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Lightning Workshop
03-12-2015
#lightningDevWeek
Jitendra Zaa
Force.com MVP
@JitendraZaa
Maria Belli
Salesforce MVP
@JustAGirlyGeek
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.
Agenda
 Welcome & Kick-off
 Salesforce1 Lightning Overview
 Lightning Connect
 Workshop – Lightning Connect
 Lightning Process Builder
 Workshop – Lightning Process Builder
 Recap
http://developer.salesforce.com/lightning
#golightningfast
LIGHTNING WEEK
March 9 – March 13
100+ Dev Groups Worldwide
Get Hands-On
Meet the Experts
Lightning
Overview
Organizations Struggle To Build Custom Mobile Apps
Mobile
apps are
critical
Mobile
apps
deployed
App Gap
Less than ½
have deployed
apps
Complexity of form factors
Limited number of developers
Multiple operating systems
Multiple platforms
Traditional app development is slow
Custom
development
Connect to
Data Sources
Code Business
Processes
Build
App
user iteration
user iteration
Developers can not keep up with Business needs
Salesforce1 Lightning
Connect
Process
Builder
A complete suite for everyone to build killer apps fast!
App
Builder
Component
Framework
Introducing Lightning Connect
Connect
Process
Builder
App
Builder
Component
Framework
Lightning Connect
▪ Access to external data with point-and-
click simplicity
▪ Incorporate external data into Salesforce
in real-time, not copying data
▪ Not storing data alleviates data residency
concerns
▪ Dramatically reduces time to unlock back-
office systems
▪ Available in DE orgs; add-on license
required in Production orgs
Integrate external data faster
Introducing Lightning Process Builder
Connect
Process
Builder
App
Builder
Component
Framework
Lightning Process Builder
Automate business faster
▪ Create processes using visual layout
▪ Point-and-click development
▪ Manage multiple process paths in
ONE place
▪ Create “headless flows”
▪ Collaborate with business owners
▪ Replace many basic Apex triggers
▪ DE, EE and up
Introducing Lightning Components
Connect
Process
Builder
App
Builder
Component
Framework
Component Frameworks Are The Future
All leading platform companies are investing in component frameworks
Google
Polymer
Facebook
React
Salesforce
Lightning
Twitter
Flight
Mozilla
Brick
Standard Components
Built by Salesforce
Custom charts Data entry tools Custom data layout Dynamic maps
Left nav Publisher bar Feed items
Tasks
Sliders Multi-view charts
Pass/Fail
Custom Components
Built by customer developers
AppExchange Components
Built by Partners
Lightning Component Framework
Introducing Lightning App Builder
Connect
Process
Builder
App
Builder
Component
Framework
Lightning App Builder
Drag & Drop
Build with standard, custom &
partner Lightning Components
Any Device
Design apps for every screen
from one canvas
Now anyone can build apps faster
Demo:
Lightning Overview
Hands-on
Create a new Spring ’15 DE Org
http://bit.ly/lightning-org
Use this link to create a new Spring ‘15
Developer Edition (DE) org for the tutorials
(you only need one)
Connect
Process
Builder
App
Builder
Component
Framework
What External Data Sources are Supported?
Any Data Sources that can publish data in Open Data (OData) 2.0
protocol
▪ Commercial Packages
– SAP Netweaver Gateway
– Microsoft SQL Server, Dynamics CRM/NAV,
Azure Table Services
– IBM Websphere exTreme Scale
– Heroku Connect External Objects
▪ DIY Data Producer
– .Net WCF Data Services, Java (Apache Olingo, odata4j), NodeJS
▪ Many more via partners
– Dell Boomi, Informatica, Jitterbit, MuleSoft, Progressive, SoftwareAG
External Objects Work Like Custom Objects
✓ Tabs
✓ List Views
✓ Detail Pages
✓ Chatter Feeds
✓ Visualforce pages with standard or custom controllers
✓ Apex SObject types
✓ REST/SOAP API access
✓ SOQL and SOSL queries from Apex or API
✓ Available on Salesforce1 Mobile Platform
Lightning Connect Roadmap
▪ Read-only access is GA in Spring ‘15
▪ Pilot in Spring ’15
– Read/write capability
– Real-time cross-org access
– Apex Connector library to develop custom connectors
▪ FUTURE*
▪ OData 4.0
– Support for triggers
▪ Custom Reports for External Objects
Other External Object Limitations
✗ Formula and Roll-up Summary Fields
✗ Triggers, Workflow, Approvals, Process
✗ Validation Rules
✗ Field History Tracking
✗ Notes, Attachments
Walkthrough:
Lightning Connect
Tutorial: Lightning
Connect
Start at Module 2, Step 6
bit.ly/lightning-connect-tutorial
Connect
Process
Builder
App
Builder
Component
Framework
Process Builder
Next Generation Workflow
Multiple “Rules” in 1 process
More Flexibility
Graphical Interface
Workflow Rules
New Actions
With Process Builder You Can….
✓ Create a record (related OR unrelated to the criteria object)
✓ Update fields on ANY related record
✓ Launch a trigger-ready Flow
✓ Send an email
✓ Post to Chatter
✓ Submit for approval (or trigger existing approval process)
✓ Execute Apex Code
Process Builder Limitations
✗ Create Tasks
✗ Send Outbound Messages
✗ Design Screen Flows
Use Workflow Rules
Use Visual Workflow
Why does it say “Flow” sometimes?
▪ Behind the scenes, a Process Builder process is a Flow
– Same engine as Visual Workflow
▪ Surfaces in
▪ End user error messages
▪ Packaging
▪ Maybe others…
Walkthrough:
Process Builder
Tutorial: Process
Builder
Start at Module 3
http://bit.ly/process_lightning_tutorial
Connect
Process
Builder
App
Builder
Component
Framework
What can I build with Lightning Components?
 Lightning Component Tabs for Salesforce1 Mobile App (BETA)
– Single or multiple “page” apps available in “Stage Left”
– implements=“force:appHostable”
– This is what you’re building in the tutorial!
 Custom Components for Lightning App Builder (PILOT)
– Components designed for ease-of-use via tools, available in the palette
– implements=“flexipage:availableForAllPageTypes”
– You’ll see this in the next section!
What else?
 Lighting Applications
– Full-page Lighting Component-based applications
– URL-addressable
 Lightning Extensions (Limited Pilot)
– Override the default components with custom components
Lightning Components Handle User Interactions
Configure
Attributes
Listen for
Events
Fire
Events
• Data updated
• Screen tapped
• Another component
changed
• Network offline
• Set color
• Set object
• Get user
• Record saved
• List scrolled
• Save offline
• Color changed
Lightning Components Improve Developer Productivity
APP or COMPONENT BUNDLE
Definition : html
Controller : js
Helper : js
EventHandler : js
Style : css
Component(s)
Cmp1 Cmp3
Cmp2 App1
App1 App2
Cmp2 Cmp2
Package 1 Package 2
 Components are bundles
of resources
 Bundles enable reusability,
share ability, and
extensibility
 Components can be used
to compose apps
Visualforce and Lightning Components
Full FAQ at: https://developer.salesforce.com/page/Lightning_FAQ
 What’s the difference?
– Visualforce components are page-centric and most of the work is done
on the server. Lightning is designed from the component up, rather
than having the concept of a page as its fundamental unit. Lightning
Components are client-side centric, which makes them more dynamic
and mobile friendly.
 Where can I use what?
– Currently you can only use Lightning Components in the Salesforce1
Mobile App or a standalone app, not in the Salesforce desktop UI.
– Currently you can use Visualforce inside a Lightning App, but not a
Lightning Component inside Visualforce.
Walkthrough:
Lightning
Components
Tutorial: Lightning
Components
Start at Module 2
bit.ly/lightning-components-tutorial
Connect
Process
Builder
App
Builder
Component
Framework
What can I build?
 Single Page Applications
– Drill down to existing standard pages
– Expose Global Actions for more interactivity
 Dashboard-style Applications
Sales Leaderboard
 “Point” Applications to solve a particular task
Upload expense receipt
Apps in Salesforce1 Mobile
What’s in an App?
Lightning
PageLightning
Components
Global Actions
Walkthrough:
Lightning App
Builder
Tutorial: Lightning
App Builder
Start at Module 3
http://bit.ly/app_builder_lightning
#golightningfast
Next Steps
Pave Your Own Trail
http://developer.salesforce.com/trailhead
http://developer.salesforce.com/calendar
• Lightning App Builder
• Lightning Component Framework
• Lightning Process Builder
• Lightning Connect
Lightning Deep Dive Webinars
Go to success.salesforce.com, Help & Training
• Search for the Creating Lightning Components course
Want to build components? Check out the docs!
https://login.salesforce.com/auradocs
 Login with an org that has Lightning enabled
 Component, app, interface, and event reference guide
 Reference JavaScript API
 Samplecode
Questions?
Success Community Chatter Groups
▪ Official: Lightning Connect
▪ Official: Salesforce Workflow Automation
▪ For questions about Lightning Process Builder
▪ Official: Lightning App Builder
Thank You

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Salesforce Lightning workshop Hartford - 12 March

  • 2. Jitendra Zaa Force.com MVP @JitendraZaa Maria Belli Salesforce MVP @JustAGirlyGeek
  • 3. 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.
  • 4. Agenda  Welcome & Kick-off  Salesforce1 Lightning Overview  Lightning Connect  Workshop – Lightning Connect  Lightning Process Builder  Workshop – Lightning Process Builder  Recap
  • 5. http://developer.salesforce.com/lightning #golightningfast LIGHTNING WEEK March 9 – March 13 100+ Dev Groups Worldwide Get Hands-On Meet the Experts
  • 7. Organizations Struggle To Build Custom Mobile Apps Mobile apps are critical Mobile apps deployed App Gap Less than ½ have deployed apps Complexity of form factors Limited number of developers Multiple operating systems Multiple platforms
  • 8. Traditional app development is slow Custom development Connect to Data Sources Code Business Processes Build App user iteration user iteration Developers can not keep up with Business needs
  • 9. Salesforce1 Lightning Connect Process Builder A complete suite for everyone to build killer apps fast! App Builder Component Framework
  • 11. Lightning Connect ▪ Access to external data with point-and- click simplicity ▪ Incorporate external data into Salesforce in real-time, not copying data ▪ Not storing data alleviates data residency concerns ▪ Dramatically reduces time to unlock back- office systems ▪ Available in DE orgs; add-on license required in Production orgs Integrate external data faster
  • 12. Introducing Lightning Process Builder Connect Process Builder App Builder Component Framework
  • 13. Lightning Process Builder Automate business faster ▪ Create processes using visual layout ▪ Point-and-click development ▪ Manage multiple process paths in ONE place ▪ Create “headless flows” ▪ Collaborate with business owners ▪ Replace many basic Apex triggers ▪ DE, EE and up
  • 15. Component Frameworks Are The Future All leading platform companies are investing in component frameworks Google Polymer Facebook React Salesforce Lightning Twitter Flight Mozilla Brick
  • 16. Standard Components Built by Salesforce Custom charts Data entry tools Custom data layout Dynamic maps Left nav Publisher bar Feed items Tasks Sliders Multi-view charts Pass/Fail Custom Components Built by customer developers AppExchange Components Built by Partners Lightning Component Framework
  • 17. Introducing Lightning App Builder Connect Process Builder App Builder Component Framework
  • 18. Lightning App Builder Drag & Drop Build with standard, custom & partner Lightning Components Any Device Design apps for every screen from one canvas Now anyone can build apps faster
  • 21. Create a new Spring ’15 DE Org http://bit.ly/lightning-org Use this link to create a new Spring ‘15 Developer Edition (DE) org for the tutorials (you only need one)
  • 23. What External Data Sources are Supported? Any Data Sources that can publish data in Open Data (OData) 2.0 protocol ▪ Commercial Packages – SAP Netweaver Gateway – Microsoft SQL Server, Dynamics CRM/NAV, Azure Table Services – IBM Websphere exTreme Scale – Heroku Connect External Objects ▪ DIY Data Producer – .Net WCF Data Services, Java (Apache Olingo, odata4j), NodeJS ▪ Many more via partners – Dell Boomi, Informatica, Jitterbit, MuleSoft, Progressive, SoftwareAG
  • 24. External Objects Work Like Custom Objects ✓ Tabs ✓ List Views ✓ Detail Pages ✓ Chatter Feeds ✓ Visualforce pages with standard or custom controllers ✓ Apex SObject types ✓ REST/SOAP API access ✓ SOQL and SOSL queries from Apex or API ✓ Available on Salesforce1 Mobile Platform
  • 25. Lightning Connect Roadmap ▪ Read-only access is GA in Spring ‘15 ▪ Pilot in Spring ’15 – Read/write capability – Real-time cross-org access – Apex Connector library to develop custom connectors ▪ FUTURE* ▪ OData 4.0 – Support for triggers ▪ Custom Reports for External Objects
  • 26. Other External Object Limitations ✗ Formula and Roll-up Summary Fields ✗ Triggers, Workflow, Approvals, Process ✗ Validation Rules ✗ Field History Tracking ✗ Notes, Attachments
  • 28. Tutorial: Lightning Connect Start at Module 2, Step 6 bit.ly/lightning-connect-tutorial
  • 29.
  • 31. Process Builder Next Generation Workflow Multiple “Rules” in 1 process More Flexibility Graphical Interface Workflow Rules New Actions
  • 32. With Process Builder You Can…. ✓ Create a record (related OR unrelated to the criteria object) ✓ Update fields on ANY related record ✓ Launch a trigger-ready Flow ✓ Send an email ✓ Post to Chatter ✓ Submit for approval (or trigger existing approval process) ✓ Execute Apex Code
  • 33. Process Builder Limitations ✗ Create Tasks ✗ Send Outbound Messages ✗ Design Screen Flows Use Workflow Rules Use Visual Workflow
  • 34. Why does it say “Flow” sometimes? ▪ Behind the scenes, a Process Builder process is a Flow – Same engine as Visual Workflow ▪ Surfaces in ▪ End user error messages ▪ Packaging ▪ Maybe others…
  • 36. Tutorial: Process Builder Start at Module 3 http://bit.ly/process_lightning_tutorial
  • 37.
  • 39. What can I build with Lightning Components?  Lightning Component Tabs for Salesforce1 Mobile App (BETA) – Single or multiple “page” apps available in “Stage Left” – implements=“force:appHostable” – This is what you’re building in the tutorial!  Custom Components for Lightning App Builder (PILOT) – Components designed for ease-of-use via tools, available in the palette – implements=“flexipage:availableForAllPageTypes” – You’ll see this in the next section!
  • 40. What else?  Lighting Applications – Full-page Lighting Component-based applications – URL-addressable  Lightning Extensions (Limited Pilot) – Override the default components with custom components
  • 41. Lightning Components Handle User Interactions Configure Attributes Listen for Events Fire Events • Data updated • Screen tapped • Another component changed • Network offline • Set color • Set object • Get user • Record saved • List scrolled • Save offline • Color changed
  • 42. Lightning Components Improve Developer Productivity APP or COMPONENT BUNDLE Definition : html Controller : js Helper : js EventHandler : js Style : css Component(s) Cmp1 Cmp3 Cmp2 App1 App1 App2 Cmp2 Cmp2 Package 1 Package 2  Components are bundles of resources  Bundles enable reusability, share ability, and extensibility  Components can be used to compose apps
  • 43. Visualforce and Lightning Components Full FAQ at: https://developer.salesforce.com/page/Lightning_FAQ  What’s the difference? – Visualforce components are page-centric and most of the work is done on the server. Lightning is designed from the component up, rather than having the concept of a page as its fundamental unit. Lightning Components are client-side centric, which makes them more dynamic and mobile friendly.  Where can I use what? – Currently you can only use Lightning Components in the Salesforce1 Mobile App or a standalone app, not in the Salesforce desktop UI. – Currently you can use Visualforce inside a Lightning App, but not a Lightning Component inside Visualforce.
  • 45. Tutorial: Lightning Components Start at Module 2 bit.ly/lightning-components-tutorial
  • 46.
  • 48. What can I build?  Single Page Applications – Drill down to existing standard pages – Expose Global Actions for more interactivity  Dashboard-style Applications Sales Leaderboard  “Point” Applications to solve a particular task Upload expense receipt
  • 50. What’s in an App? Lightning PageLightning Components Global Actions
  • 52. Tutorial: Lightning App Builder Start at Module 3 http://bit.ly/app_builder_lightning
  • 53.
  • 56. Pave Your Own Trail http://developer.salesforce.com/trailhead
  • 57. http://developer.salesforce.com/calendar • Lightning App Builder • Lightning Component Framework • Lightning Process Builder • Lightning Connect Lightning Deep Dive Webinars
  • 58. Go to success.salesforce.com, Help & Training • Search for the Creating Lightning Components course
  • 59. Want to build components? Check out the docs! https://login.salesforce.com/auradocs  Login with an org that has Lightning enabled  Component, app, interface, and event reference guide  Reference JavaScript API  Samplecode
  • 60. Questions? Success Community Chatter Groups ▪ Official: Lightning Connect ▪ Official: Salesforce Workflow Automation ▪ For questions about Lightning Process Builder ▪ Official: Lightning App Builder