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

Designing an approval

In this chapter, we'll be learning about approval processes using a complex example that will involve the Advertisement custom object, which we've built in previous chapters.

Approval processes (shortened to Approvals) can be used in countless scenarios that can include the following:

  • Opportunity approval during the contracting status so that records over a certain amount threshold need explicit approval by the company's CEO before closure

  • A case opened by a hot customer that has a pending status and needs explicit approval by the service manager

  • A new product has been created by the marketing team but should be approved by the sales VP before it can be marked as sellable

  • Employee expense approval by their managers and an additional approval step by the employee's division head if the expense amount is greater than a defined amount (this allows managers to identify "big spenders")

Our business users require...