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 custom formula field

To create a new custom formula field, jump to Setup | Object Manager, select a standard or custom object (I selected the Example object), then select Fields & Relationships, click the New button and select the Formula option, and click Next:

Figure 3.4 – Formula field type selection

By selecting the type, you are defining what will be the expected output for the formula. Let's select Text and fill in the field's label and name then click Next:

Figure 3.5 – Customizing a custom formula field

This step is meant to define the formula body and the usual Description and Help Text fields. Unless you can type the formula all by yourself, the page gives you helpers to select lists and buttons to compile the formula with no need to remember each field.

The Select Field Type and Insert Field lists show the list of available objects and their fields:

Figure...