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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
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
- Next Steps in Your Path to Development Excellence
- Sales Rank: #95094 in Books
- Brand: Philip Weinmeister
- Published on: 2014-12-22
- Released on: 2014-12-22
- Original language: English
- Number of items: 1
- Dimensions: 9.25" h x .73" w x 7.50" l, 1.23 pounds
- Binding: Paperback
- 324 pages
- Practical Salesforce com Development Without Code Customizing Salesforce on the Force com Platform
About the Author
Salesforce MVP Phil Weinmeister is the senior director of product management at 7Summits, where he is focused on bringing together collaboration, content, and community. Phil is 10x Salesforce certified and has delivered numerous solutions to a variety of organizations on the Force.com platform since 2010.
A graduate of Carnegie Mellon University with a double major in Business Administration (with a focus on information technology) and Spanish, Phil now resides in Powder Springs, Georgia. He spends most of his free time with his lovely wife, Amy, and his children, Tariku, Sophie, Max, and Lyla. When he's not finding ways to make his kids laugh or cheering on the Arizona Cardinals, Phil involves himself in various church-related activities with friends and families in the Cobb County area.
Most helpful customer reviews
5 of 5 people found the following review helpful.
Very useful resource for Salesforce development
By Evan
If you are planning on any Salesforce development or taking the DEV 401 exam, this book is for you. It effectively covers all the major topics in depth to gain a full understanding of the process and what’s going on “under the hood”. Although certain chapters such as the one covering formulas do cover more than what is on the exam, it allowed me to fully grasp the concepts. Rest assured if I do need to leverage custom formula functions or fields I feel full capable after reading this book. I’ve read multiple Salesforce practical guides and this is the first to not just skim over the top of major topics like automation, workflows, formula fields, and functions. Outside of Salesforce’s official documentation this book will likely be my go-to source. I have also been curious about leveraging Salesforce’s web-to-lead forms, which Philip covers very well in it’s own chapter, customizing/debugging and all.
9 of 9 people found the following review helpful.
Will I ever write code again?
By Jason Illg
Great book. This reminded me that code really is a sequence and structure of logic... It's extremely hard to do complex things visually or with formulas, but somehow Salesforce has found a way and Philip has communicated it. I also really enjoyed slogging though the comprehensive list of functions. While that sounds tedious, the real world examples provided really help to internalize it. If you're struggling to understand what junction objects are, this book pays for itself in 3-5 pages. Comprehensive with lots of gems!
2 of 2 people found the following review helpful.
I am very pleased with both the content
By Nappy's Mom
Although I am not completely finished reading the book yet, I am very pleased with both the content, the layout, and approach that Mr. Weinmeister uses to explain the extensive list of functionality. I have found it an important and necessary accessory training tool to compllement the Trailhead training modules in Salesforce. I actually think I can learn how to program again after so many years of being in a different occupation.
Thank you for a great book, Mr. Weinmeister. Please keep writing for us!
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