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

Product type Paperback

Published in Oct 2020

Publisher Packt

ISBN-13 9781800209770

Length 608 pages

Edition 1st Edition

Tools

Salesforce

Concepts

Application Development

Author (1):

Enrico Murru

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Table of Contents (28) Chapters

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

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Summary

With this chapter, we close the process automation section with Salesforce actions to provide a better user experience with quick and smart widgets to speed up CRM operation.

We've seen how to deal with standard Chatter Actions, which deliver accessibility to common collaboration actions, such as Post, Poll, and Question.

Then we analyzed default Actions, built-in GLOBAL ACTIONS that you can use so that you always have key Actions that can be used on any Salesforce page, and Mobile Smart Actions, to deliver mobile Actions on key CRM objects with no need for you to click for configuration.

Finally, we learned how to customize actions by creating new Global and Object-Specific Quick Actions of all available kinds, from creating or updating Salesforce records, to logging a call or sending an email. We ended by looking at the most complex Actions that use Flows, Visualforce, or Lightning components to deliver an even more customized user experience.

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