This document provides information about an upcoming developer workshop, including details about the presenters, login credentials, and links to resources like an online workbook. It also includes standard legal disclaimers about forward-looking statements and a safe harbor statement. The workshop will cover topics like the Salesforce1 platform, building applications with declarative logic and Apex code, integrating apps via APIs, and customizing for mobile.
6. 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.
9. Build Employee Apps Fast with the Salesforce1 App
All your past investments...
All Your Apps
All Your CRM
...are now in the future
Notifications
Platform
Flexible UI
All Your
Customizations
All Your Devices
Download the Salesforce1 App
today.
Publisher
Actions
10. Salesforce1 Platform
6B
Lines of Apex
500M
API Calls
Per Day
4M+
Apps Built on
the Platform
72B
Records
Stored
Salesforce is a Platform Company. Period.
-Alex Williams, TechCrunch
13. Spreadsheet Versus Application
OR
Relational Data
Validated data
Process driven workflows
Approval System
Field Auditing
Users, Profiles and Permissions
Enterprise Collaboration
With the same amount of programming…
15. 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
16. 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
17. 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
25. 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) )
45. Trigger Anatomy
Object Definition
Event Definition
trigger MerchandiseTrigger on Merchandise__c (before
insert, before update) {
Merchandise__c[] merch = Trigger.new;
if(Trigger.isInsert) {
MerchandiseUtil.checkMerchandise(merch);
}
Trigger.old and new
// Do more stuff...
Bulkify code
}
46. Unit Testing
@isTest
static public void testRequiredFields() {
Merchandise__c m = new Merchandise__c(Name = 'Test');
try {
insert m;
System.assert(false,
'Shouldn't be able to insert Merchandise without’ +
' quantity & price!');
} catch (DMLException e) {
// Expect to see an exception here – all is good
}
m.Quantity__c = 0;
m.Price__c = 9.99;
insert m;
}
47. Unit Testing
public WarehouseCSVController() {
Boolean dummy =
ApexPages.currentPage().getParameters().get(’dummy') != null;
if (dummy) {
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();
}
}
61. OAuth2 Flow
Invoke OAuth
User logs in,
Tokens sent to callback
Remote
Application
Salesforce
Platform
Call API
Return Data
Maintain session with
refresh token
67. SOAP API
1. Authenticate
login.salesforce.com
Java Web
Server
2. Access API
<QUERY><SOQL>
SELECT Id from Account
</SOQL></QUERY>
3. Get XML
<RECORDS>
<RECORD type=“Account”>
<id>oax02fdr756aFdad</id>
</RECORD>
</RECORDS>
Salesforce
Platform
86. Mobile SDK: Accelerate App Development
Tools for building native, hybrid, and HTML5 apps on iOS and Android
OAuth2
http://developer.force.com/mobilesdk
Secure authentication and refresh token
management
API Wrappers
Interact with Salesforce REST APIs with
popular mobile platform languages
App Container
Embed HTML5 apps inside a container to
access powerful native device functionality
Secure Offline Storage
Store business data on a device with enterpriseclass encryption
Push Notifications
Dispatch real-time alerts directly to mobile
devices
89. Canvas Anatomy
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
This is the deck for the Private Salesforce Developer Workshops as well as the Beginner’s Track of the ELEVATE program.For the private workshops, use the blue platform bumper slides. For ELEVATE, use the darker ELEVATE ones. The font included in the zip is for the ELEVATE slides.The speaker notes are provided as a guide, not necessarily specific speeches. These notes will not insist on demos, presenters should prep their presentations with the demos they are comfortable with.The recommended agenda can be found here: https://docs.google.com/a/salesforce.com/spreadsheet/ccc?key=0Akr6pvkAv8X5dGFEN2ZWNUxWbS1SVFBoRS1oZU5kQWc#gid=6Errors, comments, suggestions in either the deck or the workbook can be mentioned on Josh Birk’s Chatter feed, or written up in Google Docs and shared with Josh Birk and Mario Korf.
Change this slide to match the local internet requirements.The bit.ly link points to the latest HTML draft of the new workbook. This is different than the official workbook on developer.force.com and there are schema differences, so attendees cannot mix and match.
Highlight that this is not just a day of talking to them, this is a dialogue and they should ask questions as they like – even ones that don’t pertain to the current “section”. Projects they’re working on, features they have heard about, etc.
Safe Harbor
Safe Harbor
So when you are first asked to start tracking data, it might be very tempting to just open up a spreadsheet and start adding rows. But why do that when for the same amount of programming you can get all these features on the right side?
Let’s have an exercise in requirements gathering. Here is some of the core needs for our Warehouse application. What nouns here should we be looking at to model our data with?
Let’s have an exercise in requirements gathering. Here is some of the core needs for our Warehouse application. What nouns here should we be looking at to model our data with?
Let’s have an exercise in requirements gathering. Here is some of the core needs for our Warehouse application. What nouns here should we be looking at to model our data with?
Here is an overview of what our data model will look like.
We also have another thing built right into your data model: Chatter. Chatter is a collaboration engine for your users, and it can interact directly with your data.
Safe Harbor
When we say declarative, we might also refer to the as “clicks not code”. Or citizen development. This is development without needing to use programmatic logic, and it is a very powerful way to build and maintain your applications.
Let’s revisit that spreadsheet idea. You can already see how custom objects and validation rules make for a more robust system. But we can take it even farther, even without coding a single line.
You used a formula to define your validation rule – but what if you could define a field itself this way? This gives you data which is calculated in real time, but can be treated like a normal custom field.
Formula fields work like formulas work in Excel spreadsheets.The formula here insists that a delivery date is needed for these stages.
What’s more important than data? Clean data. Validation rules allow you to block bad data before it even gets into the system.
Validation rules are applied anytime data is being inserted or updated. If your formula evaluates to true, the user will get an error instead of the system being updated.This is true no matter what, through the browser, through an API, through a mobile app. These are rules baked right into your data layer.
Roll-up fields are similar to formula fields, but they play off that master-child relationship you created in the first tutorial. Here, you can do calculations on the fly based on that relationship.
A simple roll-up field might simply count the number of children that are in the relationship. In terms of your invoice, you could count how many line items are related. Or, if you wanted, you could aggregate a child field like value – and get the full value of that invoice.
Workflows are where we start to see specific business rules being replicated in the system. They allow you to perform actions on your data based on specific conditions.
They are broken up like this: When you insert or update a record, and that record meets specific criteria you have set – the system allows you to perform various actions.
The system could send an email, create a task, update a field, or even send a message to an external endpoint.These actions could occur immediately, or they could be time-based and occur at a specific point down the road.
Approvals are where we can put a real human element to controlling your data. This is another example of a feature we have created because we know enterprise apps will need this. Instead of having you create your own approval app, just use our.
Similar to workflows, records can be submitted to approval if they meet certain criteria. You can then perform actions based on if the record was submitted, approved or denied. For instance, you might want to change the status of the record so that you can easily track the progress.You can also track the whole approval history on the record layout.
Approvals have lots of options.
Security is another aspect of our platform we take very seriously. Yes, we want you to be able to create a robust data structure. Your app should have the ability to perform complex business rules. But on top of all that, we need to keep it secure.
The Salesforce Platform is a robust family of Identity and security features. You can assign users profiles, and even define users within groups, queues and hierarches. Permission sets allow you to group specific privileges across profiles, making it easier to maintain exactly who can do what. We also have multiple options for how people sign in: we’re an Identity Provider ourself, we support SAML and have implemented OAuth 2.0. For mobile, we have defined connected apps specifically so that admins can maintain who can use what out in the field.
Update to let them know where lunch is
Safe Harbor
For when declarative logic is not enough, we provide Apex. Apex is a cloud-based programming language, very similar to Java – except that you can code, compile and deploy all right from your Salesforce instance. You’ll see how we can create robust programmatic functions right from your browser.
For those unfamiliar with OO, here’s what a simple class structure looks like. NOTE: If you’re using this slide deck for a very technical audience, breeze through this section and get to meatier features of Apex, otherwise go into a basic discussion about how Apex is divided into classes, refers to information with variables, etc.Now note however, the big difference – we can access and manipulate data with just a few lines of code, no additional configuration required. Apex will automatically know everything you’ve done declaratively for your application.
So what can you use Apex? In the next tutorial, we’ll talk about Controllers – which is how you primarily use Apex without our custom page framework. However, you can also use Apex to both extend some our existing API’s, and also to call out to others. It has a full HTTP request and response library. You can also communicate via email, both outbound – send out emails to recipients … and inbound. With inbound email you setup an Apex class, get a email address associated with it, and then you can have Apex react programmatically to it.Scheduled and Batched Apex allows you to run tasks in the background. A scheduled Apex job will run at a specific time, perform some logic and be done. With a batch job, it will also run at a specific time – but it will run against a set of records defined by SOQL until it is done all those records. Scheduled jobs are great for checking against your data and send out updates or alerts, while batched jobs can provide functions like data archiving and clean up.Finally, we triggers. Let’s take a closer look at those.
A trigger looks a lot like a class, and behaves in a very similar way – but part of the definition is specifically defining what object it should act on, and when. Unlike an Apex class, triggers are called when events occur on specific object types. For instance, here we will call a utility method any time Merchandise is updated.
Want to make Chatter smarter? You can extend it with Apex Triggers to associate highly custom behaviors. Here if someone adds a hash tag “promote”, Apex will automatically add it to the promotion and even update the record to let everyone know it just did that. We’ll also be doing a deeper dive into Apex and triggers today as well.
Unit testing is code to test your code. There are three basic parts to a good unit test – creating test data which simulates a scenario, and in a unit test all the data is transient … it never actually goes into the system. Next you will want to execute as much of your code as possible. We call that code coverage. To go from sandbox to production, you’ll need 75% coverage. But 75% probably shouldn’t be your target. Actually, 100% should probably be your target. The last bit is assertions, which prove that the outcome is what you expected.And we take this seriously on our side. Anyone want to guess how many of your unit tests Salesforce runs while testing our releases? It’s what you’d want – it’s 100%. So by writing good unit tests, you’re helping us not break your code.
Here is an example of code coverage. In thise case, we’re not testing for the dummyscenario.
If you aren’t familiar with the MVC paradigm: Model View Controller, here is an easy way to think about. Think about how your arm moves. It’s not just one slab of jelly. You start with bones – and the defines the basic structure of the arm. That’s your Model, or Data section. You’ve worked with this already, using the declarative process. Now how do those bones perform actions? Muscle. You’ve already added a little muscle with workflows and validation rules, and we’ll see more later with Apex. But for now, we want to talk about the skin – adding a cosmetic interface to the app.
This is where Visualforce comes into play. Visualforce is our user interface framework in the cloud, allowing you to create custom pages quickly and easy via components.
What do we mean by components? Well you’d start with a page component, and that will define how the whole page is going to be rendered. And then you can add things like a form and fields for the form. Now everything you see here will be HTML when it gets outputted. So you’d have and HTML form, HTML input tages, etc. To the browser, it is just standard HTML.But how are we binding data here? We define a controller, which gets access to server-side logic. Whenever you see these brackets and that exclamation point, you’re looking at dynamically bound data which will effect how the component is rendered.However, the server-side logic here is a little interesting. Do Standard Controller demo, then go back to describe custom controllers and extensions.
Now that you’ve seen how controllers normally look, let’s look at a different trick Visualforce has. You can also access server-side code directly via JavaScript. The Apex code is specified with the @RemoteAction annotation, and then we can call it from JavaScript easily. This is a very lightweight approach to communicating with data. You’ll see an example of this as part of the tutorial.
You can also create completely custom components with your own logic that utilize attributes you define. This makes your Visualforce portable and easy to maintain.
On the flip side, Visualforce also has template support, you can define a page and which sections can be utilized, and then another page can define those sections for the template.
Visualforce also has components specifically for duplicating the Chatter interface, if you want to use that with your pages.
Other uses for Visualforce include creating custom email templates, embedding Visualforce into existing layouts, rendering PDF instead of HTML, creating custom Mobile interfaces and also completely overriding a page.
Before we get into specifics about API integration – let’s talk a bit about Identity. Identity services, being able to authenticate your users securely – is incredibly important, especially once we start accessing the platform from third parties.Now many of you may have existing applications which use our API’s – who here has written a mobile or desktop app that logs into Salesforce, for instance? If you wrote that app with a username and password screen, consider what you are taking on there: you have to handle those credentials with the same care we do on login.salesforce.com, right?
What if you didn’t have to? Stupid question time: who has used Facebook? Right, exactly – and if you’ve used Facebook you have probably seen those popups that say things like “Farmville would like to do these three things as you”. You hit confirm, and Farmville has access to some of your Facebook account, but only the parts you let it. And you never gave them your password. And at any time, you can revoke the app.That’s Oauth, and the Salesforce Platform has an excellent implementation of it. It works by having the app send the user to the first party platform, in this case Salesforce, who logs the person in. The application and the plattform essentially confirm each other, and then at the end of it – the app gets a session token with only the permissions you granted.
Now let’s talk about our specific API’s. We have API’s to fit a wide range of use cases. Our REST API is very versatile, and one of the main use cases is mobile applications.
That’s because the REST API is very lightweight. You access it with industry standard HTTP calls. So when you call http://cnn.com, that’s an HTTP GET call. Your browser returns HTML, and you see a web page. This is the same, but authenticated, and you get JSON back. JSON is a very lightweight data type and many languages and frameworks already know how to parse it.
Now our old workhorse is our SOAP API.
The flow of SOAP is very similar to REST, but the messaging is different. With SOAP, you are sending and receiving an XML message in a specific format. This can get heavy, size-wise, but it is also very stable and predictable. You can create a document called a WSDL (Web Services Definition Language) which defines how those messages look, and a lot of languages like Java and C# can easily consume a WSDL and create classes that talk to the API automatically.
Now our Bulk API is meant specifically for loading large datasets. It’s asynchrounous to maximize the the server processing and allow for potentially lengthy load times.
ETL (Extract Transform Load) tools can leverage the Bulk API to insert rows, pull data, and even modify the data in between … to say, match up columns with different names.
Like the Bulk API – the Streaming API is designed for a very specific problem. What if you need real time updates, but you don’t want the API cost of constantly asking the server is anything has changed?{I usually talk about a Python dev who wrote a script to grab specific accounts, hand them off to a local process and then attach a resulting PDF to the account. It reduced a 45 minute process to a couple of minutes, and it made the system far more responsive. But to make it realtime, he polled the API every millisecond, which killed his API limit. Modified to work with the Streaming API, it now works great}
The Streaming API gets a handshake from the platform, and then can subscribe to topics. Topics are mostly defined by SOQL to describe the kind of data the topic is pushing. Then, as long as that handshake is open – the updates get sent down to the client.
Time to wrap things up
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But now let’s talk about important parts of the platform that we don’t have time to cover today. Like the Mobile SDK, which allows you to easily create iOS and Android applications that run on the Salesforce Platform.
Salesforce.com provides a host of Mobile SDK’s – Native, Hybrid, HTML5 – to help streamline your mobile app development efforts.These SDK’s are the fastest way to connect mobile apps on the extended Salesforce platform. In fact, they were designed so you can mobile-enable features from any of the major platforms that Salesforce offers.Mobile SDK’s can be found online at developer.force.com/mobile along with a handy developer workbook.
Let’s talk about using Canvas, which allows me to easily put third part applications into Salesforce in a secure manner.
For instance, maybe I have a large internal intranet applications. I don’t want to port all that functionality into Salesforce, but I do want to be able to integrate this one interface. Canvas allows you to easily bring that interface into the Salesforce UI, and in a very intelligent way.
Heroku supports a polyglot framework: meaning it deploy many different languages.
Describe AppExchange and packaging in general. If you’ve had the ISV team on hand, you can skip these as they would have already covered the material.