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

Default Actions

Default actions are Global Actions that are available on the Salesforce desktop site or on the mobile app, and provide quick ways to create core sales or service records.

To see which actions are available, check out Global Actions from Setup | User Interface | Global Actions | Global Actions as shown in the following screenshot:

Figure 11.10 – Global Actions list

From this list, we can see that Salesforce brought us some prebuilt Global Actions that we can use from anywhere in the CRM to, for example, create a new lead or a new opportunity, to send new mail, or simply to quickly log a call (by creating a new Task record).

You can change the fields that are displayed using the Layout link (as we'll see when we'll talk about Quick Actions), and from Setup | User Interface | Global Actions | Publisher Layouts, you can select which actions you want to expose, and to which user, by assigning different layouts depending on...