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Platform

The application platform (Lightning): objects, flows and custom apps without reinventing identity, security and mobile.

FOCUS · APPS WITHOUT REINVENTINGCustom objects, Flow and Lightning: the business apps on top of the CRM, in days
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01 · What it is

Salesforce Platform, made clear.

The Platform is the engine under every Salesforce: objects and relationships defined in clicks, Flow to automate the processes, Lightning App Builder for the interfaces, Apex when code is needed. Every app inherits identity, permissions, mobile and APIs for free — the application infrastructure you don't have to build.

Low-code
objects, flows and pages in clicks: IT delivery accelerated
Inherited
security, mobile, APIs and audit: free with every app
Apex
code when needed: pro-code next to low-code
Salesforce Platform
OFFICIAL SALESFORCE BRANDING · PLATFORM
INTERFACCIA UFFICIALE · SALESFORCE PLATFORM · FONTE: SALESFORCE
OFFICIAL INTERFACE · SALESFORCE PLATFORM · SOURCE: SALESFORCE
02 · How to use it well

The things that make the difference.

The pyramid

The apps: CRM + customwhat the users see
Objects & Flow
Lightning UI
Apex & APIs
data · interfaces · logic
Permissions, profiles, auditgovernance as standard
Hyperforcethe foundations
One model, all the apps

A data model with judgment

Objects and relationships thought out first: technical debt on Salesforce is called 'a field added in a hurry'.

Flow, not triggers everywhere

Declarative automation where it suffices, code where it's needed: maintainability is a choice.

Environments and releases

Sandboxes, change sets and DevOps Center: the governed release even in low-code.

Known limits

Governor limits and volumes: apps designed for the platform, not against it.

03 · In depth

Low-code + pro-code on the same platform

The Platform makes Flow (declarative automations with debugging and versions), Apex (pro-code logic with mandatory tests ≥75%), Lightning Web Components (standards-based UI) and the DevOps experience (sandboxes, scratch orgs, DevOps Center with Git) coexist. Security is platform-level: profiles/permission sets, sharing, Shield for encryption and audit. Every release brings the new features without migrations: the upgrade is Salesforce's, not yours.

  • Flow — serious declarative automation: versions, debugging, error handling
  • Apex + test — custom logic with mandatory coverage: quality enforced
  • LWC — standard web components: the modern frontend inside the CRM
  • Permission set — composable permissions: away from monolithic profiles
  • DevOps Center — Git and pipelines for the releases: real change management
  • Shield — platform encryption, event monitoring, long audit: the regulated sectors
04 · Numbers and lifecycle

The numbers that matter.

75%
the minimum code coverage enforced by Salesforce
3/anno
the releases: the platform updates itself
0
servers to manage: the complete PaaS
s
the cloned sandboxes: the test environment right away
The platform rewards order: development standards, pipelines and security set up by us — the custom that doesn't become debt.
05 · Use cases

Where it really pays off.

Extending the CRM

The processes around sales and service, digitized.

Departmental apps

Requests, approvals and inventories out of Excel.

Customer portals

Experience Cloud: self-service on your data.

The CRM is also an application platform: we exploit it before buying other software.