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

Data Loader

If you want to have full control over data imports and exports, the Data Loader app is what you need (and it is what you'll probably be asked to use for some quick data cleansing activities).

Data Loader is a client application available for free where you can insert, update, delete, or export massive Salesforce records, using CSV files to handle input or output files and a direct org connection (you add your Salesforce credentials sometime before running a Data Loader job).

This tool can be used with a user interface so you can interactively configure the database operations, parameters, queries, and field mappings or from a command line (on Windows only) when you want an import/export job to be run automatically without using intervention.

Further reading

We'll be concentrating on the user interface version, but if you want to learn more about the command line or Batch Mode version, start from Salesforce Help at https://help.salesforce.com/articleView...