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Hands-On Low-Code Application Development with Salesforce

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

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Product type Paperback
Published in Oct 2020
Publisher Packt
ISBN-13 9781800209770
Length 608 pages
Edition 1st Edition
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Author (1):
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Enrico Murru Enrico Murru
Author Profile Icon Enrico Murru
Enrico Murru
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Table of Contents (28) Chapters Close

Preface 1. Section 1: What Is Salesforce?
2. Chapter 1: A Brief Introduction to Salesforce FREE CHAPTER 3. Section 2: Data Modeling
4. Chapter 2: Building the Data Model 5. Chapter 3: Mastering Formulas 6. Chapter 4: Cleaning Data with Validation Rules 7. Chapter 5: Handling Dynamic Configuration 8. Chapter 6: Security First – The "Who Sees What" Paradigm 9. Section 3: Automation Tools
10. Chapter 7: Be a Workflow Champion 11. Chapter 8: Setting Up Approval Processes 12. Chapter 9: Process Builder – Workflow Evolution 13. Chapter 10: Designing Lightning Flows 14. Chapter 11: Interacting with Actions 15. Section 4: Composing the User Interface
16. Chapter 12: All about Layouts 17. Chapter 13: The Lightning App Builder 18. Chapter 14: Leveraging Customers and Partners Power with Communities 19. Section 5: Data Management
20. Chapter 15: Importing and Exporting Data Declaratively 21. Chapter 16: Learning about Data Reporting 22. Section 6: Ready to Release?
23. Chapter 17: The Sandbox Model 24. Chapter 18: Deploying Your Solution 25. Section 7: Before We Say Goodbye
26. Chapter 19: Salesforce Ohana – The Most Amazing Community Around 27. Other Books You May Enjoy

Understanding Salesforce

Defining Salesforce as a Software as a Service (SaaS) Customer Relationship Management (CRM) is reductive nowadays. A CRM is a software meant to help and manage customer relationships (mostly sales and service processes) while integrating with legacy systems (where most of the data comes from, such as shipping tracking details or product logistic details, to name just a few), while SaaS means that the software is in the cloud and you have access to it without the need to take care of all the hardware and infrastructure you would need for other competitors' products.

Further reading

Read the post at https://crm.org/crmland/what-is-a-crm for a deeper explanation of what a CRM is; it will take you some time to understand how companies benefit from a well-structured and reliable CRM system.

Today, Salesforce is much more than a CRM, after successful and smart acquisitions, making the Salesforce ecosystem one of the most important cloud companies out there, bringing marketing automation features, custom application development with any language, e-commerce solutions, powerful analytics solutions, and, recently, a lot of artificial intelligence.

For the sake of this book, we'll cover the center of this ecosystem, and the oldest and richest of features, the Salesforce CRM platform, which will let you customize an environment to do practically anything you want, which might go beyond simple customer management.

Why is Salesforce so special? You decided to purchase a book about Salesforce customization, so you must have come into contact with the technology in some way.

The technological aspect is surely one of the most important aspects: the CRM platform is the center of the whole product ecosystem and it can be used to centralize all data (this is the so-called Customer 360 platform), and we can say that Salesforce is one of the first companies that centered its business in the cloud.

But in my opinion, what differentiates Salesforce from other companies and competitors is its genuine will to make people, whether they are customers, consultants, employees, or partners (let's generically call everyone stakeholders), feel part of an amazing community where profit is only one of the driving factors.

We'll talk about the Salesforce community and the Ohana value in Chapter 19, Salesforce Ohana – The Most Amazing Community Around.

Let's highlight the most important milestones in Salesforce's history, so we can have a better view of how huge Salesforce has become in these 20 years of its history.

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Hands-On Low-Code Application Development with Salesforce
Published in: Oct 2020
Publisher: Packt
ISBN-13: 9781800209770
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