Salesforce Platform App Builder Certification Handbook电子书

Salesforce Platform App Builder Certification Handbook

Table of Contents

Salesforce Platform App Builder Certification Handbook

Credits

About the Author

Acknowledgments

About the Reviewer

www.PacktPub.com

eBooks, discount offers, and more

Why subscribe?

Instant updates on new Packt books

Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Downloading the color images of this book

Errata

Piracy

Questions

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

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

Lookup relationship

Master-Detail relationship

Roll-up summary fields

Exercise—creating the roll-up summary

Special relationships

Exercise – creating a junction object

Entering the details

Field Label

Length

Description

Help text

Required

Unique field

External ID

Establishing field-level security

Exercise – creating fields

Dependent picklist

Exercise – creating a 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

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

Selecting your type

Entering the details

Choosing the image source for the Custom App Logo

Choosing the tabs

Assigning it to profile

Declaractive lighting components and actions

Using the Lighting App Builder

Building an app using the Lightning App Builder

The Lightning page template

Lightning components

Standard components

Custom components

Third-party components

Using Global Actions

Summary

Test your knowledge

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

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

Configuring the command-line data loader

Preparing the process-conf.xml file

Encrypting a password using Encrypt.bat

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

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

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

Creating a custom profile

Assigned apps

Object settings

App permissions

Other sections

System permissions

Assigning roles

Steps to set up role hierarchy

Exercise – scaling the Library Management System

Permission sets

Organization-wide defaults

Organization-wide defaults summarized

Sharing rules

Manual sharing

Quick bites

Setting up security

Exercise – creating a user

Password policies

Managing Customers

Social features

Summary

Test your knowledge

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

A. Self-Test Answers

Chapter 1, Getting Started with Force.com

Chapter 2, Creating a Database on Force.com

Chapter 3, User Interface

Chapter 4, Implementing Business Logic

Chapter 5, Data Management

Chapter 6, Analytics and Reporting

Chapter 7, Application Administration

Chapter 8, Exam Guide and Practice Test

Index