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Platform Developer

Checklist progress

0/194Learned

Platform Developer

Study Checklist

  • Platform Administrator
  • Platform App Builder
  • Platform Foundations
  • Platform Developer
  • Platform Administrator II
  • Agentforce Sales Consultant
  • Agentforce Service Consultant
  • Platform Data Architect
  • Platform Development Lifecycle and Deployment Architect
  • Platform Identity and Access Management Architect
  • Platform Integration Architect
  • Platform Sharing and Visibility Architect
  • Heroku Architect
  • B2C Solution Architect
  • Experience Cloud Consultant
  • Agentforce Field Service and Operations Consultant
  • Agentforce Nonprofit Consultant
  • Data 360 Consultant
  • Omnistudio Consultant
  • CRM Analytics and Einstein Discovery Consultant
  • Platform User Experience Designer
  • Platform Strategy Designer
  • B2C Commerce Developer
  • JavaScript Developer
  • Omnistudio Developer
  • Platform Developer II
  • Marketing Cloud Engagement Administrator
  • Marketing Cloud Engagement Specialist
  • Marketing Cloud Engagement Consultant
  • Agentforce Sales Foundations
  • Business Analyst
  • Marketing Cloud Engagement Developer
  • Marketing Cloud Engagement Foundations
  • Agentforce Specialist
  • Agentforce Life Sciences Consultant
  • B2B Commerce Administrator AP
  • B2B Commerce Developer AP
  • Agentforce Consumer Goods AP
  • Agentforce Financial Services AP
  • Agentforce Health AP
  • Agentforce Manufacturing AP
  • MuleSoft Integration Foundations
  • MuleSoft Developer
  • MuleSoft Developer II
  • MuleSoft Platform Integration Architect
  • MuleSoft Platform Architect
  • Tableau Desktop Foundations
  • Tableau Data Analyst
  • Tableau Consultant
  • Tableau Server Administrator
  • Tableau Architect

Checklist progress

0/194Learned

Understand multi-tenant concepts and design frameworks, such as MVC architecture and Lightning Component Framework.

0/6

  • Multi-tenant architecture on the Lightning Platform
  • Metadata-driven architecture
  • Governor limits as multi-tenant resource controls
  • MVC architecture on the Lightning Platform
  • Lightning Component Framework capabilities
  • Aura versus Lightning Web Components programming models

Given a scenario, identify common use cases and best practices for declarative versus programmatic customizations, including governor limits, formula fields, and roll-up summaries.

0/8

Flow versus Apex for automation

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Validation rules versus Apex triggers for data enforcement

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Formula fields versus Apex for computed values

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Formula fields versus roll-up summary fields

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Roll-up summary relationship rules

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Supported roll-up aggregate functions

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SOQL and DML per-transaction governor limits

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Heap size and CPU time governor limits

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Given a scenario, determine, create, and access the appropriate data model including objects, fields, relationships, and external IDs.

0/8

  • Standard versus custom objects
  • Custom field types for data requirements
  • Lookup versus master-detail relationships
  • Self-relationships and hierarchical relationships
  • Junction objects for many-to-many
  • Accessing related records through relationships
  • External ID fields for matching and upsert
  • Relating records by External ID in Apex

Understand use cases and limitations of using Agentforce for Developers.

0/3

  • Agentforce for Developers in Apex development environments
  • Natural-language Apex generation with Agentforce for Developers
  • Limitations of Agentforce for Developers
  • Workflow and Process Builder versus Flow
  • Salesforce Flow types and launch methods
  • Create update and delete records in Flow
  • Flow decisions loops and formulas
  • Record-triggered flow before-save versus after-save
  • Record-triggered flow create update and delete events
  • Scheduled flows versus record-triggered scheduled paths
  • Approval process capabilities
  • Apex primitive data types
  • Apex collection variable declaration
  • sObject variables and casting
  • Apex class member variables
  • Apex constants and the final keyword
  • Apex method declaration and argument passing
  • Apex class constructors
  • Access modifiers for Apex classes and members
  • Static versus instance members in Apex
  • Apex properties versus member variables
  • Apex interfaces and implementing classes
  • Virtual, abstract, and override class modifiers
  • Apex inner class declarations
  • Sharing keywords on Apex class declarations
  • Transient members and Apex serialization
  • If-else branch selection and nesting
  • Logical operators and short-circuit evaluation
  • Switch statement matching and when blocks
  • If-else versus switch for branching
  • Traditional for-loop execution order
  • List and set for-loop iteration
  • While versus do-while loop execution
  • break and continue in Apex loops
  • SOQL versus SOSL for a retrieval requirement
  • Inline SOQL queries in Apex
  • SOQL result types in Apex
  • Unselected fields on queried sObjects
  • Apex bind variables in SOQL and SOSL
  • Child-to-parent SOQL relationship queries
  • Parent-to-child SOQL relationship queries
  • SOQL for loops versus list queries
  • SOQL aggregate queries in Apex
  • Inline SOSL queries and result lists
  • Dynamic SOQL versus inline SOQL
  • Dynamic SOSL versus inline SOSL
  • Apex DML statement operations
  • Bulk DML versus DML in a loop
  • DML statements versus Database class methods
  • Upsert and external ID fields
  • DML on related parent and child records
  • Mixed DML operations on setup and non-setup objects
  • Apex trigger definition syntax
  • Before versus after Apex triggers
  • Trigger context variable availability
  • Calling a class method from a trigger
  • Bulk-safe Apex trigger and class design
  • Callouts from Apex triggers
  • Bulk SOQL and DML in Apex transactions
  • Governor limit exceptions and transaction rollback
  • System.Limits methods for transaction usage
  • Synchronous versus asynchronous Apex governor limits
  • Shared governor limits for Flow and Apex
  • Apex transaction boundaries
  • Apex transaction atomicity and rollback
  • Record save order of execution
  • Before-save versus after-save automation
  • Validation rules versus Apex triggers in the save order
  • Field updates that re-enter the save order
  • Trigger recursion and recursion guards
  • Cascading DML and nested save orders
  • Savepoints and transaction rollback control
  • Immediate versus asynchronous work across transactions
  • Apex try, catch, and finally execution
  • Built-in Apex exception types
  • Catching specific versus generic Exception
  • DML exception handling in try-catch
  • Custom Apex exception classes
  • Unhandled exception effects on the transaction
  • Trigger addError versus thrown exceptions
  • Extending Flow with Apex
  • Invocable Apex method contracts
  • Starting autolaunched Flow from Apex
  • Record-triggered Flow and Apex trigger coordination
  • Validation rules combined with Apex triggers
  • Formula and roll-up fields with Apex automation
  • Approval processes combined with Apex
  • CRUD and FLS enforcement in Apex
  • with sharing versus without sharing on UI Apex
  • Lightning Data Service versus Apex for data access security
  • Visualforce standard versus custom controller data access
  • CRUD and FLS checks in Visualforce expressions
  • SOQL injection prevention in dynamic queries
  • Visualforce output encoding against XSS
  • Lightning component XSS and Locker protections
  • Cross-site request forgery protections in Visualforce and Lightning
  • Insecure direct object references in UI controllers
  • Flow system context and data access risks
  • Lightning components versus Flow versus Visualforce for custom UI
  • Visualforce page hosting surfaces
  • Visualforce expressions and merge fields
  • Visualforce standard controllers
  • Visualforce controller extensions versus custom controllers
  • Visualforce standard list controllers
  • Visualforce Lightning Experience container and navigation
  • Visualforce features to avoid in Lightning Experience
  • Standard action overrides with Visualforce or Lightning
  • Lightning component targets for App Builder pages
  • Lightning base record forms versus custom data UI
  • Screen flow distribution surfaces
  • Embedding a flow in a Visualforce page
  • Embedding a flow in Lightning web and Aura components
  • Custom Lightning components as Flow screen components
  • Lightning Web Components programming model
  • Benefits of Lightning Web Components
  • When to use Lightning Web Components versus Aura
  • Base Lightning components
  • Parent-to-child communication via public properties
  • Child-to-parent communication via custom events
  • Unrelated Lightning web component communication
  • Lightning web component and Aura composition
  • Lightning web component lifecycle hooks
  • Lightning web component data retrieval and caching
  • Lightning web component rendering performance
  • Third-party JavaScript in Lightning web components
  • Lightning web component actions versus JavaScript buttons
  • Apex entry points for page component types
  • AuraEnabled Apex for Lightning components
  • Cacheable AuraEnabled versus imperative Apex
  • Invocable Apex methods for Flow
  • Apex invocable methods as Agentforce actions
  • Apex test class and test method syntax
  • Code coverage requirements for Apex deployment
  • Executing Apex tests and test suites
  • Test data isolation versus SeeAllData
  • TestSetup methods for shared test data
  • Test utility classes for reusable test data
  • Static resource CSV files as test data
  • Test.startTest and Test.stopTest
  • Unit tests for Apex triggers
  • Positive, negative, and bulk Apex tests
  • Tests for Visualforce and Lightning Apex controllers
  • Permission-based Apex tests
  • Fixed SOSL results in Apex tests
  • Flow Builder tests before activation
  • Salesforce DX versus Developer Console
  • Developer Console Query Editor
  • Execute Anonymous Apex in Developer Console
  • Scratch orgs and Developer Hub
  • Salesforce CLI retrieve, deploy, and org authorization
  • Debug log generation and recorded events
  • Debug log categories and logging levels
  • Debug log size, retention, and volume limits
  • Developer Console Log Inspector
  • Developer Console checkpoints
  • Monitoring asynchronous Apex jobs
  • Monitoring scheduled Apex jobs
  • Flex Queue for batch Apex
  • Flow Builder debugger
  • Flow Trigger Explorer for record-triggered flows
  • Flow runtime error emails
  • Paused and failed flow interviews
  • Time-Based Automations for pending flow actions
  • Flow logs and version analytics
  • Sandbox types for development and release
  • Environments for authoring versus deploying Apex
  • Production requirements for deploying Apex
  • Change sets and deployment connections
  • Metadata API manifest deployments and promotion
  • Validate-only deployments and Quick Deploy
  • Deploying Apex with associated configuration
  • Change sets versus Metadata API versus DevOps Center

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Formula fields versus roll-up summary fields

Explainer

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Practice Question

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Next conceptRoll-up summary relationship rules

Checklist progress

0/194 (0%)

0 of 194 concepts learned

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Prepare for the Exam

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Study Community

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Explainer

Formula fields calculate a value from other fields, values, functions, and operators. Salesforce stores the expression as metadata and computes the result when a user views a record or runs a report. Roll-up summary fields do the reverse of a cross-object formula: they aggregate child detail records onto a master, store the result, and recalculate it when a detail record is saved. Use a formula for same-record math or to pull parent data across a lookup or master-detail relationship; use a roll-up when you need a Count, Sum, Min, or Max from master-detail children.

Core information
  • Formula fields take input from other fields, values, functions, and operators, and they can reference standard fields, custom fields, and other formula fields. The result is not stored; only the expression is stored as metadata, and Salesforce calculates it on the fly when a user views the record or runs a report that includes the field.
More details and nuances
  • A roll-up can summarize a formula field only when that formula does not contain cross-object field references or functions that derive values on the fly, such as NOW or TODAY. Formula fields that use DATEVALUE, NOW, or TODAY, or that include related-object merge fields, are not allowed in a roll-up. Campaign member custom formula fields that reference fields derived from leads or contacts are not supported.