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 5: Handling Dynamic Configuration

So far in the book, we've seen how to build a data model and how to create formulas to manage dynamic values, such as default values or custom formula fields and validations, to keep your data clean. We've also said that formulas could be used with many other Salesforce platform features that we'll see later, such as workflow rules, field updates, and approval processes.

In this chapter, we'll see how to add a powerful layer of configurations to such formulas with Custom Settings and Custom Metadata Types. This way, you'll never be required to edit a formula's body to update a threshold or a status text value that the formula is checking against an object's field; you'll simply change a Custom Setting or Custom Metadata Type value and the formula will change its behavior instantly. These features are also really useful when dealing with different organizations: if your project uses different sandboxes...