Mastering Force.com Platform ServicesDevelopers

Ryan Spraetz: Platform Product Manager, salesforce.com

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Problem!!!

You are an IT Systems Manager.

The Sales Team has gadgets that they take with them on

sales calls – Projectors and iPads.

Recently, some of the gadgets have gone missing…

You are tasked with making a tracking system for these

resources.

To Code…Or Not to Code

Why use “Point and Click” customizations– Ease

– Speed

– Maintainability

Why use Programmatic Tools?– Power

Use Point and Click tools where possible!

So You’re Ready to Build an App?

Data Model

Data Validation

Business Logic

Business Process

User Interface

Access Controls

Data Model

Data Validation

Business Logic

Business Process

User Interface

Access Controls

Managing Data and Data Storage

Object Model– One-Click Object Creation

Relationships– Lookup vs. Master Detail

– 1-to-Many, Many-to-Many, 1-to-1

Calculated Fields– Formulas (Fields, Default Values)

– Rollup Summary Fields

No SQL, No Scripts, Just Clicks.

What You Get For Free

Creating a Custom Object gives you

Record Detail Page

Record Edit Page

Reporting Capabilities

Ability to create tasks on the object

Ability to create and store notes.

GadgetTracker Data Model

Resource

Serial Number

iPad Features

Available

Projector Brand

Resource Check Out

Resource (FK)

User (FK)

Planned Return Date

Returned

Data Modeling Demo

On the Resource Check Out object, create a Custom

Field to allow users to select the date they will return

the Resource. Default the value of the field to be two

weeks from now. Click.

On the Resource Check Out object, create a field to

select the specific Resource that you want to check out.

Click.

Data Validation – Keep it Clean

Create Validation Rules– Easy-to-Make Formulas for Error Conditions

– Custom Error Messages

– No Maintaining Code!

Create Filtered Lookups– Data Quality and End User Productivity

– Only See Relevant Data

Data Validation – Clicks or Code?

How you can do your Data Validation– Validation Rules

– Triggers (Requires Code)

– Controller Logic (Requires Even More Code)

Why Validation Rules? – Maintainable by Non-Technical Administrators

– No Tests

– No Deploy

– No Need to Reference Code Over and Over

Data Validation Demo

When a user tries to select a Resource, make sure they

can only choose Resources that are available. Click.

Make sure that no one can check something out for

longer than two weeks. Click.

Data Model

Data Validation

Business Logic

Business Process

User Interface

Access Controls

Business Logic – Automate

Workflow Rules– Waiting to fire actions

– Similar to Triggers/Stored Procedures

Approval Processes– Multi-step

– Fire actions on each step

Business Logic – Actions

Field Updates– Cross Object Field Updates

Task Creation– Automate follow tasks

Email Notifications– Notify users

Outbound Messages– Notify external systems

Business Logic Demo

Make sure that all check out requests must be

approved by you. Click.

Once a checkout request has been approved, mark the

resource as unavailable. Click.

Data Model

Data Validation

Business Logic

Business Process

User Interface

Access Controls

User Interface and Access Controls

Page Layouts– Organize and Beautify

– When to use Visualforce

– When to use inline Visualforce

Record Types– Dynamic UI based on Data Subtypes

Object Level Security– CRUD (Profile Based)

Field Level Security– FLS (Profile Based)

UI and Access Controls Demo

Make it such that iPad specific fields don’t show up

when viewing Projectors and vice versa. Click.

Make the Available field on Resources read-only for

non-SysAdmins and hide the COW Trigger field on

Resource Checkout. Click.

Questions?

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