Practical Development Without Code

Customizing Salesforce on the Platform

By Philip Weinmeister

Practical Development Without Code is a hands-on guide for administrators, analysts, and consultants that shows how to build creative and powerful solutions within

Full Description

  • ISBN13: 978-1-484200-98-8
  • 324 Pages
  • User Level: Beginner to Advanced
  • Publication Date: December 29, 2014
  • Available eBook Formats: EPUB, MOBI, PDF
  • Print Book Price: $49.99
  • eBook Price: $34.99
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Full Description

Are you facing a challenging problem—say, relating to customization, configuration, reporting, dashboards, or formulation—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 Development Without Code shows you how to unlock the power of the platform to solve real business problems—and all without writing a line of code. Adhering to’s "Clicks, not code" mantra, expert Phil Weinmeister walks you through different business problems and identifies effective, creative—and proven—approaches to solutions using the software’s declarative framework.

If you are a administrator, analyst, consultant, or developer, you can attest to the insatiable appetite of users for new functionality. Your clients expect solutions—and now. Practical Development Without Code is your lifeline. You will learn how to deliver business solutions within 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:

  • Automate business processes
  • Build reports
  • Customize interfaces and dashboards
  • Become expert in developing formulas
  • Learn how to use functions effectively
  • Develop intricate approval processes

Best of all, Weinmeister uses real-life business scenarios and visuals—while sparing you the boring technical jargon—to keep you energized, engaged, and learning something new with every page you read. Practical Development Without Code will help you absorb the principles behind dozens of new and creative ways to solve your business problems. And that will save you time and make sure your internal customers or clients are well satisfied and productive.

What you’ll learn

  • How to develop within without the use of code
  • How to deliver advanced business solutions within using various native elements, including validation rules, workflow rules, formula fields, flows, and more
  • Creative ways to build useful and robust reports and dashboards
  • Effective use of features, especially its lesser-known yet powerful capabilities
  • How to get added ROI out of the most recent additions to functionality

Who this book is for

The target audience consists of those looking to solve business problems within without using code. That includes analysts, administrators, and consultants. The book will also appeal to developers looking to better understand the declarative side of SFDC development (using configuration, not code), as well as technical professionals who want or need to learn more about solving business needs/problems within (those who would generally understand configuration and/or development, but are not familiar with the platform).

Table of Contents

Table of Contents

  • The Data Model: Objects, Fields, and Relationships
  • Formula Functions: Our Foundation
  • Make Workflow Rules Work For You
  • Automating Your Business with Workflow Rules
  • Enforcing Your Business Rules with 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
  • Customize SFDC for Different Users
  • Reporting and Analytics
  • Applying the Proper Security Model to Support Your Solutions
  • Handing Data
  • Deployment
  • Tie It All Together

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