Practical Salesforce.com Development Without Code: Customizing Salesforce on the Force.com Platform

✍ Scribed by Philip Weinmeister (auth.)

• Publisher: Apress
• Year: 2015
• Tongue: English
• Leaves: 306
• Edition: 1
• Category: Library

✦ Synopsis

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.com Development Without Code shows you how to unlock the power of the Force.com platform to solve real business problems--and all without writing a line of code. Adhering to Salesforce.com's "clicks, not code" mantra, Salesforce.com expert Phil Weinmeister walks you through different business problems and identifies effective, creative--and proven--approaches to solutions using the platform's declarative framework.

If you are a Salesforce.com administrator, analyst, consultant, or developer, you can attest to the insatiable appetite of users for new functionality. Your clients expect solutions--and now. By adopting Practical Salesforce.com Development Without Code as your guide, you will learn how to deliver business solutions within Salesforce.com by combining analysis, creativity, and logic with some of its core elements, including validation rules, workflow rules, and formula fields. In addition, Weinmeister dissects and explains the most useful functions and features for developers, and shows you how to use them. Among other things, you will learn how to:

• Build objects, fields, and relationships to establish a sensible data model
• Automate business processes by using workflow rules and flows (Visual Workflow)
• Utilize functions and develop formulas effectively for a variety of business needs
• Develop intricate approval processes to handle exception scenarios
• Employ publisher actions to drive additional functionality from the Chatter feed
• Manage your data using Data Loader

Best of all, Weinmeister uses real-life business scenarios and visuals to keep you engaged and learning something new with every page you read. Practical Salesforce.com Development Without Code will help you absorb the principles behind dozens of creative and thoughtful ways to solve your business problems. Applying the lessons learned from this how-to guide will ultimately save you time and ensure that your clients or internal customers are well satisfied and productive.

✦ Table of Contents

Front Matter....Pages i-xviii
The Salesforce.com Data Model: Objects, Fields, and Relationships....Pages 1-24
Formula Functions: Your Building Block in Salesforce.com Formulas....Pages 25-60
All About Formula Fields....Pages 61-86
Automating Your Business with Salesforce.com Workflow Rules....Pages 87-114
Enforcing Your Business Rules with Salesforce.com Validation Rules....Pages 115-130
Building Effective Approval Processes for Your Business....Pages 131-150
Use Entitlements and Milestones to Drive Case Automation....Pages 151-162
Producing Advanced Automation with Visual Workflow....Pages 163-186
Develop Friendlier Solutions with Custom Settings....Pages 187-196
Streamline Your Process with Publisher Actions....Pages 197-212
Using Web-to-Lead Effectively and Creatively....Pages 213-220
Customizing the Look and Feel of Salesforce.com for Your Users....Pages 221-234
Useful Features and Options for Building Reports in Salesforce.com....Pages 235-246
Applying the Proper Security Model to Support Your Solutions....Pages 247-264
Managing Your Salesforce.com Data with Data Loader....Pages 265-274
Managing Your Environments and Deploying Your Solutions....Pages 275-284
Next Steps in Your Path to Development Excellence....Pages 285-288
Back Matter....Pages 1-1

✦ Subjects

Computer Science, general; Information Systems and Communication Service