Declarative extension tools versus programmatic development
Key Takeaway
You can extend an org with point-and-click tools or with code. External Services connects the two: from an OpenAPI specification, it automatically creates invocable actions that flows and Apex can use to call an external API.
There are two ways to extend a Salesforce org. Point-and-click tools let you add objects, fields, apps, notifications and outside connections without writing code. Programmatic development uses code, such as Apex, Visualforce and APIs, to build custom applications and integrations. Some tools, such as External Services, serve admins and developers alike. Scenario questions often turn on which tool fits a need and whether that tool needs code.
Point-and-click tools
Point-and-click tools let you extend an org without writing a single line of code. With them you can:
- Enhance objects, data and fields
- Customize the org's look and feel
- Augment business processes
- Create websites
- Create apps
The Setup Home page is the starting point for this work. From there you customize the org, find important setup tools and information, and build and manage applications.
Common no-code customizations include adding custom fields and setting page layouts on standard tabs and types of records. You can also change search, tagging and user interface options. When standard objects don't fit, you can create your own objects so your data fits together in the way that makes the most sense for your business.
A riding school wants to track its horses, but no standard object fits. The admin creates a custom object called Horse. Then the admin adds custom fields such as Breed and Stall Number. Nobody writes any code.
An app is a collection of items that work together to serve a particular function. Lightning apps are created and managed in Lightning Experience. Classic apps are created and managed in Salesforce Classic. You can customize both types to match how your users work.