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

Shaping a flow

With great power comes great responsibilities! We are not superheroes (even if we can be trailblazers), but powerful point and click tools such as Lightning Flow can lead you to madness if you don't take your time to design them properly.

The following diagram shows an example flow that we are going to build:

Figure 10.1 – Example flow complexity

What is the use case covered in this complex flow definition?

This flow is used to cover some basic customer service management by performing the following actions, which gives an overall idea of the diagram:

  1. Search for a customer's account.

  2. Check whether it has related advertisement records.

  3. Calculate the customer's Service Level Agreement (SLA) depending on all advertisement SLA definitions (a new custom field added to the Advertisement object used to state the SLA for the specific advertisement installment).

  4. If the customer doesn't have active...