Practical Salesforce.com Development Without Code

1. Front Matter

   Pages i-xviii

   PDF

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

   • Philip Weinmeister

   Pages 1-24

3. Formula Functions: Your Building Block in Salesforce.com Formulas

   • Philip Weinmeister

   Pages 25-60

4. All About Formula Fields

   • Philip Weinmeister

   Pages 61-86

5. Automating Your Business with Salesforce.com Workflow Rules

   • Philip Weinmeister

   Pages 87-114

6. Enforcing Your Business Rules with Salesforce.com Validation Rules

   • Philip Weinmeister

   Pages 115-130

7. Building Effective Approval Processes for Your Business

   • Philip Weinmeister

   Pages 131-150

8. Use Entitlements and Milestones to Drive Case Automation

   • Philip Weinmeister

   Pages 151-162

9. Producing Advanced Automation with Visual Workflow

   • Philip Weinmeister

   Pages 163-186

10. Develop Friendlier Solutions with Custom Settings

    • Philip Weinmeister

    Pages 187-196

11. Streamline Your Process with Publisher Actions

    • Philip Weinmeister

    Pages 197-212

12. Using Web-to-Lead Effectively and Creatively

    • Philip Weinmeister

    Pages 213-220

13. Customizing the Look and Feel of Salesforce.com for Your Users

    • Philip Weinmeister

    Pages 221-234

14. Useful Features and Options for Building Reports in Salesforce.com

    • Philip Weinmeister

    Pages 235-246

15. Applying the Proper Security Model to Support Your Solutions

    • Philip Weinmeister

    Pages 247-264

16. Managing Your Salesforce.com Data with Data Loader

    • Philip Weinmeister

    Pages 265-274

17. Managing Your Environments and Deploying Your Solutions

    • Philip Weinmeister

    Pages 275-284

18. Next Steps in Your Path to Development Excellence

    • Philip Weinmeister

    Pages 285-288

19. Back Matter

    Pages 1-1

    PDF

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

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 Salesforce.com 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.

Phil Weinmeister is a principal business analyst at EDL Consulting where he is focused on Salesforce.com implementations and custom solutions tailored to client needs. Phil is a Salesforce.com Certified Force.com Developer, as well as a Salesforce.com Certified Administrator, Advanced Administrator, Service Cloud Consultant, and Sales Cloud Consultant. He has delivered numerous solutions to a variety of organizations on the Force.com platform since 2010. Most recently, he has held key roles in designing and implementing custom Community Cloud solutions that combine social collaboration (Chatter) and e-commerce functionality (CloudCraze). 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 (due March 2015). 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.

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