ISV Monthly Tech Enablement (May 18, 2017)

1. SALESFORCE DEVELOPER CONFERENCE
Adventure Awaits Every Trailblazer!
June 26-28, 2017 San Francisco
$499 Early Bird Tickets | 120+ Technical Sessions
sfdc.co/TrailheaDX
Partner Discount Code: TDX17DSL10

2. ISV Monthly Technical
Enablement
May 2017

3. Agenda and Speakers
Image
Host Metadata API in Apex
Andrey Volosevich
Director, Technical Enablement
@andreyvol
Aaron Slettehaugh
Senior Director, Product Management
@slettehaugh

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. 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. 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. Apex Metadata API
May 2017
Aaron Slettehaugh
@slettehaugh

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 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.

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. Demand in GitHub
Top 10 Apex Language Repos in GitHub by Number of Forks
MetadataAPIwrapper

11. Metadata API in Apex
Use Cases

12. Create spider chart on Contact object
• 6 custom fields
• 31 custom metadata
records with 9 attributes
courtesy of

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

15. Custom metadata types Page Layouts Picklist Values Custom Fields
Common configuration needs
Picklist
ISV app customizations require hundreds or thousands of changes to:

16. Demo Time
Post install script with
Apex Metadata Deploy

17. PostInstallScript.apxc

18. DeployMetadata.apxc

19. PostInstallCallback.apxc

20. Managed Apex does deploy on behalf of subscriber
Except for:
• Setup audit trail
• Protected metadata
Hello
my namespace is
Subscriber

22. When can packaged code write metadata with Apex?
Deploy
MD on
Deploy
MD off
Certified
Uncertified
Unmanaged
Subscriber org
Package

23. Security features
• Safe metadata types
• Trusted apps
• Setup audit trail
• Your app must alert subscribers it can change their org

24. 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

25. 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

26. 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

27. What metadata types do you need supported?
Join “Apex Metadata API” group in the Success Community and let us know
https://success.salesforce.com/0F930000000PbSh

28. More info
Try it now in pre-release orgs or sandboxes
Release notes:
https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_forcecom_isvforce_metadata.htm
Success Community Chatter group:
• See previous slide
Blog post:
• Coming soon

29. Questions?
Success Community “Apex Metadata API” group:
https://success.salesforce.com/0F930000000PbSh
Twitter:
@slettehaugh

30. 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

32. SALESFORCE DEVELOPER CONFERENCE
Adventure Awaits Every Trailblazer!
June 28-29, 2017 San Francisco
$499 Early Bird Tickets | 130+ Technical Sessions
sfdc.co/TrailheaDX
Partner Discount Code: TDX17DSL10