توسعهٔ عملی سیلزفورس بدون کد: ساخت راه‌حل‌های بیانی بر روی پلتفرم سیلزفورس

Front Matter ....Pages i-xxix The Salesforce Data Model: Objects, Fields, and Relationships (Philip Weinmeister)....Pages 1-44 Formula Functions: Your Building Block in Salesforce Formulas (Philip Weinmeister)....Pages 45-102 All About Formula Fields (Philip Weinmeister)....Pages 103-136 Automating Your Business with Workflow (Philip Weinmeister)....Pages 137-178 Supporting Your Business with Validation Rules (Philip Weinmeister)....Pages 179-199 Building Effective Approval Processes (Philip Weinmeister)....Pages 201-227 Building Powerful Declarative Solutions with Process Builder (Philip Weinmeister)....Pages 229-263 Producing Advanced Automation with Flow (Philip Weinmeister)....Pages 265-311 Create Flexible Solutions with Custom Settings and Metadata Types (Philip Weinmeister)....Pages 313-330 Create Efficient User Experiences with Actions (Philip Weinmeister)....Pages 331-360 Using Web-to-Lead Effectively and Creatively (Philip Weinmeister)....Pages 361-374 Optimizing Your UI Using Classic or Lightning (Philip Weinmeister)....Pages 375-402 Using Lightning App Builder to Develop Declarative Apps (Philip Weinmeister)....Pages 403-429 Multifaceted Solutions Across the Platform with Lightning Bolt Solutions (Philip Weinmeister)....Pages 431-443 Solutioning with Security: Permissions and Sharing Considerations (Philip Weinmeister)....Pages 445-468 Managing Your Salesforce Data with Data Loader (Philip Weinmeister)....Pages 469-482 Managing Your Environments and Deploying Your Solutions (Philip Weinmeister)....Pages 483-500 Next Steps in Your Path to Declarative Development Excellence (Philip Weinmeister)....Pages 501-505 Back Matter ....Pages 507-514 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 "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 whithin 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 leaarned from this how to guide will ultimately save you time and ensure that your clients or internal customers are enabled, equipped, and empowered."-- Provided by publisher