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

Consuming the approval process

Let's test our new approval process:

  1. You need to log in with all users identified, including your administrator user (the CEO), the submitting user, and the first step approver: I suggest you use three different browsers or use the same browser with different personas (Chrome, Firefox, Opera, and Microsoft Edge allow it), or the same browser in incognito mode (which allows you to use two different users) and another browser for the third user. You can even use the same browser, but you'd need to go back and forth by logging out from one user to the other.

    A quick way to switch between users is to enable the Login As feature, which can be configured from Setup | Security | Login Access Policies and by selecting the Administrator can Log in on Any User checkbox.

  2. Now, with your admin user, you can log in as any other user using the Login link or button on the user list view or user details page.

    Using the submitter user (we selected the...