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

Wrapping up the example

Throughout our learning, we've put in place our requirements for the Opportunity automation, reported as follows. When an Opportunity record is closed and won, it must do the following:

  1. Create a new advertisement record with the details coming from the Opportunity record and related objects (create a record action).

  2. Update the Account record if the deal amount is greater than $1 million, setting the Rating field to Hot and all related open cases should be set to High priority (update records actions).

  3. Create a Chatter notification on the Opportunity record to recap the closure (post to chatter action).

  4. Send a custom notification to the CEO user notifying them of a closed opportunity only if the amount is greater than $1 million (Post to chatter Action).

  5. Send an email notification to the owner of the opportunity 7 days after the execution date to check whether the Advertisement has been activated (only if it is a big deal, that is...