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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

Summary

Throughout this chapter, we have focused on basic concepts of data life cycle management, identifying the tools that the Salesforce platform delivers to grant us a chance to largely extract and import data.

The first tool we saw was the Data Import Wizard, used to import up to 50,000 records at a time for a certain selection of standard Salesforce objects and all custom objects, using the tool declaratively to define the kind of action to perform on records (insert, update, or upsert) and the field mapping needed when uploading the CSV file with all the involved records.

The second tool looked at was the Export Data service, a simple way to periodically extract all the data from the CRM, but with strict time limits.

The third and final tool was Data Loader, an important tool that can be used to execute any kind of data manipulation, including insert, update, upsert, and extract actions (from the recycle bin too), and even delete and hard delete, to delete records...

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