Explore a wide range of low-code tools in the Salesforce platform for building customized CRM applications without writing any code
▶Book Description
Low-code platforms allow users to focus on business logic to create solutions without getting trapped in programming complexities. Thanks to its powerful features for designing, developing, and deploying apps without having to hand-code, Salesforce is at the forefront of the low-code development revolution. This book will guide you in building creative applications for solving your business problems using the declarative framework provided by Salesforce.
You'll start by learning how to design your business data model with custom objects, fields, formulas, and validation rules, all secured by the Salesforce security model. You'll then explore tools such as Workflow, Process Builder, Lightning Flow, and Actions that will help you to automate your business processes with ease. This book also shows you how to use Lightning App Builder to build personalized UIs for your Salesforce applications, explains the value of creating community pages for your organization, and teaches you how to customize them with Experience Builder. Finally, you'll work with the sandbox model, deploy your solutions, and deliver an effective release management strategy.
By the end of this Salesforce book, you'll be ready to customize Salesforce CRM to meet your business requirements by creating unique solutions without writing a single line of code.
▶What You Will Learn
⦁Get to grips with the fundamentals of data modeling to enhance data quality
⦁Deliver dynamic configuration capabilities using custom settings and metadata types
⦁Secure your data by implementing the Salesforce security model
⦁Customize Salesforce applications with Lightning App Builder
⦁Create impressive pages for your community using Experience Builder
⦁Use Data Loader to import and export data without writing any code
⦁Embrace the Salesforce Ohana culture to share knowledge and learn from the global Salesforce community
▶Key Features
⦁Create apps with a rich user experience without paying for costly developers
⦁Leverage Salesforce Lightning Platform's declarative features to build professional-grade applications
⦁Improve productivity with business process automation using Workflow, Process Builder, and Flow
▶Who This Book Is For
If you are a citizen developer, business analyst, Salesforce administrator, or anyone interested in developing applications or solutions for business problems but lack technical knowledge, this book is for you. No prior programming experience is required.
▶What this book covers
⦁ Chapter 1, A Brief Introduction to Salesforce, consists of a quick history of the Salesforce company and the basics of the platform.
⦁ Chapter 2, Building the Data Model, explains how to customize Salesforce objects with fields and relationships.
⦁ Chapter 3, Mastering Formulas, covers how to write formulas and create formula fields.
⦁ Chapter 4, Cleaning Data with Validation Rules, explains how to leverage validation rules to maintain data consistency.
⦁ Chapter 5, Handling Dynamic Configuration, covers how to use Custom Settings and Custom Metadata types to add a configuration layer to your customizations.
⦁ Chapter 6, Security First – The "Who Sees What" Paradigm, explains how to configure data access to enhance security.
⦁ Chapter 7, Be a Workflow Champion, explains what automation is with Workflow Rules.
⦁ Chapter 8, Setting Up Approval Processes, covers defining rules on records to adhere to business approval processes.
⦁ Chapter 9, Process Builder – Workflow Evolution, expounds a more modern version of Workflow Rules for process automation.
⦁ Chapter 10, Designing Lightning Flows, covers delivering Flows to implement even more complex automation processes in addition to using visual screens to interact with users.
⦁ Chapter 11, Interacting with Actions, explains the power of complex actions on data in a one-click style.
⦁ Chapter 12, All about Layouts, entails defining record layouts to show the right data when needed.
⦁ Chapter 13, The Lightning App Builder, shows you how to build powerful apps leveraging Salesforce components.
⦁ Chapter 14, Leveraging Customers and Partners Power with Communities, explains how to interact with external users from within the CRM.
⦁ Chapter 15, Importing and Exporting Data Declaratively, covers managing your data with the built-in Import and Export functionalities and with the Data Loader.
⦁ Chapter 16, Learning about Data Reporting, empowers your reporting skills to monitor business processes.
⦁ Chapter 17, The Sandbox Model, shows you how to design your sandbox strategy to deliver the right environments for the right usage.
⦁ Chapter 18, Deploying Your Solution, covers releasing your customizations into production.
⦁ Chapter 19, Salesforce Ohana – The Most Amazing Community around, discusses the Salesforce community, which you should join to empower your professional network and unleash your trailblazer skills.
