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

Chapter 11: Interacting with Actions

So far, we have seen a good number of the available Salesforce automation features, but only flows are allowed to interact with a user.

Actions are another feature that is used to increase daily productivity by defining ready-to-use and customizable actions on records that the user can activate easily within specific Salesforce pages. These actions can range from creating a new object to sending an email to logging a call to executing a Salesforce flow on the fly.

By the end of this chapter, you'll understand what actions are and all the available Actions you can use to customize user interaction with records, focusing on quick actions, which are customizable actions that you can configure to execute quick operations on data.

In this chapter we'll learn about the following topics:

  • What actions are and what they are used for

  • The different types of actions available on the platform

  • How to customize actions to fulfill...