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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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Toc

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

Data Loader

If you want to have full control over data imports and exports, the Data Loader app is what you need (and it is what you'll probably be asked to use for some quick data cleansing activities).

Data Loader is a client application available for free where you can insert, update, delete, or export massive Salesforce records, using CSV files to handle input or output files and a direct org connection (you add your Salesforce credentials sometime before running a Data Loader job).

This tool can be used with a user interface so you can interactively configure the database operations, parameters, queries, and field mappings or from a command line (on Windows only) when you want an import/export job to be run automatically without using intervention.

Further reading

We'll be concentrating on the user interface version, but if you want to learn more about the command line or Batch Mode version, start from Salesforce Help at https://help.salesforce.com/articleView...

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