoring the process
  • Types of logs
  • The debug log
  • The Developer Console
  • Summary
  • Test your knowledge
  • Chaper 5: Data Management
  • The basics of data operations
  • Difference between 18 and 15-character record IDs
  • Getting the record ID from the URL
  • Record ID
  • URL manipulation
  • Relationships - masters first
  • Modifying system fields
  • Features of modifiable system fields
  • The CRUD operations
  • External IDs
  • Exercise-migrating data from the legacy system
  • Data loading tools
  • Using the Data Import Wizard
  • Apex data loader
  • Downloading the data loader
  • Using the data loader
  • Upserting data
  • Setting up the data loader
  • Using the data loader through the command line
  • Troubleshooting the data loader
  • Other data manipulation wizards
  • Mass transfer records
  • Mass delete records and delete all data
  • Data storage limit
  • Summary
  • Test your knowledge
  • Chaper 6: Analytics and Reporting
  • Reports
  • Creating a report
  • Creating a new report
  • Selecting a report type
  • Choosing a report format
  • Customizing the report
  • The summary report format
  • The matrix report format
  • The joined report format
  • Adding charts
  • Report options
  • Scheduling a report
  • Custom report types
  • Self-study exercise - create a report
  • Self-study exercise - schedule the report
  • Self-study exercise - some more reports
  • Dashboards
  • Displaying graphical charts using dashboards
  • The dashboard builder
  • Combination charts
  • Dashboard security
  • Creating a dashboard folder
  • Dashboard running user
  • Scheduling a dashboard refresh
  • Self-study exercise - create a dashboard
  • Analytic snapshot
  • Setting up an analytical snapshot
  • Summary
  • Test your knowledge
  • Chaper 7: Application Administration
  • Managing the access control
  • Force.com licenses
  • Types of licenses
  • Salesforce and Chatter licenses
  • Feature licenses
  • Using queues to balance workloads
  • Localization with the translation workbench
  • Setting up translation workbench
  • Restricting data access
  • Exercise - defining actors
  • The Force.com security pyramid
  • User security
  • Custom profiles and roles
  • Understanding profiles
  • Assigned apps
  • Object settings
  • App permissions
  • Other sections
  • Assigning roles
  • Steps to set up role hierarchy
  • Exercise - scaling the Library Management System
  • Permission sets
  • Organization-wide defaults
  • Sharing rules
  • Manual sharing
  • Quick bites
  • Setting up security
  • Exercise - creating a user
  • Password policies
  • Managing Customers
  • Social features
  • Summary
  • Test your knowledge
  • Chaper 8: Exam Guide and Practice Test
  • An overview of the Salesforce Certified Platform App Developer Exam
  • Certification maintenance and releases
  • A practice test
  • Additional resources
  • Official Salesforce resources
  • Summary
  • Appendix: Self-Test Practice
  • Index

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