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Salesforce Platform App Builder Certification Guide

You're reading from   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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Product type Paperback
Published in Nov 2020
Publisher Packt
ISBN-13 9781800206434
Length 412 pages
Edition 1st Edition
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Authors (2):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
Paul Goodey GP Paul Goodey GP
Author Profile Icon Paul Goodey GP
Paul Goodey GP
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Toc

Table of Contents (17) Chapters Close

Preface 1. Section 1: Introduction to the Lightning Platform Core
2. Chapter 1: Core Capabilities of the Lightning Platform FREE CHAPTER 3. Chapter 2: Designing and Building a Data Model 4. Chapter 3: Importing and Exporting Data 5. Section 2: Behind the Scenes
6. Chapter 4: Securing Access to Data 7. Chapter 5: Setting Up the User Interface 8. Chapter 6: Implementing Business Logic 9. Chapter 7: Building Business Process Automation 10. Chapter 8: Generating Data Analytics with Reports and Dashboards 11. Section 3: A Step Closer to the Exam
12. Chapter 9: Configuring the Mobile Features 13. Chapter 10: Understanding the Social Features 14. Chapter 11: Managing the App Building Process 15. Chapter 12: Studying for the Certified Platform App Builder Exam 16. Other Books You May Enjoy

Understanding the use cases for approvals, Workflow, Flow, and Process Builder

Understanding the use cases for process automation tools in the Lightning Platform is considered an important skill for an app builder and this competency is tested in the Salesforce Certified Platform App Builder Exam as part of the test criteria:

  • Describe the capabilities of and use cases for approval processes.
  • Describe the capabilities of and use cases for Workflow, Flow, and Process Builder.

Let's look at the use cases for approvals, Workflow, Flow, and Process Builder and begin by considering the use cases for approvals.

Use cases for approvals

Approval processes are manually triggered by users and also automatically when the approval is specified for auto launching by other process automation tools (provided that the entry criteria matches the specified record field values). Approval processes consist of multiple steps, whereby actions are executed depending upon whether...

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