Elevate workshop track1

133
welcome

Transcript of Elevate workshop track1

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welcome

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Interactive Questions? Current projects? Feedback?

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http://developer.force.com/join

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Check Your Developer Edition Environment

http://developer.force.com/join

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Online Workbook

h"p://bit.ly/workbook_2013  

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Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal quarter ended July 31, 2011. This document and others are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

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Steve Sasson Engineered the first digital camera prototype

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Eastman Kodak Filed for bankruptcy in 2012

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Steve Sasson Worked for Eastman Kodak in 1975

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We are witnessing the Post PC Revolution

456 Million Tablets at Work

782 Million Smartphones at Work

2009 2010 2011 2012 2013(E) 2014(E) 2015(E) 2016(E)

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“By 2015, one of every seven dollars spent on packaged software, server, and storage offerings will

be through the public cloud model.”

http://www.idc.com/prodserv/idc_cloud.jsp

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Salesforce Platform Cloud based, multi-tenant, enterprise class PaaS

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1,000,000 Salesforce Platform Developers

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9 Billion API calls last month

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2.5x Increased demand for Force.com developers

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YOU are the makers

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Use Case: Mobile Development

Cloud-Based Data Authentication Services REST API Native + HTML5 Support Reports + Analytics Secure Offline Storage

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The Salesforce Platform

Infrastructure Services

Network Storage

Operating System Database

App Server Web Server Data Center

Disaster Recovery

Operations Services

Authentication Availability Monitoring

Patch Management Upgrades Backup NOC

Troubleshooting

Your Innovative

App Application Services

Security/Sharing Integration

Customization Web Services

Multi-Language Workflow

Built-in Services Touch

Services

Native iOS SDK Native Android SDK

HTML5 Xcode wizards

PIN code support Custom APEX REST Geo-location Mobile

APIs

Social Services

Feeds Profiles

Status updates Groups

File sharing Approvals Messenger Presence

Platform Services

Globalization APIs

Security Analytics Search Identity

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Mobile Social Identity Data Marketplace

The Salesforce Platform

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Now it’s your turn Building a cloud based application

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DATA MODELING

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Data Modeling

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Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal quarter ended July 31, 2011. This document and others are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

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Spreadsheet Versus Application Relational Data Validated data Process driven workflows Approval System Field Auditing Users, Profiles and Permissions Enterprise Collaboration

OR

With the same amount of programming…

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Let’s Build an App

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Let’s Build an App

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Validation Rules Formulas which block data entry if evaluated as true

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WHEN THEN IF

Record is being

inserted or updated

Formula evaluates to

true

Return error message

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Warehouse Application Requirements

•  Track price and inventory on hand for all merchandise

•  Create invoices containing one or more merchandise items as a line items

•  Present total invoice amount and current shipping status

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Warehouse Application Requirements

•  Track price and inventory on hand for all merchandise

•  Create invoices containing one or more merchandise items as a line items

•  Present total invoice amount and current shipping status

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Warehouse Application Requirements

•  Track price and inventory on hand for all merchandise

•  Create invoices containing one or more merchandise items as a line items

•  Present total invoice amount and current shipping status

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Warehouse Data Model

Merchandise

Name Price Inventory

Pinot $20 15

Cabernet $30 10

Malbec $20 20

Zinfandel $10 50

Invoice

Number Status Count Total

INV-01 Shipped 16 $370

INV-02 New 20 $200

Invoice Line Items

Invoice Line Merchandise Units Sold

Unit Price Value

INV-01 1 Pinot 1 15 $20

INV-01 2 Cabernet 5 10 $150

INV-01 3 Malbec 10 20 $200

INV-02 1 Pinot 20 50 $200

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Chatter Social framework for the enterprise

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TUTORIAL 100 Create an App and Database

Optional: TUTORIAL 110

http://bit.ly/workbook_2013

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Tutorial 100 Optional: Tutorial 110

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DECLARATIVE LOGIC

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DECLARATIVE LOGIC

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Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal quarter ended July 31, 2011. This document and others are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

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Declarative Apps Creating business applications with clicks not code

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Spreadsheet Versus Application

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Formula Fields Operations for performing common logic

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Excel style formulas Support for commons functions

Math Text Date & Time Logical

Can chain functions together: AND ( OR (

ISPICKVAL(StageName, "Closed Won"), ISPICKVAL(StageName, "Negotiation/Review")), ISBLANK(Delivery_Date__c) )

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Roll-Up Fields Field type calculating on rows of child data

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Child of Master-Detail

Count or Aggregate

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Workflows Event based business logic

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When this happens

Meets this Criteria?

Perform These Actions

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Task Outbound Message

Update Field Email

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Approvals System to route approvals through an organization

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Track Approval History

Define Criteria

Define Actions

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Single/Multi/Skip step processes

Route based on roles, or queues

Approval via emails or Chatter

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Security Identity, data security and user services

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User Profiles

Groups, Queues and Hierarchies

Permission Sets

SSO, SAML, OAuth 2.0

Connected Apps

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TUTORIAL 120 App Logic with Clicks not Code

Optional: TUTORIAL 150

http://bit.ly/workbook_2013

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TUTORIAL 120 OPTIONAL: TUTORIAL 150

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LUNCH: Downstairs

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APEX

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APEX

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Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal quarter ended July 31, 2011. This document and others are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

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Apex Cloud based programming language

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public with sharing class myControllerExtension implements Util { private final Account acct; public Contact newContact {get; set;} public myControllerExtension(ApexPages.StandardController stdController) { this.acct = (Account)stdController.getRecord(); } public PageReference associateNewContact(Id cid) { newContact = [SELECT Id, Account from Contact WHERE Id =: cid LIMIT 1]; newContact.Account = acct; update newContact; } }

Class and Interface based Scoped Variables Inline SOQL Inline DML

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Apex Anatomy

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DEVELOPER CONSOLE DEMO

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DEVELOPER CONSOLE

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Controllers Inbound/Outbound Email Services

Custom API and HTTP Callouts

Triggers Scheduled and Batched Tasks

Common Use Cases

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trigger MerchandiseTrigger on Merchandise__c (before insert, before update) { Merchandise__c[] merch = Trigger.new; if(Trigger.isInsert) { MerchandiseUtil.checkMerchandise(merch); }

}

Object Definition Event Definition Trigger.old and new Bulkify code

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Trigger Anatomy

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Chatter Triggers

if(feed_text == ‘promote’) { rec.status__c = ‘Approved’; addToEmailPromotion(rec); FeedItem post = new FeedItem(); post.ParentId = rec.Id; post.Body = ‘Record added to promotion’; feedsToInsert.addITem(post); }

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CHATTER TRIGGER DEMO

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APEX TRIGGERS

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@isTest static public void testRequiredFields() { Merchandise__c m = new Merchandise__c(Name = 'Test'); //assertion: Merchandise requires Price and Quantity try { insert m; } catch (DMLException e) { System.assert(e.getMessage().length() > 0); } m.Quantity__c = 0; m.Price__c = 9.99; //assertion: Merchandise requires Price and Quantity try { insert m; System.assert(String.valueOf(m.Id).length() > 0); } catch (DMLException e) { System.debug(e.getMessage()); }

Unit Testing

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public WarehouseCSVController() { Boolean beRandom =

ApexPages.currentPage().getParameters().get('random') != null; if(beRandom) { allMerchandise = new List<Merchandise__c>(); for(Integer x = 0; x < 1500; x++) { Merchandise__c m = new

Merchandise__c(Name='Widget '+String.valueOf(x), Quantity__c=100, Price__c=49.99);

allMerchandise.add(m); } } else { allMerchandise =

WarehouseDataQuery.getAllMerchandise(); }

}

Unit Testing

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TUTORIAL 300 Code Custom App Logic

http://bit.ly/workbook_2013

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TUTORIAL 300

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VISUALFORCE

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VISUALFORCE

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Model View Controller Application design paradigm to divide data, logic and UI

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Visualforce Cloud based component framework for interfaces

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Standard Controllers Custom Controllers Custom Extensions Data bound components Controller Callbacks

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Visualforce Anatomy

<apex:page StandardController="Contact" extensions="duplicateUtility" action="{!checkPhone}"> <apex:form> <apex:outputField var="{!Contact.FirstName}” /> <apex:outputField var="{!Contact.LastName}" /> <apex:inputField var="{!Contact.Phone}" /> <apex:commandButton value="Update" action="{!quicksave}" /> </apex:form> </apex:page>

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STANDARD CONTROLLER DEMO

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STANDARD CONTROLLER

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@RemoteAction public static String updateMerchandiseItem(String productId, Integer newInventory) { List<Merchandise__c> m = [SELECT Id, Total_Inventory__c from Merchandise__c

WHERE Id =: productId LIMIT 1]; if(m.size() > 0) { m[0].Total_Inventory__c = newInventory; try { update m[0]; return 'Item Updated'; } catch (Exception e) { return e.getMessage(); } } else { return 'No item found with that ID'; } } }

JavaScript Remoting Access Apex from JavaScript Asynchronous Responses

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j$(".updateBtn").click(function() { var id = j$(this).attr('data-id'); var inventory = parseInt(j$("#inventory"+id).val()); j$.mobile.showPageLoadingMsg(); MobileInventoryExtension.updateMerchandiseItem(id,inventory,handleUpdate); });

Apex

Visualforce

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<apex:component controller="WarehouseAccountsController"> <apex:attribute name="lat" type="Decimal" description="Latitude for geolocation query" assignTo="{!lat}” /><apex:attribute name="long" type="Decimal" description="Longitude for geolocation query" assignTo="{!lng}” /> <c:GeoComponent lat=”8.9991" long=”10.00119" />

Custom Components

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<apex:page > <apex:insert name="detail" /> <div style="position:relative; clear:all;"> <apex:insert name="footer" /> </div> </apex:page> <apex:page StandardController="Invoice__c" > <apex:composition template="WarehouseTemplate"> <apex:define name="detail"> <apex:detail subject="{!Invoice__c.Id}" /> </apex:define>

Page Templates

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chatter:follow

chatter:newsfeed

chatter:feed

chatter:followers

chatter:feedAndFollowers

Chatter Components

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Email Templates Generate PDFs Embed in Page Layouts

Mobile Interfaces Page Overrides

Common Use Cases

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TUTORIAL 330 Create a Visualforce Mobile App

http://bit.ly/workbook_2013

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TUTORIAL 330

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MOBILE VF DEMO

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MOBILE VF

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INTEGRATION

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INTEGRATION

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Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal quarter ended July 31, 2011. This document and others are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

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OAuth Industry standard method of user authentication

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Remote Application

Salesforce Platform

Sends App Credentials

User logs in, Token sent to callback

Confirms token

Send access token

Maintain session with refresh token

OAuth2 Flow

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WORKBENCH LOGIN DEMO

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WORKBENCH

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REST API API leveraging industry standard HTTP

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Mobile Application

Salesforce Platform

login.salesforce.com

REST API

1. Authenticate

/services/data/query? SELECT ID FROM ACCOUNT

2. Access API

{“sObject”: “Account”, “id” : “oax02fdr756aFdad”}

3. Get JSON or XML

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WORKBENCH REST DEMO

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WORKBENCH

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SOAP API XML messaging and WSDL based API

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Java Web Server

Salesforce Platform

login.salesforce.com

SOAP API

1. Authenticate

<QUERY><SOQL> SELECT Id from Account </SOQL></QUERY>

2. Access API

<RECORDS> <RECORD type=“Account”>

<id>oax02fdr756aFdad</id> </RECORD>

</RECORDS>

3. Get XML

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Bulk API Asynchronous API for handling large datasets

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ETL Tool

Salesforce Platform

BULK API

2. Push Updates

TITLE: AppCo STREET: 1 Market Street

REF:0001

1. Pull Recent Records Legacy

Database

NAME: AppCo MailingStreet: 1 Market Street

ExternalID:0001

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Streaming API Bayeux implementation for real-time delivery of data

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Java Web Server

Salesforce Platform

STREAMING API

1. Handshake

2. Subscribe to Topic

3. Get Updates

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WORKBENCH PUSHTOPICS DEMO

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WORKBENCH PUSH TOPICS

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TUTORIAL 370 INTEGRATE SYSTEMS

http://bit.ly/workbook_2013

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TUTORIAL 370

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Fundamentals for the Enterprise

Mobile Social Identity Data Marketplace

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Mobile SDK iOS and Android SDK for developing with Force.com

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Mobile SDK: Accelerate App Development

API Wrappers Interact with Salesforce REST APIs with popular mobile platform languages

Secure Offline Storage Store business data on a device with enterprise-class encryption

Push Notifications Dispatch real-time alerts directly to mobile devices

Tools for building native, hybrid, and HTML5 apps on iOS and Android

OAuth2 Secure authentication and refresh token management

App Container Embed HTML5 apps inside a container to access powerful native device functionality

http://developer.force.com/mobilesdk

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Canvas Framework for using third party apps within Salesforce

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Any Language, Any Platform

•  Only has to be accessible from the user’s browser •  Authentication via OAuth or Signed Response •  JavaScript based SDK can be associated with any language •  Within Canvas, the App can make API calls as the current user •  apex:CanvasApp allows embedding via Visualforce

Canvas Anatomy

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Polyglot Framework PaaS allowing for the deployment of multiple languages

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$ git push heroku master Counting objects: 67, done. Delta compression using up to 4 threads. Compressing objects: 100% (53/53), done. Writing objects: 100% (67/67), 26.33 KiB, done. Total 67 (delta 5), reused 0 (delta 0)

Github Repo Heroku

Local Repo

Pull / Push Development Changes

Push Deployments Monitor Application

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HEROKU DEMO

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HEROKU

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AppExchange Application Market for the Salesforce Platform

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1,700+ Apps

20k+ Reviews

1.4m+ Installs

http://appexchange.com

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Double-click to enter title Double-click to enter text The Wrap Up

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check inbox

h"p://bit.ly/sea"ledevworkshp328

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Double-click to enter title Double-click to enter text

@forcedotcom

#forcedotcom #askforce

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Double-click to enter title Double-click to enter text

Join A Developer User Group

http://bit.ly/fdc-dugs

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Double-click to enter title Double-click to enter text

Become A Developer User Group Leader

Email:

April Nassi <[email protected]>

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Double-click to enter title Double-click to enter text http://developer.force.com

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simplicity is the ultimate form of sophistication

Da Vinci

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THANK YOU

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THANK YOU