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 and managing custom metadata types

Custom Metadata Types are the List Custom Settings of the next generation. They define fields and create records that can be retrieved from declarative or programmatic configurations.

Unlike Custom Settings, which need a second configuration step after the metadata is deployed on the org (applying the values), Custom Metadata Types consider both metadata and its data to be all part of the whole metadata. This is particularly useful when building packaged applications that may be delivered to different customers' orgs and it is important to limit the configuration steps:

  1. To create a new Custom Metadata Type, click Setup | Custom Code | Custom Metadata Types and then click the New Custom Metadata Type button:

    Figure 5.17 – New Custom Metadata Type creation wizard

  2. The custom object definition is quite similar to what we saw on Custom Settings (there are just some more options regarding an object's label configuration...