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

Building a report

What is a report? Easy. Have you ever worked with digital spreadsheets (such as Microsoft Excel, Google Sheets, or OpenDocument spreadsheets) and played with columns to filter out, highlight, or create formulas on your data to get a better view of the thousands (if not millions) of rows? Have you ever used spreadsheet data to trace a graph right into the sheet?

In this section, we will learn about building a report and how to prepare a dataset. We will also learn about creating a new report and shaping it with the Lightning report builder. We will also filter reports and add charts to them.

Here is an example of what you can do with regular spreadsheet tools:

Figure 16.1 – Listing and tracing data with spreadsheets

The Salesforce platform provides different tools for reporting but standard reports, which are the most used and easy to learn for most reporting needs, come for free with your Salesforce license. We can easily create...