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

Mobile smart actions

Mobile smart actions are a bundle of actions that are available on the Account, Lead, Case, and Opportunity pages, as well as on the Global publisher (which we saw in the previous section).

They basically group some of the most common standard Actions in Salesforce records, and are only available on the Salesforce app.

They appear as a single item in the Publisher layout named Mobile Smart Actions; have a look at Figure 11.11.

If you add this item to the object or Global publisher layout and access the record/Global Action menu on the Salesforce app, then you'll see different kinds of Action, and for each Action, you will only see the required fields. This means that their layout varies if the number of required fields for the given object changes.

As an example, if you enable Mobile Smart Actions on the Global publisher, you'll see the following Actions on the Salesforce app Global Action menu:

  • New Task

  • New Contact

  • Log...