Advanced Force.com Workshop slides for HCA

1. HCA Advanced Developer
Workshop
David Scruggs
Platform Architect
dscruggs@salesforce.com
770-837-0241

2. 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.

3. Agenda
 Introduction to the Salesforce1 Platform
 Salesforce1 + Visualforce
 Salesforce1 + Canvas
 Apex + APIs
 Wrap-Up

4. Introduction to the
Salesforce1 Platform

5. 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

6. Salesforce1 Platform
APIs
REST APIs
Bulk
APIs
Tooling
APIs
Metadata
APIs
Analytics
APIs
Social
APIs
ET API
Streaming
APIs
Mobile
SDK
Mobile
Packs
Offline
Support
Geolocation
Custom
Actions
Identity
Private App
Exchange
Mobile
Notifications
Visualforce
1
Chatter
Mobile
Services
SOAP
APIs
Workflows
Analytics
Apex
Multilanguage
Heroku
Add-Ons
Email
Service
s
ET 1:1
ET Fuel
Multi-tenant
Cloud
Database
Data-level
Security
Schema
Builder
Sharing
Model
Translation
Workbench
Search
Heroku1
Monitoring
Core Services

7. Program Materials

8. http://developer.force.com/join
Free Developer
Environment

9. Program Materials
Workbook
http://bit.ly/dfc_adv_workbook
Slides
http://www.slideshare.net/da
vescruggs/hca-advanceddeveloper-workshop

10. Warehouse Data Model
Invoice
Number
Status
Count
Total
INV-01
Shipped
16
$370
INV-02
New
20
$400
Merchandise
Invoice Line Items
Line
Merchandise
Units
Sold
Value
INV-01
1
Pinot
1
$20
INV-01
2
Cabernet
5
$150
INV-01
3
Malbec
10
$200
INV-02
1
Pinot
20
$400
Install in your org: bit.ly/1hFwqaDI
Name
Price
Inventory
Pinot
Invoice
$20
15
Cabernet
$30
10
Malbec
$20
20

11. APEX

12. Apex
Cloud based programming language

13. Apex Anatomy
 Class and Interface based
 Scoped Variables
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;
Inline SOQL
}
}

 Inline DML

14. Salesforce1 + Visualforce

15. Visualforce Anatomy
Controllers
 StandardControllers
Custom
Custom Extensions
<apex:page StandardController="Contact"
extensions="duplicateUtility"
action="{!checkPhone}">
<apex:form>
 Data bound components
 Controller Callbacks
<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>

16. }
JavaScript Remoting
@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();
$(".updateBtn").click(function() {
}
var id = j$(this).attr('data-id');
}
var inventory = parseInt(j$("#inventory"+id).val());
else {
$.mobile.showPageLoadingMsg();
return 'No item found with that ID';
}
MobileInventoryExtension.updateMerchandiseItem(id, inventory,handleUpdate);
}
});
 Access Apex from JavaScript
 Asynchronous Responses
Apex
JavaScript
in
Visualforce

17. Custom Components
<apex:component controller="GeoComponentController">
<apex:attribute name="lat"
type="Decimal"
description="Latitude for geolocation query"
assignTo="{!lat}” />
<apex:attribute name="lon"
type="Decimal"
description="Longitude for geolocation query"
assignTo="{!lon}” />
<c:GeoComponent lat=”8.9991" lon=”10.0019" />

18. Page Templates
<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>

19. Chatter Components
<chatter:follow/>
<chatter:newsfeed/>
<chatter:feed/>
<chatter:followers/>
<chatter:feedAndFollowers/>

20. Common Use Cases
Email Templates
Embed in Page Layouts
Mobile Interfaces
Generate PDFs
Page Overrides

21. Visualforce Controllers
Apex for constructing dynamic pages

22. Viewstate
Hashed information block to track server side transports

23. Reducing Viewstate
//Transient data that does not get sent back,
//reduces viewstate
transient String userName {get; set;}
//Static and/or private vars
//also do not become part of the viewstate
static private integer VERSION_NUMBER = 1;

24. Reducing Viewstate
//Asynchronous JavaScript callback. No viewstate.
//RemoteAction is static, so has no access to Controller context
@RemoteAction
public static Account retrieveAccount(ID accountId) {
try {
Account a = [SELECT ID, Name from ACCOUNT
WHERE Id =:accountID LIMIT 1];
return a;
} catch (DMLException e) {
return null;
}
}

25. Handling Parameters
//check the existence of the query parameter
if(ApexPages.currentPage().getParameters().containsKey(„id‟)) {
try {
Id aid = ApexPages.currentPage().getParameters().get(„id‟);
Account a =
[SELECT Id, Name, BillingStreet FROM Account
WHERE ID =: aid];
} catch(QueryException ex) {
ApexPages.addMessage(new ApexPages.Message(
ApexPages.Severity.FATAL, ex.getMessage()));
return;
}
}

26. SOQL Injection
String account_name = ApexPages.currentPage().getParameters().get('name');
account_name = String.escapeSingleQuotes(account_name);
List<Account> accounts = Database.query('SELECT ID FROM
Account WHERE Name = '+account_name);

27. Cookies
//Cookie =
//new Cookie(String name, String value, String path,
//
Integer milliseconds, Boolean isHTTPSOnly)
public PageReference setCookies() {
Cookie companyName =
new Cookie('accountName','TestCo',null,315569260,false);
ApexPages.currentPage().setCookies(new Cookie[]{companyName});
return null;
}
public String getCookieValue() {
return ApexPages.currentPage().
getCookies().get('accountName').getValue();
}

28. Inheritance and Construction
public with sharing class PageController
implements SiteController {
public PageController() {
}
public PageController(ApexPages.StandardController stc) {
}

29. Controlling Redirect
//Stay on same page
return null;
//New page, no Viewstate
PageReference newPage = new Page.NewPage();
newPage.setRedirect(true);
return newPage;
//New page, retain Viewstate
PageReference newPage = new Page.NewPage();
newPage.setRedirect(false);
return newPage;

30. Unit Testing Pages
//Set test page
Test.setCurrentPage(Page.VisualforcePage);
//Set test data
Account a = new Account(Name='TestCo');
insert a;
//Set test params
ApexPages.currentPage().getParameters().put('id',a.Id);
//Instatiate Controller
SomeController controller = new SomeController();
//Make assertion
System.assertEquals(controller.AccountId,a.Id)

31. Visualforce Components
Embedding content across User Interfaces

32. Visualforce Dashboards
Custom Controller
Dashboard Widget
<apex:page controller="retrieveCase"
tabStyle="Case">
<apex:pageBlock>
{!contactName}s Cases
<apex:pageBlockTable value="{!cases}"
var="c">
<apex:column value="{!c.status}"/>
<apex:column value="{!c.subject}"/>
</apex:pageBlockTable>
</apex:pageBlock>
</apex:page>

33. Page Overrides
Select Override
Define Override

34. Templates
Layout inserts
Define with
Composition
<apex:page controller="compositionExample">
<apex:form >
<apex:insert name=”header" />
<br />
<apex:insert name=“body" />
<apex:composition template="myFormComposition
<apex:define name=”header">
<apex:outputLabel value="Enter your favorite m
<apex:inputText id=”title" value="{!mealField}"
</apex:define>
<h2>Page Content</h2>

35. Custom Components
Define Attributes
<apex:component controller="WarehouseAccounts
<apex:attribute name="lat" type="Decimal" descrip
Query" assignTo="{!lat}"/>
<apex:attribute name="long" type="Decimal" desc
Geolocation Query" assignTo="{!lng}"/>
<apex:pageBlock >
public with sharing class WarehouseAccountsCont
Assign to Apex
public Decimal lat {get; set;}
public Decimal lng {get; set;}
private List<Account> accounts;
public WarehouseAccountsController() {}

36. Page Embeds
Standard Controller
Embed in Layout
<apex:page StandardController=”Account”
showHeader=“false”
<apex:canvasApp
developerName=“warehouseDev”
applicationName=“procure”

37. Extending Salesforce1 with Visualforce Pages
bit.ly/1f7feZN
Time: 60 Minutes

38. Salesforce1 + Canvas

39. Canvas
Framework for using third party apps within Salesforce

41. 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

42. Integrating Your Web Applications in Salesforce1 with
Force.com Canvas
http://bit.ly/1n8C4WK
Time: 45 Minutes

43. Apex + APIs

44. “Universal Connectors”
http://makezine.com/2012/03/19/universal-adapter-set-for-construction-toys/

45. Apex Triggers
Event based programmatic logic

46. Controlling Flow
trigger LineItemTrigger on Line_Item__c (before insert,
before update) {
//separate before and after
if(Trigger.isBefore) {
//separate events
if(Trigger.isInsert) {
System.debug(„BEFORE INSERT‟);
DelegateClass.performLogic(Trigger.new);
//

47. Delegates
public class BlacklistFilterDelegate
{
public static Integer FEED_POST = 1;
public static Integer FEED_COMMENT = 2;
public static Integer USER_STATUS = 3;
List<PatternHelper> patterns {set; get;}
Map<Id, PatternHelper> matchedPosts {set; get;}
public BlacklistFilterDelegate()
{
patterns = new List<PatternHelper>();
matchedPosts = new Map<Id, PatternHelper>();
preparePatterns();
}

48. Static Flags
public with sharing class AccUpdatesControl {
// This class is used to set flag to prevent multiple calls
public static boolean calledOnce = false;
public static boolean ProdUpdateTrigger = false;
}

49. Chatter Triggers
trigger AddRegexTrigger on Blacklisted_Word__c (before insert, before update) {
for (Blacklisted_Word__c f : trigger.new)
{
if(f.Custom_Expression__c != NULL)
{
f.Word__c = '';
f.Match_Whole_Words_Only__c = false;
f.RegexValue__c = f.Custom_Expression__c;
}
else
f.RegexValue__c = RegexHelper.toRegex(f.Word__c,
f.Match_Whole_Words_Only__c);
}
}

50. Scheduled Apex
Cron-like functionality to schedule Apex tasks

51. Schedulable Interface
global with sharing class WarehouseUtil implements Schedulable {
//General constructor
global WarehouseUtil() {}
//Scheduled execute
global void execute(SchedulableContext ctx) {
//Use static method for checking dated invoices
WarehouseUtil.checkForDatedInvoices();
}

52. Schedulable Interface
Via Apex
Via Web UI
System.schedule('testSchedule','0 0 13 * * ?',
new WarehouseUtil());

53. Batch Apex
Functionality for Apex to run continuously in the background

54. Batchable Interface
global with sharing class WarehouseUtil
implements Database.Batchable<sObject> {
//Batch execute interface
global Database.QueryLocator start(Database.BatchableContext BC){
//Start on next context
}
global void execute(Database.BatchableContext BC,
List<sObject> scope) {
//Execute on current scope
}
global void finish(Database.BatchableContext BC) {
//Finish and clean up context
}

55. Unit Testing
Test.StartTest();
System.schedule('testSchedule','0 0 13 * * ?',new,WarehouseUtil());
ID batchprocessid = Database.executeBatch(new WarehouseUtil());
Test.StopTest();

56. OAuth
Industry standard method of user authentication

57. OAuth2 Flow
Sends App Credentials
User logs in,
Token sent to callback
Remote
Application
Confirms token
Send access token
Maintain session with
refresh token
Salesforce
Platform

58. Apex Endpoints
Exposing Apex methods via SOAP and REST

59. Apex SOAP
global class MyWebService {
webService static Id makeContact(String lastName, Account a) {
Contact c = new Contact(lastName = 'Weissman',
AccountId = a.Id);
insert c;
return c.id;
}
}

60. Apex REST
@RestResource(urlMapping='/CaseManagement/v1/*')
global with sharing class CaseMgmtService
{
@HttpPost
global static String attachPic(){
RestRequest req = RestContext.request;
RestResponse res = Restcontext.response;
Id caseId = req.requestURI.substring(req.requestURI.lastIndexOf('/')+1);
Blob picture = req.requestBody;
Attachment a = new Attachment (ParentId = caseId,
Body = picture,
ContentType = 'image/

61. Apex Email
Classes to handle both incoming and outgoing email

62. Outgoing Email
Messaging.SingleEmailMessage mail = new Messaging.SingleEmailMessage();
String body = count+' closed records older than 90 days have been deleted';
//Set addresses based on label
mail.setToAddresses(Label.emaillist.split(','));
mail.setSubject ('[Warehouse] Dated Invoices');
mail.setPlainTextBody(body);
//Send the email
Messaging.SendEmailResult [] r =
Messaging.sendEmail(new Messaging.SingleEmailMessage[] {mail});

63. Incoming Email
global class PageHitsController implements Messaging.InboundEmailHandler {
global Messaging.InboundEmailResult handleInboundEmail(
Messaging.inboundEmail email,
Messaging.InboundEnvelope env)
{
if(email.textAttachments.size() > 0) {
Messaging.InboundEmail.TextAttachment csvDoc =
email.textAttachments[0];
PageHitsController.uploadCSVData(csvDoc.body);
}
Messaging.InboundEmailResult result = new
Messaging.InboundEmailResult();
result.success = true;
return result;
}

64. Incoming Email
Define Service
Limit Accepts

65. Team Development
Tools for teams and build masters

66. Metadata API
API to access customizations to the Force.com platform

67. Migration Tool
Ant based tool for deploying Force.com applications

68. Continuous Integration
Development
Testing
Source
Control
DE
CI Tool
Sandbox
Fail
Notifications

69. Tooling API
Access, create and edit Force.com application code

70. Tutorial 472 – Create an App
http://bit.ly/dfc_adv_workbook
Time: 30 Minutes
Note: use bit.ly/1b1Runu as the Gist.

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