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

Summary

In this chapter, we discovered the most useful layout options that the Salesforce platform delivers.

We analyzed how to set up a record layout and how it can be customized by adding fields, actions, and new sections. Then we assigned layouts to different profiles. We introduced the concept of record types to further categorize records and give another way to assign different record layouts based on this new categorization. We saw how to add related lists to record layouts to show more records. Compact layouts then helped us to highlight the most important fields for a given object, and with search layouts, we configured which fields to display when searching records with a global search.

Finally, we used List Views with filters to quickly get lists of records to highlight specific conditions that any agent may be required to check on.

In the next chapter, we'll go even further, showing the power of the App Builder to deliver even more custom interfaces.

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