Salesforce Platform Developer I Certification Guide

coverpage

Title Page

Copyright and Credits

Salesforce Platform Developer I Certification Guide

About Packt

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Contributors

About the authors

About the reviewers

Packt is searching for authors like you

Preface

Who this book is for

What this book covers

To get the most out of this book

Download the example code files

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Code in Action

Conventions used

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Section 1: Fundamentals Data Modeling and Management

Salesforce Fundamentals

Considerations when developing in a multi-tenant environment

What is multi-tenancy?

The MVC paradigm

The core CRM objects

Leads

Accounts

Contacts

Opportunities

Extending an application's capabilities using AppExchange

Common use cases for declarative customization

Objects and fields

Formula fields

Rollup summary fields

Validation rules

WFR

Approval processes

The Process Builder

Lightning flow

Summary

Quiz

Understanding Data Modeling and Management

Data modeling

Creating an app

Creating custom objects and custom fields

Creating records

Relationship types

Creating relationships

Schema design and modification impact on Apex development

Visualizing and creating entity relationships

Creating objects and fields with Schema Builder

Modifying page layouts through the App Builder

Adding and moving fields on the layout

Adding and removing Related Lists to and from the page layout

Updating records

Importing and exporting data into development environments

Importing data

Exporting data

Importing data through the Data Import Wizard

Exporting data through Data Export

Importing data through Data Loader

Exporting data through Data Loader

Summary

Quiz

Section 2: Logic Process Automation and the User Interface

Declarative Automation

Formula fields

Roll-up summary fields

Declarative process automation features – workflow and processes

Workflow rules

Process Builder

Declarative process automation features – approvals and flows

Approval processes

Creating the approval process

Activating the approval process

Visual Workflow

Testing the workflow

When to use declarative process automation features versus Apex

Which automation tool do you use?

A record needs approval

When a record has certain values or meets certain criteria

You need to capture input and then do something with that information

Summary

Quiz

Apex Basics

What is a class and an instance?

Understanding the features of Apex

How to develop Apex

When should you use Apex?

The Developer Console

Exercise 1 – opening the Developer Console and looking around for possibilities

Exercise 2 – creating a new class in the Developer Console

Executing the code

Understanding code and its execution

Apex variables constants and expressions

Apex data types

Constants

Expressions