
Rapid SaaS Application Development Using Salesforce
Description
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Content
- Intro
- Cover
- Title Page
- Copyright Page
- Dedication Page
- About the Author
- About the Reviewer
- Acknowledgement
- Preface
- Table of Contents
- 1. Introduction to the Salesforce Platform
- Introduction
- Structure
- Objectives
- What is a Salesforce application
- Why develop a Salesforce application
- Benefits for developers
- Benefits for entrepreneurs
- Benefits for CRM platform owners
- The Salesforce platform infrastructure
- Introducing Hyperforce
- Getting to know the Salesforce AppExchange
- Installing your first AppExchange solution
- Activities to publish a solution on AppExchange
- Key building blocks and tools
- Point-and-click building blocks
- Coding building blocks
- Supportive development tools
- No-code versus low-code versus full-code
- No-code tools
- Low-code tools
- Full-code tools
- Salesforce Objects: More than a database
- On-platform and off-Platform
- Summary
- 2. Deep Dive into Key Building Blocks and Tools
- Introduction
- Structure
- Objectives
- Learn about Salesforce users and licenses
- Practice working with objects, fields, and page layouts
- Learn about the Salesforce sharing and security model
- The org layer
- The object-and-field layer
- The record-level layer
- Practice using the Salesforce App Builder
- The App Builder's interface
- Practice creating a multiple pages application
- Practice using the Salesforce Report Builder
- Get introduced to the Salesforce Flow Builder
- The flow types
- Practice creating a flow
- Get introduced to the Salesforce Apex and triggers
- Introduction to the Salesforce Lightning Components and the Lightning Design System
- Summary
- 3. Develop a Sample Salesforce Application: PbP Phonebook
- Introduction
- Structure
- Objectives
- Introducing the high-level requirements
- Read between the lines and extract more requirements
- Define the high-level process flow
- Design the data model
- Design a low-fidelity prototype
- Build, validate, and rectify the application
- Solving the requirements and creating design decisions
- Deploy the application
- Identified gaps and lessons learned
- Summary
- 4. Learn the Salesforce Application Development Lifecycle
- Introduction
- Structure
- Objectives
- Introduction to the web application development process
- Rapid Application Development: The Salesforce philosophy
- Define the problem you are solving
- The first step: Define the problem
- The second step: Figure out the root cause
- The third step: Identify the impacted stakeholders
- The fourth step: Define the solution's scope
- The fifth step: Define the solution's constraints
- Design the application's blueprint
- Creating a backlog of user stories
- Defining a governance body
- Creating an end-to-end solution architecture
- Wireframe/prototype the application
- Build and validate the application
- Test and rectify the application
- Understanding the different types of tests
- Deploy and gather feedback
- Understanding source code management tools and their usage
- Understanding CI/CD
- Active feedback gathering
- Summary
- 5. Understand the Supporting Tools and Artifacts
- Introduction
- Structure
- Objectives
- Demystify the need for documenting software architecture
- What needs to be documented and when
- Introducing UML diagrams
- Introducing UML structure diagrams
- Introducing UML behavior diagrams
- Introducing the context diagram
- Define actors, personas, and licenses
- Design the process flows
- Detail activities using sequence diagrams
- Create a landscape architecture diagram
- Define the integration interfaces
- Create a data model diagram
- Create supporting diagrams
- Summary
- 6. Create a Sample Application: Define and Refine the Requirements
- Introduction
- Structure
- Objectives
- Introduction to the way this scenario is created
- High-level requirements
- Goals and vision
- Desired features
- Proposed solution
- High-level imaginary demo
- Market proposition
- Future plans
- Reading between the lines, derived requirements
- Creating and validating the high-level process flows
- Defining the actors and licenses
- Designing the preliminary solution blueprint
- Creating and validating the user stories
- Summary
- 7. Create a Sample Application: Solve and Build the Application - Part 1
- Introduction
- Structure
- Objectives
- Introduction to the way the solution is created
- Designing, prototyping, and building: The job listing feature
- Ability to have multiple statuses/stages per job post
- Ability to create multiple job posts for each department
- Post the same job across multiple countries/regions
- Define multiple interview processes
- Save time by suggesting a pay range
- Allow defining a set of activities that need to be completed
- Help remind agents and candidates of tasks
- Support defining internal and external recruiters
- Provide clarity on the recruitment agency each external recruiter works for
- Allow defining a set of skills for a position and the candidate
- Designing, prototyping, and building: The internal/external candidate sourcing feature
- Maintain a complete history of a candidate's application submissions
- Ability to capture details about the candidates
- Allow tracking of the history of each interviewer
- Allow recruiters to search for internal candidates
- Summary
- 8. Create a Sample Application: Solve and Build the Application - Part 2
- Introduction
- Structure
- Objectives
- Recap and continue
- Designing, prototyping, and building - Online job application submission
- Formatting the requirements as user stories
- Solving and building US-011
- Solving and building US-024
- Solving and building US-031
- Designing, prototyping, and building - Other requirements
- Allow defining a specific commission rate
- Calculate the commission of external recruiters
- Allow tracking of the history of each recruiter
- Show indicators such as longest-to-recruit positions
- Configurable data refreshing exercise
- Creating the PSD recruitment application
- Summary
- 9. Create a Sample Application: Test and Deploy
- Introduction
- Structure
- Objectives
- The importance of a comprehensive test suite
- Deeper dive into test types and tools
- Functional tests
- Non-functional tests
- Cross-functional tests
- Writing test cases
- Formatting test cases
- Practicing creating a test case
- Creating an Apex unit test
- Deploying your application
- Understanding CI/CD concepts in release management
- Packaging your application as an unmanaged package
- Deploying your unmanaged package to a new org
- Summary
- 10. Tips and Tricks and the Way Forward
- Introduction
- Structure
- Objectives
- Creating and publishing release notes
- The importance of release notes
- Who owns the creation of release notes
- Best practices for impactful release notes
- Sample template
- Introducing a feedback-gathering loop
- Developing highly customized applications
- Creating AI-powered applications
- Continue learning
- Summary
- Index
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