Practical Salesforce.com Development Without Code

Customizing Salesforce on the Force.com Platform

By Philip Weinmeister

Practical Salesforce.com Development Without Code Cover Image

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

Full Description

  • ISBN13: 978-1-484200-98-8
  • 325 Pages
  • User Level: Beginner to Advanced
  • Publishing December 16, 2014, but available now as part of the Alpha Program
  • Available eBook Formats: EPUB, MOBI, PDF
  • Print Book Price: $49.99
  • eBook Price: $34.99

Related Titles

Full Description

Are you facing a challenging Salesforce.com 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 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 software’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. Practical Salesforce.com Development Without Code is your lifeline. 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, formula fields, and flows. 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 Salesforce.com 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 Salesforce.com without the use of code
  • How to deliver advanced business solutions within Salesforce.com 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 Salesforce.com features, especially its lesser-known yet powerful capabilities
  • How to get added ROI out of the most recent additions to Salesforce.com functionality

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 will also appeal to Salesforce.com 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 Salesforce.com (those who would generally understand configuration and/or development, but are not familiar with the platform).

Table of Contents

Table of Contents

Chapter 1. The Salesforce.com Data Model: Objects, Fields, and Relationships

Chapter 2. Formula Functions: Cornerstone of Salesforce.com Formulas

Chapter 3. All about Formula Fields

Chapter 4. Automating Your Business with Salesforce.com Workflow Rules

Chapter 5. Enforce Business Rules Through Validation

Chapter 6. Build Effective Approval Processes for Your Business

Chapter 7. Enhance the SFDC User Interface

Chapter 8. Build Insightful Reports

Chapter 9. Create Useful Dashboards

Chapter 10. Customize SFDC for Different Users

Chapter 11. Use the Visual Flow to Automate Business Processes

Chapter 12. Salesforce 1

Chapter 13. Custom Settings

Chapter 14. Web-to-Lead

Chapter 15. Email-to-Case

Chapter 16. Tie It All Together

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