Salesforce Platform App Builder Certification: A Practical Study Guide
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Elektronisch E-Book |
| Sprache: | English |
| Veröffentlicht: |
Berkeley, CA
Apress L. P.
2019
|
| Schlagworte: | |
| Beschreibung: | Description based on publisher supplied metadata and other sources |
| Beschreibung: | 1 online resource (248 pages) |
| ISBN: | 9781484254790 |
Internformat
MARC
| LEADER | 00000nmm a2200000zc 4500 | ||
|---|---|---|---|
| 001 | BV047692975 | ||
| 003 | DE-604 | ||
| 005 | 00000000000000.0 | ||
| 007 | cr|uuu---uuuuu | ||
| 008 | 220119s2019 |||| o||u| ||||||eng d | ||
| 020 | |a 9781484254790 |9 978-1-4842-5479-0 | ||
| 035 | |a (ZDB-30-PQE)EBC5997308 | ||
| 035 | |a (ZDB-30-PAD)EBC5997308 | ||
| 035 | |a (ZDB-89-EBL)EBL5997308 | ||
| 035 | |a (OCoLC)1134073509 | ||
| 035 | |a (DE-599)BVBBV047692975 | ||
| 040 | |a DE-604 |b ger |e rda | ||
| 041 | 0 | |a eng | |
| 082 | 0 | |a 658.8 | |
| 100 | 1 | |a Gupta, Rakesh |e Verfasser |4 aut | |
| 245 | 1 | 0 | |a Salesforce Platform App Builder Certification |b A Practical Study Guide |
| 264 | 1 | |a Berkeley, CA |b Apress L. P. |c 2019 | |
| 264 | 4 | |c ©2020 | |
| 300 | |a 1 online resource (248 pages) | ||
| 336 | |b txt |2 rdacontent | ||
| 337 | |b c |2 rdamedia | ||
| 338 | |b cr |2 rdacarrier | ||
| 500 | |a Description based on publisher supplied metadata and other sources | ||
| 505 | 8 | |a 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. | |
| 505 | 8 | |a 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 -- Lightning Page Assignment -- Use Case for Custom Buttons and Links -- Use Case for Custom Actions -- Points to Remember -- Hands-on Exercises -- Summary -- Chapter 5: Improving and Enriching Data Quality -- Record Types: A Better Way to Handle Varied Business Processes -- What Are Record Types? -- How Record Types Control Lightning Record Pages -- Lookup Filter: Limit the Records That Can Be Shown in a Lookup Window -- Formula Fields: Small Work, Big Impact -- Rollup Summary Field -- Validation Rules -- Custom Permissions: A Way to Bypass Validation Rules -- Points to Remember -- Hands-on Exercises -- Summary -- Chapter 6: Automating Business Processes -- Introduction to Lightning Flow -- Advantages of Using Lightning Flow -- Lightning Flow Life Cycle | |
| 505 | 8 | |a An Overview of Lightning Flow Designer -- Different Ways to Launch a Flow -- Use Case 1: Mortgage Broker Commission Calculator -- Connecting the Flow Elements -- Activating a Version of a Flow -- Displaying a Flow from the Lightning Home Page -- Use Case 2: Delete Unqualified Leads -- Introduction to Lightning Process Builder -- Actions Process Builder Supports -- When to Use Which Automation Tool -- Use Case 3: Call an Autolaunched Flow -- Use Case 4: Update Child Records -- Introduction to Approval Processes -- Wizards to Create an Approval Process -- Creating a New Approval Process -- Final Approval Actions -- Initial Submission Actions -- Approval Steps -- Approval Step 1 -- Activating an Approval Process -- Points to Remember -- Hands-on Exercises -- Summary -- Chapter 7: Nuts and Bolts of Application Development -- Limits of Declarative Development -- Business Use Case 1 -- Solution: Use an Apex Trigger -- Business Use Case 2 -- Solution 1: Use a Visualforce Page -- Solution 2: Use an AppExchange App -- Business Use Case 3 -- Solution: Use APIs -- Use Case Summary -- Managing the Application Life Cycle -- Application Governance -- Application Development -- Application Operations -- Sandboxes -- Developer Sandbox -- Developer Pro Sandbox -- Partial Sandbox -- Full Sandbox -- Setting up a Sandbox -- Accessing a Sandbox -- Deployment -- Deploy Using Change Sets -- Outbound Change Sets -- Inbound Change Sets -- Benefits of Using Change Sets -- Deploy Using Packages -- Points to Remember -- Hands-on Exercises -- Summary -- Chapter 8: The Power of Social Analytics -- Social Features -- Update Social Accounts, Contacts, and Leads Settings -- Hide Social Network Profiles -- Link Twitter Profiles to Accounts, Contacts, and Leads -- Introduction to Reports -- Report Types -- Standard Report Type -- Custom Report Type -- Setting up a Custom Report Type | |
| 505 | 8 | |a Report Format Types -- Tabular Report Format -- Summary Report Format -- Matrix Report Format -- Joined Report Format -- Dashboard Components and Its Types -- Creating a Dashboard -- Making a Dashboard Dynamic -- Points to Remember -- Hands-on Exercises -- Summary -- Appendix: Answers to Hands-on Exercises -- Chapter 1 -- Chapter 2 -- Chapter 3 -- Chapter 4 -- Chapter 5 -- Chapter 6 -- Chapter 7 -- Chapter 8 -- Index | |
| 650 | 4 | |a Salesforce.com (Firm) | |
| 776 | 0 | 8 | |i Erscheint auch als |n Druck-Ausgabe |a Gupta, Rakesh |t Salesforce Platform App Builder Certification |d Berkeley, CA : Apress L. P.,c2019 |z 9781484254783 |
| 912 | |a ZDB-30-PQE | ||
| 999 | |a oai:aleph.bib-bvb.de:BVB01-033076968 | ||
Datensatz im Suchindex
| _version_ | 1804183179544756224 |
|---|---|
| adam_txt | |
| any_adam_object | |
| any_adam_object_boolean | |
| author | Gupta, Rakesh |
| author_facet | Gupta, Rakesh |
| author_role | aut |
| author_sort | Gupta, Rakesh |
| author_variant | r g rg |
| building | Verbundindex |
| bvnumber | BV047692975 |
| collection | ZDB-30-PQE |
| 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 -- Lightning Page Assignment -- Use Case for Custom Buttons and Links -- Use Case for Custom Actions -- Points to Remember -- Hands-on Exercises -- Summary -- Chapter 5: Improving and Enriching Data Quality -- Record Types: A Better Way to Handle Varied Business Processes -- What Are Record Types? -- How Record Types Control Lightning Record Pages -- Lookup Filter: Limit the Records That Can Be Shown in a Lookup Window -- Formula Fields: Small Work, Big Impact -- Rollup Summary Field -- Validation Rules -- Custom Permissions: A Way to Bypass Validation Rules -- Points to Remember -- Hands-on Exercises -- Summary -- Chapter 6: Automating Business Processes -- Introduction to Lightning Flow -- Advantages of Using Lightning Flow -- Lightning Flow Life Cycle An Overview of Lightning Flow Designer -- Different Ways to Launch a Flow -- Use Case 1: Mortgage Broker Commission Calculator -- Connecting the Flow Elements -- Activating a Version of a Flow -- Displaying a Flow from the Lightning Home Page -- Use Case 2: Delete Unqualified Leads -- Introduction to Lightning Process Builder -- Actions Process Builder Supports -- When to Use Which Automation Tool -- Use Case 3: Call an Autolaunched Flow -- Use Case 4: Update Child Records -- Introduction to Approval Processes -- Wizards to Create an Approval Process -- Creating a New Approval Process -- Final Approval Actions -- Initial Submission Actions -- Approval Steps -- Approval Step 1 -- Activating an Approval Process -- Points to Remember -- Hands-on Exercises -- Summary -- Chapter 7: Nuts and Bolts of Application Development -- Limits of Declarative Development -- Business Use Case 1 -- Solution: Use an Apex Trigger -- Business Use Case 2 -- Solution 1: Use a Visualforce Page -- Solution 2: Use an AppExchange App -- Business Use Case 3 -- Solution: Use APIs -- Use Case Summary -- Managing the Application Life Cycle -- Application Governance -- Application Development -- Application Operations -- Sandboxes -- Developer Sandbox -- Developer Pro Sandbox -- Partial Sandbox -- Full Sandbox -- Setting up a Sandbox -- Accessing a Sandbox -- Deployment -- Deploy Using Change Sets -- Outbound Change Sets -- Inbound Change Sets -- Benefits of Using Change Sets -- Deploy Using Packages -- Points to Remember -- Hands-on Exercises -- Summary -- Chapter 8: The Power of Social Analytics -- Social Features -- Update Social Accounts, Contacts, and Leads Settings -- Hide Social Network Profiles -- Link Twitter Profiles to Accounts, Contacts, and Leads -- Introduction to Reports -- Report Types -- Standard Report Type -- Custom Report Type -- Setting up a Custom Report Type Report Format Types -- Tabular Report Format -- Summary Report Format -- Matrix Report Format -- Joined Report Format -- Dashboard Components and Its Types -- Creating a Dashboard -- Making a Dashboard Dynamic -- Points to Remember -- Hands-on Exercises -- Summary -- Appendix: Answers to Hands-on Exercises -- Chapter 1 -- Chapter 2 -- Chapter 3 -- Chapter 4 -- Chapter 5 -- Chapter 6 -- Chapter 7 -- Chapter 8 -- Index |
| ctrlnum | (ZDB-30-PQE)EBC5997308 (ZDB-30-PAD)EBC5997308 (ZDB-89-EBL)EBL5997308 (OCoLC)1134073509 (DE-599)BVBBV047692975 |
| dewey-full | 658.8 |
| dewey-hundreds | 600 - Technology (Applied sciences) |
| dewey-ones | 658 - General management |
| dewey-raw | 658.8 |
| dewey-search | 658.8 |
| dewey-sort | 3658.8 |
| dewey-tens | 650 - Management and auxiliary services |
| discipline | Wirtschaftswissenschaften |
| discipline_str_mv | Wirtschaftswissenschaften |
| format | Electronic eBook |
| fullrecord | <?xml version="1.0" encoding="UTF-8"?><collection xmlns="http://www.loc.gov/MARC21/slim"><record><leader>07382nmm a2200397zc 4500</leader><controlfield tag="001">BV047692975</controlfield><controlfield tag="003">DE-604</controlfield><controlfield tag="005">00000000000000.0</controlfield><controlfield tag="007">cr|uuu---uuuuu</controlfield><controlfield tag="008">220119s2019 |||| o||u| ||||||eng d</controlfield><datafield tag="020" ind1=" " ind2=" "><subfield code="a">9781484254790</subfield><subfield code="9">978-1-4842-5479-0</subfield></datafield><datafield tag="035" ind1=" " ind2=" "><subfield code="a">(ZDB-30-PQE)EBC5997308</subfield></datafield><datafield tag="035" ind1=" " ind2=" "><subfield code="a">(ZDB-30-PAD)EBC5997308</subfield></datafield><datafield tag="035" ind1=" " ind2=" "><subfield code="a">(ZDB-89-EBL)EBL5997308</subfield></datafield><datafield tag="035" ind1=" " ind2=" "><subfield code="a">(OCoLC)1134073509</subfield></datafield><datafield tag="035" ind1=" " ind2=" "><subfield code="a">(DE-599)BVBBV047692975</subfield></datafield><datafield tag="040" ind1=" " ind2=" "><subfield code="a">DE-604</subfield><subfield code="b">ger</subfield><subfield code="e">rda</subfield></datafield><datafield tag="041" ind1="0" ind2=" "><subfield code="a">eng</subfield></datafield><datafield tag="082" ind1="0" ind2=" "><subfield code="a">658.8</subfield></datafield><datafield tag="100" ind1="1" ind2=" "><subfield code="a">Gupta, Rakesh</subfield><subfield code="e">Verfasser</subfield><subfield code="4">aut</subfield></datafield><datafield tag="245" ind1="1" ind2="0"><subfield code="a">Salesforce Platform App Builder Certification</subfield><subfield code="b">A Practical Study Guide</subfield></datafield><datafield tag="264" ind1=" " ind2="1"><subfield code="a">Berkeley, CA</subfield><subfield code="b">Apress L. P.</subfield><subfield code="c">2019</subfield></datafield><datafield tag="264" ind1=" " ind2="4"><subfield code="c">©2020</subfield></datafield><datafield tag="300" ind1=" " ind2=" "><subfield code="a">1 online resource (248 pages)</subfield></datafield><datafield tag="336" ind1=" " ind2=" "><subfield code="b">txt</subfield><subfield code="2">rdacontent</subfield></datafield><datafield tag="337" ind1=" " ind2=" "><subfield code="b">c</subfield><subfield code="2">rdamedia</subfield></datafield><datafield tag="338" ind1=" " ind2=" "><subfield code="b">cr</subfield><subfield code="2">rdacarrier</subfield></datafield><datafield tag="500" ind1=" " ind2=" "><subfield code="a">Description based on publisher supplied metadata and other sources</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">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.</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">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 -- Lightning Page Assignment -- Use Case for Custom Buttons and Links -- Use Case for Custom Actions -- Points to Remember -- Hands-on Exercises -- Summary -- Chapter 5: Improving and Enriching Data Quality -- Record Types: A Better Way to Handle Varied Business Processes -- What Are Record Types? -- How Record Types Control Lightning Record Pages -- Lookup Filter: Limit the Records That Can Be Shown in a Lookup Window -- Formula Fields: Small Work, Big Impact -- Rollup Summary Field -- Validation Rules -- Custom Permissions: A Way to Bypass Validation Rules -- Points to Remember -- Hands-on Exercises -- Summary -- Chapter 6: Automating Business Processes -- Introduction to Lightning Flow -- Advantages of Using Lightning Flow -- Lightning Flow Life Cycle</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">An Overview of Lightning Flow Designer -- Different Ways to Launch a Flow -- Use Case 1: Mortgage Broker Commission Calculator -- Connecting the Flow Elements -- Activating a Version of a Flow -- Displaying a Flow from the Lightning Home Page -- Use Case 2: Delete Unqualified Leads -- Introduction to Lightning Process Builder -- Actions Process Builder Supports -- When to Use Which Automation Tool -- Use Case 3: Call an Autolaunched Flow -- Use Case 4: Update Child Records -- Introduction to Approval Processes -- Wizards to Create an Approval Process -- Creating a New Approval Process -- Final Approval Actions -- Initial Submission Actions -- Approval Steps -- Approval Step 1 -- Activating an Approval Process -- Points to Remember -- Hands-on Exercises -- Summary -- Chapter 7: Nuts and Bolts of Application Development -- Limits of Declarative Development -- Business Use Case 1 -- Solution: Use an Apex Trigger -- Business Use Case 2 -- Solution 1: Use a Visualforce Page -- Solution 2: Use an AppExchange App -- Business Use Case 3 -- Solution: Use APIs -- Use Case Summary -- Managing the Application Life Cycle -- Application Governance -- Application Development -- Application Operations -- Sandboxes -- Developer Sandbox -- Developer Pro Sandbox -- Partial Sandbox -- Full Sandbox -- Setting up a Sandbox -- Accessing a Sandbox -- Deployment -- Deploy Using Change Sets -- Outbound Change Sets -- Inbound Change Sets -- Benefits of Using Change Sets -- Deploy Using Packages -- Points to Remember -- Hands-on Exercises -- Summary -- Chapter 8: The Power of Social Analytics -- Social Features -- Update Social Accounts, Contacts, and Leads Settings -- Hide Social Network Profiles -- Link Twitter Profiles to Accounts, Contacts, and Leads -- Introduction to Reports -- Report Types -- Standard Report Type -- Custom Report Type -- Setting up a Custom Report Type</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">Report Format Types -- Tabular Report Format -- Summary Report Format -- Matrix Report Format -- Joined Report Format -- Dashboard Components and Its Types -- Creating a Dashboard -- Making a Dashboard Dynamic -- Points to Remember -- Hands-on Exercises -- Summary -- Appendix: Answers to Hands-on Exercises -- Chapter 1 -- Chapter 2 -- Chapter 3 -- Chapter 4 -- Chapter 5 -- Chapter 6 -- Chapter 7 -- Chapter 8 -- Index</subfield></datafield><datafield tag="650" ind1=" " ind2="4"><subfield code="a">Salesforce.com (Firm)</subfield></datafield><datafield tag="776" ind1="0" ind2="8"><subfield code="i">Erscheint auch als</subfield><subfield code="n">Druck-Ausgabe</subfield><subfield code="a">Gupta, Rakesh</subfield><subfield code="t">Salesforce Platform App Builder Certification</subfield><subfield code="d">Berkeley, CA : Apress L. P.,c2019</subfield><subfield code="z">9781484254783</subfield></datafield><datafield tag="912" ind1=" " ind2=" "><subfield code="a">ZDB-30-PQE</subfield></datafield><datafield tag="999" ind1=" " ind2=" "><subfield code="a">oai:aleph.bib-bvb.de:BVB01-033076968</subfield></datafield></record></collection> |
| id | DE-604.BV047692975 |
| illustrated | Not Illustrated |
| index_date | 2024-07-03T18:57:25Z |
| indexdate | 2024-07-10T09:19:20Z |
| institution | BVB |
| isbn | 9781484254790 |
| language | English |
| oai_aleph_id | oai:aleph.bib-bvb.de:BVB01-033076968 |
| oclc_num | 1134073509 |
| open_access_boolean | |
| physical | 1 online resource (248 pages) |
| psigel | ZDB-30-PQE |
| publishDate | 2019 |
| publishDateSearch | 2019 |
| publishDateSort | 2019 |
| publisher | Apress L. P. |
| record_format | marc |
| spelling | Gupta, Rakesh Verfasser aut Salesforce Platform App Builder Certification A Practical Study Guide Berkeley, CA Apress L. P. 2019 ©2020 1 online resource (248 pages) txt rdacontent c rdamedia cr rdacarrier Description based on publisher supplied metadata and other sources 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 -- Lightning Page Assignment -- Use Case for Custom Buttons and Links -- Use Case for Custom Actions -- Points to Remember -- Hands-on Exercises -- Summary -- Chapter 5: Improving and Enriching Data Quality -- Record Types: A Better Way to Handle Varied Business Processes -- What Are Record Types? -- How Record Types Control Lightning Record Pages -- Lookup Filter: Limit the Records That Can Be Shown in a Lookup Window -- Formula Fields: Small Work, Big Impact -- Rollup Summary Field -- Validation Rules -- Custom Permissions: A Way to Bypass Validation Rules -- Points to Remember -- Hands-on Exercises -- Summary -- Chapter 6: Automating Business Processes -- Introduction to Lightning Flow -- Advantages of Using Lightning Flow -- Lightning Flow Life Cycle An Overview of Lightning Flow Designer -- Different Ways to Launch a Flow -- Use Case 1: Mortgage Broker Commission Calculator -- Connecting the Flow Elements -- Activating a Version of a Flow -- Displaying a Flow from the Lightning Home Page -- Use Case 2: Delete Unqualified Leads -- Introduction to Lightning Process Builder -- Actions Process Builder Supports -- When to Use Which Automation Tool -- Use Case 3: Call an Autolaunched Flow -- Use Case 4: Update Child Records -- Introduction to Approval Processes -- Wizards to Create an Approval Process -- Creating a New Approval Process -- Final Approval Actions -- Initial Submission Actions -- Approval Steps -- Approval Step 1 -- Activating an Approval Process -- Points to Remember -- Hands-on Exercises -- Summary -- Chapter 7: Nuts and Bolts of Application Development -- Limits of Declarative Development -- Business Use Case 1 -- Solution: Use an Apex Trigger -- Business Use Case 2 -- Solution 1: Use a Visualforce Page -- Solution 2: Use an AppExchange App -- Business Use Case 3 -- Solution: Use APIs -- Use Case Summary -- Managing the Application Life Cycle -- Application Governance -- Application Development -- Application Operations -- Sandboxes -- Developer Sandbox -- Developer Pro Sandbox -- Partial Sandbox -- Full Sandbox -- Setting up a Sandbox -- Accessing a Sandbox -- Deployment -- Deploy Using Change Sets -- Outbound Change Sets -- Inbound Change Sets -- Benefits of Using Change Sets -- Deploy Using Packages -- Points to Remember -- Hands-on Exercises -- Summary -- Chapter 8: The Power of Social Analytics -- Social Features -- Update Social Accounts, Contacts, and Leads Settings -- Hide Social Network Profiles -- Link Twitter Profiles to Accounts, Contacts, and Leads -- Introduction to Reports -- Report Types -- Standard Report Type -- Custom Report Type -- Setting up a Custom Report Type Report Format Types -- Tabular Report Format -- Summary Report Format -- Matrix Report Format -- Joined Report Format -- Dashboard Components and Its Types -- Creating a Dashboard -- Making a Dashboard Dynamic -- Points to Remember -- Hands-on Exercises -- Summary -- Appendix: Answers to Hands-on Exercises -- Chapter 1 -- Chapter 2 -- Chapter 3 -- Chapter 4 -- Chapter 5 -- Chapter 6 -- Chapter 7 -- Chapter 8 -- Index Salesforce.com (Firm) Erscheint auch als Druck-Ausgabe Gupta, Rakesh Salesforce Platform App Builder Certification Berkeley, CA : Apress L. P.,c2019 9781484254783 |
| spellingShingle | Gupta, Rakesh Salesforce Platform App Builder Certification A Practical Study Guide 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 -- Lightning Page Assignment -- Use Case for Custom Buttons and Links -- Use Case for Custom Actions -- Points to Remember -- Hands-on Exercises -- Summary -- Chapter 5: Improving and Enriching Data Quality -- Record Types: A Better Way to Handle Varied Business Processes -- What Are Record Types? -- How Record Types Control Lightning Record Pages -- Lookup Filter: Limit the Records That Can Be Shown in a Lookup Window -- Formula Fields: Small Work, Big Impact -- Rollup Summary Field -- Validation Rules -- Custom Permissions: A Way to Bypass Validation Rules -- Points to Remember -- Hands-on Exercises -- Summary -- Chapter 6: Automating Business Processes -- Introduction to Lightning Flow -- Advantages of Using Lightning Flow -- Lightning Flow Life Cycle An Overview of Lightning Flow Designer -- Different Ways to Launch a Flow -- Use Case 1: Mortgage Broker Commission Calculator -- Connecting the Flow Elements -- Activating a Version of a Flow -- Displaying a Flow from the Lightning Home Page -- Use Case 2: Delete Unqualified Leads -- Introduction to Lightning Process Builder -- Actions Process Builder Supports -- When to Use Which Automation Tool -- Use Case 3: Call an Autolaunched Flow -- Use Case 4: Update Child Records -- Introduction to Approval Processes -- Wizards to Create an Approval Process -- Creating a New Approval Process -- Final Approval Actions -- Initial Submission Actions -- Approval Steps -- Approval Step 1 -- Activating an Approval Process -- Points to Remember -- Hands-on Exercises -- Summary -- Chapter 7: Nuts and Bolts of Application Development -- Limits of Declarative Development -- Business Use Case 1 -- Solution: Use an Apex Trigger -- Business Use Case 2 -- Solution 1: Use a Visualforce Page -- Solution 2: Use an AppExchange App -- Business Use Case 3 -- Solution: Use APIs -- Use Case Summary -- Managing the Application Life Cycle -- Application Governance -- Application Development -- Application Operations -- Sandboxes -- Developer Sandbox -- Developer Pro Sandbox -- Partial Sandbox -- Full Sandbox -- Setting up a Sandbox -- Accessing a Sandbox -- Deployment -- Deploy Using Change Sets -- Outbound Change Sets -- Inbound Change Sets -- Benefits of Using Change Sets -- Deploy Using Packages -- Points to Remember -- Hands-on Exercises -- Summary -- Chapter 8: The Power of Social Analytics -- Social Features -- Update Social Accounts, Contacts, and Leads Settings -- Hide Social Network Profiles -- Link Twitter Profiles to Accounts, Contacts, and Leads -- Introduction to Reports -- Report Types -- Standard Report Type -- Custom Report Type -- Setting up a Custom Report Type Report Format Types -- Tabular Report Format -- Summary Report Format -- Matrix Report Format -- Joined Report Format -- Dashboard Components and Its Types -- Creating a Dashboard -- Making a Dashboard Dynamic -- Points to Remember -- Hands-on Exercises -- Summary -- Appendix: Answers to Hands-on Exercises -- Chapter 1 -- Chapter 2 -- Chapter 3 -- Chapter 4 -- Chapter 5 -- Chapter 6 -- Chapter 7 -- Chapter 8 -- Index Salesforce.com (Firm) |
| title | Salesforce Platform App Builder Certification A Practical Study Guide |
| title_auth | Salesforce Platform App Builder Certification A Practical Study Guide |
| title_exact_search | Salesforce Platform App Builder Certification A Practical Study Guide |
| title_exact_search_txtP | Salesforce Platform App Builder Certification A Practical Study Guide |
| title_full | Salesforce Platform App Builder Certification A Practical Study Guide |
| title_fullStr | Salesforce Platform App Builder Certification A Practical Study Guide |
| title_full_unstemmed | Salesforce Platform App Builder Certification A Practical Study Guide |
| title_short | Salesforce Platform App Builder Certification |
| title_sort | salesforce platform app builder certification a practical study guide |
| title_sub | A Practical Study Guide |
| topic | Salesforce.com (Firm) |
| topic_facet | Salesforce.com (Firm) |
| work_keys_str_mv | AT guptarakesh salesforceplatformappbuildercertificationapracticalstudyguide |