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

Defining the formula syntax

A formula can be defined as a list of ingredients with which something is made, which is also a way to describe a recipe; and indeed, a formula is nothing more than a collection of values mixed together to get a resulting value that differs from the individual values put in. In mathematical terms, a formula is an algorithm that outputs a value based on other values, expressions, or fields.

In the previous chapter, we already saw a formula when defining the default value for a given custom field or when seeing the custom formula field type, which is one of the subjects of this chapter.

Let's create some examples of conditions that can be written with formulas:

  • If a case is related to an Account that is active and is open for more than 1 week, output a flagged checkbox named Urgent! (formula field).

  • Update the Stage field on the Opportunity object to Closed Lost if the opportunity is open for more than 2 months (the workflow rule&apos...