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

Cross-object formulas

We've seen so far that a formula works by using functions, expressions, operators, literal values, and object fields. What if we need to access the account's fields when we are creating a custom formula field on the Case object or we are implementing a validation rule on the Campaign Member object but we need the Campaign details?

We'll use the so-called cross-object formulas: they allow us to reference parent object fields to be used as a merge field on a formula—it is possible to go back to an object ancestor up to 10 relationships away. So, for example, if we are creating a formula field on the Case object, we can access the following:

  • Case fields

  • Case.Contact fields

  • Case.Contact.Account fields

  • Case.Contact.Account.Owner (User) fields

If the parent object we want to access is available through a standard relationship field, simply use the relationship field name followed by a dot followed by the field you...