Beginners guide to Salesforce1
Platform -- (clicks, not code)
Wayne Gahan
@WayneGahan
wayne.gahan@bluewave.ie
Joshua Hoski...
Login and get ready
1. Connect your laptop to the network “bitbuzz”
2. Once connected, launch your web browser
(www.bitbuz...
Agenda
9:00 AM Intro to Salesforce.com (0:45)
9:45 AM Hands-On: App & UI (0:45)
10:30 AM Declarative Logic (0:45)
11:15 AM...
Don’t be shy, ask lots of questions
This is a practical workshop
Help is at hand though…
So who is in the audience?
What is your experience with Salesforce?
Have you developed applications before?
Java, .Net, Ru...
What does the Cloud mean
to you?
What is the Cloud?
Are you using the Cloud?
Have you built apps running in the Cloud?
Add in furniture, phones, coffee
machine, bean bags & the
kitchen sink:
Software as a Service (SaaS)
Simplified view of th...
Introduction to the
Salesforce1 Platform
Safe Harbor
Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contai...
Infrastructure Slows Down Application Development
Salesforce1 platform – enabling apps in the Cloud
Multi-Tenancy
Automatic
Upgrades
6BLines of
Apex Code
500M
API Calls
Per...
Salesforce1 Platform overview
Salesforce1 Platform APIs
Salesforce1 App
Salesforce1 Platform Services
Force.com Heroku1
Ex...
Salesforce1 Platform – its big!
Core
Services
Chatte
r
Multi-
languag
e
Translatio
n
Workbenc
h
Email
Servic
es
Analytic
s...
Build Amazing Apps and Connect Everything.
Build Innovative
Customer apps
Automate Processes
with Employee Apps
Connect
Ev...
Salesforce1 Platform – its powerful
Salesforce is the Platform Company.
-Alex Williams, TechCrunch
500MAPI Calls
Per Day
6...
1.4 Million
developer.salesforce.com
Lots of help online
meetup.com/
Dublin-Salesforce-Developer-User-Group
Lots of help offline too!
Developer User Groups (DUG’s)
appexchange.salesforce.com – App Store
appexchange.salesforce.com – App Store
A quick tour of Salesforce1
Platform
Declarative Apps (Clicks not code)
Declarative Apps (Clicks not code)
Declarative Apps (Clicks not code)
developer.salesforce.com/signup
Create a Developer Org for the workshop
Create a Developer Org for the workshop
developer.salesforce.com
Create a Developer Org for the workshop
developer.salesforce.com
Your mission:
Building a Warehouse App
Warehouse Application Requirements
 Track price and inventory on hand for all
merchandise
 Create invoices containing on...
Data Modeling
Warehouse Application Requirements
 Track price and inventory on hand for all
merchandise
 Create invoices containing on...
Warehouse Application Requirements
 Track price and inventory on hand for all
merchandise
 Create invoices containing on...
Merchandise
Name Price Quantity
Pinot $20 15
Cabernet $30 10
Malbec $20 20
Zinfandel $10 50
Invoice
Number Status Count To...
Validation Rules
WHEN THENIF
Record is
being
inserted or
updated
Formula
evaluates to true
Return error
message
Validation Rules
Example:
L...
Chatter
Hands On Tutorials
1. Create an App and
Database
2. Customize a User Interface
Declarative Logic
Formula Fields
Excel style formulas
Support for commons functions
Math
Text
Date & Time
Logical
Can chain functions together:
AND ( OR (
...
Merchandise
Name Price Quantity
Pinot $20 15
Cabernet $30 10
Malbec $20 20
Zinfandel $10 50
Invoice
Number Status Count To...
Roll-Up Fields
Merchandise
Name Price Quantity
Pinot $20 15
Cabernet $30 10
Malbec $20 20
Zinfandel $10 50
Invoice
Number Status Count To...
Child of Master-Detail
Count or Aggregate
Roll-Up Fields
Workflows
Task
Outbound
Message
Update FieldEmail
Workflows
Merchandise
Name Price Quantity
Pinot $20 15
Cabernet $30 10
Malbec $20 20
Zinfandel $10 50
Invoice
Number Status Count To...
When this happens
Workflows
(field update rule)
Run this workflow
Workflows
(field update)
Update This Field
With Value From This
Approvals
Define Criteria
Define Actions
Approvals
Track Approval HistoryApprovals
Approvals
• Single / Multi / Skip Processes
• Role and User based Routing
• Chatter and Email Approvals
Security
• User Profiles
• User Groups and
Hierarchies
• Permission Sets
• SSO / SAML
• OAuth 2.0
• Connected Apps
Tips for Security exercises
 Suggestions when logging in with multiple accounts
– Use different browsers
– Use Incognito ...
Hands On Tutorials
1. Add App Logic with Clicks, Not
Code
2. Secure Your System
LUNCH
Lunch
Reporting and Analytics
Custom Reports
Reports and Dashboards
 Assemble information into Reports
– Drag-n-drop fields to create custom reports
 Create Dashboar...
Analytics API
Hands On Tutorials
1. Create a Report
2. Create a Dashboard
Salesforce1 Mobile app
Personalize Salesforce1
Specify order and
pin favorites
Control visibility with
profiles & permsets
Personalize with
recen...
Extend Salesforce1
Declarative &
programatic actions
Universal
notifications
Custom apps with
HTML5, JavaScript,
Visualfor...
Salesforce1 Mobile Features
FlexiPages for instant
access to relevant
information
Mobile Cards for rich
inline HTML5 &
Vis...
Mobile Page Layouts
Use the enhanced page layout editor in the full Salesforce
site to customize the mobile page layout fo...
Creating a Salesforce1 Mobile
App
Download Package:
http://bit.ly/DublinElevate
Your Salesforce1 URL:
https://xx##.salesforce.com/one/one.app
Wrapping up the day
What did you think of this ELEVATE workshop?
Take our survey
http://bit.ly/elevate-dublin
Free Online Tutorials
No prior development experience required
http://udacity.com/salesforce
Developer
Certification
http://salesforce.com/certification
developer.salesforce.com
Lots of help online
Lots of help online
developer.salesforce.com
salesforce.stackexchange.com
Lots of help online
Upcoming events!
Webinar: Intro to building mobile apps. No code required!
Salesforce1 Tour in London
Developer user Group...
THANK YOU
Upcoming SlideShare
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Salesforce1 ELEVATE Workshop - Dublin

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Hands-on experience building a complete app in a day without the need to learn a programming language

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Transcript of "Salesforce1 ELEVATE Workshop - Dublin"

  1. 1. Beginners guide to Salesforce1 Platform -- (clicks, not code) Wayne Gahan @WayneGahan wayne.gahan@bluewave.ie Joshua Hoskins @jhoskins jhoskins@appirio.com
  2. 2. Login and get ready 1. Connect your laptop to the network “bitbuzz” 2. Once connected, launch your web browser (www.bitbuzz.com) 3. Click on “use a voucher” and enter the four word code  flour – value – panic - boar 4. Register for a new account @ developer.salesforce.com/signup 5. Pickup a Workbook, also available @ bit.ly/beginbook Make sure you signed up for a clean Developer edition org with a public mail address - If you have done previous workbooks in your org, you might not be able to do the exercises today
  3. 3. Agenda 9:00 AM Intro to Salesforce.com (0:45) 9:45 AM Hands-On: App & UI (0:45) 10:30 AM Declarative Logic (0:45) 11:15 AM Hands-On: App Logic & Security (1:00) 12:15 PM Lunch (1:00) 1:15 PM Reports (0:15) 1:30 PM Hands-On: Reports & Dashboards (0:30) 2:00 PM Salesforce1 Tour (0:30) 2:30 PM Hands-On: Salesforce1 App (0:45) 3:15 PM Apex & Visualforce w/Wayne (0:30) 3:45 PM Wrap Up (0:15)
  4. 4. Don’t be shy, ask lots of questions
  5. 5. This is a practical workshop
  6. 6. Help is at hand though…
  7. 7. So who is in the audience? What is your experience with Salesforce? Have you developed applications before? Java, .Net, Ruby, JavaScript/NodeJS, etc
  8. 8. What does the Cloud mean to you?
  9. 9. What is the Cloud? Are you using the Cloud? Have you built apps running in the Cloud?
  10. 10. Add in furniture, phones, coffee machine, bean bags & the kitchen sink: Software as a Service (SaaS) Simplified view of the kinds of Cloud Just the basic building: Infrastructure as a Service (IaaS) Add the core services: Platform as a Service (PaaS)
  11. 11. Introduction to the Salesforce1 Platform
  12. 12. 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.
  13. 13. Infrastructure Slows Down Application Development
  14. 14. Salesforce1 platform – enabling apps in the Cloud Multi-Tenancy Automatic Upgrades 6BLines of Apex Code 500M API Calls Per Day, 28 Versions 15MCustom Database Tables 12M Visualforce Pages Future Proof The Best of Cloud Computing 3 releases per year Over 40 major releases All Integrations and Customisations Auto-Upgraded
  15. 15. Salesforce1 Platform overview Salesforce1 Platform APIs Salesforce1 App Salesforce1 Platform Services Force.com Heroku1 ExactTarget Fuel
  16. 16. Salesforce1 Platform – its big! Core Services Chatte r Multi- languag e Translatio n Workbenc h Email Servic es Analytic s Cloud Databas e Scheem a Builder Searc h Visualfor ce1 Monitorin g Multi-tenant Ape x Data- level Security Workflo ws APIs Mobile Services Soci al APIs Analytic s APIs Bulk APIs Rest APIs Metadat a APIs Soap APIs Private App Exchang e Custo m Actions Identit y Mobile Notificatio ns Toolin g APIs Mobile Packs Mobile SDK Offline Support Streami ng APIs Geolocati on ET 1:1 ET Fuel Heroku1 Heroku Add-Ons Sharing Model ET API
  17. 17. Build Amazing Apps and Connect Everything. Build Innovative Customer apps Automate Processes with Employee Apps Connect Everything
  18. 18. Salesforce1 Platform – its powerful Salesforce is the Platform Company. -Alex Williams, TechCrunch 500MAPI Calls Per Day 6BLines of Apex 4M+Apps Built on the Platform 72BRecords Stored
  19. 19. 1.4 Million
  20. 20. developer.salesforce.com Lots of help online
  21. 21. meetup.com/ Dublin-Salesforce-Developer-User-Group Lots of help offline too!
  22. 22. Developer User Groups (DUG’s)
  23. 23. appexchange.salesforce.com – App Store
  24. 24. appexchange.salesforce.com – App Store
  25. 25. A quick tour of Salesforce1 Platform
  26. 26. Declarative Apps (Clicks not code)
  27. 27. Declarative Apps (Clicks not code)
  28. 28. Declarative Apps (Clicks not code)
  29. 29. developer.salesforce.com/signup Create a Developer Org for the workshop
  30. 30. Create a Developer Org for the workshop developer.salesforce.com
  31. 31. Create a Developer Org for the workshop developer.salesforce.com
  32. 32. Your mission: Building a Warehouse App
  33. 33. 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
  34. 34. Data Modeling
  35. 35. 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
  36. 36. 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
  37. 37. Merchandise Name Price Quantity Pinot $20 15 Cabernet $30 10 Malbec $20 20 Zinfandel $10 50 Invoice Number Status Count Total INV-01 Shipped 16 $370 INV-02 New 20 $200 Invoice Line Items Invoice Line Merchandise Quantity Unit Price Item Total INV-01 1 Pinot 1 20 $20 INV-01 2 Cabernet 5 10 $150 INV-01 3 Malbec 10 20 $200 INV-02 1 Pinot 10 20 $200 Warehouse Data Model
  38. 38. Validation Rules
  39. 39. WHEN THENIF Record is being inserted or updated Formula evaluates to true Return error message Validation Rules Example: Line Item is added or Updated Quantity__c <= 0 Error: “Line Item’s Quantity Should Be Greater Than 0”
  40. 40. Chatter
  41. 41. Hands On Tutorials 1. Create an App and Database 2. Customize a User Interface
  42. 42. Declarative Logic
  43. 43. Formula Fields
  44. 44. 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) ) Formula Fields
  45. 45. Merchandise Name Price Quantity Pinot $20 15 Cabernet $30 10 Malbec $20 20 Zinfandel $10 50 Invoice Number Status Count Total INV-01 Shipped 16 $370 INV-02 New 20 $200 Invoice Line Items Invoice Line Merchandise Quantity Unit Price Item Total INV-01 1 Pinot 1 20 $20 INV-01 2 Cabernet 5 10 $150 INV-01 3 Malbec 10 20 $200 INV-02 1 Pinot 10 20 $200 Warehouse Data Model Formula Field Item Total = Unit Price X Quantity
  46. 46. Roll-Up Fields
  47. 47. Merchandise Name Price Quantity Pinot $20 15 Cabernet $30 10 Malbec $20 20 Zinfandel $10 50 Invoice Number Status Count Total INV-01 Shipped 16 $370 INV-02 New 20 $200 Invoice Line Items Invoice Line Merchandise Quantity Unit Price Item Total INV-01 1 Pinot 1 20 $20 INV-01 2 Cabernet 5 10 $150 INV-01 3 Malbec 10 20 $200 INV-02 1 Pinot 10 20 $200 Warehouse Data Model Rollup Field
  48. 48. Child of Master-Detail Count or Aggregate Roll-Up Fields
  49. 49. Workflows
  50. 50. Task Outbound Message Update FieldEmail Workflows
  51. 51. Merchandise Name Price Quantity Pinot $20 15 Cabernet $30 10 Malbec $20 20 Zinfandel $10 50 Invoice Number Status Count Total INV-01 Shipped 16 $370 INV-02 New 20 $200 Invoice Line Items Invoice Line Merchandise Quantity Unit Price Item Total INV-01 1 Pinot 1 20 $20 INV-01 2 Cabernet 5 10 $150 INV-01 3 Malbec 10 20 $200 INV-02 1 Pinot 10 20 $200 Warehouse Data Model Unit Price is copied from merchandise When the line item is created using “Update Field WorkFlow Rules”
  52. 52. When this happens Workflows (field update rule) Run this workflow
  53. 53. Workflows (field update) Update This Field With Value From This
  54. 54. Approvals
  55. 55. Define Criteria Define Actions Approvals
  56. 56. Track Approval HistoryApprovals
  57. 57. Approvals • Single / Multi / Skip Processes • Role and User based Routing • Chatter and Email Approvals
  58. 58. Security • User Profiles • User Groups and Hierarchies • Permission Sets • SSO / SAML • OAuth 2.0 • Connected Apps
  59. 59. Tips for Security exercises  Suggestions when logging in with multiple accounts – Use different browsers – Use Incognito windows – For Chrome browser, use different profiles
  60. 60. Hands On Tutorials 1. Add App Logic with Clicks, Not Code 2. Secure Your System
  61. 61. LUNCH Lunch
  62. 62. Reporting and Analytics
  63. 63. Custom Reports
  64. 64. Reports and Dashboards  Assemble information into Reports – Drag-n-drop fields to create custom reports  Create Dashboards to visualise those reports – Display a report using charts, graphs and other graphical representations  Share Reports & Dashboards and Email them too
  65. 65. Analytics API
  66. 66. Hands On Tutorials 1. Create a Report 2. Create a Dashboard
  67. 67. Salesforce1 Mobile app
  68. 68. Personalize Salesforce1 Specify order and pin favorites Control visibility with profiles & permsets Personalize with recent items Add apps
  69. 69. Extend Salesforce1 Declarative & programatic actions Universal notifications Custom apps with HTML5, JavaScript, Visualforce, and Force.com Canvas Global and contextual actions
  70. 70. Salesforce1 Mobile Features FlexiPages for instant access to relevant information Mobile Cards for rich inline HTML5 & Visualforce segments Develop in JavaScript with sforce.one object Mobile-ready compact & custom layouts
  71. 71. Mobile Page Layouts Use the enhanced page layout editor in the full Salesforce site to customize the mobile page layout for an object 1. Record Related Information and Detail Pages a. Compact Layouts 2. Mobile Cards 3. Publisher Actions 1a 2 3
  72. 72. Creating a Salesforce1 Mobile App
  73. 73. Download Package: http://bit.ly/DublinElevate
  74. 74. Your Salesforce1 URL: https://xx##.salesforce.com/one/one.app
  75. 75. Wrapping up the day
  76. 76. What did you think of this ELEVATE workshop? Take our survey http://bit.ly/elevate-dublin
  77. 77. Free Online Tutorials No prior development experience required http://udacity.com/salesforce
  78. 78. Developer Certification http://salesforce.com/certification
  79. 79. developer.salesforce.com Lots of help online
  80. 80. Lots of help online developer.salesforce.com
  81. 81. salesforce.stackexchange.com Lots of help online
  82. 82. Upcoming events! Webinar: Intro to building mobile apps. No code required! Salesforce1 Tour in London Developer user Group meeting More information on www.developer.salesforce.com May 15th May 22nd June 17th
  83. 83. THANK YOU

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