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

1. Beginners guide to Salesforce1
Platform -- (clicks, not code)
Wayne Gahan
@WayneGahan
wayne.gahan@bluewave.ie
Joshua Hoskins
@jhoskins
jhoskins@appirio.com

2. 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

3. 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)

4. Don’t be shy, ask lots of questions

5. This is a practical workshop

6. Help is at hand though…

7. So who is in the audience?
What is your experience with Salesforce?
Have you developed applications before?
Java, .Net, Ruby, JavaScript/NodeJS, etc

8. What does the Cloud mean
to you?

9. What is the Cloud?
Are you using the Cloud?
Have you built apps running in the Cloud?

10. 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)

11. Introduction to the
Salesforce1 Platform

12. 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.

13. Infrastructure Slows Down Application Development

14. 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

15. Salesforce1 Platform overview
Salesforce1 Platform APIs
Salesforce1 App
Salesforce1 Platform Services
Force.com Heroku1
ExactTarget
Fuel

16. 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

17. Build Amazing Apps and Connect Everything.
Build Innovative
Customer apps
Automate Processes
with Employee Apps
Connect
Everything

18. 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

19. 1.4 Million

20. developer.salesforce.com
Lots of help online

21. meetup.com/
Dublin-Salesforce-Developer-User-Group
Lots of help offline too!

22. Developer User Groups (DUG’s)

23. appexchange.salesforce.com – App Store

24. appexchange.salesforce.com – App Store

25. A quick tour of Salesforce1
Platform

26. Declarative Apps (Clicks not code)

27. Declarative Apps (Clicks not code)

28. Declarative Apps (Clicks not code)

29. developer.salesforce.com/signup
Create a Developer Org for the workshop

30. Create a Developer Org for the workshop
developer.salesforce.com

31. Create a Developer Org for the workshop
developer.salesforce.com

32. Your mission:
Building a Warehouse App

33. 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

34. Data Modeling

35. 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

36. 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

37. 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

38. Validation Rules

39. 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”

40. Chatter

41. Hands On Tutorials
1. Create an App and
Database
2. Customize a User Interface

42. Declarative Logic

43. Formula Fields

44. 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

45. 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

46. Roll-Up Fields

47. 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

48. Child of Master-Detail
Count or Aggregate
Roll-Up Fields

49. Workflows

50. Task
Outbound
Message
Update FieldEmail
Workflows

51. 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”

52. When this happens
Workflows
(field update rule)
Run this workflow

53. Workflows
(field update)
Update This Field
With Value From This

54. Approvals

55. Define Criteria
Define Actions
Approvals

56. Track Approval HistoryApprovals

57. Approvals
• Single / Multi / Skip Processes
• Role and User based Routing
• Chatter and Email Approvals

58. Security
• User Profiles
• User Groups and
Hierarchies
• Permission Sets
• SSO / SAML
• OAuth 2.0
• Connected Apps

59. Tips for Security exercises
 Suggestions when logging in with multiple accounts
– Use different browsers
– Use Incognito windows
– For Chrome browser, use different profiles

60. Hands On Tutorials
1. Add App Logic with Clicks, Not
Code
2. Secure Your System

61. LUNCH
Lunch

62. Reporting and Analytics

63. Custom Reports

64. 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

65. Analytics API

66. Hands On Tutorials
1. Create a Report
2. Create a Dashboard

67. Salesforce1 Mobile app

68. Personalize Salesforce1
Specify order and
pin favorites
Control visibility with
profiles & permsets
Personalize with
recent items
Add apps

69. Extend Salesforce1
Declarative &
programatic actions
Universal
notifications
Custom apps with
HTML5, JavaScript,
Visualforce, and
Force.com Canvas
Global and
contextual actions

70. 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

71. 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

72. Creating a Salesforce1 Mobile
App

73. Download Package:
http://bit.ly/DublinElevate

74. Your Salesforce1 URL:
https://xx##.salesforce.com/one/one.app

75. Wrapping up the day

76. What did you think of this ELEVATE workshop?
Take our survey
http://bit.ly/elevate-dublin

77. Free Online Tutorials
No prior development experience required
http://udacity.com/salesforce

78. Developer
Certification
http://salesforce.com/certification

79. developer.salesforce.com
Lots of help online

80. Lots of help online
developer.salesforce.com

81. salesforce.stackexchange.com
Lots of help online

82. 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

83. THANK YOU