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Andrew Fawcett
VP, Product Management
Lightning Platform
Twitter: andyinthecloud
Platform Keynote
PhillyForce 2018
Forward-Looking Statement
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
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
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 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. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Strong on their own, unbeatable together!
Blazing the Trail Together
Community
APIsPlatform
Open Source
Apps Tools
Effective use of the Dependency API
Org Composition
Introduction to DX Packaging
Packages and You
New Features and Flow API
Lightning Flow
Customer Focus (Beta)
● Capture your org
applications and
customizations in discrete
well-defined packages.
● Versionable, installable,
upgradable and also
downgradable
● Updates and customizations
are easier to manage and
control in large orgs
What is a Package?
ISV Partner Focus
● Building and delivering
commercial apps
● Require design patterns
solving common problems
● More focus on protecting IP
and rolling out upgrades to
the install base
Not just for Partners anymore...
Packaging and Installing
the GIFter App and other Open Source
(https://github.com/forcedotcom/GIFter)
Package Development
● Logical groups of related source/metadata
● Projects can be tested independently
● Projects can be released independently
● Increases Release Flexibility
● Increases Dev Productivity
● Packages for Dependencies
Including Open Source
fflib, Apex Mocks etc..
General Criteria for Metadata that can migrate into a Package
Introduction to DX Packaging Effective use of the Dependency API New Features and Flow API
Packages and You Org Composition Lightning Flow
Org Composition
What’s in the box?
What health is your org in?
● What are your key objects or fields everything depends on?
● Can customizations be grouped easily?
● Do you need to do some housekeeping first?
Questions to ask yourself...
● Any generally regarded “features/apps” you can try to isolate?
○ Key entry points?
○ By tab, by button, by object, by report?
● What things depend on these entry points?
○ And what things depend on those….
Introducing the Dependency API
Pilot
sfdx force:data:soql:query --usetoolingapi --query
"SELECT MetadataComponentId,
MetadataComponentName,
MetadataComponentType,
RefMetadataComponentId,
RefMetadataComponentName,
RefMetadataComponentType
FROM MetadataComponentDependency" -u philllyforce
Visualizing Dependencies
(Sample DX CLI Command)
But wait! What about this Idea?
Introduction to DX Packaging Effective use of the Dependency API New Features and Flow API
Packages and You Org Composition Lightning Flow
Amazing new Features in Lightning Flow
Allowing Developers and Admins to embrace the power of Flow together
Summer’18
● Flow Design:
○ More Ways to Use Lightning Components,
Stages Generally Available, More Collection
Assignment Operators
● Flow Distribution:
○ Launching Flows as Subtabs, Displaying
Recommended Flows
● Process and Flow Debugging:
○ Debug Details at Runtime, Improved Error
Emails, and More Log Lines
● Process and Flow Runtime:
○ Better Errors for Users, More Ways to Avoid
Errors and Rollbacks
Winter’18
● Flow Distribution:
○ Add Flows Anywhere in Salesforce with
the Flow Lightning Component
Spring’18
● Flow Design:
○ Richer Screens with Lightning
Components and Stages
● Flow Distribution:
○ Subtabs in Console Apps, Object-
Specific Actions, and
Dynamic Apex
● Process and Flow Debugging:
○ Debug Details at Runtime, Improved
Error Emails, and More Log Lines
Lightning Flow in your Components
Adding Clicks not Code Extensibility to your Components with Lightning Flow
lightning:flow Component
Components in your Lightning Flows
Adding rich complex Components to your Lightning Flows
lightning:availableForFlowScreens Interface
Lightning Flow in your Apex
Flow.Interview.createInterview Method
● Allow parts of your logic to be extended by an
auto-launch Flow configured and defined by
your clicks-not-code colleagues!
Adding Clicks not Code Extensibility to your Apex with Lightning Flow
Highlighting the Lightning Flow API
powering Community Tools
How do i find out more?
Packaging Resources
Documentation
● Salesforce DX Packaging
● Unlocked Packages for Customers
● Announcing Unlocked Packages Beta
Community
● Packaging 2 Community Group
Beta
Dependency API Resources
Documentation
● Release Notes: Untangle Your Dependencies (Pilot)
● Tooling API : MetadataComponentDependency (Pilot)
● Building Custom CLI Commands
Community and Open Source
● Trailblazer Community Group
● Dependency API DX CLI Sample Tool
Pilot
Lightning Flow Resources
Salesforce Documentation
● Apex Flow API
● Rest Flow API
● Use Lightning Components with Flows
● Trailhead
Community and Open Source
● Mass Action Scheduler
● Dynamic Flow Component
GA API’s and Community Tools
API and CLI driven Platforms rock!
In conclusion…
Questions?
Appendix: Dependency API Demo Output
Package Development
Isolate Vertically First
● Custom Force.com Apps built in-house
● Extensions of Sales Cloud, Service Cloud, etc
● Shared Libraries/Functionality
Modularize Horizontally as Needed
● Schema, Business Logic, UI
● Ownership e.g. Business Unit or Process
● Shared Libraries/Functionality
Identifying Metadata that can migrate into a Package
Packaging Adoption in Large Org
● First slice!
○ Simple well defined
○ Small team, willing to
try new tools and
approaches
○ Not mission critical
roadmap
○ Implement full ALM,
inc CI on mini scale
● Additional slices
○ Continue to form sub-
packages as confidence
grows
○ Full Org slice is reducing
○ Continue to add to CI
each repo
○ May consider shared pkg
● Full modularization
○ Original org decomposed into
packages
○ With remaining (minimal)
overarching config in an org
scoped package (minimal
profiles, some layouts)
Start small and broad, then iterate to greater depth and coverage
Full Org Config and Code
(Change Sets)
DX POC #1
Full Org Config and Code
(Change Sets)
DX PKG #1 DX PKG #2
DX Shared PKG
Permission Sets (Objects, Fields, Tabs) reflect functionality granted not roles
DX Shared PKG PKG DX PKG
DX Shared PKG
DX PKG DX PKG DX PKG
DX PKG DX PKG DX PKG
Full Org Config (Change Sets)

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PhillyForce 2018 - Salesforce Platform Keynote

  • 1. Andrew Fawcett VP, Product Management Lightning Platform Twitter: andyinthecloud Platform Keynote PhillyForce 2018
  • 2. Forward-Looking Statement 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 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 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 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. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 3. Strong on their own, unbeatable together! Blazing the Trail Together Community APIsPlatform Open Source Apps Tools
  • 4. Effective use of the Dependency API Org Composition Introduction to DX Packaging Packages and You New Features and Flow API Lightning Flow
  • 5. Customer Focus (Beta) ● Capture your org applications and customizations in discrete well-defined packages. ● Versionable, installable, upgradable and also downgradable ● Updates and customizations are easier to manage and control in large orgs What is a Package? ISV Partner Focus ● Building and delivering commercial apps ● Require design patterns solving common problems ● More focus on protecting IP and rolling out upgrades to the install base Not just for Partners anymore...
  • 6. Packaging and Installing the GIFter App and other Open Source (https://github.com/forcedotcom/GIFter)
  • 7. Package Development ● Logical groups of related source/metadata ● Projects can be tested independently ● Projects can be released independently ● Increases Release Flexibility ● Increases Dev Productivity ● Packages for Dependencies Including Open Source fflib, Apex Mocks etc.. General Criteria for Metadata that can migrate into a Package
  • 8. Introduction to DX Packaging Effective use of the Dependency API New Features and Flow API Packages and You Org Composition Lightning Flow
  • 9. Org Composition What’s in the box? What health is your org in? ● What are your key objects or fields everything depends on? ● Can customizations be grouped easily? ● Do you need to do some housekeeping first? Questions to ask yourself... ● Any generally regarded “features/apps” you can try to isolate? ○ Key entry points? ○ By tab, by button, by object, by report? ● What things depend on these entry points? ○ And what things depend on those….
  • 10. Introducing the Dependency API Pilot sfdx force:data:soql:query --usetoolingapi --query "SELECT MetadataComponentId, MetadataComponentName, MetadataComponentType, RefMetadataComponentId, RefMetadataComponentName, RefMetadataComponentType FROM MetadataComponentDependency" -u philllyforce
  • 12. But wait! What about this Idea?
  • 13. Introduction to DX Packaging Effective use of the Dependency API New Features and Flow API Packages and You Org Composition Lightning Flow
  • 14. Amazing new Features in Lightning Flow Allowing Developers and Admins to embrace the power of Flow together Summer’18 ● Flow Design: ○ More Ways to Use Lightning Components, Stages Generally Available, More Collection Assignment Operators ● Flow Distribution: ○ Launching Flows as Subtabs, Displaying Recommended Flows ● Process and Flow Debugging: ○ Debug Details at Runtime, Improved Error Emails, and More Log Lines ● Process and Flow Runtime: ○ Better Errors for Users, More Ways to Avoid Errors and Rollbacks Winter’18 ● Flow Distribution: ○ Add Flows Anywhere in Salesforce with the Flow Lightning Component Spring’18 ● Flow Design: ○ Richer Screens with Lightning Components and Stages ● Flow Distribution: ○ Subtabs in Console Apps, Object- Specific Actions, and Dynamic Apex ● Process and Flow Debugging: ○ Debug Details at Runtime, Improved Error Emails, and More Log Lines
  • 15. Lightning Flow in your Components Adding Clicks not Code Extensibility to your Components with Lightning Flow lightning:flow Component
  • 16. Components in your Lightning Flows Adding rich complex Components to your Lightning Flows lightning:availableForFlowScreens Interface
  • 17. Lightning Flow in your Apex Flow.Interview.createInterview Method ● Allow parts of your logic to be extended by an auto-launch Flow configured and defined by your clicks-not-code colleagues! Adding Clicks not Code Extensibility to your Apex with Lightning Flow
  • 18. Highlighting the Lightning Flow API powering Community Tools
  • 19. How do i find out more?
  • 20. Packaging Resources Documentation ● Salesforce DX Packaging ● Unlocked Packages for Customers ● Announcing Unlocked Packages Beta Community ● Packaging 2 Community Group Beta
  • 21. Dependency API Resources Documentation ● Release Notes: Untangle Your Dependencies (Pilot) ● Tooling API : MetadataComponentDependency (Pilot) ● Building Custom CLI Commands Community and Open Source ● Trailblazer Community Group ● Dependency API DX CLI Sample Tool Pilot
  • 22. Lightning Flow Resources Salesforce Documentation ● Apex Flow API ● Rest Flow API ● Use Lightning Components with Flows ● Trailhead Community and Open Source ● Mass Action Scheduler ● Dynamic Flow Component GA API’s and Community Tools
  • 23. API and CLI driven Platforms rock! In conclusion…
  • 25.
  • 27. Package Development Isolate Vertically First ● Custom Force.com Apps built in-house ● Extensions of Sales Cloud, Service Cloud, etc ● Shared Libraries/Functionality Modularize Horizontally as Needed ● Schema, Business Logic, UI ● Ownership e.g. Business Unit or Process ● Shared Libraries/Functionality Identifying Metadata that can migrate into a Package
  • 28. Packaging Adoption in Large Org ● First slice! ○ Simple well defined ○ Small team, willing to try new tools and approaches ○ Not mission critical roadmap ○ Implement full ALM, inc CI on mini scale ● Additional slices ○ Continue to form sub- packages as confidence grows ○ Full Org slice is reducing ○ Continue to add to CI each repo ○ May consider shared pkg ● Full modularization ○ Original org decomposed into packages ○ With remaining (minimal) overarching config in an org scoped package (minimal profiles, some layouts) Start small and broad, then iterate to greater depth and coverage Full Org Config and Code (Change Sets) DX POC #1 Full Org Config and Code (Change Sets) DX PKG #1 DX PKG #2 DX Shared PKG Permission Sets (Objects, Fields, Tabs) reflect functionality granted not roles DX Shared PKG PKG DX PKG DX Shared PKG DX PKG DX PKG DX PKG DX PKG DX PKG DX PKG Full Org Config (Change Sets)