Practical Salesforce Development Without Code: Building Declarative Solutions on the Salesforce Platform

Use this hands-on guide to build powerful solutions on the Salesforce platform without using a single line of code. This revised and expanded second edition includes Process Builder, Flow Builder, Lightning App Builder, Lightning Bolt Solutions, and more.

Practical Salesforce Development Without Code shows you how to unlock the power of the Salesforce platform to solve real business problems. Adhering to Salesforce's "clicks, not code" mantra, Salesforce expert Phil Weinmeister walks Salesforce newcomers and veterans through different business problems and identifies effective―and proven―approaches to solutions using the platform's declarative framework.

By adopting this book as your guide, you will learn how to deliver business solutions within Salesforce by combining analysis, creativity, and logic with core elements such as validation rules, workflow rules, processes, flows, formula fields, and Lightning apps. In addition, Weinmeister dissects and explains themost useful functions and features for declarative developers and shows you how to use them.

Best of all, Weinmeister uses real-life business scenarios and visuals. Applying the lessons learned from this how-to guide will ultimately save you time and ensure that your clients or internal customers are enabled, equipped, and empowered.

What You'll Learn

• Build objects, fields, and relationships to establish a sensible data model
  
• Automate business processes by using Workflow, Process Builder, and Flow
  
• Utilize functions and develop formulas effectively for a variety of business needs
  
• Develop approval processes to handle exception scenarios
  
• Employ actions to easily create efficient and relevant user experiences
  
• Manage your environments and deploy your solutions
  

 

Who This Book Is for

Business analysts, Salesforceadministrators, and Salesforce developers

Phil Weinmeister is the VP of Product Management at 7Summits, where he is focused on building innovative components, apps, and bolts that enable impactful, transformative communities on the Salesforce platform. He holds 20 Salesforce certifications and has delivered numerous Sales Cloud, Service Cloud, and (primarily) Community Cloud solutions to a variety of organizations on Salesforce since 2010. Phil released Practical Guide to Salesforce Communities in 2018 and the latest edition of Practical Salesforce Development Without Code in 2019. He has been a Salesforce MVP since 2015 and, in 2017, was was named the first-ever "Community Cloud MVP" at the Lightning Bolt Trailblazer awards at Dreamforce.

A graduate of Carnegie Mellon University, with a double major in business administration/IT and Spanish, Phil now resides in Powder Springs, Georgia, USA. He spends most of his "free" time with his gorgeous, sweet wife, Amy, and his children, Tariku, Sophie, Max, and Lyla. When he's not trying to make his kids laugh, cheering on the Arizona Cardinals, or rap-battling his wife, Phil enjoys traveling, playing various sports, and growing in his walk with Jesus. 

Stay updated on Phil's most recent insights and blog posts by following him on Twitter (@PhilWeinmeister).