Practical Salesforce.com Development Without Code.pdf

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Contents at a Glance
About the Author �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½
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About the Technical Reviewer �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½
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Acknowledgments �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½
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Introduction �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½
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Chapter 1: The Salesforce�½com Data Model: Objects, Fields, and Relationships �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½1
Chapter 2: Formula Functions: Your Building Block in Salesforce�½com Formulas �½�½�½�½�½�½�½�½�½�½25
Chapter 3: All About Formula Fields �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½61
Chapter 4: Automating Your Business with Salesforce�½com Workflow Rules �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½87
Chapter 5: Enforcing Your Business Rules with Salesforce�½com Validation Rules �½�½�½�½�½�½�½�½115
Chapter 6: Building Effective Approval Processes for Your Business �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½131
Chapter 7: Use Entitlements and Milestones to Drive Case Automation �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½151
Chapter 8: Producing Advanced Automation with Visual Workflow�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½163
Chapter 9: Develop Friendlier Solutions with Custom Settings �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½187
Chapter 10: Streamline Your Process with Publisher Actions�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½197
Chapter 11: Using Web-to-Lead Effectively and Creatively �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½213
Chapter 12: Customizing the Look and Feel of Salesforce�½com for Your Users �½�½�½�½�½�½�½�½�½�½�½�½�½221
Chapter 13: Useful Features and Options for Building Reports in Salesforce�½com�½�½�½�½�½�½�½�½235
Chapter 14: Applying the Proper Security Model to Support Your Solutions �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½247
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Contents at a GlanCe
Chapter 15: Managing Your Salesforce�½com Data with Data Loader �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½265
Chapter 16: Managing Your Environments and Deploying Your Solutions �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½275
Chapter 17: Next Steps in Your Path to Development Excellence �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½285
Index �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½289
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Introduction
If you are scratching your head in response to the book's title, Development without Code, you will be happily
surprised to discover that this is not at all a paradox. While typical development requires the knowledge of a particular
programming language, the creation of business applications within Salesforce.com does not. Some very intelligent
employees at Salesforce.com have spent thousands of hours working away to build a highly configurable interface that
is both user friendly and intuitive. I am neither a part of that group, nor an employee of Salesforce.com, but I can say
without equivocation that building solutions within this CRM application for the last few years has been extremely
enjoyable and quite fruitful, both for clients and my own organizations. In this book, I will share tips, tricks, lessons
learned, and the application of Salesforce.com features and functionality that do not require the utilization of code.
If you are a traditional developer, keep reading! The content of this book will serve as the foundation to essentially
unlimited customization of the platform. I will not cover Apex, Visualforce, or any other languages; however, it’s
important to understand that a more traditional approach to development in Salesforce.com is almost always
accompanied by “declarative” elements that are implemented via configuration, or “clicks,” instead of code. There are
numerous occasions in which a particular configuration setting will be preferable over a solution built from scratch.
Why reinvent the wheel when you can simply input your specifications and order one up? While the content directly
applies to administrators, consultants, and analysts, there is also significant value for any Salesforce.com developer
looking to better understand the platform and produce reliable, extensible applications.
Why Develop Without Code?
Regardless of your role, you’ll need to be able to make wise decisions when it comes to delivering functionality for
your organization or client. Inevitably, you will encounter scenarios in which a solution can be delivered either with
or without the use of code. There are unique pros and cons in every situation, but do consider a few key points that
may support the decision to avoid using code:
The need to consider Salesforce.com limits and parameters is significantly reduced or, at
times, eliminated completely when building solutions using declarative means.
Modifications are often more straightforward, as they may only require a change to a
configuration setting, not to a line of code.
No unit testing is required (Apex test classes, in contrast, must be written for custom Apex code).
Knowledge transfer burdens are reduced, since an understanding of the particular feature or
function is typically sufficient to quickly determine what a specific application is intended to do.
Future maintenance is simplified. If, for example, an individual who built custom applications
for you leaves abruptly, picking up the pieces is much simpler if the work was done
declaratively.
Don’t get me wrong—there are numerous scenarios that do warrant development
with
code. However,
developing with code in Salesforce.com is often done based on need; many organizations want to extend the platform
to support functionality that simply does not exist “out of the box.” Make sure you have a solid justification for
developing with code if your business need can be met through configuration.
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