Practical Salesforce Development Without Code: Building Declarative Solutions on the Salesforce Platform, Second Edition
- 5h 28m
- Philip Weinmeister
- Apress
- 2019
Use this hands-on guide to build powerful solutions on the Salesforce platform without using a single line of code. This revised and expanded second edition includes Process Builder, Flow Builder, Lightning App Builder, Lightning Bolt Solutions, and more.
Practical Salesforce Development Without Code shows you how to unlock the power of the Salesforce platform to solve real business problems. Adhering to Salesforce's "clicks, not code" mantra, Salesforce expert Phil Weinmeister walks Salesforce newcomers and veterans through different business problems and identifies effective―and proven―approaches to solutions using the platform's declarative framework.
By adopting this book as your guide, you will learn how to deliver business solutions within Salesforce by combining analysis, creativity, and logic with core elements such as validation rules, workflow rules, processes, flows, formula fields, and Lightning apps. In addition, Weinmeister dissects and explains the most useful functions and features for declarative developers and shows you how to use them.
Best of all, Weinmeister uses real-life business scenarios and visuals. Applying the lessons learned from this how-to guide will ultimately save you time and ensure that your clients or internal customers are enabled, equipped, and empowered.
What You'll Learn
- Build objects, fields, and relationships to establish a sensible data model
- Automate business processes by using Workflow, Process Builder, and Flow
- Utilize functions and develop formulas effectively for a variety of business needs
- Develop approval processes to handle exception scenarios
- Employ actions to easily create efficient and relevant user experiences
- Manage your environments and deploy your solutions
Who This Book Is for
Business analysts, Salesforce administrators, and Salesforce developers
About the Author
Phil Weinmeister is the VP of product management at 7Summits, where he is focused on building innovative components, apps, and bolts that enable impactful, transformative communities on the Salesforce platform. He is 20x Salesforce certified and has delivered numerous Sales Cloud, Service Cloud, and (primarily) Community Cloud solutions to a variety of organizations on Salesforce since 2010. Phil released the first edition of Practical Salesforce.com Development Without Code in 2015 (Apress); in 2018, he released Practical Guide to Salesforce Communities (Apress). He has been a Salesforce MVP since 2015. He was named the first-ever Community Cloud MVP in 2017 and, in 2018, he was named Most Active Trailblazer by the Community Cloud team.
A graduate of Carnegie Mellon University with a double major in business/IT and Spanish, Phil now resides in Powder Springs, Georgia. When he’s not building solutions on Salesforce, he spends most of his “free” time with his amazing wife, Amy, and his children, Tariku, Sophie, Max, and Lyla. In addition to showing up at his kids’ birthday parties as semi-super heros, hoping for a winning season from the Arizona Cardinals, or rap battling his wife, Phil enjoys traveling, playing drums, and growing in his walk with Jesus.
Stay updated on Phil’s most recent insights and blog posts by following him on Twitter (@PhilWeinmeister).
In this Book
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The Salesforce Data Model: Objects, Fields, and Relationships
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Formula Functions: Your Building Block in Salesforce Formulas
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All About Formula Fields
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Automating Your Business with Workflow
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Supporting Your Business with Validation Rules
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Building Effective Approval Processes
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Building Powerful Declarative Solutions with Process Builder
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Producing Advanced Automation with Flow
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Create Flexible Solutions with Custom Settings and Metadata Types
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Create Efficient User Experiences with Actions
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Using Web-to-Lead Effectively and Creatively
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Optimizing Your UI Using Classic or Lightning
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Using Lightning App Builder to Develop Declarative Apps
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Multifaceted Solutions Across the Platform with Lightning Bolt Solutions
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Solutioning with Security: Permissions and Sharing Considerations
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Managing Your Salesforce Data with Data Loader
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Managing Your Environments and Deploying Your Solutions
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Next Steps in Your Path to Declarative Development Excellence
