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 14: Leveraging Customers and Partners Power with Communities

When dealing with customers, there can be different touchpoints that can be activated to manage your customer relationships, such as integrating with Computer Telephony Integration (CTI) for phone communication with your call center, delivering an inbound email channel, or a web chat to talk directly with your customers.

If you want to improve your connection with your external stakeholders (customers, partners, or, more generally, external users), Salesforce Communities is what you need to use, in order to deliver a 24/7 web-accessible portal that can grant them direct access to Salesforce data, giving them the power to join a business process using most of the Salesforce Automation tools the platform delivers with zero waiting time.

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

  • What is a community?

  • Creating and managing a community

  • Customizing with Experience Builder

  • Community...