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Practical Salesforce.com development without code : customizing Salesforce on the Force.com platform
Author
Title
Practical Salesforce.com development without code : customizing Salesforce on the Force.com platform / Philip Weinmeister.
ISBN
9781484200971
1484200977
1484200985
9781484200988
9781484200988
Publication
[Berkeley, CA] : Apress, [2015]
Copyright Notice Date
©2015
Physical Description
1 online resource (xx, 324 pages) : illustrations
Local Notes
Access is available to the Yale community.
Notes
Includes index.
Access and use
Access restricted by licensing agreement.
Summary
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, 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 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.
Variant and related titles
O'Reilly Safari. OCLC KB.
Other formats
Printed edition:
Format
Books / Online
Language
English
Added to Catalog
January 14, 2020
Series
The expert's voice in cloud computing
Contents
At a Glance; Introduction; Chapter 1: The Salesforce.com Data Model: Objects, Fields, and Relationships; Salesforce.com Fields; Standard vs. Custom Fields; Attributes; Custom Field Types; Auto Number; Formula; Checkbox; Numeric Fields; Date Fields; Email; Geolocation; Phone; Picklist; Text Fields; URL; Additional Field Types; Creating a Custom Field Step by Step; Salesforce.com Objects; Salesforce.com Relationships; Relationship Field Types; Lookup Relationship; Master-Detail Relationship; Roll Up Summary; Junction Objects; Some Perspective on the Data Model; Recap.
Chapter 2: Formula Functions: Your Building Block in Salesforce.com FormulasAnatomy of a Salesforce.com Function; Name; Arguments; Optional Arguments; Salesforce.com Development Using Functions; The Function Selector; Inserting a Field; Inserting Text; Checking Your Syntax; Using the Simple and Advanced Formula Editors; Salesforce.com Formula Functions: A Deep Dive; ABS; Format; Application Scenarios; Usability; Other Considerations; AND; Format; Application Scenarios; Usability; Other Considerations; BEGINS; Format; Application Scenarios; Usability; BLANKVALUE; Format; Application Scenarios.
UsabilityOther Considerations; CASE; Format; Application Scenarios; Usability; Other Considerations; CONTAINS; Format; Application Scenarios; Usability; DATE; Format; Application Scenarios; Usability; DATEVALUE; Format; Application Scenarios; Usability; DAY, MONTH, and YEAR; Format; Application Scenarios; Usability; FIND; Format; Application Scenarios; Usability; HYPERLINK; Format; Application Scenarios; Usability; Other Considerations; IF; Format; Application Scenarios; Usability; IMAGE; Format; Application Scenarios; Usability; INCLUDES; Format; Application Scenarios; Usability; ISBLANK.
FormatApplication Scenarios; Usability; Other Considerations; ISCHANGED; Format; Application Scenarios; Usability; ISNEW; Format; Application Scenarios; Other Considerations; Usability; ISNULL; ISPICKVAL; Format; Application Scenarios; Usability; LEFT, MID, RIGHT; Format; Application Scenarios; Other Considerations; Usability; LEN; Format; Application Scenarios; Usability; MID; MOD; Format; Usability; NOW, TODAY; Format; Application Scenarios; Usability; OR; Format; Application Scenarios; Usability; Other Considerations; PRIORVALUE; Format; Application Scenarios; Usability; REGEX; Format.
Application ScenariosUsability; RIGHT; SUBSTITUTE; Format; Application Scenarios; Usability; TEXT; Format; Application Scenarios; Usability; TODAY; TRIM; Format; Application Scenarios; Usability; VALUE; Format; Application Scenarios; Usability; Recap; Chapter 3: All About Formula Fields; Preparing to Build Your Formula Fields; The Structure of Formula Fields; Static Values; Derived Values; Using Lookup or Related Fields; Functions; Statements and Operators; Add, Subtract, Multiply, and Divide; Exponentiation; Opening and Closing Parentheses; Result:; Result:; Equal To and Not Equal To.
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