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

Creating validation rules

The cool thing about validation rules is that they can be easily adapted to your business needs by validating record fields based on diverse conditions on the current user and other fields in the object hierarchy you want to validate.

A validation rule basically works with criteria shaped by a formula that correlates fields by generating a single true or false value, indicating whether the criteria have been matched or not, and so whether the record should raise a validation error or not.

Tip

Remember that a validation rule's criteria must always return a Boolean value (that is, true or false) and that true indicates that the rule found an error condition.

This is the basic flow involving validation rules:

  1. The user creates/updates a record.

  2. They then click the Save button.

  3. The engine checks all active validation rules on that object.

    If no rule is raised, the record is successfully saved on the database.

    If at least one rule...