Book Image

Hands-On Low-Code Application Development with Salesforce

By : Enrico Murru
Book Image

Hands-On Low-Code Application Development with Salesforce

By: Enrico Murru

Overview of this book

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.
Table of Contents (28 chapters)
1
Section 1: What Is Salesforce?
3
Section 2: Data Modeling
9
Section 3: Automation Tools
15
Section 4: Composing the User Interface
19
Section 5: Data Management
22
Section 6: Ready to Release?
25
Section 7: Before We Say Goodbye

Chapter 7: Be a Workflow Champion

With this chapter, we are starting the process automation section of the book. We will begin by talking about the first ever automation feature that the Salesforce platform introduced many years ago (I wasn't part of the Salesforce universe at that time!), called workflow rules.

We will learn all about configuring Workflow Rules to create simple, yet powerful, automated actions based on record creation and update. We'll be dealing with available automated actions to perform operations on records or simply send an email to specific users. We'll also learn about the limitations of this technology, following some useful examples to break the subject down.

In this chapter, we'll learn the following:

  • What automation is and what Workflow Rules are

  • Configuring automated actions

  • Considerations regarding the technology