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© 2020

Salesforce Platform App Builder Certification

A Practical Study Guide

Book
  • 2.1k Downloads

Table of contents

  1. Front Matter
    Pages i-xvii
  2. Rakesh Gupta
    Pages 1-21
  3. Rakesh Gupta
    Pages 23-52
  4. Rakesh Gupta
    Pages 53-91
  5. Rakesh Gupta
    Pages 93-111
  6. Rakesh Gupta
    Pages 113-143
  7. Rakesh Gupta
    Pages 145-188
  8. Rakesh Gupta
    Pages 189-209
  9. Rakesh Gupta
    Pages 211-229
  10. Back Matter
    Pages 231-241

About this book

Introduction

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


Keywords

Salesforce Salesforce certification Salesforce App Builder Apps App Exchange Salesforce Lightning Salesforce Process Builder Process Builder Lightning CRM Data Modeling Salesforce User Experience

Authors and affiliations

  1. 1.KatiharIndia

About the authors

Rakesh Gupta is a six-time Salesforce MVP, author, evangelist, Salesforce coach, blogger, and is currently working as a Salesforce architect. He has authored six books on Salesforce topics. He has designed and delivered numerous Sales Cloud, Service Cloud, Community Cloud, Pardot, and Marketing Cloud solutions to a variety of organizations since 2011. He currently holds fifteen certifications in Salesforce. He is best known as an automation champion in the Salesforce ecosystem, as he has written over 200 articles on Lightning Flow and Process Builder to show how you can use Lightning Flow and Process Builder to minimize code usage. He has trained more than 1,000 individual professionals around the globe and conducted several corporate trainings. He is the leader of the Navi Mumbai developer user groups in India. He is the founder of the biweekly online webinar series Automation Hour and the well-known blog Automation Champion.

Rakesh is a graduate of SRM University, Chennai, India with a major in IT. He now resides in Mumbai, India. He spends most of his free time writing blogs and books and helping Ohana (family) in the Trailblazer community. He enjoys cooking, watching movies, and spending time with family and friends. You can follow him on Twittter (@rakeshistom) to get the insights from his blog posts and Salesforce tips and tricks. 

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