Salesforce has repeatedly invested a lot of money and attention to ensure its technology stays close to users and administrators. The expression “easy to use” is not something Salesforce takes lightly. For a long time, systems like CRM’s and MAP’s were an area where only expensive technical professionals could play around.
However, Salesforce has given us tools with which we have the opportunity to build apps, websites, pages or simply better processes – without any coding.
Salesforce calls it “Clicks, Not Code”. However, you may have heard a different expression such as:
- Point and click
- Declarative development
Essentially, it means the same thing. The purpose of the “Clicks, not Code” approach is to use Salesforce’s native functionality before you dive into writing custom code, as it can easily be already available on the platform. Basically, you use Salesforce’s resources to build on the platform without writing a single line of code. This approach not only saves a lot of time and money, but it is also often easier to maintain and sometimes the usability can be more satisfying.
So, how do you leverage the “Clicks, Not Code” on Salesforce?
Simple, you can:
- Use pre-built drag and drop functions in the Lightning Flow Designer to create processes that can work based on actions and events, rather than having a developer write Apex triggers.
- Use Process Builder to create automatisation based on the complex business processes your organisation is currently running by.
- Use Lightning Object Creator to turn spreadsheets into apps. We spoke more about this here.
- Use Lightning components such as Lightning App Builder to build record pages, custom home pages, single-page apps and more.
- Use Salesforce provided Formula Functions to save time and effort for customisations when you need to determine values dynamically.
- Use Workflows to create automated processes instead of depending on the manual process.
“Clicks, Not Code” can cover a lot of ground that usually takes more time and money to cover. Therefore, it’s always a good idea to check the Salesforce’s native capabilities and resources before embarking on a custom development journey.
Take a quick look here at a video from the Cloud Orca YouTube channel about the power of process builder.
If you are not sure how to leverage this aspect of Salesforce or don’t feel confident enough to try it out, give us a shout.
We would love to help you build powerful features with less effort. If this is something you would like help with, please connect with us here.