Chapter 2. Configuring Salesforce

The aim of this chapter is to explain how to approach data modeling in Salesforce and how to map your business rules with the help of some out-of-the-box components provided by Salesforce (through simple clicks). The chapter will explain how some of the form validations can be written with the help of simple validation rules of the Salesforce platform. We will take a look at the configuration components provided out of the box by the platform, which includes page layouts, e-mail templates, workflows, approval processes, formulae, and record types. By the end of the chapter, you will be familiar with building an application using point and clicks.