What this book covers
Chapter 1, A Brief Introduction to Salesforce, consists of a quick history of the Salesforce company and the basics of the platform.
Chapter 2, Building the Data Model, explains how to customize Salesforce objects with fields and relationships.
Chapter 3, Mastering Formulas, covers how to write formulas and create formula fields.
Chapter 4, Cleaning Data with Validation Rules, explains how to leverage validation rules to maintain data consistency.
Chapter 5, Handling Dynamic Configuration, covers how to use Custom Settings and Custom Metadata types to add a configuration layer to your customizations.
Chapter 6, Security First – The "Who Sees What" Paradigm, explains how to configure data access to enhance security.
Chapter 7, Be a Workflow Champion, explains what automation is with Workflow Rules.
Chapter 8, Setting Up Approval Processes, covers defining rules on records to adhere to business approval processes.
Chapter 9, Process Builder – Workflow Evolution, expounds a more modern version of Workflow Rules for process automation.
Chapter 10, Designing Lightning Flows, covers delivering Flows to implement even more complex automation processes in addition to using visual screens to interact with users.
Chapter 11, Interacting with Actions, explains the power of complex actions on data in a one-click style.
Chapter 12, All about Layouts, entails defining record layouts to show the right data when needed.
Chapter 13, The Lightning App Builder, shows you how to build powerful apps leveraging Salesforce components.
Chapter 14, Leveraging Customers and Partners Power with Communities, explains how to interact with external users from within the CRM.
Chapter 15, Importing and Exporting Data Declaratively, covers managing your data with the built-in Import and Export functionalities and with the Data Loader.
Chapter 16, Learning about Data Reporting, empowers your reporting skills to monitor business processes.
Chapter 17, The Sandbox Model, shows you how to design your sandbox strategy to deliver the right environments for the right usage.
Chapter 18, Deploying Your Solution, covers releasing your customizations into production.
Chapter 19, Salesforce Ohana – The Most Amazing Community around, discusses the Salesforce community, which you should join to empower your professional network and unleash your trailblazer skills.