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

Quick Actions

With Quick Actions, the platform delivers a way to customize Global and object actions. They work like the actions we've already seen in the previous sections, but with a higher level of customization. Thanks to GLOBAL ACTIONS, we can define user actions that can comply with business needs and thus ease up agents' daily work by creating easy-to-use interaction forms to quickly create records on the fly. If you have some developer powers, you can even use some coding magic to let users interact with complex forms that are built with Visualforce or Lightning components.

There are different kinds of Quick Actions, such as the following:

  • Create a Record

  • Update a Record

  • Log a Call

  • Visualforce

  • Lightning Component

  • Flow

  • Send Email

If we create a Global Quick Action (from Setup | User Interface | Global Actions | Global Actions), then the Flow and Update a Record actions won't be available, and the Action will not be context...