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

Designing record layouts

We said that data is the core of any business, thus displaying data is equally important for the success of your CRM implementation.

Your users will likely spend most of their time browsing Salesforce records, so designing proper record layouts is key to enhancing their daily work.

Let's explain how we can customize page layouts to help our users to get the right data in the right place at the right time.

Showing the right amount of data

You can control fields' visibility in the following ways:

  • At the layout level, including or not including a field in a layout

  • At the profile level (using both profiles or permission sets), using the Field-Level Security (FLS) options (granting access to a field or not)

  • At the profile level, assigning a specific layout to any profile

    Tip

    Remember that even if a user is assigned a record layout that shows a given field but, due to FLS configuration, they haven't access to the field, the...