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Hands-On Low-Code Application Development with Salesforce

You're reading from   Hands-On Low-Code Application Development with Salesforce Build customized CRM applications that solve business challenges in just a few clicks

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Product type Paperback
Published in Oct 2020
Publisher Packt
ISBN-13 9781800209770
Length 608 pages
Edition 1st Edition
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Author (1):
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Enrico Murru Enrico Murru
Author Profile Icon Enrico Murru
Enrico Murru
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Table of Contents (28) Chapters Close

Preface 1. Section 1: What Is Salesforce?
2. Chapter 1: A Brief Introduction to Salesforce FREE CHAPTER 3. Section 2: Data Modeling
4. Chapter 2: Building the Data Model 5. Chapter 3: Mastering Formulas 6. Chapter 4: Cleaning Data with Validation Rules 7. Chapter 5: Handling Dynamic Configuration 8. Chapter 6: Security First – The "Who Sees What" Paradigm 9. Section 3: Automation Tools
10. Chapter 7: Be a Workflow Champion 11. Chapter 8: Setting Up Approval Processes 12. Chapter 9: Process Builder – Workflow Evolution 13. Chapter 10: Designing Lightning Flows 14. Chapter 11: Interacting with Actions 15. Section 4: Composing the User Interface
16. Chapter 12: All about Layouts 17. Chapter 13: The Lightning App Builder 18. Chapter 14: Leveraging Customers and Partners Power with Communities 19. Section 5: Data Management
20. Chapter 15: Importing and Exporting Data Declaratively 21. Chapter 16: Learning about Data Reporting 22. Section 6: Ready to Release?
23. Chapter 17: The Sandbox Model 24. Chapter 18: Deploying Your Solution 25. Section 7: Before We Say Goodbye
26. Chapter 19: Salesforce Ohana – The Most Amazing Community Around 27. Other Books You May Enjoy

Learning with examples – creating a Developer org

Developer Edition orgs (or DE orgs) are simplified environments that should not be used for commercial use, and that any Salesforce professional can create to get their hands on the technology, with no risk at all.

These environments come with almost all features and licenses present (such as Sales and Service Cloud and Communities, to name a few), so you can test them easily but with lower allocations, such as only 5 MB of data storage or the fact that you could only have two full Salesforce-licensed users. Moreover, these kinds of orgs cannot be used for commercial purposes.

Further reading

For a complete list of org allocations for DE orgs, refer to Salesforce Help at https://help.salesforce.com/articleView?id=overview_limits_general.htm&type=5 and refer to the Developer Edition column.

Remember that DE orgs are not forever: if you don't access them for at least 6 months, they will automatically be deleted (but a friendly Salesforce email will notify you about the upcoming deletion, so you can log in to the org if you, for some reason, want it to stay active).

To create a brand new Developer Edition org (you can create as many as you want), do the following:

  1. Go to https://developer.salesforce.com and click the Sign-Up button.
  2. Compile the registration form and take care to use a disposable username with a similar email format (like [email protected] or [email protected]).
  3. Wait for the activation email.
  4. Click on the activation link.
  5. Reset your password and add a security question.

The following screenshot shows all the steps (my laptop language is set to Italian, so you'll see the email and reset password form in the following screenshot in Italian):

Figure 1.7 – Developer org registration process

Figure 1.7 – Developer org registration process

If you plan to grow your career on Salesforce and this is your first DE org, try to write this username down so that you'll be able to access it in later years. I'm a romantic developer at heart, and being able to access my first ever DE org is something that reminds me how young I was when I first used the platform:

Figure 1.8 – Company info details of my first DE org

Figure 1.8 – Company info details of my first DE org

Once the registration is complete, you'll soon receive an activation email with a link you'll be able to reset your password with.

Tip

If you plan to use diverse orgs (different customers, different DE orgs, and so on), install a browser extension (you'll probably use Chrome or Firefox browsers to work your implementations). I suggest you give the ORGanizer for Salesforce Chrome and Firefox extension a try, an extension made by me that has credential storage features and many more Salesforce customization helping tools. The tool is available at https://organizer.enree.co?#getit on the Chrome Web Store, the Firefox add-on site, and on AppExchange for free.

Now that you have logged in to your brand-new DE org, you are ready to start your low-code Salesforce customization journey: fasten your seatbelt!

You have been reading a chapter from
Hands-On Low-Code Application Development with Salesforce
Published in: Oct 2020
Publisher: Packt
ISBN-13: 9781800209770
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