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 16: Learning about Data Reporting

Reports are a fundamental tool to understand how a business is doing, creating specific views that implement key metrics that let business users understand what is happening in your organization (org). With reporting, you can understand whether there have been cases open for many days with no solution provided for the customer, or you can highlight the best sales representatives by identifying who sells the most. You can also see how many leads are not converted into real customers or take our Advertisement example, which we run throughout this book, monitoring the creation of new advertisement deals and aggregating data depending on the country.

In this chapter, we'll learn the basics of reporting:

  • Building a report

  • Creating a new report

  • Customizing a report with calculated fields

  • Managing reports

  • Further considerations for reporting

By reading this chapter, you will learn about reporting, which will...