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

Configuring user permissions with profiles and permission sets

We've seen that a user is related to a specific license type, and in the same way, each profile is related to a specific license type. This means that when you select a license type when defining a user, only a subset of all the available profiles is allowed.

This is what you see in your org when clicking on Setup | Users | Profiles:

Figure 6.4 – Extract of profiles on a Salesforce org

As you can see, we have standard and custom profiles. Standard profiles come built into your org and their permissions are roughly unchangeable, which is why you should always clone a profile to create a new custom one with the desired permissions.

Remember that you cannot change a profile's license type.

Further reading

If you want to look deeper into profile permissions, jump to Salesforce Help at https://help.salesforce.com/articleView?id=admin_userprofiles.htm&type=5.

As we...