Practical Salesforce Development Without Code_ 2nd Edition.pdf
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Are you facing a challenging Salesforce.com 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 Salesforce.com Development Without Code
shows you how to unlock the power of the Force.com platform to solve real business problems–and all without writing a line of code. Adhering to Salesforce.com’s “clicks, not code” mantra, Salesforce.com 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 Salesforce.com 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 Salesforce.com Development Without Code
as your guide, you will learn how to deliver business solutions within Salesforce.com 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 Loader
Best of all, Weinmeister uses real-life business scenarios and visuals to keep you engaged and learning something new with every page you read.
Practical Salesforce.com 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 Salesforce.com without the use of codeHow to deliver business solutions within Salesforce.com using various native elements, including validation rules, workflow rules, formula fields, and flowsEffective use of various Force.com features
Who this book is for
The target audience consists of those looking to solve business problems within Salesforce.com without using code. That includes analysts, administrators, and consultants. The book also appeals to Salesforce.com 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 Force.com platform.
Table of Contents
The Salesforce.com Data Model: Objects, Fields, and RelationshipsFormula Functions: Your Building Block in Salesforce.com FormulasAll About Formula FieldsAutomating Your Business with Salesforce.com Workflow RulesEnforcing Your Business Rules with Salesforce.com 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 Salesforce.com for Your UsersUseful Features and Options for Building Reports in Salesforce.comApplying the Proper Security Model to Support Your SolutionsManaging Your Salesforce.com Data with Data LoaderManaging Your Environments and Deploying Your SolutionsNext Steps in Your Path to Development Excellence
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