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

Summary

In this chapter, we have learned how to report data on our CRM to build monitoring views based on business Key Performance Indicators (KPIs) to match unusual business conditions or simply to have a look at how your sales/service operations are going.

We started by explaining what a report is and what is needed to create one, from standard and custom report types, which define available objects and fields on the report you are going to build. Then, we showed how the report builder is shaped and how it delivers the main tools needed to create an effective report, from columns and grouping selection to filtering options to deliver on your actual business KPIs.

Then, we analyzed different ways of supporting automatic calculations on reports without using custom formula fields, by using bucket fields, column summaries, summary formulas, and row-level formulas.

Now that you have built the report, you have the skills to add some charting options to give a better view of results...