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

Setting up custom settings

Since the beginning of my Salesforce career as a developer (a devmin actually, as I usually did both developer and administration tasks), it was clear that the Salesforce platform was missing an important part of building efficient and maintainable algorithms. It required a way to define some sort of variables (or placeholders of values) that could be referenced in formulas and whose values could be changed on the fly when needed, without the need to update the formula itself.

Let's perform the following practical example and take one of the validation rules we saw in Chapter 4, Cleaning Data with Validation Rules (based on the Opportunity object):

AND(
  OR(
    $User.Department != "Sales",
    $User.Division != "Big Customers"
  ),
  Amount > 500000
)

This checks whether the current user who is creating/updating an Opportunity is in the Sales department...