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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Shaping a flow

With great power comes great responsibilities! We are not superheroes (even if we can be trailblazers), but powerful point and click tools such as Lightning Flow can lead you to madness if you don't take your time to design them properly.

The following diagram shows an example flow that we are going to build:

Figure 10.1 – Example flow complexity

What is the use case covered in this complex flow definition?

This flow is used to cover some basic customer service management by performing the following actions, which gives an overall idea of the diagram:

Search for a customer's account.
Check whether it has related advertisement records.
Calculate the customer's Service Level Agreement (SLA) depending on all advertisement SLA definitions (a new custom field added to the Advertisement object used to state the SLA for the specific advertisement installment).
If the customer doesn't have active...