Practical Salesforce.com Development Without Code: Customizing Salesforce on the Force.com Platform
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Practical Salesforce.com Development Without Code: Customizing Salesforce on the Force.com Platform
Are you facing a challenging Salesforce.com problem--say, relating to automation, configuration, formulation, or reporting--that you can't quite crack? Or maybe you are hoping to infuse some creativity into your solution design strategy to solve problems faster or make solutions more efficient? Practical Salesforce.com Development Without Code shows you how to unlock the power of the Force.com platform to solve real business problems--and all without writing a line of code. Adhering to Salesforce.com's "clicks, not code" mantra, Salesforce.com expert Phil Weinmeister walks you through different business problems and identifies effective, creative--and proven--approaches to solutions using the platform's declarative framework.
If you are a Salesforce.com administrator, analyst, consultant, or developer, you can attest to the insatiable appetite of users for new functionality. Your clients expect solutions--and now. By adopting Practical Salesforce.com Development Without Code as your guide, you will learn how to deliver business solutions within Salesforce.com by combining analysis, creativity, and logic with some of its core elements, including validation rules, workflow rules, and formula fields. In addition, Weinmeister dissects and explains the most useful functions and features for developers, and shows you how to use them. Among other things, you will learn how to:
Build objects, fields, and relationships to establish a sensible data model
Automate business processes by using workflow rules and flows (Visual Workflow)
Utilize functions and develop formulas effectively for a variety of business needs
Develop intricate approval processes to handle exception scenarios
Employ publisher actions to drive additional functionality from the Chatter feed
Manage your data using Data Loader
Best of all, Weinmeister uses real-life business scenarios and visuals to keep you engaged and learning something new with every page you read. Practical Salesforce.com Development Without Code will help you absorb the principles behind dozens of creative and thoughtful ways to solve your business problems. Applying the lessons learned from this how-to guide will ultimately save you time and ensure that your clients or internal customers are well satisfied and productive.
What you'll learn
How to develop within Salesforce.com without the use of code
How to deliver business solutions within Salesforce.com using various native elements, including validation rules, workflow rules, formula fields, and flows
Effective use of various Force.com features
Who this book is for
The target audience consists of those looking to solve business problems within Salesforce.com without using code. That includes analysts, administrators, and consultants. The book also appeals to Salesforce.com developers looking to increase knowledge of configuration-based approaches to solutions. as well as technical professionals who understand configuration and/or development, but are not familiar with the Force.com platform. Table of Contents
The Salesforce.com Data Model: Objects, Fields, and Relationships
Formula Functions: Your Building Block in Salesforce.com Formulas
All About Formula Fields
Automating Your Business with Salesforce.com Workflow Rules
Enforcing Your Business Rules with Salesforce.com Validation Rules
Building Effective Approval Processes for Your Business
Use Entitlements and Milestones to Drive Case Automation
Producing Advanced Automation with Visual Workflow
Develop Friendlier Solutions with Custom Settings
Streamline Your Process with Publisher Actions
Using Web-to-Lead Effectively and Creatively
Customizing the Look and Feel of Salesforce.com for Your Users
Useful Features and Options for Building Reports in Salesforce.com
Applying the Proper Security Model to Support Your Solutions
Managing Your Salesforce.com Data with Data Loader
Managing Your Environments and Deploying Your Solutions