Practical Salesforce.com Development Without Code: Customizing Salesforce on the Force.com Platform
Год: 2015
Автор: Philip Weinmeister
Издательство: Apress
ISBN: 978-1-4842-0097-1 (Ebook)
ISBN: 978-1-4842-0098-8 (Print)
Серия: The Expert's Voice in Cloud Technology
Язык: Английский
Формат: PDF
Качество: Изначально компьютерное (eBook)
Интерактивное оглавление: Да
Количество страниц: 324
Описание:
Are you facing a challenging Salesforce.com problem—say, relating to customization, configuration, reporting, dashboards, or formulation—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 software’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. Practical Salesforce.com Development Without Code is your lifeline. 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:
- Automate business processes
- Build reports
- Customize interfaces and dashboards
- Become expert in developing formulas
- Learn how to use functions effectively
- Develop intricate approval processes
Best of all, Weinmeister uses real-life business scenarios and visuals—while sparing you the boring technical jargon—to keep you energized, 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 new and creative ways to solve your business problems. And that will save you time and make sure your internal customers or clients are well satisfied and productive.
What you’ll learn
How to develop within Salesforce.com without the use of code
How to deliver advanced business solutions within Salesforce.com using various native elements, including validation rules, workflow rules, formula fields, flows, and more
Creative ways to build useful and robust reports and dashboards
Effective use of Salesforce.com features, especially its lesser-known yet powerful capabilities
How to get added ROI out of the most recent additions to Salesforce.com functionality
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 will also appeal to Salesforce.com developers looking to better understand the declarative side of SFDC development (using configuration, not code), as well as technical professionals who want or need to learn more about solving business needs/problems within Salesforce.com (those who would generally understand configuration and/or development, but are not familiar with the platform).
Оглавление
About the Author
About the Technical Reviewer
Acknowledgments
Introduction
Chapter 1: The Salesforce.com Data Model: Objects, Fields, and Relationships
Chapter 2: Formula Functions: Your Building Block in Salesforce.com Formulas
Chapter 3: All About Formula Fields
Chapter 4: Automating Your Business with Salesforce.com Workflow Rules
Chapter 5: Enforcing Your Business Rules with Salesforce.com Validation Rules
Chapter 6: Building Effective Approval Processes for Your Business
Chapter 7: Use Entitlements and Milestones to Drive Case Automation
Chapter 8: Producing Advanced Automation with Visual Workflow
Chapter 9: Develop Friendlier Solutions with Custom Settings
Chapter 10: Streamline Your Process with Publisher Actions
Chapter 11: Using Web-to-Lead Effectively and Creatively
Chapter 12: Customizing the Look and Feel of Salesforce.com for Your Users
Chapter 13: Useful Features and Options for Building Reports in Salesforce.com
Chapter 14: Applying the Proper Security Model to Support Your Solutions
Chapter 15: Managing Your Salesforce.com Data with Data Loader
Chapter 16: Managing Your Environments and Deploying Your Solutions
Chapter 17: Next Steps in Your Path to Development Excellence
Index
