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

Process automation in Salesforce

If you are working with the Salesforce platform now, it is because your company or customer chose the platform for its promise to enhance the sales and service needs of the company/customer. It also helps to simplify business processes, thereby making the company responses to market quicker and stronger. And what is better than making sales reps or service agents happier by limiting the number of clicks and things to type in during their daily work? This is called automation.

Humans have an innate inclination to make mistakes, and when a company uses data to develop its business and that data is incorrect or incomplete, this can lead to wrong business decisions.

Process automation is a feature that reduces the time a CRM user has to spend on clicking and typing stuff, giving agents more time to dedicate to brain-intensive actions.

We've seen in Chapter 3, Mastering Formulas, something that can be considered process automation; that is...