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ISV Monthly Tech Enablement (May 18, 2017)


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ISV Monthly Tech Enablement (May 18, 2017)

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ISV Monthly Tech Enablement (May 18, 2017)

  1. 1. SALESFORCE DEVELOPER CONFERENCE Adventure Awaits Every Trailblazer! June 26-28, 2017 San Francisco $499 Early Bird Tickets | 120+ Technical Sessions Partner Discount Code: TDX17DSL10
  2. 2. ISV Monthly Technical Enablement May 2017
  3. 3. Agenda and Speakers Image Host Metadata API in Apex Andrey Volosevich Director, Technical Enablement @andreyvol Aaron Slettehaugh Senior Director, Product Management @slettehaugh
  4. 4. Coming Soon! Summer ‘17 Release Readiness for ISVs The best features for ISVs from the upcoming release Don’t miss this special event! Thursday, June 15 @ 9:00am PDT IMPROVED! Wave Packaging & Templates NEW! Salesforce DX enters Open Beta NEW! Apex Metadata API goes GA NEW! Lightning Data Service enters Beta Summer ‘17 for ISVs Awesome ISV Features!
  5. 5. Devs, admins, partners & more: 20k+ virtual attendees 2k+ full conf attendees 1k+ free expo attendees Trailhead Quest Fun after-party Amazing band Keynote with Keith Block 120+ technical sessions 40+ Partners 25+ Salesforce demos Kids coding Help Non-profits Equality & WIT TrailheaDX - The Must-attend Developer Conference of the Year Moscone West, June 27-28, 2016 - San Francisco #TDX17 Partner Discount Code: TDX17DSL10
  6. 6. New Customers are Looking for Lightning Ready Apps Lightning Ready = Your App Works in Lightning Lightning Styling and Lightning Components are not required New Apps Must be Lightning Ready to Enter Security Review Make sure they find yours by being Lightning Ready Learn More at:
  7. 7. Apex Metadata API May 2017 Aaron Slettehaugh @slettehaugh
  8. 8. Forward-Looking Statements 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, 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 product or service availability, 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, new products and services, 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 any litigation, risks associated with completed and any 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 products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures 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 presentations, 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., inc. assumes no obligation and does not intend to update these forward-looking statements.
  9. 9. This will be revolutionary for app developers Massive time saver So freaking helpful My life would be so much richer with an Apex Metadata API
  10. 10. Demand in GitHub Top 10 Apex Language Repos in GitHub by Number of Forks MetadataAPIwrapper
  11. 11. Metadata API in Apex Use Cases
  12. 12. Create spider chart on Contact object • 6 custom fields • 31 custom metadata records with 9 attributes courtesy of
  13. 13. Create a new spider chart with three attributes ScalesAxesCharts courtesy of ● Reduces number of clicks by 2/3 ● Maps to the conceptual image of what the admin is building
  14. 14. Custom metadata types Page Layouts Picklist Values Custom Fields Common configuration needs Picklist ISV app customizations require hundreds or thousands of changes to:
  15. 15. Demo Time Post install script with Apex Metadata Deploy
  16. 16. PostInstallScript.apxc
  17. 17. DeployMetadata.apxc
  18. 18. PostInstallCallback.apxc
  19. 19. Managed Apex does deploy on behalf of subscriber Except for: • Setup audit trail • Protected metadata Hello my namespace is Subscriber
  20. 20. When can packaged code write metadata with Apex? Deploy MD on Deploy MD off Certified Uncertified Unmanaged Subscriber org Package
  21. 21. Security features • Safe metadata types • Trusted apps • Setup audit trail • Your app must alert subscribers it can change their org
  22. 22. Benefits • Make setup experience faster and easier for non-experts • Eliminate some setup steps entirely • Provide admins the capability to change configuration on the fly • Increase product adoption by lowering the barrier to setup trial orgs • Get more customers on the latest version of your app • Hide configuration data with protected metadata • Eliminate reliance on remote site settings, reducing the complexity of your code and simplifying customers’ setup
  23. 23. What to keep in mind • Put a notice letting customers know app can modify their metadata • Only whitelisted types supported • For testing: uncertified managed packages require the subscriber org setting • Delete is not supported
  24. 24. Roadmap • Retrieve synchronously • Create and Update via asynchronous deploy • Callback on completion • Metadata types supported • Records of custom metadata types • Page layouts • Trusted apps only • Installed package is “ApexCertified” or • Sub org has setting enabled • Audit history tracks namespace • Track deploy status • (deployJobId) • Support more metadata types • Picklist values • Custom fields • etc. ---------------------------------------- • “Delete” not on roadmap Summer ’17 Future releases
  25. 25. What metadata types do you need supported? Join “Apex Metadata API” group in the Success Community and let us know
  26. 26. More info Try it now in pre-release orgs or sandboxes Release notes: Success Community Chatter group: • See previous slide Blog post: • Coming soon
  27. 27. Questions? Success Community “Apex Metadata API” group: Twitter: @slettehaugh
  28. 28. Editions that can use each feature Author Apex * Execute apex in general Execute ISV apex Create sandbox Use change sets Use MD API Install package Execute MD API in Apex Create CMD Type Install CMD Type & Create Record Performance ✗ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ Unlimited ✗ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ Enterprise ✗ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ Professional ✗ ✗ ✔ ✔ ✗ ✗ ✔ ✔ ✗ ✔ Group ✗ ✗ ✔ ✗ ✗ ✗ ✔ ✔ ✗ ✔ Developer ✔ ✔ ✔ ✗ ✔ ✔ ✔ ✔ ✔ ✔ * Performance, Unlimited, and Enterprise Editions can Author Apex in their Sandbox orgs
  29. 29. SALESFORCE DEVELOPER CONFERENCE Adventure Awaits Every Trailblazer! June 28-29, 2017 San Francisco $499 Early Bird Tickets | 130+ Technical Sessions Partner Discount Code: TDX17DSL10