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Salesforce Platform App Builder Certification Guide
Salesforce Platform App Builder Certification Guide

Salesforce Platform App Builder Certification Guide: A beginner's guide to building apps on the Salesforce Platform and passing the Salesforce Platform App Builder exam

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Profile Icon Paul Goodey GP Profile Icon Paul Goodey
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Salesforce Platform App Builder Certification Guide

2Designing and Building a Data Model

This chapter looks at how to design and build a data model both conceptually and using the features in the Salesforce Lightning Platform.

Using an example scenario that describes business requirements for a data solution, the chapter looks at ways to determine an appropriate data model and identifies the types of data model relationships that exist and can be built in Salesforce. This is a common activity whenever tasked with designing a solution and an essential skill to be learned whenever apps are to be built within the Lightning Platform.

We will look at field types that are available when creating custom fields and understand the impacts of changing field types.

Using the Object Manager setup option and Schema Builder, you will learn how to create custom objects and fields and how Schema Builder can be used in the Lightning Platform to build and view a data model.

Finally, you will be presented with a number of questions about designing and building...

Exam objectives: Data Modeling and Management

To pass the Data Modeling and Management section of the Certified Platform App Builder exam, app builders are expected to demonstrate knowledge of the following:

  • Given a scenario, determine the appropriate data model.
  • Describe the capabilities of the various relationship types and the implications of each on record access, the user interface, and reporting.
  • Identify the considerations when changing a field’s type.
  • Given a set of requirements, identify the considerations and select the appropriate field type.
  • Describe the capabilities and considerations of Schema Builder.
  • Describe the options and considerations when importing and exporting data.
  • Describe the capabilities of and use cases for external objects.

Reference: Salesforce Certified Platform App Builder Exam Guide

This guide is published by Salesforce and can be referenced at https://trailhead.salesforce.com/help?article=Salesforce-Certified-Platform-App-Builder-Exam-Guide...

Designing a data model

In this section, we will look at how to determine an appropriate data model when building apps in Salesforce, which is one of the core objectives of the Data Modeling and Management objective in the Certified Platform App Builder exam. In the exam, you can expect to be given a scenario in which you will be asked how to design a data model in the Salesforce Platform that satisfies the requirements set out in the scenario.

To help reinforce the skills and knowledge needed to create the data model, we’ll do some practical work in Salesforce. So, if you do not have a Salesforce environment to carry this out in, create a free developer org as detailed in Chapter 1, Core Capabilities of the Lightning Platform.

Using an example scenario, we will now design a data model and look at the process of identifying the most appropriate design for the entities and relationships.

Example scenario – custom lead assignment

You will now be presented with an example scenario...

Relationship types and considerations

Relationships enable the association of data with other objects. Before we start to design and build Salesforce relationships, let’s look at generic relationship types and see how we could use them to associate the entities that we discovered earlier, in Figure 1.1 – Scenario data model entities:

  • One-to-one relationship: An example of this type of relationship is where there is a list of prospects and a list of salespeople, but only one salesperson manages the prospect record and hence the prospect record is owned by only one salesperson.
  • One-to-many relationship: An example of this type of relationship is where there is a list of prospects and a number of meetings to be set up with the prospects. This association allows there to be one prospect, but many meetings could be attended by the prospect.
  • Many-to-many relationship: An example of this type of relationship is where there is a list of locations and a list of regions. A region...

Selecting the appropriate field type

When given a set of requirements to create a data model, we need to identify the data that is to be stored and processed in order to ensure that the most appropriate custom field type is created.

There are many data types that can be chosen to ensure that the appropriate data is able to be stored using custom fields. Custom fields are unique to your business needs and can not only be added and amended but also deleted. Custom fields can be created on standard objects and custom objects.

When creating custom fields, you have the option to specify the field-level security and also, depending upon the type of field, some options to set the user interface and appearance of the field record. The first step when creating custom fields is to select the data type for the field, and the sections that describe the data types that are available are as follows:

  • Auto Number: An Auto Number field is used to automatically generate a unique number for saved records...

Considerations when changing the type of a custom field

Occasionally, after you have created custom fields in Salesforce, there is the need to change the field’s type as the type of data that is to be stored needs to be changed. The reason for this change of data type could be because the initial requirements were not clear or because new discoveries about how the solution is used identify a more suitable field to be used.

Before attempting to change the data type of a field, you should carefully consider the effect that the change might have on the existing data and the impacts in general that may be experienced after the field’s type has been changed. There are some situations and types of fields that are fully restricted and changing the data type of the field is not permitted.

There are some situations and types of fields where changes are permitted but have restrictions and have impacts on the stored data. These include the loss of data or system controls for what the...

Data modeling with Schema Builder

Schema Builder is a mechanism that is available out of the box that provides the facility to view the existing data model and create new custom objects, custom fields, and relationship types.

As an alternative to using the Object Manager, which we used earlier in this chapter, we can add objects and fields by dragging and dropping visual elements onto a schema screen. In addition, Schema Builder allows the viewing of standard objects and the creation of custom fields within standard objects.

The features and capabilities of Schema Builder enable the following:

  • Creating and deleting custom objects
  • Creating and deleting custom lookup and master-detail relationship fields
  • Creating and deleting custom fields
  • Viewing standard objects
  • Viewing standard lookup and master-detail relationship fields
  • Viewing standard fields

Custom fields not available

At the time of writing, Schema Builder does not allow the creation of the following custom field types: Geolocation...

Questions to test your knowledge

We’ll now present seven questions to help assess your knowledge of designing a data model in the Lightning Platform. There are questions about the choice of relationship types and appropriate field types when presented with a given scenario.

There are questions about the impacts of changing data types along with questions to test your knowledge of the capabilities of Schema Builder. The answers can be found at the end of the chapter.

Question 1: Designing a data model

Your company has asked you to build an app for managing the equipment that is used in meeting rooms in the organization. There are many rooms and each room can have many pieces of equipment and equipment can be moved from room to room. How can you design the data model for this requirement? (Select one)

a) Create a Room custom object and custom fields on the Room object to store the equipment in use.

b) Create an Equipment custom object and a Room custom object along with a master...

Summary

In this chapter, we have looked at how to design and build a data model both conceptually and using features in the Salesforce Lightning Platform.

Learning how to design and build a data model both conceptually and using the features in the Salesforce Lightning Platform is necessary when building apps in the Salesforce Platform. Having gone through this chapter, you will have gained the knowledge to create custom objects and custom fields and looked at the ways to determine an appropriate data model.

This chapter will have equipped you with the skills to design data model relationships and understand the implications of changing field types. In addition, you will have gained the knowledge and skills to use the Object Manager setup option and Schema Builder to create custom objects and fields and understand how Schema Builder can be used in the Lightning Platform to build and view a data model.

Finally, you were presented with a number of questions to help clarify the key concepts...

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Key benefits

  • Prepare for the Salesforce Platform App Builder certification exam by exploring important concepts and expert tips and techniques
  • Design the data model, user interface, business logic, and security for custom apps
  • Understand the key milestones and considerations when managing an application lifecycle

Description

Do you want to be able to confidently design and build apps that support business processes within the Lightning Platform? Salesforce Platform App Builder Certification Guide not only helps you to do this, but also prepares you for the certification exam. The book starts by describing the core capabilities of the Lightning Platform. You'll learn techniques for data modeling to design, build, and deploy apps without writing code and achieve rapid results with the declarative capabilities that the Lightning Platform provides. Next, you'll explore utilities for importing and exporting data and the features available in the Lightning Platform to restrict and extend access to objects, fields, and records. You'll also be able to customize the Salesforce Lightning Experience user interface (UI) and build functionality for custom buttons, links, and actions. Later, this certification study guide will take you through reporting and the social and mobile features of the Lightning Platform. Finally, you’ll get to grips with Salesforce build environments and deployment options. By the end of this Salesforce book, you'll not only have learned how to build data models, enforce data security, and implement business logic and process automation, but also have gained the confidence to pass the Platform App Builder exam and achieve Salesforce certification.

Who is this book for?

This book is for beginners and aspiring developers who want to learn how to build apps on the Salesforce Platform or pass the Salesforce Platform App Builder certification exam. Salesforce administrators and existing Salesforce Lightning Platform developers looking to learn more about the declarative, non-programmatic app building capabilities of the Salesforce Lightning Platform will also find this book useful.

What you will learn

  • Explore the core features of the Lightning Platform
  • Design and build an appropriate data model for a given scenario
  • Identify the Lightning Platform's features and capabilities
  • Customize the Salesforce Lightning Experience UI
  • Implement business logic and process automation
  • Identify the capabilities of declarative customization
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Table of Contents

4 Chapters
1 Core Capabilities of the Lightning Platform Chevron down icon Chevron up icon
2Designing and Building a Data Model Chevron down icon Chevron up icon
3 Importing and Exporting Data Chevron down icon Chevron up icon
6Implementing Business Logic Chevron down icon Chevron up icon

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SFAmyFinds Mar 09, 2021
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As much as I love google, I really do retain info better from actual books. This guide by Paul is an excellent addition to my shelf of SF books, allowing me to refer to it as needed when certain use cases come up on different projects. Not only will this book prepare anyone thoroughly for the Platform App Builder exam, it will help any consultants/admins understand concepts in the context of business use cases. Do yourself and your career a favor and add this one to your shelf!
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Andres Franco Apr 08, 2021
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A great guide for the App builder certification. Take it as a great guide but not as a only knowledge source .
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Siddhartha gantedi Mar 06, 2021
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There are not many books on Salesforce where you could do self-paced learning. I am a certified salesforce admin/developer. I found this book to the mark and to the point no beating around the bushes. If you want to assess yourself, this book also provides you with quizzes at the end of the topic. I have also recommended this book to my colleagues as well.
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Michael Panzo Feb 25, 2021
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This book is a great reference for Salesforce Admins getting ready for the App Builder Exam or Advanced Admin 2. This is a well thought out guide and the material is presented in a way anyone could understand.There is a ton of detail from Lighting Pages and Security, to data modeling. This is a must get.This is a great alternative to Focus on Force and other Salesforce training materials
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Nancy K Jan 01, 2023
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I am a certified Salesforce Administrator and am preparing for the Platform App Builder exam. I am so glad that I read this book to help me prepare and study for the exam; I feel much more prepared than I did before reading it. The book is well-aligned to the exam content, and the exam objectives are referenced in each section throughout the book. I found the review questions at the end of each chapter to be very beneficial and helped me assess my understanding of each chapter's content. It's great that the correct answers follow the question block; it makes it easy to check each response.One of my favorite chapters is Chapter 2. Chapter 2 is built around a real-life scenario/problem that an admin may face. The author discusses the solution to the problem in steps while walking the reader through the steps of setting up that solution in an org. This integration of hands-on learning is critical in fully comprehending and retaining the information. Additionally, the author does a superb job of explaining one-to-one, one-to-many, and many-to-many relationships through the use of this scenario, making the learning much more real-life. Diagrams further aid the reader. In particular, I found the explanation and diagram related to junction objects to be especially beneficial and feel that I finally fully understand them.If you are preparing for the Platform App Builder certification exam or just need to brush up on or expand your knowledge of Salesforce, I highly recommend this text.
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