Practical Development Without Code: Customizing Salesforce on the Platform

Are you facing a challenging problem--say, relating to automation, configuration, formulation, or reporting--that you can't quite crack? Or maybe you are hoping to infuse some creativity into your solution design strategy to solve problems faster or make solutions more efficient? Practical Development Without Code shows you how to unlock the power of the platform to solve real business problems--and all without writing a line of code. Adhering to's "clicks, not code" mantra, expert Phil Weinmeister walks you through different business problems and identifies effective, creative--and proven--approaches to solutions using the platform's declarative framework. If you are a administrator, analyst, consultant, or developer, you can attest to the insatiable appetite of users for new functionality. Your clients expect solutions--and now. By adopting Practical Development Without Code as your guide, you will learn how to deliver business solutions within by combining analysis, creativity, and logic with some of its core elements, including validation rules, workflow rules, and formula fields. In addition, Weinmeister dissects and explains the most useful functions and features for developers, and shows you how to use them. Among other things, you will learn how to:Build objects, fields, and relationships to establish a sensible data modelAutomate business processes by using workflow rules and flows (Visual Workflow)Utilize functions and develop formulas effectively for a variety of business needsDevelop intricate approval processes to handle exception scenariosEmploy publisher actions to drive additional functionality from the Chatter feedManage your data using Data LoaderBest of all, Weinmeister uses real-life business scenarios and visuals to keep you engaged and learning something new with every page you read. Practical Development Without Code will help you absorb the principles behind dozens of creative and thoughtful ways to solve your business problems. Applying the lessons learned from this how-to guide will ultimately save you time and ensure that your clients or internal customers are well satisfied and productive. What you'll learn How to develop within without the use of codeHow to deliver business solutions within using various native elements, including validation rules, workflow rules, formula fields, and flowsEffective use of various features Who this book is for The target audience consists of those looking to solve business problems within without using code. That includes analysts, administrators, and consultants. The book also appeals to developers looking to increase knowledge of configuration-based approaches to solutions. as well as technical professionals who understand configuration and/or development, but are not familiar with the platform. Table of Contents The Data Model: Objects, Fields, and RelationshipsFormula Functions: Your Building Block in FormulasAll About Formula FieldsAutomating Your Business with Workflow RulesEnforcing Your Business Rules with Validation RulesBuilding Effective Approval Processes for Your BusinessUse Entitlements and Milestones to Drive Case AutomationProducing Advanced Automation with Visual WorkflowDevelop Friendlier Solutions with Custom SettingsStreamline Your Process with Publisher ActionsUsing Web-to-Lead Effectively and CreativelyCustomizing the Look and Feel of for Your UsersUseful Features and Options for Building Reports in Salesforce.comApplying the Proper Security Model to Support Your SolutionsManaging Your Data with Data LoaderManaging Your Environments and Deploying Your SolutionsNext Steps in Your Path to Development Excellence

Author: Philip Weinmeister

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