© 2019

Practical Salesforce Development Without Code

Building Declarative Solutions on the Salesforce Platform


Table of contents

  1. Front Matter
    Pages i-xxix
  2. Philip Weinmeister
    Pages 103-136
  3. Philip Weinmeister
    Pages 137-178
  4. Philip Weinmeister
    Pages 179-199
  5. Philip Weinmeister
    Pages 201-227
  6. Philip Weinmeister
    Pages 265-311
  7. Philip Weinmeister
    Pages 331-360
  8. Philip Weinmeister
    Pages 361-374
  9. Philip Weinmeister
    Pages 375-402
  10. Philip Weinmeister
    Pages 469-482
  11. Back Matter
    Pages 507-514

About this book


Use this hands-on guide to build powerful solutions on the Salesforce platform without using a single line of code. This revised and expanded second edition includes Process Builder, Flow Builder, Lightning App Builder, Lightning Bolt Solutions, and more.

Practical Salesforce Development Without Code shows you how to unlock the power of the Salesforce platform to solve real business problems. Adhering to Salesforce's "clicks, not code" mantra, Salesforce expert Phil Weinmeister walks Salesforce newcomers and veterans through different business problems and identifies effective—and proven—approaches to solutions using the platform's declarative framework.

By adopting this book as your guide, you will learn how to deliver business solutions within Salesforce by combining analysis, creativity, and logic with core elements such as validation rules, workflow rules, processes, flows, formula fields, and Lightning apps. In addition, Weinmeister dissects and explains the most useful functions and features for declarative developers and shows you how to use them.

Best of all, Weinmeister uses real-life business scenarios and visuals. Applying the lessons learned from this how-to guide will ultimately save you time and ensure that your clients or internal customers are enabled, equipped, and empowered.

What You'll Learn:

  • Build objects, fields, and relationships to establish a sensible data model
  • Automate business processes by using Workflow, Process Builder, and Flow
  • Utilize functions and develop formulas effectively for a variety of business needs
  • Develop approval processes to handle exception scenarios
  • Employ actions to easily create efficient and relevant user experiences
  • Manage your environments and deploy your solutions


Salesforce Declarative Configuration Clicks No Code Admin Development Process Automation Workflow Custom Objects Custom Fields

Authors and affiliations

  1. 1.Powder SpringsUSA

About the authors

Phil Weinmeister is the VP of product management at 7Summits, where he is focused on building innovative components, apps, and bolts that enable impactful, transformative communities on the Salesforce platform. He is 20x Salesforce certified and has delivered numerous Sales Cloud, Service Cloud, and (primarily) Community Cloud solutions to a variety of organizations on Salesforce since 2010. Phil released the first edition of Practical Development Without Code in 2015 (Apress); in 2018, he released Practical Guide to Salesforce Communities (Apress). He has been a Salesforce MVP since 2015. He was named the first-ever Community Cloud MVP in 2017 and, in 2018, he was named Most Active Trailblazer by the Community Cloud team. 

A graduate of Carnegie Mellon University with a double major in business/IT and Spanish, Phil now resides in Powder Springs, Georgia. When he’s not building solutions on Salesforce, he spends most of his “free” time with his amazing wife, Amy, and his children, Tariku, Sophie, Max, and Lyla. In addition to showing up at his kids’ birthday parties as semi-super heros, hoping for a winning season from the Arizona Cardinals, or rap battling his wife, Phil enjoys traveling, playing drums, and growing in his walk with Jesus.

Stay updated on Phil’s most recent insights and blog posts by following him on Twitter (@PhilWeinmeister).

Bibliographic information

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