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

Understanding Salesforce

Defining Salesforce as a Software as a Service (SaaS) Customer Relationship Management (CRM) is reductive nowadays. A CRM is a software meant to help and manage customer relationships (mostly sales and service processes) while integrating with legacy systems (where most of the data comes from, such as shipping tracking details or product logistic details, to name just a few), while SaaS means that the software is in the cloud and you have access to it without the need to take care of all the hardware and infrastructure you would need for other competitors' products.

Further reading

Read the post at https://crm.org/crmland/what-is-a-crm for a deeper explanation of what a CRM is; it will take you some time to understand how companies benefit from a well-structured and reliable CRM system.

Today, Salesforce is much more than a CRM, after successful and smart acquisitions, making the Salesforce ecosystem one of the most important cloud companies out there, bringing marketing automation features, custom application development with any language, e-commerce solutions, powerful analytics solutions, and, recently, a lot of artificial intelligence.

For the sake of this book, we'll cover the center of this ecosystem, and the oldest and richest of features, the Salesforce CRM platform, which will let you customize an environment to do practically anything you want, which might go beyond simple customer management.

Why is Salesforce so special? You decided to purchase a book about Salesforce customization, so you must have come into contact with the technology in some way.

The technological aspect is surely one of the most important aspects: the CRM platform is the center of the whole product ecosystem and it can be used to centralize all data (this is the so-called Customer 360 platform), and we can say that Salesforce is one of the first companies that centered its business in the cloud.

But in my opinion, what differentiates Salesforce from other companies and competitors is its genuine will to make people, whether they are customers, consultants, employees, or partners (let's generically call everyone stakeholders), feel part of an amazing community where profit is only one of the driving factors.

We'll talk about the Salesforce community and the Ohana value in Chapter 19, Salesforce Ohana – The Most Amazing Community Around.

Let's highlight the most important milestones in Salesforce's history, so we can have a better view of how huge Salesforce has become in these 20 years of its history.