Hands-On Low-Code Application Development with Salesforce

Build customized CRM applications that solve business challenges in just a few clicks

Enrico Murru 지음

Packt(GCO Science) 2020년 10월 16일 출간

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책소개

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.

목차

▶TABLE of CONTENTS
▷ Section 1: What Is Salesforce?
？Chapter 1: A Brief Introduction to Salesforce

▷ Section 2: Data Modeling
？Chapter 2: Building the Data Model
？Chapter 3: Mastering Formulas
？Chapter 4: Cleaning Data with Validation Rules
？Chapter 5: Handling Dynamic Configuration
？Chapter 6: Security First ？ The "Who Sees What" Paradigm

▷ Section 3: Automation Tools
？Chapter 7: Be a Workflow Champion
？Chapter 8: Setting Up Approval Processes
？Chapter 9: Process Builder ？ Workflow Evolution
？Chapter 10: Designing Lightning Flows
？Chapter 11: Interacting with Actions

▷ Section 4: Composing the User Interface
？Chapter 12: All about Layouts
？Chapter 13: The Lightning App Builder
？Chapter 14: Leveraging Customers and Partners Power with Communities

▷ Section 5: Data Management
？Chapter 15: Importing and Exporting Data Declaratively
？Chapter 16: Learning about Data Reporting

▷ Section 6: Ready to Release?
？Chapter 17: The Sandbox Model
？Chapter 18: Deploying Your Solution

▷ Section 7: Before We Say Goodbye
？Chapter 19: Salesforce Ohana ？ The Most Amazing Community Around

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▶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.

출판사 서평

▶ Preface
Since the beginning of my career in the Salesforce ecosystem as a Salesforce junior developer in 2009, it was clear to me that learning Salesforce was not a hard path if you had the right guidance. It's also been a long time from the point that I actually understood that what I know can be profitable for other professionals, since I realized that I badly wanted to write a book for beginners to help them learn the platform by way of examples, transferring to people what I have learned in more than 10 years of projects, trial and error, and consultancy.

According to Burning Glass Report, on the whitepaper titled Skilling Up for the Future: The Growing Demand for Salesforce Talent (available at https:// developer.salesforce.com/resources2/career2017/ docs/Skilling+Up+for+the+Future.pdf), 4.2 million jobs will be created in the Salesforce ecosystem worldwide, making Salesforce one of the most in-demand technologies (third place in 2018). The increased need for Salesforce professionals elevates the urgency for well-defined career paths with clear trails and goals, delivering to this ecosystem technical specialists (such as developers and architects) that should have strong IT backgrounds, but also less technical skilled people such as business analysts or administrators, roles that ideally anyone with any background can reach.

This urgency brought Salesforce to deliver one of the coolest e-learning portals ever, http://www.trailhead.com, which, along with a wonderful community of professionals, users, technology starters, an incredibly rich help portal, and thousands of blogs, videos, and books, makes learning Salesforce and related products a reachable task, even if you haven't ever worked on the platform.

The goal of this book is focused on the Salesforce CRM platform, the oldest and most available product of the Salesforce ecosystem, and specifically on its implementation with a low-code approach. One of the key principles of Salesforce customization is that you don't need to know any programming language to administer a Salesforce organization and understand the concepts in this book, which will be a guide for your Salesforce administrator, developer, or consultant starting paths.

I tried to infuse my own experience into the narration and, although it may seem excessive for a beginner audience, even advanced concepts on Salesforce configuration, because I believe that a book should be a guide and so it may be read more than once, where each read becomes clearer thanks to the knowledge the reader will take in day by day.

As I always say during public speeches, Salesforce is the love of my life (I mean of my professional life, otherwise my wife would be really disappointed) and this book is a way to say thank you to a technology that made me a (professional) man.

작가정보

저자(글) Enrico Murru

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.