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Architecting Apps for the AppExchange Todd McKinnon, VP Development, Salesforce.com Andrew Smith, Product Manager, AppExchange Track: IT Executives
Safe Harbor Statement ,[object Object],[object Object],[object Object],[object Object]
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Customer Use of Salesforce.com Has Evolved CRM Applications ,[object Object],[object Object],[object Object],Customized and Integrated ,[object Object],[object Object],ERP Legacy Platform Customers building new On-Demand apps Ecosystem Partners building integrated solutions Directory Directory of  On-Demand Business Apps
Why are Customer Building Apps? What if you could extend CRM to automate other sales, marketing and support business processes? What if new apps you developed were automatically integrated with your salesforce.com CRM data? What if you could extend your success with salesforce.com to other departments? Ease of Integration Automate More  Business Processes Extended CRM
Opportunities for Extending Success With On-Demand Human Resources Recruiting Vacation Requests Training Finance Expense Reports Purchase Orders Budgets Operations Project Management Event Managment Professional Services Management IT IT Asset Tracking Bug Tracking Feature Requests Which users have been left out? Which business processes are still manual?
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Altium used the AppExchange to deploy  six critical business applications  in only four weeks CIO, Altium Corporation Sales Sales Service & Support Marketing Campaigns Customer Requests Quoting Purchase Orders Project Management Electronic Components
[object Object],[object Object],[object Object],[object Object],[object Object],Ian Brown  General Manager, Sales PerkinElmer LAS Canada Inc PerkinElmer uses The AppExchange to replaces custom Lotus Notes development "The AppExchange gives our employees visibility  into availability, costs and returns for millions of dollars in demonstration instruments " Sales Sales Service & Support Marketing Customer Delight Sales Service & Support Demo Inventory Vacation Requests Call Scripting Got Campaigner
[object Object],[object Object],[object Object],[object Object],Accelerating ISV Success through the AppExchange Success Stats
[object Object],[object Object],[object Object],[object Object],[object Object],Building a Start-Up on the AppExchange ,[object Object],[object Object],[object Object],[object Object],Success Stats
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
App Exchange 101 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
If You’ve Ever Customized CRM, You Can Build Apps!  Business User Power User Administrator Business  Analyst Professional Developer Configure Apps Customize Apps Develop Apps ,[object Object],[object Object],[object Object],[object Object],[object Object],Personalize Apps Browser User Excel User Excel Power User Basic DB Knowledge Light VBA or JavaScript SQL Expertise Java / .NET
Build Brand New Apps Without Coding or Scripting   Customize with Clicks  not Code ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],All Customizations Are Upgraded With Zero Customer Effort
When to Add Code to your Apps? ,[object Object],http://www.salesforce.com/developer Custom Interface Development Build Complex Business Logic
Considerations for Building Use Case Data Model User Experience ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Let’s Take a Look at Our Recruiting App! ,[object Object]
Building the App: Data Model ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Custom Objects Needed
Demo: Creating a Custom Object
Demo: Creating a Custom Field
Demo: Creating a Relationship Selecting the relationship type Master-Detail is a one to one relationship Lookup is a one to many relationship
Demo: Creating a Formula Field Create a “percent of salary range” formula
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
“…  I use at least 4 different AppExchange applications everyday to run my business.  I love them.  The folks building this stuff must be great!  Especially the managers! Todd McKinnon VP Development  Salesforce.com   Business Users Love it !  What the fans are saying:
Recruiting Application
Patent Application ,[object Object],[object Object],[object Object],[object Object],[object Object],Sample Screen of Demo Here (Add URL Link to Demo)
Patent Application
“…  I was able to roll the view together as a more or less lunch time effort in a day and half … we have a docketing system, similar to the proprietary ones costing thousands.   Sure speaks volumes for AppExchange! “ Paul Durdik Senior Corporate Counsel and Director of Intellectual Property, Salesforce.com   Business Users Love it !  What the fans are saying:
Release Management Application ,[object Object],[object Object],[object Object],[object Object]
Release Management Application
Dreamforce Application
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Recruiting:  Winter ‘07  ,[object Object],[object Object],[object Object],[object Object],[object Object]
Q & A Todd McKinnon Vice President, Development Andrew Smith Product Manager, AppExchange [email_address] [email_address]
Session Feedback Let us know how we’re doing! ,[object Object],[object Object],[object Object],[object Object],[object Object],Save time! Use your cell phone or mobile device to send Feedback via SMS/Text Messaging! Send a message to  26335 In the message body:   Session 217, ####   For example, “ Session 123, 5555 ” Session ID:  217 Session ID # Scores for 4 categories SMS Voting powered by:

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Architecting Apps for the AppExchange

  • 1. Architecting Apps for the AppExchange Todd McKinnon, VP Development, Salesforce.com Andrew Smith, Product Manager, AppExchange Track: IT Executives
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  • 5. Why are Customer Building Apps? What if you could extend CRM to automate other sales, marketing and support business processes? What if new apps you developed were automatically integrated with your salesforce.com CRM data? What if you could extend your success with salesforce.com to other departments? Ease of Integration Automate More Business Processes Extended CRM
  • 6. Opportunities for Extending Success With On-Demand Human Resources Recruiting Vacation Requests Training Finance Expense Reports Purchase Orders Budgets Operations Project Management Event Managment Professional Services Management IT IT Asset Tracking Bug Tracking Feature Requests Which users have been left out? Which business processes are still manual?
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  • 20. Demo: Creating a Custom Object
  • 21. Demo: Creating a Custom Field
  • 22. Demo: Creating a Relationship Selecting the relationship type Master-Detail is a one to one relationship Lookup is a one to many relationship
  • 23. Demo: Creating a Formula Field Create a “percent of salary range” formula
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  • 25. “… I use at least 4 different AppExchange applications everyday to run my business. I love them. The folks building this stuff must be great! Especially the managers! Todd McKinnon VP Development Salesforce.com Business Users Love it ! What the fans are saying:
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  • 29. “… I was able to roll the view together as a more or less lunch time effort in a day and half … we have a docketing system, similar to the proprietary ones costing thousands.  Sure speaks volumes for AppExchange! “ Paul Durdik Senior Corporate Counsel and Director of Intellectual Property, Salesforce.com Business Users Love it ! What the fans are saying:
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  • 35. Q & A Todd McKinnon Vice President, Development Andrew Smith Product Manager, AppExchange [email_address] [email_address]
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