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Salesforce1 ELEVATE Workshop - Dublin
 

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

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

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    Salesforce1 ELEVATE Workshop - Dublin Salesforce1 ELEVATE Workshop - Dublin Presentation Transcript

    • Beginners guide to Salesforce1 Platform -- (clicks, not code) Wayne Gahan @WayneGahan wayne.gahan@bluewave.ie Joshua Hoskins @jhoskins jhoskins@appirio.com
    • 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
    • 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)
    • 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, Ruby, JavaScript/NodeJS, etc
    • 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 the kinds of Cloud Just the basic building: Infrastructure as a Service (IaaS) Add the core services: Platform as a Service (PaaS)
    • Introduction to the Salesforce1 Platform
    • 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.
    • Infrastructure Slows Down Application Development
    • 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
    • Salesforce1 Platform overview Salesforce1 Platform APIs Salesforce1 App Salesforce1 Platform Services Force.com Heroku1 ExactTarget Fuel
    • 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
    • Build Amazing Apps and Connect Everything. Build Innovative Customer apps Automate Processes with Employee Apps Connect Everything
    • 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
    • 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 one or more merchandise items as a line items  Present total invoice amount and current shipping status
    • Data Modeling
    • 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
    • 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
    • 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
    • Validation Rules
    • 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”
    • 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 ( ISPICKVAL(StageName, "Closed Won"), ISPICKVAL(StageName, "Negotiation/Review")), ISBLANK(Delivery_Date__c) ) Formula Fields
    • 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
    • Roll-Up Fields
    • 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
    • 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 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”
    • 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 windows – For Chrome browser, use different profiles
    • 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 Dashboards to visualise those reports – Display a report using charts, graphs and other graphical representations  Share Reports & Dashboards and Email them too
    • 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 recent items Add apps
    • Extend Salesforce1 Declarative & programatic actions Universal notifications Custom apps with HTML5, JavaScript, Visualforce, and Force.com Canvas Global and contextual actions
    • 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
    • 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
    • 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 meeting More information on www.developer.salesforce.com May 15th May 22nd June 17th
    • THANK YOU