Build Apps with Clicks, Not Code

Once you have your data model setup, you can automate some of your processes. Salesforce’s end-to-end workflow solution, Einstein Automate includes a low-code tool for building, managing, and running automated processes: Salesforce Flow. Flow can automate repetitive tasks or business processes – from recruiting to project management. Create the actions you want triggered when the criteria or conditions are met. Use Salesforce automation tools to create new records, update fields, send emails, post to Slack, or call out to external systems.

Next: Click on “Control Data Access”

Let’s say you’re building a recruiting app to help manage open positions, candidates, and job applications. You’ll have to store confidential data, such as social security numbers, salary amounts, and applicant reviews, that only some types of users should see. You’ll want to secure the sensitive data without making life harder for recruiters, hiring managers, and interviewers. With the Salesforce platform’s flexible, layered sharing model, it’s easy to assign different data sets to different sets of users. You can balance security and convenience, reduce the risk of stolen or misused data, and still make sure all users can easily get the information they need. You can control access to your whole org, a specific object, a specific field, or even an individual record. By combining security controls at different levels, you can provide just the right level of data access to thousands of users without having to specify permissions for each user individually.

Next: Click on “Assemble Apps Easily”

The Lightning App Builder is a point-and-click tool that makes it easy to create custom UI pages for the Salesforce mobile app and Lightning Experience, giving your users what they need all in one place. Easily assemble components into apps that expose the information you need on any mobile device. You can utilize the Lightning Components of your choice by dragging and dropping them into the center pane to view in real-time. Select from standard or partner components, or even build your own custom components. Instantly, your apps are available via any mobile device. You can create an app for any department and deploy it to the employees of your choice.

Next: Click on “More…” then “Access Apps Quickly”

The app launcher allows you to access all of your different business applications from one place. You can determine which apps are available to which users and the order in which the apps appear. You can see which app you’re using and switch between apps using the App Launcher  

Next: Click on “More…” then “Customize the Salesforce Mobile App"

The Salesforce app is an enterprise-class mobile app that provides your users with instant access to your company’s CRM data from a phone or tablet. Because the app is powered by the Salesforce platform, it’s infinitely customizable. You can use the same point-and-click tools to make it your own and access any Salesforce apps you created on the go.  

Next: Click on “More…” then “Install 3rd Party Apps”

Salesforce has an ecosystem of partners that use the flexibility of the Salesforce platform to build amazing solutions to extend Salesforce. These include apps, components, Lightning Data, and Bolt Solutions that anyone can use–no matter what industry or department. These solutions are available (some for free, some at a cost) for installation on AppExchange. With the Salesforce AppExchange, installing prebuilt third-party business applications for any department or industry is easy.

Next: Click on “More…” then “Create Customer Facing Portals”

Build customer facing portals with the Experience Builder. Create beautifully branded sites with the drag-and-drop tool allowing citizens, contractors, or employees to create cases, find the status of an inquiry, read knowledge articles and more.  

Next: Click on “More…” then “Develop Custom Apps”

While declarative development can help you build amazing applications in Salesforce, sometimes you will need some code. The platform also offers programmatic development, which uses things like Lightning components, Apex code, and Visualforce pages. And then there’s the host of Salesforce APIs. These let developers integrate and connect all their enterprise data, networks, and identity information. You can also leverage the Heroku platform. Heroku gives developers the power to build highly scalable web apps and back-end services using Python, Ruby, Go, and more. It also provides database tools to sync seamlessly with data from Salesforce.