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Mastering Force.com Platform Services<br />Developers<br />Ryan Spraetz:Platform Product Manager, salesforce.com<br />
Safe Harbor<br />Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may c...
Problem!!!<br />You are an IT Systems Manager.  <br />The Sales Team has gadgets that they take with them on sales calls –...
To Code…Or Not to Code<br />Why use “Point and Click” customizations<br />Ease<br />Speed<br />Maintainability<br />Why us...
So You’re Ready to Build an App?<br />Data Model<br />Data Validation<br /><ul><li>Business Logic
Business Process
User Interface
Access Controls</li></li></ul><li>Data Model<br />Data Validation<br /><ul><li>Business Logic
Business Process
User Interface
Access Controls</li></li></ul><li>Managing Data and Data Storage<br />Object Model<br />One-Click Object Creation<br />Rel...
What You Get For Free<br />Creating a Custom Object gives you<br />Record Detail Page<br />Record Edit Page<br />Reporting...
GadgetTracker Data Model<br />Resource<br />Serial Number<br />iPad Features<br />Available<br />Projector Brand<br />Reso...
Data Modeling Demo<br />On the Resource Check Out object, create a Custom Field to allow users to select the date they wil...
Data Validation – Keep it Clean<br />Create Validation Rules<br />Easy-to-Make Formulas for Error Conditions<br />Custom E...
Data Validation – Clicks or Code?<br />How you can do your Data Validation<br />Validation Rules<br />Triggers (Requires C...
Data Validation Demo<br />When a user tries to select a Resource, make sure they can only choose Resources that are availa...
Data Model<br />Data Validation<br /><ul><li>Business Logic
Business Process
User Interface
Access Controls</li></li></ul><li>Business Logic – Automate<br />Workflow Rules<br />Waiting to fire actions<br />Similar ...
Business Logic – Actions<br />Field Updates<br />Cross Object Field Updates<br />Task Creation<br />Automate follow tasks<...
Business Logic Demo<br />Make sure that all check out requests must be approved by you.  Click.<br />Once a checkout reque...
Data Model<br />Data Validation<br /><ul><li>Business Logic
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Mastering Force.com Platform Services

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Ever dreamed of being an application developer? You may be closer than you think. The Force.com platform provides many tools and capabilities for developers. But writing Force.com code (Apex) or Force.com pages (Visualforce) markup is only part of the story. In this session, you'll learn how to harness the power of the platform without writing code. Find out how to create real business applications leveraging platform services such as data modeling, complex workflow and approval processes, email notifications, and more.

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Mastering Force.com Platform Services

  1. 1. Mastering Force.com Platform Services<br />Developers<br />Ryan Spraetz:Platform Product Manager, salesforce.com<br />
  2. 2. Safe Harbor<br />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.<br />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, the outcome of intellectual property and other litigation, 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 year ended January 31, 2010. This documents and others are available on the SEC Filings section of the Investor Information section of our Web site. <br />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.<br />
  3. 3. Problem!!!<br />You are an IT Systems Manager. <br />The Sales Team has gadgets that they take with them on sales calls – Projectors and iPads.<br />Recently, some of the gadgets have gone missing…<br />You are tasked with making a tracking system for these resources.<br />
  4. 4. To Code…Or Not to Code<br />Why use “Point and Click” customizations<br />Ease<br />Speed<br />Maintainability<br />Why use Programmatic Tools?<br />Power<br />Use Point and Click tools where possible!<br />
  5. 5. So You’re Ready to Build an App?<br />Data Model<br />Data Validation<br /><ul><li>Business Logic
  6. 6. Business Process
  7. 7. User Interface
  8. 8. Access Controls</li></li></ul><li>Data Model<br />Data Validation<br /><ul><li>Business Logic
  9. 9. Business Process
  10. 10. User Interface
  11. 11. Access Controls</li></li></ul><li>Managing Data and Data Storage<br />Object Model<br />One-Click Object Creation<br />Relationships<br />Lookup vs. Master Detail<br />1-to-Many, Many-to-Many, 1-to-1<br />Calculated Fields<br />Formulas (Fields, Default Values)<br />Rollup Summary Fields<br />No SQL, No Scripts, Just Clicks.<br />
  12. 12. What You Get For Free<br />Creating a Custom Object gives you<br />Record Detail Page<br />Record Edit Page<br />Reporting Capabilities<br />Ability to create tasks on the object<br />Ability to create and store notes.<br />
  13. 13. GadgetTracker Data Model<br />Resource<br />Serial Number<br />iPad Features<br />Available<br />Projector Brand<br />Resource Check Out<br />Resource (FK)<br />User (FK)<br />Planned Return Date<br />Returned<br />
  14. 14. Data Modeling Demo<br />On the Resource Check Out object, create a Custom Field to allow users to select the date they will return the Resource. Default the value of the field to be two weeks from now. Click.<br />On the Resource Check Out object, create a field to select the specific Resource that you want to check out. Click.<br />
  15. 15. Data Validation – Keep it Clean<br />Create Validation Rules<br />Easy-to-Make Formulas for Error Conditions<br />Custom Error Messages<br />No Maintaining Code!<br />Create Filtered Lookups<br />Data Quality and End User Productivity<br />Only See Relevant Data<br />
  16. 16. Data Validation – Clicks or Code?<br />How you can do your Data Validation<br />Validation Rules<br />Triggers (Requires Code)<br />Controller Logic (Requires Even More Code)<br />Why Validation Rules? <br />Maintainable by Non-Technical Administrators<br />No Tests<br />No Deploy<br />No Need to Reference Code Over and Over<br />
  17. 17. Data Validation Demo<br />When a user tries to select a Resource, make sure they can only choose Resources that are available. Click.<br />Make sure that no one can check something out for longer than two weeks. Click.<br />
  18. 18. Data Model<br />Data Validation<br /><ul><li>Business Logic
  19. 19. Business Process
  20. 20. User Interface
  21. 21. Access Controls</li></li></ul><li>Business Logic – Automate<br />Workflow Rules<br />Waiting to fire actions<br />Similar to Triggers/Stored Procedures<br />Approval Processes<br />Multi-step <br />Fire actions on each step<br />
  22. 22. Business Logic – Actions<br />Field Updates<br />Cross Object Field Updates<br />Task Creation<br />Automate follow tasks<br />Email Notifications<br />Notify users<br />Outbound Messages<br />Notify external systems<br />
  23. 23. Business Logic Demo<br />Make sure that all check out requests must be approved by you. Click.<br />Once a checkout request has been approved, mark the resource as unavailable. Click.<br />
  24. 24. Data Model<br />Data Validation<br /><ul><li>Business Logic
  25. 25. Business Process
  26. 26. User Interface
  27. 27. Access Controls</li></li></ul><li>User Interface and Access Controls<br />Page Layouts<br />Organize and Beautify<br />When to use Visualforce<br />When to use inline Visualforce<br />Record Types<br />Dynamic UI based on Data Subtypes<br />Object Level Security<br />CRUD (Profile Based)<br />Field Level Security<br />FLS (Profile Based)<br />
  28. 28. UI and Access Controls Demo<br />Make it such that iPad specific fields don’t show up when viewing Projectors and vice versa. Click.<br />Make the Available field on Resources read-only for non-SysAdmins and hide the COW Trigger field on Resource Checkout. Click.<br />
  29. 29. Questions?<br />
  30. 30. Mastering Force.com Platform Services<br />
  31. 31. Visit the Developer Training and Support Booth in Force.com Zone<br />D I S C O V E R<br />Developer training, certification and support resources <br />that help you achieve<br />S U C C E S S<br />Find us in the Partner Demo Area of <br />Force.com Zone 2nd Floor Moscone West<br />Learn about Developer Certifications<br />Discover Developer Learning Paths<br />
  32. 32. How Could Dreamforce Be Better? Tell Us!<br />Log in to the Dreamforce app to submit<br />surveys for the sessions you attended<br />Use the Dreamforce Mobile app to submit surveys<br />OR<br />Every session survey you submit is a chance to win an iPod nano!<br />

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