Next Generation Native Apps Eric Bezar VP Platform Product Management salesforce.com Track: Advanced AppExchange Developer
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Agenda
Platform overview
What is a native app?
What's new in Winter '07
Example app
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
Platform for the Business Web Secure & Scalable Integrate Mash-Ups ISV Standards Create & Publish Deliver Everywhere Mobile Run Deliver Globally Think Global, Act Local
Our Guiding Principle
Make simple things simple.
Make complex things possible.
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
Agenda
Platform overview
What is a native app?
What's new in Winter '07
Example app
Q & A
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
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
When to go Composite?
Integrations, Mash-Ups
http://www.salesforce.com/developer Custom Interface Development
Flexibility: Build, Buy, Mash-Up Build with Clicks not Code
Over 300 Applications
Create
Share
Browse
Install
Collaboration Compose Mash-ups from Components
Agenda
Platform overview
What is a native app?
What's new in Winter '07
Example app
Q & A
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.
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
What's New in Winter '07: Native Apps
Workflow & approvals
Application logic Data model customization
UI customization
Security & compliance
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
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
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
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
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
UI Customization
Rename Standard Fields
Related List Hover Links
Collapsible Sidebar
Customize Sidebar Components on Every Page
Flexible Custom Tab Colors & Icons
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?
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
Agenda
Platform overview
What is a native app?
What's new in Winter '07
Example app
Q & A
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
Q & A
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