Explore a wide range of low-code tools in the Salesforce platform for building customized CRM applications without writing any code

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

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

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.

Table of Contents

1. A Brief Introduction to Salesforce
2. Building the Data Model
3. Mastering Formulas
4. Cleaning Data with Validation Rules
5. Handling Dynamic Configuration
6. Security First – The “Who Sees What” Paradigm
7. Be a Workflow Champion
8. Setting Up Approval Processes
9. Process Builder – Workflow Evolution
10. Designing Lightning Flows
11. Interacting with Actions
12. All about Layouts
13. The Lightning App Builder
14. Leveraging Customers and Partners Power with Communities
15. Importing and Exporting Data Declaratively
16. Learning about Data Reporting
17. The Sandbox Model
18. Deploying Your Solution
19. Salesforce Ohana – The Most Amazing Community around

About the Author

Enrico Murru is a 20 times Salesforce certified solution and technical architect at WebResults (an Engineering Spa company), an Italian platinum Salesforce partner. After the electronic engineering MSc (University of Cagliari, 2007), he started working as a Java developer at a local software house. In 2009, he joined WebResults as a junior Salesforce developer, learning all about Salesforce. From 2016 to 2019, he was nominated as the first Italian Salesforce MVP due to his commitment to the Salesforce community. In 2016, he started one of his most popular projects, the ORGanizer for Salesforce browser extension, a productivity booster for Salesforce professionals.