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

Learning with examples – creating a Developer org

Developer Edition orgs (or DE orgs) are simplified environments that should not be used for commercial use, and that any Salesforce professional can create to get their hands on the technology, with no risk at all.

These environments come with almost all features and licenses present (such as Sales and Service Cloud and Communities, to name a few), so you can test them easily but with lower allocations, such as only 5 MB of data storage or the fact that you could only have two full Salesforce-licensed users. Moreover, these kinds of orgs cannot be used for commercial purposes.

Further reading

For a complete list of org allocations for DE orgs, refer to Salesforce Help at https://help.salesforce.com/articleView?id=overview_limits_general.htm&type=5 and refer to the Developer Edition column.

Remember that DE orgs are not forever: if you don't access them for at least 6 months, they will automatically be deleted (but a friendly Salesforce email will notify you about the upcoming deletion, so you can log in to the org if you, for some reason, want it to stay active).

To create a brand new Developer Edition org (you can create as many as you want), do the following:

  1. Go to https://developer.salesforce.com and click the Sign-Up button.

  2. Compile the registration form and take care to use a disposable username with a similar email format (like [email protected] or [email protected]).

  3. Wait for the activation email.

  4. Click on the activation link.

  5. Reset your password and add a security question.

The following screenshot shows all the steps (my laptop language is set to Italian, so you'll see the email and reset password form in the following screenshot in Italian):

Figure 1.7 – Developer org registration process

Figure 1.7 – Developer org registration process

If you plan to grow your career on Salesforce and this is your first DE org, try to write this username down so that you'll be able to access it in later years. I'm a romantic developer at heart, and being able to access my first ever DE org is something that reminds me how young I was when I first used the platform:

Figure 1.8 – Company info details of my first DE org

Figure 1.8 – Company info details of my first DE org

Once the registration is complete, you'll soon receive an activation email with a link you'll be able to reset your password with.

Tip

If you plan to use diverse orgs (different customers, different DE orgs, and so on), install a browser extension (you'll probably use Chrome or Firefox browsers to work your implementations). I suggest you give the ORGanizer for Salesforce Chrome and Firefox extension a try, an extension made by me that has credential storage features and many more Salesforce customization helping tools. The tool is available at https://organizer.enree.co?#getit on the Chrome Web Store, the Firefox add-on site, and on AppExchange for free.

Now that you have logged in to your brand-new DE org, you are ready to start your low-code Salesforce customization journey: fasten your seatbelt!