Intro to Point & Click App Development

Think It. Build It.


大约 1 个月

6小时每周 (按照自己的节奏)




大约 1 个月

6小时每周 (按照自己的节奏)

观看Intro to Point & Click App Development课程介绍


This class teaches you how to build powerful web and mobile apps and host them in the cloud, without writing a line of code.

By the end of this short course, you'll use the skills you've developed to conceptualize and create your own app. To get you there, your instructors Samantha and Andy will first help you build an app that could be used to manage logistics at a music festival. Though this is a very specific app use case, the skills you learn will be applicable to just about any business app you’d want to develop.


After completing this course you will have built your own web and mobile app. You will become familiar with the concept of abstraction and how to think about concrete problems in their most general sense -- a concept critical for all developers. In addition, you will learn how to map out a data model, create data visualizations, and automate manual processes after analyzing your abstractions.

What kind of apps can you build? Well, Facebook uses a Salesforce app to manage their entire hire-to-retire process: collecting resumes, sharing feedback, making job offers, and developing talent. And the Obama 2012 campaign built apps to mobilize their vast volunteer network and visualize the pulse of the nation in real-time. What will you build?


Good news! You don't need any programming experience and you don't need to know anything about Salesforce. You'll learn the ins and outs of point-and-click development, so all you need now is an interest in building an app.

One thing you should know: the skills you learn in this course are in high demand and will help further your career.




In this class you’ll learn the basics of building apps with, a part of Salesforce Platform. These apps are typically business apps: they solve organizational and logistical problems. You probably wouldn’t use Salesforce to build a computer game (though you could!).

There are two ways to build apps in with or without code. This class will only cover the non-coding, point-and-click app building interface. But don’t be fooled! Building powerful apps does not require writing code.

This class contains an introductory lesson, five primary lessons where you'll be building and learning (each of which has an accompanying problem set to practice your skills), and a final project where you'll put everything together.

Lesson 0: What is Salesforce (15 mins)

What is Salesforce Platform? What does it do? Why should I learn about it? What kind of jobs can I get after I learn how to use it?

In this lesson, you’ll meet the instructors, get to know the class, and learn a bit about Salesforce in general.

Lesson 1: Creating your First App (90 minutes)

In this lesson you’ll get acquainted with and actually build the beginnings of your first app. You’ll get some experience taking a big problem (in this case, managing a music festival), breaking it into smaller parts, and representing those parts in Salesforce. As you do this, you’ll learn about the basic components of a Salesforce app and add some simple (but powerful) functionality to your app. More concretely, you’ll learn about:

  • Salesforce Data: Salesforce represents data as objects, fields, and records. You’ll learn what these terms mean and build them into your app.
  • Relationships: When the pieces of your app start communicating, interesting things can happen. In this lesson you’ll learn the basics of Salesforce relationship fields.
  • Validation Rules: If you’ve ever incorrectly entered your credit card number into a website, you already know about validation rules. In this lesson, you’ll learn how to build them into your app.
  • Formulas and Summaries: These tools let you easily keep track of quantifiable things like money spent, customers contacted, or tickets sold. In this lesson you’ll learn how to build these automated calculations into your app.

Lesson 2: Building out your Data Model (90 mins)

Behind every powerful business app is a well-planned data model (also known as a schema). In this lesson you’ll learn how to decompose a complex problem into its component pieces and then connect those pieces together with the appropriate relationship fields. The data model you build will serve as the schematic skeleton onto which you’ll build dynamic functionality in later lessons. The specific topics covered are:

  • One-to-Many Relationships: These relationships let the pieces of your app talk to each other. In this lesson you’ll learn how and when (and why) to use master-detail and lookup relationships in the apps you build.
  • Many-to-Many Relationships: You’ll learn how to use a junction object to add flexibility into your data model.
  • Customizing the User Interface: Good apps should be easy to use! In this lesson you’ll learn how to configure the layout of your app to make sure the UI is simple and intuitive.
  • Schema Builder: There are many ways to get things done in Salesforce. In this lesson you’ll start using the schema builder to understand how your app works.
  • Data Loading: This is a convenient way to get lots of data onto your app at once.

Lesson 3: Visualizing your Data (45 mins)

No matter what kind of app you’re building, you’ve probably got some data that you want other people in your organization to understand quickly and easily. In this lesson you’ll learn how quickly communicate information with real-time data visualizations. Specifically, you’ll learn how to make:

  • Reports: These let you gather related information into one place. These let you gather data according to specific criteria and display it in neat rows and columns.
  • Charts: These let you graphically summarize the information in a report.
  • Dashboards: Different people want access to different information. A dashboard is a collection of charts that give specific people in your organization exactly the information that they need in real-time.
  • Views: Data is good, but sometimes you have too much. Views let you selectively and quickly display only the data you care about.

Lesson 4: Adding Automation (45 mins)

In this lesson you’ll think about how to use your app to automate manual tasks. You’ll learn how to use two important Salesforce tools:

  • Workflows: There are situations where a series of steps need to happen in sequence: first do this, then do that. Workflows let you automate processes like these, such as sending an email, assigning a task, or updating a field.
  • Approval Processes: You don’t want every job to be completely automated. Sometimes you need someone to step in and say “this looks good.” Approval processes add a human element to your automated tasks.

Lesson 5: Make it Social. Make it Mobile. (45 mins)

This is it. With a few clicks of the mouse you’ll make your app social and mobile. The tools you’ll use are:

  • Chatter: This will let your users collaborate on the projects and records they work on together.
  • Salesforce1: That web app you’ve been building this whole time? It’s actually a mobile app too. You’ll even learn how to quickly customize your mobile interface and add functionality for mobile productivity.

Final Project: Build your own App (2-4 hours)

By the time you get here, you will have already built a music festival management app. Now it’s time to take your own idea and turn it into a functional web and mobile app.


Samantha Ready

Samantha Ready

Samantha Ready is a Developer Evangelist at She has been with Salesforce for three years, and prior to evangelism was part of an internal development team building prototypes and apps on the platform. She graduated from UC Santa Cruz with a degree in computer engineering and a concentration in robotics and embedded systems, but as of late has focused on front end and mobile development. When she’s not sharing her love for Salesforce, you can find Sam scuba diving, scaling mountains, or searching for the world’s best hot sauce while listening to good music.

Mario Korf

Mario Korf

Mario Korf is a Developer Programs Manager at, who specializes in designing learning paths and documentation for new developers. During his six years at Salesforce, he has won several technical writing awards on subjects from application lifecycle management to mobile development. He created the popular Workbook series of tutorials, and is passionate about new and innovative ways for learning. Mario's excited to help with this project because it provides an alternative to traditional instructor-lead training, with a social, self-paced, and enjoyable experience out of the box. In his spare time, Mario is racing, building, or chasing something. He’s typically on or under the water.

Andy Brown

Andy Brown

Andy Brown 是优达学城的首席讲师。他拥有 MIT 的物理学学位,毕业以后,他致力于教学和学习。自2012年加入优达学城以来,Andy 帮忙设计了很多课程。他喜欢通过创建具有创新性和引人注意的课程来探索新的教育方法。平时,如果他不是在研究转换思维的最好办法,那你肯定会发现他在骑自行车,或是在开车探索他在加利福尼亚的新家带给他的完美体验。