Chapter 1 of 5 · Salesforce Platform App Builder
Salesforce Fundamentals
Declarative vs programmatic tools, AgentExchange, object and record access, sharing and reports.
- 3topics
- 13 minfast track
- 18%of the exam
Topics in this chapter
Take them in order, or jump to the one you need.
- 1Declarative vs Programmatic Customization and AgentExchangeWhen clicks are enough and when code is needed on the Salesforce Platform, governor limits, and when to install an AgentExchange…5 min
- 2Object, Record and Field Access and Sharing SolutionsSalesforce access for app builders: profiles, permission sets, field-level security, org-wide defaults, roles, sharing rules and…4 min
- 3Reports, Report Types and DashboardsSalesforce reports for app builders: report formats, standard and custom report types, with and without relationships, and…4 min
About this chapter
What this chapter covers
Salesforce Fundamentals is 18% of the Salesforce Certified Platform App Builder exam. It covers the boundaries between declarative and programmatic customization, AgentExchange use cases, restricting and extending object, record and field access, choosing sharing solutions, and reports, report types and dashboards.
Questions are mostly scenarios: a company has a requirement, and you choose the declarative feature or setting that meets it. Writing code is the expected answer only when declarative tools cannot meet the requirement.
How the topics fit together
Before building, an app builder decides whether clicks are enough, then makes sure the right people can reach the right data, and that the business can report on it.
Always prefer standard features and declarative tools. Code, or an AgentExchange app, is the answer only when clicks cannot meet the requirement.
How to use these pages
Each topic page has the same shape, so you can skim for what you need.
- What it is: the idea in plain words.
- How it works: the mechanism, with tables and examples.
- What to remember for the exam: the facts to memorise and how questions are phrased.
- Common mistakes: the classic traps.
- Check yourself: three questions to test your understanding.
Ready for more practice?
The full Salesforce Platform App Builder question bank has 648 questions, with timed practice exams and an explanation for every answer.
This study guide is independent and is not affiliated with, endorsed by, or sponsored by Salesforce. Vendor names, certification names and exam codes are trademarks of their respective owners and are used for identification only.