Intro to AppExchange - Building Composite Apps


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Intro to AppExchange - Building Composite Apps

  1. 1. Intro to AppExchange: Building Composite Apps Sarah T. Whitlock, Sr. Program Manager, AppExchange Education Track: New AppExchange Developer
  2. 2. Safe Harbor Statement <ul><li>“ 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. </li></ul><ul><li>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, 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. </li></ul><ul><li>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 . </li></ul><ul><li>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., inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law. </li></ul>
  3. 3. Agenda <ul><li>What is a Composite App? </li></ul><ul><li>AppExchange Web Services API </li></ul><ul><ul><li>Characteristics and Features of the Web Service </li></ul></ul><ul><ul><li>Supported Operations and Objects </li></ul></ul><ul><ul><li>The “Pieces” of the Solution </li></ul></ul><ul><ul><li>End-to-End Development Process </li></ul></ul><ul><li>Demo: Console App to List Competitor Accounts </li></ul><ul><li>Resources for Further Study </li></ul>
  4. 4. Topic 1 What Is a Composite App?
  5. 5. Types of AppExchange Apps Native Composite Client User Interface Metadata, Layouts Business Logic Workflow Data Custom Objects User Interface S-Controls, Web links Business Logic Code + scripts Data Web services, local DBs Client Specific .NET forms, J2ME, Blackberry, etc Configure Code Code Simplicity + Speed Control + Flexibility
  6. 6. Composite Features & Patterns: Hooks & Targets Web Tab allows arbitrary HTML to be inserted with Salesforce UI Custom Link allows external sites & apps to be launched with Salesforce UI Image Field allows local or external image to be displayed in line with form A composite app is a combination of a hook and a target <ul><li>Hooks </li></ul><ul><li>Custom Links </li></ul><ul><li>Web Tabs </li></ul><ul><li>Image Fields </li></ul><ul><li>Targets </li></ul><ul><li>Web Controls </li></ul><ul><li>S-Controls </li></ul>
  7. 7. Topic 2 AppExchange Web Services API
  8. 8. How Does the Web Service Work? <ul><li>Characteristics of the Web Service </li></ul><ul><li>Request-response model </li></ul><ul><li>Synchronous </li></ul><ul><li>Write Operations Committed Automatically </li></ul><ul><li>Http(s) POST’s </li></ul><ul><li>Conforms to SOAP and WSDL Standards </li></ul>Client Service request (xml) response (xml) Internet
  9. 9. Features of the Web Service <ul><li>25 Operations (Methods) Supported </li></ul><ul><ul><li>These are the “verbs” of the Web service </li></ul></ul><ul><li>Numerous Entities (Objects) Supported </li></ul><ul><ul><li>These are the “nouns” of the Web service </li></ul></ul><ul><ul><li>Includes ~100 Standard and All Custom Objects </li></ul></ul><ul><li>Sforce Object Query Language (SOQL) </li></ul><ul><ul><li>SQL-like query language </li></ul></ul><ul><li>Sforce Object Search Language (SOSL) </li></ul><ul><ul><li>Search language for programmatic text searches </li></ul></ul>
  10. 10. Supported Operations The “Verbs”
  11. 11. <ul><li>login – logs in to the single sign-on server and starts a client session </li></ul>Login/Client Session na0 na1 … www 2. sessionId, serverURL on success: https// 1. login - 3. query, create, update, delete, etc
  12. 12. <ul><li>query – executes a query against the specified object (SOQL) </li></ul><ul><li>queryAll – executes a query and returns data from objects even if they have been deleted </li></ul><ul><li>queryMore – retrieves the next batch of objects from a query </li></ul><ul><li>SOQL Example: Find the First Name of all Contacts in CA with the Last Name = Smith and whose First Name isn’t Jim </li></ul><ul><li>binding.query(“Select FirstName from Contact where LastName = ‘Smith’ and MailingState = ‘CA’ and not FirstName = ‘Jim’”); </li></ul>Query Data
  13. 13. <ul><li>retrieve - retrieves one or more objects based on the specified object IDs </li></ul><ul><li>search - executes a text search in your org's data (SOSL) </li></ul><ul><li>SOSL Example: Search for the name Joe Smith or Joe Smythe in Leads and Contacts and return the Name and Phone Number </li></ul><ul><li>Find {“Joe Smith” or “Joe Smythe”} In All Fields </li></ul><ul><li>Returning Lead {Name, Phone}, Contact {Name, Phone} </li></ul>Search and Retrieval
  14. 14. <ul><li>create – adds one or more new individual objects to your organization's data </li></ul><ul><li>update – updates one or more existing objects in your organization's data </li></ul><ul><li>upsert – performs a create or an update of an object based on match of an ExternalId field </li></ul><ul><li>delete – deletes one or more individual objects from your organization's data </li></ul><ul><li>undelete - undeletes eligible records from the recycle bin </li></ul>Modify Data
  15. 15. <ul><li>describeGlobal – retrieves a list of available objects for your organization's data </li></ul><ul><li>describeSObjects / describeSObject – retrieves metadata (field list and object properties) for the specified object type(s) </li></ul><ul><li>describeLayout – retrieves information about the layout (presentation of data to users) of a given object type </li></ul><ul><li>describeTabs – retrieves information about the apps and tabs configured for the user </li></ul>Object Metadata
  16. 16. <ul><li>getDeleted - retrieves the IDs of specified individual objects that have been deleted since the specified time </li></ul><ul><li>getUpdated - retrieves the IDs of specified individual objects that have been updated since the specified time </li></ul>Data Replication
  17. 17. <ul><li>convertLead – converts a Lead into an Account, Contact, and (optionally) an Opportunity </li></ul><ul><li>merge - merge up to three records of type Account, Contact, or Lead into one </li></ul><ul><li>process - submits an array of workflow process instances for approval, or processes an array of workflow process instances (to be approved, rejected, or removed) </li></ul>Business Process
  18. 18. <ul><li>getServerTimeStamp – retrieves the current system timestamp (GMT) from the Web service </li></ul><ul><li>getUserInfo – retrieves personal information for the user associated with the current session </li></ul><ul><li>resetPassword – changes a user's password to a server-generated value </li></ul><ul><li>setPassword – sets the specified user's password to the specified value </li></ul>Utilities
  19. 19. What “responses” Do You Get?
  20. 20. Most calls return an array of “Results” objects <ul><li>login : LoginResult </li></ul><ul><li>create, update: SaveResult[] </li></ul><ul><li>query: QueryResult[] </li></ul><ul><li>delete: DeleteResult[] </li></ul><ul><li>Create, Update, and Delete “Results” arrays also return an array of Error objects </li></ul><ul><li>Errors can be examined to see why a call failed </li></ul>
  21. 21. How Do We Understand Each Other?
  22. 22. <ul><li>Define message format with WSDL </li></ul><ul><ul><li>W eb S ervice D escription L anguage </li></ul></ul><ul><ul><li>Server defined </li></ul></ul><ul><ul><li>What operations and objects are allowed to the client </li></ul></ul><ul><ul><li>XML format </li></ul></ul><ul><li>Format messages using SOAP </li></ul><ul><ul><li>S imple O bject A ccess P rotocol </li></ul></ul><ul><ul><li>Messages contained in an “envelope” </li></ul></ul><ul><ul><li>XML format </li></ul></ul><ul><li>Exchange messages via Http(s) </li></ul><ul><ul><li>H yper t ext T ransfer P rotocol </li></ul></ul><ul><ul><li>Permits access through firewalls </li></ul></ul><ul><ul><li>Secure – encryption with ssl </li></ul></ul>Message Formats and Protocols
  23. 23. WSDL
  24. 24. <ul><li>WSDL is an XML format for describing network services as a set of endpoints operating on messages </li></ul><ul><li>WSDL is, basically, the interface that describes the format of messages you send to and receive from the Web service </li></ul><ul><li> supports 2 versions of the WSDL </li></ul><ul><ul><li>Enterprise WSDL </li></ul></ul><ul><ul><li>Partner WSDL </li></ul></ul>Web Service Definition Language (WSDL)
  25. 25. Which WSDL Is Right for Me? <ul><li>Enterprise WSDL </li></ul><ul><li>Strongly typed </li></ul><ul><li>Tied to a specific configuration of Salesforce </li></ul><ul><li>Changes if custom fields or custom objects are added to your organization's Salesforce configuration </li></ul><ul><li>Primarily for Customers </li></ul><ul><li>Partner WSDL </li></ul><ul><li>Loosely typed </li></ul><ul><li>Useful for any configuration of Salesforce </li></ul><ul><li>Does NOT change if custom fields or custom objects are added to an organization's Salesforce configuration </li></ul><ul><li>Primarily for Partners </li></ul>
  26. 26. SOAP
  27. 27. Simplified SOAP Message <ul><li><soapenv: Envelope> </li></ul><ul><li><soapenv: Header> </li></ul><ul><li>… some header stuff… </li></ul><ul><li></soapenv: Header> </li></ul><ul><li><soapenv: Body> </li></ul><ul><li><create> </li></ul><ul><li><sObjects> </li></ul><ul><li><Name>Very Important Account</Name> </li></ul><ul><li><AccountNumber>12345</AccountNumber> </li></ul><ul><li></sObjects> </li></ul><ul><li></create> </li></ul><ul><li></soapenv: Body> </li></ul><ul><li></soapenv: Envelope> </li></ul>
  28. 28. How Do I Get Started? <ul><li>Select a development language </li></ul><ul><ul><li>VB.Net </li></ul></ul><ul><ul><li>C#.Net </li></ul></ul><ul><ul><li>Java </li></ul></ul><ul><li>Obtain a SOAP client </li></ul><ul><ul><li>.Net platform </li></ul></ul><ul><ul><li>Apache Axis for Java </li></ul></ul><ul><li>Get access to an Enterprise or Unlimited Edition Salesforce account </li></ul><ul><ul><li>Developer Edition is available for learning </li></ul></ul><ul><li>Generate the WSDL </li></ul><ul><ul><li>Enterprise WSDL </li></ul></ul><ul><ul><li>Partner WSDL </li></ul></ul>
  29. 29. End-to-End Development Process
  30. 30. <ul><li>Generate the WSDL </li></ul><ul><li>Import WSDL into your development environment </li></ul><ul><li>Generate Proxies from the WSDL </li></ul><ul><li>Code your client application </li></ul><ul><li>Remember : if you use the Enterprise WSDL, you MUST re-generate the WSDL and associated proxies if custom fields or custom objects are modified in your app </li></ul>Basic Steps
  31. 31. Demo: Simple Console Application to Display Competitor Accounts
  32. 32. Need More Information or Help?
  33. 33. Resources <ul><li>AppExchange Developer Network (ADN) </li></ul><ul><ul><li>Comprehensive web site for AppExchange Developers </li></ul></ul><ul><ul><li>Documentation & Samples (API, AJAX) </li></ul></ul><ul><ul><li>Developer community forum </li></ul></ul><ul><ul><li> </li></ul></ul><ul><li>AppExchange Developer Support (ADS) </li></ul><ul><ul><li>Per-incident, code-level support for developers creating solutions on the AppExchange platform </li></ul></ul><ul><ul><li>Support for Custom apps, Custom integrations, S-Controls </li></ul></ul><ul><ul><li>4 hour response time for logged cases </li></ul></ul><ul><ul><li>More info: </li></ul></ul>
  34. 34. Resources, cont’d <ul><li>Creating On-Demand Applications with AppExchange </li></ul><ul><ul><li> publication </li></ul></ul><ul><ul><li>Illustrates technologies and concepts required to develop AppExchange apps </li></ul></ul><ul><li>AppExchange Laboratory (AppLab) </li></ul><ul><ul><li>5-day Hands-On Instructor Led Course </li></ul></ul><ul><ul><li>Instruction for how to build, deploy, and install native and composite AppExchange apps </li></ul></ul><ul><ul><li>For Developers, IT Managers and Power Users </li></ul></ul><ul><ul><li>More info and to register: </li></ul></ul>
  35. 35. Q & A
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