Hands-On Low-Code Application Development with Salesforce Build customized CRM applications that solve business challenges in just a few clicks

Murru, Enrico

  • 出版商: Packt Publishing
  • 出版日期: 2020-10-16
  • 定價: $1,380
  • 售價: 9.0$1,242
  • 語言: 英文
  • 頁數: 608
  • 裝訂: Quality Paper - also called trade paper
  • ISBN: 1800209770
  • ISBN-13: 9781800209770
  • 立即出貨 (庫存=1)

商品描述

Explore a wide range of low-code tools in the Salesforce platform for building customized CRM applications without writing any code

Key Features

  • Create apps with a rich user experience without paying for costly developers
  • Leverage Salesforce Lightning Platform's declarative features to build professional-grade applications
  • Improve productivity with business process automation using Workflow, Process Builder, and Flow

Book Description

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.

What you will learn

  • Get to grips with the fundamentals of data modeling to enhance data quality
  • Deliver dynamic configuration capabilities using custom settings and metadata types
  • Secure your data by implementing the Salesforce security model
  • Customize Salesforce applications with Lightning App Builder
  • Create impressive pages for your community using Experience Builder
  • Use Data Loader to import and export data without writing any code
  • Embrace the Salesforce Ohana culture to share knowledge and learn from the global Salesforce community

Who this book is for
If you are a citizen developer, business analyst, Salesforce administrator, or anyone interested in developing applications or solutions for business problems but lack technical knowledge, this book is for you. No prior programming experience is required.

商品描述(中文翻譯)

探索Salesforce平台中各種低代碼工具,以構建定制的CRM應用程序,無需編寫任何代碼。

主要特點:

- 創建具有豐富用戶體驗的應用程序,無需支付昂貴的開發人員費用。
- 利用Salesforce Lightning平台的聲明性功能構建專業級應用程序。
- 使用工作流、流程生成器和流程來實現業務流程自動化,提高生產力。

書籍描述:

低代碼平台使用者可以專注於業務邏輯,創建解決方案,而不會陷入編程的複雜性。由於Salesforce具有強大的設計、開發和部署應用程序的功能,而無需手動編碼,因此它處於低代碼開發革命的前沿。本書將指導您使用Salesforce提供的聲明性框架,構建創新應用程序來解決您的業務問題。

您將首先學習如何使用自定義對象、字段、公式和驗證規則設計業務數據模型,並通過Salesforce安全模型保護它們。然後,您將探索工作流、流程生成器、Lightning Flow和操作等工具,這些工具將幫助您輕鬆自動化業務流程。本書還向您展示如何使用Lightning App Builder為Salesforce應用程序構建個性化的用戶界面,解釋了為組織創建社區頁面的價值,並教您如何使用Experience Builder自定義它們。最後,您將使用沙箱模型工作,部署解決方案,並提供有效的發布管理策略。

通過閱讀本書,您將能夠根據業務需求自定義Salesforce CRM,創建獨特的解決方案,而無需編寫任何代碼。

您將學到什麼:

- 瞭解數據建模的基礎知識,以提高數據質量。
- 使用自定義設置和元數據類型提供動態配置能力。
- 通過實施Salesforce安全模型來保護數據。
- 使用Lightning App Builder自定義Salesforce應用程序。
- 使用Experience Builder為社區創建令人印象深刻的頁面。
- 使用Data Loader在不編寫任何代碼的情況下導入和導出數據。
- 接納Salesforce Ohana文化,與全球Salesforce社區共享知識和學習。

本書適合對象:

如果您是公民開發者、業務分析師、Salesforce管理員或對開發應用程序或解決業務問題感興趣但缺乏技術知識的人,本書適合您。無需任何編程經驗。

目錄大綱

Table of Contents

  1. A Brief Introduction to Salesforce
  2. Building the Data Model
  3. Mastering Formulas
  4. Cleaning Data with Validation Rules
  5. Handling Dynamic Configuration
  6. Security First – The “Who Sees What” Paradigm
  7. Be a Workflow Champion
  8. Setting Up Approval Processes
  9. Process Builder – Workflow Evolution
  10. Designing Lightning Flows
  11. Interacting with Actions
  12. All about Layouts
  13. The Lightning App Builder
  14. Leveraging Customers and Partners Power with Communities
  15. Importing and Exporting Data Declaratively
  16. Learning about Data Reporting
  17. The Sandbox Model
  18. Deploying Your Solution
  19. Salesforce Ohana – The Most Amazing Community around

目錄大綱(中文翻譯)

目錄


  1. 關於Salesforce的簡介

  2. 建立資料模型

  3. 掌握公式

  4. 使用驗證規則清理資料

  5. 處理動態配置

  6. 安全第一 - 「誰看到什麼」範式

  7. 成為工作流程冠軍

  8. 設定審批流程

  9. 流程生成器 - 工作流程演進

  10. 設計Lightning流程

  11. 與動作互動

  12. 關於版面配置的一切

  13. Lightning應用程式生成器

  14. 利用社群的力量與客戶和合作夥伴合作

  15. 以聲明方式導入和導出資料

  16. 了解資料報表

  17. 沙箱模型

  18. 部署您的解決方案

  19. Salesforce Ohana - 最令人驚嘆的社群