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Practical Development Without Code

Customizing Salesforce on the Platform

By Philip Weinmeister

  • eBook Price: $34.99 $17.50
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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

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  • ISBN13: 978-1-484200-98-8
  • 324 Pages
  • User Level: Beginner to Advanced
  • Publication Date: December 29, 2014
  • Available eBook Formats: EPUB, MOBI, PDF

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Full Description

Are you facing a challenging 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 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 platform'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. By adopting Practical Development Without Code as your guide, 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:

  • 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 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 without the use of code
  • How to deliver business solutions within using various native elements, including validation rules, workflow rules, formula fields, and flows
  • Effective use of various features

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: Your Building Block in Formulas
  • All About Formula Fields
  • 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
  • Customizing the Look and Feel of for Your Users
  • Useful Features and Options for Building Reports in
  • Applying the Proper Security Model to Support Your Solutions
  • Managing Your Data with Data Loader
  • Managing Your Environments and Deploying Your Solutions
  • Next Steps in Your Path to Development Excellence

If you think that you've found an error in this book, please let us know by emailing to . You will find any confirmed erratum below, so you can check if your concern has already been addressed.
No errata are currently published


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