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

Importing data into Salesforce

Data Lifecycle Management (DLM) is a hot topic when lighting up a new CRM implementation. How would you import the first records to make it fully operational from day one after go-live? How do you cleanse data if there is a bug in the automation you implemented (no human work is bug-free)? How do you cleanse data in the event of human errors?

And how would you extract data periodically to back up your records? How would you extract data to import it into another organization (org)?

The Salesforce platform provides a client application called Data Loader that can be used to do all sorts of massive CRUD (create-read-update-delete) operations on records, so you don't have to do them manually.

We'll talk about this great, useful, and well-known app that should always be in your toolbox in the last, dedicated section. In this and the next section, we'll talk about importing and exporting data from within the platform without using any...