<p><p>Are you facing a challenging Salesforce.com problem--say, relating to automation, configuration, formulation, or reporting--that you can't quite crack? Or maybe you are hoping to infuse some creativity into your solution design strategy to solve problems faster or make solutions more efficient
Practical Salesforce Development Without Code: Building Declarative Solutions on the Salesforce Platform
β Scribed by Philip Weinmeister
- Publisher
- Apress
- Year
- 2019
- Tongue
- English
- Leaves
- 532
- Edition
- 2nd ed.
- Category
- Library
No coin nor oath required. For personal study only.
β¦ Synopsis
Use this hands-on guide to build powerful solutions on the Salesforce platform without using a single line of code. This revised and expanded second edition includes Process Builder, Flow Builder, Lightning App Builder, Lightning Bolt Solutions, and more.
Practical Salesforce Development Without Code shows you how to unlock the power of the Salesforce platform to solve real business problems. Adhering to Salesforce's "clicks, not code" mantra, Salesforce expert Phil Weinmeister walks Salesforce newcomers and veterans through different business problems and identifies effectiveβand provenβapproaches to solutions using the platform's declarative framework.
By adopting this book as your guide, you will learn how to deliver business solutions within Salesforce by combining analysis, creativity, and logic with core elements such as validation rules, workflow rules, processes, flows, formula fields, and Lightning apps. In addition, Weinmeister dissects and explains the most useful functions and features for declarative developers and shows you how to use them.
Best of all, Weinmeister uses real-life business scenarios and visuals. Applying the lessons learned from this how-to guide will ultimately save you time and ensure that your clients or internal customers are enabled, equipped, and empowered.
What You'll Learn
- Build objects, fields, and relationships to establish a sensible data model
- Automate business processes by using Workflow, Process Builder, and Flow
- Utilize functions and develop formulas effectively for a variety of business needs
- Develop approval processes to handle exception scenarios
- Employ actions to easily create efficient and relevant user experiences
- Manage your environments and deploy your solutions
Who This Book Is for
Business analysts, Salesforce administrators, and Salesforce developers⦠Table of Contents
Front Matter ....Pages i-xxix
The Salesforce Data Model: Objects, Fields, and Relationships (Philip Weinmeister)....Pages 1-44
Formula Functions: Your Building Block in Salesforce Formulas (Philip Weinmeister)....Pages 45-102
All About Formula Fields (Philip Weinmeister)....Pages 103-136
Automating Your Business with Workflow (Philip Weinmeister)....Pages 137-178
Supporting Your Business with Validation Rules (Philip Weinmeister)....Pages 179-199
Building Effective Approval Processes (Philip Weinmeister)....Pages 201-227
Building Powerful Declarative Solutions with Process Builder (Philip Weinmeister)....Pages 229-263
Producing Advanced Automation with Flow (Philip Weinmeister)....Pages 265-311
Create Flexible Solutions with Custom Settings and Metadata Types (Philip Weinmeister)....Pages 313-330
Create Efficient User Experiences with Actions (Philip Weinmeister)....Pages 331-360
Using Web-to-Lead Effectively and Creatively (Philip Weinmeister)....Pages 361-374
Optimizing Your UI Using Classic or Lightning (Philip Weinmeister)....Pages 375-402
Using Lightning App Builder to Develop Declarative Apps (Philip Weinmeister)....Pages 403-429
Multifaceted Solutions Across the Platform with Lightning Bolt Solutions (Philip Weinmeister)....Pages 431-443
Solutioning with Security: Permissions and Sharing Considerations (Philip Weinmeister)....Pages 445-468
Managing Your Salesforce Data with Data Loader (Philip Weinmeister)....Pages 469-482
Managing Your Environments and Deploying Your Solutions (Philip Weinmeister)....Pages 483-500
Next Steps in Your Path to Declarative Development Excellence (Philip Weinmeister)....Pages 501-505
Back Matter ....Pages 507-514
β¦ Subjects
Computer Science; Computer Applications; Software Engineering/Programming and Operating Systems; Information Systems and Communication Service
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