Build a CRM with AuraBoot

This tutorial walks through building a working CRM on AuraBoot from an empty project to a published release. By the end you will have:

  • Three core models (Lead, Account, Opportunity) with relationships and validation
  • List / detail / form pages designed in the Page Designer
  • Role-based access plus row-level data permissions
  • An automated lead-to-opportunity conversion flow and an approval workflow
  • A sales dashboard with charts and drill-down filters
  • A working mobile experience for the same models
  • A reproducible promotion path from dev to production

Each chapter is independent enough to read on its own, but they assume the chapters before them are complete. If you finish chapter 7, the result is something you can demo to a stakeholder, not a toy.

Who this is for

You should be comfortable with:

You do not need to write Java or React to finish this tutorial. Every step uses configuration in the Designer or DSL.

Chapters

  1. Define the data model — three models, relationships, indexes, validation
  2. Design the pages — list / detail / form with custom blocks and field grouping
  3. Wire permissions — roles, permission codes, row-level filters
  4. Automate the flow — Automation graph + BPMN approval
  5. Build a dashboard — KPIs, charts, filters, drill-down
  6. Ship to mobile — the same models on the mobile renderer
  7. Promote and release — env-promotion from dev to prod, DSL packaging

Conventions

  • Code blocks marked # run locally are shell commands you should execute on your machine
  • Screenshots use a viewport of 1440×900 — your UI may differ slightly with theme or locale
  • Whenever you see {tenant}, substitute the tenant code you created at install time

When you are ready, head to chapter 1 →.