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Next-Generation Native Apps

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  • 1. Next Generation Native Apps Eric Bezar VP Platform Product Management salesforce.com Track: Advanced AppExchange Developer
  • 2. Safe Harbor Statement
    • “ Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements the achievement of which involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions proves incorrect, our results 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 the integration of Sendia Corporation’s technology, operations, infrastructure and personnel with ours; unexpected costs or delays incurred in integrating Sendia with salesforce.com, which could adversely affect our operating results and rate of growth; any unknown errors or limitations in the Sendia technology; any third party intellectual property claims arising from the Sendia technology; customer and partner acceptance and deployment of the AppExchange and AppExchange Mobile platforms; interruptions or delays in our service or our Web hosting; our new business model; breach of our security measures; possible fluctuations in our operating results and rate of growth; the emerging market in which we operate; our relatively limited operating history; our ability to hire, retain and motivate our employees and manage our growth; competition; our ability to continue to release and gain customer acceptance of new and improved versions of our CRM service; unanticipated changes in our effective tax rate; fluctuations in the number of shares outstanding; the price of such shares; foreign currency exchange rates and interest rates.
    • Further information on these and other factors that could affect our financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings we make with the Securities and Exchange Commission from time to time, including our Form 10-K for the fiscal year ended January 31, 2006. These documents are available on the SEC Filings section of the Investor Information section of our website at www.salesforce.com/investor .
    • 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 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, except as required by law.
  • 3. Agenda
    • Platform overview
    • What is a native app?
    • What's new in Winter '07
    • Example app
  • 4. Customer Use of salesforce.com Has Evolved CRM Applications
    • Sales
    • Marketing
    • Service & Support
    Customized and Integrated
    • Meta Customizations
    • Rich Web Services Integrations
    ERP Legacy Platform Customers building new On-Demand apps Ecosystem Partners building integrated solutions Directory Directory of On-Demand Business Apps
  • 5. Platform for the Business Web Secure & Scalable Integrate Mash-Ups ISV Standards Create & Publish Deliver Everywhere Mobile Run Deliver Globally Think Global, Act Local
  • 6. Our Guiding Principle
    • Make simple things simple.
    • Make complex things possible.
  • 7. Enablement Across All Audiences Business User Power User Administrator / Business Analyst Script Developer Professional Developer Configure apps Customize apps Develop apps
    • Declarative
    • Point and click
    • Meta Data Based
    • Procedural Code
    • Multiple languages
    • Developer target
    Personalize apps Browser user Excel user Excel power user Basic DB knowledge Light VBA or Javascript SQL expertise Java / .NET
  • 8. Agenda
    • Platform overview
    • What is a native app?
    • What's new in Winter '07
    • Example app
    • Q & A
  • 9. Application Patterns Native Composite Client User Interface Metadata, Layouts App Logic Workflow, Formulas, Validation Data Custom Objects User Interface S-Controls, Buttons & Links App Logic Code + scripts (Java, etc) Data Web services, local DBs Client Specific .NET forms, J2ME, Blackberry, etc Configure Examples: data apps, Bug tracking, asset tracking, Expense management Examples: email services, data enrichment, mapping, order entry Examples: mobile apps, desktop/Office integration, ERP integration Code Code Simplicity + Speed Control + Flexibility
  • 10. Native Apps Customize with Clicks not Code
    • Point-and-Click Model Delivers:
    • Data model customizations
      • Add tables
      • Add fields
      • Create relationships
    • User interface customizations
      • Diverse page layouts to support multiple business processes
    • Workflow & business logic
      • Validation rules
      • Approval processes
    • Custom applications
    All Customizations Are Upgraded With Zero Customer Effort
  • 11. When to go Composite?
    • Integrations, Mash-Ups
    http://www.salesforce.com/developer Custom Interface Development
  • 12. Flexibility: Build, Buy, Mash-Up Build with Clicks not Code
    • Over 300 Applications
      • Create
      • Share
      • Browse
      • Install
    Collaboration Compose Mash-ups from Components
  • 13. Agenda
    • Platform overview
    • What is a native app?
    • What's new in Winter '07
    • Example app
    • Q & A
  • 14. In Winter '07, AppExchange matures from a simple Data Centric platform to a powerful Process Centric platform. Now business analysts can automate entire business processes without coding. Winter '07 makes powerful things simple.
  • 15. From Data Centric to Process Centric Current Winter '07 Content File Share Project Portal MS Sharepoint Intranet Nytimes.com Transaction Process Data Press Release approval Spreadsheet MS Access Lotus Notes Group Recruiting Bug tracking ProServ Automation Product Management Project Management Department Payroll (ADP) Financials (Oracle) Supply Chain Benefits Enrollment Expense Mgmt Help desk Procurement HR CRM Analytics Enterprise Paypal CSS/PRM Internet/ Extranet
  • 16. What's New in Winter '07: Native Apps
    • Workflow & approvals
    Application logic Data model customization
    • UI customization
    Security & compliance
  • 17. Workflow: Not Just Notifications Any More
    • Field Update Action Trigger State Changes & Calculations
    • Outbound Message Action Integrate across multiple systems with real-time messaging
    • Up to 300 Workflow Rules per Object
    • Advanced filters and More Objects
  • 18. Approval Processes
    • Simple or multi-step approval processes
    • Specify actions at each step of process
    • Flexible options for approval request routing
    • Delegated approvals
    For more information: Advanced Enterprise Admin Track Tips & Techniques for Building Advanced Workflow – 3:45 PM today
  • 19. App Logic: Data Validation
    • Prevent invalid data from being saved
    • Make fields conditionally required
    • Prevent duplicate values
    • Enforce your business rules via UI and API
  • 20. App Logic: Formula Enhancements
    • Set default field values New Functions FIND, SUBSTITUTE, DATEVALUE, MIN & MAX
    • Bigger Formulas
    • Reference Record Type, User, Role, and Profile Fields
    • Store formula results in other fields
  • 21. Data Model Customizations
    • Sharing on Custom Objects
    • Field History Tracking on Custom Objects
    • Queues on Custom Objects
    • Self Relationships on Custom Objects
    • User Hierarchy fields for approval routing
    • Restricted edit option on User custom fields
  • 22. UI Customization
    • Rename Standard Fields
    • Related List Hover Links
    • Collapsible Sidebar
    • Customize Sidebar Components on Every Page
    • Flexible Custom Tab Colors & Icons
  • 23. Automate Manual Business Processes Human Resources Recruiting Vacation Requests Training Finance Expense Reports Procurement Budgets Operations Project Management Event Managment Professional Services Management IT IT Asset Tracking Bug Tracking Change Requests Which users have been left out? Which business processes are still manual?
  • 24. Meet Compliance Requirements
    • Implement process controls
      • Approvals
      • Record locking
      • Sharing rules
    • Audit changes
      • History tracking
      • Configuration audit trail
    • Report and archive
      • Create custom reports
      • Export data for archival
  • 25. Agenda
    • Platform overview
    • What is a native app?
    • What's new in Winter '07
    • Example app
    • Q & A
  • 26. Demo: PTO Request App
    • Department: Enterprise Wide
    • Key Requirements
      • Enforce business policies
      • Implement process controls
      • Meet compliance requirements
      • Integrate with Payroll system
    • Key Benefits
      • Eliminate error-prone manual processes
      • Reduce financial impact of inaccurate PTO reporting
  • 27. Q & A
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