Show FlowDreamforce 2104 Breakout Session Show Flow Template

Notes

Introduction to Development on Force.com

for Developers2hr 30min

Presentation Device:

Customer Speaker:

Demo Device

Deck Owner/Filename:

0:00 Doors open

0:00 Start

5 min 0:05 Welcome and Intros

3 min 0:08 Agenda and workbook

5 min 0:13 Platform Overview

5 min 0:18 Sign up for a DE

Please encourage all attendees to sign up for a new DE so they don’t run into any issues with disabled features or API naming issues

25 min 0:43 Writing an Apex ClassHere we only have slides, but feel free to show your own use case or demo if you have

one

17 min 1:00 Hands-On: Apex

15 min 1:15 SOQL and DML Demo using SOQL in the developer console. Build your own SOQL query and talk it out

15 min 1:30 Hands-On: SOQL/DML

20 min 1:50 Visualforce Demo Twitter bootstrap in VF/yelp demo or your own demo

15 min 2:05 Hands-On: Visualforce

10min 2:15 Controller Extensions

10 min 2:25 Hands-On: Controller Extensions

5 min 2:30 Q&A

There is a 30 minute turnaround time in the room, so the Q&A can extend this time if necessary. Also please encourage people to ask questions frequently throughout the day, and to utilize the helpers in the room.

Introduction to Development on Force.comFor Developers Samantha Ready, salesforce.com

Senior Developer Evangelist

@samantha_ready

Samantha ReadySenior Developer Evangelist

@samantha_ready

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 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 intellectual property and other litigation, 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-Q for the most recent fiscal quarter ended July 31, 2012. This 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.

Go Social!

@salesforcedevs

Salesforce Developers

+Salesforce Developers

Salesforce Developers

Salesforce Developers

Agenda

• Platform Overview

• Writing Apex Classes

• Accessing Data using SOQL

• Writing Triggers

• Writing Visualforce Pages

• Writing Controller Extensions

Extra Credit:

• Using the REST APIs

• Unit Testing

• Batching and Scheduling

bit.ly/df14-intro-force

Salesforce Platform is the Fastest Path from Idea to App

IdeaBuild App

Idea

buy &

setup

hardware

install

complex

software

define user

access

build & test

security

make it

mobile &

social

setup

reporting &

analytics

build

app

Traditional Platforms

6-12 Months?

App

App

Salesforce1 Platform Services

Salesforce1 Platform

Force.com Heroku Exact Target

Salesforce1 Platform APIs

Salesforce1 App

Sales

Cloud

Service

Cloud

Marketing

CloudAppExchange

Custom

Apps

Partner

Apps

Salesforce1 Mobile App

• Salesforce on your phone

• Customizable by

– Users

– Admins

– Developers

• Supports

– Objects

– Visualforce

– Canvas

Two Approaches to Development

Visualforce Pages

Visualforce Components

Apex Controllers

Apex Triggers

Metadata API

REST API

Bulk API

Formula Fields

Validation Rules

Workflows and Approvals

Custom Objects

Custom Fields

Relationships

Page Layouts

Record Types

User

Interface

Business

Logic

Data

Model

Declarative Approach Programmatic Approach

The Conference AppWhat we’ll build…

• Manage sessions and speakers

• Automatically send confirmation emails

• Customized user interface with Visualforce Pages

• Upload speaker pictures

• Flickr integration (Apex) to show conference pictures

Free Developer Environment

http://developer.salesforce.com/signup

bit.ly/df14-intro-force

Lab 1: Install Your Developer Org

http://developer.salesforce.com/signup

Writing Apex Classes

What is Apex?

• Salesforce platform language

• Similar to Java

• Object-oriented

• Strongly typed

• Classes and Interfaces

• Cloud based compiling, debugging and unit testing

Apex and Java

Same

• Primitive data types

• Flow control (if, for, while, …)

• Exception handling

• Collections: Lists, Sets, …

Different

• Case insensitive

• Single quote strings: 'Joe'

• Id data type

• Built-in support for data access

Apex Class

public class MortgageCalculator {

}

public Double amount { get; set; }

public Double rate { get; set; }

public Integer years { get; set; }

public Double calculateMonthlyPayment() {

Integer months = years * 12;

Double monthlyRate = rate / (12 * 100);

return amount * (monthlyRate/

(1 - Math.pow(1 + monthlyRate, -months)));

}

Development Tools

• Developer Console

• Force.com IDE (Eclipse Plugin)

• Mavens Mate (Sublime Plugin)

• Force CLI

Developer Console

• Browser Based IDE

• Create Classes, Triggers, Pages

• Execute Apex Anonymously

• Execute SOQL Queries

• Run Unit Tests

• Review Debug Logs

Lab 4: Creating an Apex Class

• Create the EmailManager class

• Send emails from the developer console

Accessing Data with SOQL and DML

What's SOQL?

• Salesforce Object Query language

• Similar to SQL

• Streamlined syntax to traverse object relationships

• Built into Apex

• Query results returned as nested objects

SELECT Id, Name, Phone

FROM Contact

SELECT Id, Name, Phone

FROM Contact

WHERE Phone != null

SELECT Id, Name, Phone

FROM Contact

WHERE Phone != null

AND Name LIKE '%rose%'

SELECT Id, Name, Phone

FROM Contact

WHERE Phone != null

AND Name LIKE '%rose%'

ORDER BY Name

SELECT Id, Name, Phone

FROM Contact

WHERE Phone != null

AND Name LIKE '%rose%'

ORDER BY Name

LIMIT 50

Details to Master

SELECT Id, Name, Phone, Account.Name

FROM Contact

WHERE Phone != null

AND Name LIKE '%rose%'

ORDER BY Name

LIMIT 50

Master to Details

SELECT Name,

(SELECT FirstName, LastName, Phone

FROM Contacts)

FROM Account

Demo: Executing SOQL in the Developer Console

Inlining SOQL in Apex

Integer i = [SELECT Count() FROM Session__c];

Inlining SOQL in Apex

String level = 'Advanced';

List<Session__c> sessions =

[SELECT Name, Level__c FROM Session__c

WHERE Level__c = :level];

Inlining SOQL in Apex

List<String> levels = new List<String>();

levels.add('Intermediate');

levels.add('Advanced');

List<Session__c> sessions =

[SELECT Name, Level__c FROM Session__c

WHERE Level__c IN :levels];

Inlining SOQL in Apex

for (Speaker__c s : [select email__c from Speaker__c])

{

System.debug(s.email__c);

}

What's DML?

• Data Manipulation Language

• Language used to create, update, delete records

insertSession__c session = new Session__c();

session.name = 'Apex 101';

session.level__c = 'Beginner';

insert session;

insertSession__c session = new Session__c(

name = 'Apex 201',

level__c = 'Intermediate'

);

insert session;

updateString oldName = 'Apex 101';

String newName = 'Apex for Beginners';

Session__c session =

[SELECT Id, Name FROM Session__c

WHERE Name=:oldName];

session.name = newName;

update session;

deleteString name = 'Testing 501';

Session__c session =

[SELECT Name FROM Session__c

WHERE Name=:name];

delete session;

Lab 5: Accessing Data using SOQL and DML

• Execute SOQL statements in the Query Editor

• Execute DML statements in the Anonymous Window

Writing Triggers

What's a Trigger?

• Apex code executed on database events

• Before or after:

– Insert

– Update

– Delete

– Undelete

Before or After?

• Before

– Update or validate values before they are saved to the database

– Example: Prevent double-booking of a speaker

• After

– Need access to values set by the database (Id, lastUpdated, …)

– Example: Send speaker confirmation email

Bulk Mode

• Trigger API is designed to support bulk operations

– Data Import, Bulk API, etc.

• Triggers work on bulk of records, not single records

• Context variables provide access to data:

– Trigger.old and Trigger.new (List)

– Trigger.oldMap and Trigger.newMap (Map)

Example 1trigger WelcomeKit on Account (after insert) {

List<Case> myCases = new List<Case>();

for (Account account : Trigger.new) {

Case welcomeCase = new Case();

welcomeCase.Subject = 'Mail Welcome Kit';

welcomeCase.AccountId = account.Id;

myCases.add(welcomeCase);

}

insert myCases;

}

Example 2

Trigger on Account (before update) {

for (Account acc: Trigger.New) {

// Compare new value with old value

if (acc.Rating != Trigger.oldMap.get(acc.Id).Rating) {

// Your Logic

}

}

}

Workflow vs Trigger

Workflow Trigger

Created with Clicks Code

What can it do • Update field

• Send email

• Create task

• Send outbound message

• Launch flow (flow trigger)

~ Anything (e.g.

create/delete records, REST

callout, etc.)

Cross-object field updates Limited (detail -> master) Any

Lab 6: Writing Triggers

• Write the SendConfirmationEmail trigger

• Write the RejectDoubleBooking trigger

Writing VisualforcePages

What's a Visualforce Page?

• HTML page with tags executed at the server-side to generate dynamic content

• Similar to JSP and ASP

• Can leverage JavaScript and CSS libraries

• The View in MVC architecture

Model-View-Controller

ModelData + Rules

ControllerView-Model

interactions

ViewUI code

Separation of concerns

– No data access code in view

– No view code in controller

Benefits

– Minimize impact of changes

– More reusable components

Model-View-Controller in Salesforce

View• Metadata

• Standard Pages

• Visualforce Pages

• External apps

Controller• Metadata

• Standard Controllers

• Controller Extensions

• Custom Controllers

Model• Metadata

• Objects

• Triggers (Apex)

• Classes (Apex)

Expression Language

• Anything inside of {! } is evaluated as an expression

– Dynamic variables: {!Contact.Phone} or {!myApexVariable}

– Logic: {! IF (Opportunity.Stage == ‘Closed/Won’, val_if_true, val_if_false)}

– Functions: {!JSENCODE(Account.BillingAddress)}

• Same expression language as Formulas

• $ provides access to global variables (User, Page, RemoteAction, Resource, …)

– {! $User.FirstName } {! $User.LastName }

Example 1<apex:page>

<h1>Hello, {!$User.FirstName}</h1>

</apex:page>

Example 2

<apex:page standardController="Contact">

<apex:form>

<apex:inputField value="{!contact.firstname}"/>

<apex:inputField value="{!contact.lastname}"/>

<apex:commandButton action="{!save}" value="Save"/>

</apex:form>

</apex:page> Function in

standard controller

Standard controller

object

Standard Controller

• A standard controller is available for all objects

– You don't have to write it!

– No test methods needed

– Can grab a single record or set of records

• Provides standard CRUD operations

– Create, Update, Delete, Field Access, etc.

• Can be extended with more capabilities (next module)

• Uses id query string parameter in URL to access object

Component Library

• Presentation tags

– <apex:pageBlock title="My Account Contacts">

• Fine grained data tags

– <apex:outputField value="{!contact.firstname}">

– <apex:inputField value="{!contact.firstname}">

• Coarse grained data tags

– <apex:detail>

– <apex:pageBlockTable>

• Action tags

– <apex:commandButton action="{!save}" >

Demo: Dissect a Visualforce Page & Build with Bootstrap

Email

Templates

Embedded in Page

Layouts

Generate PDFs

Custom Tabs Mobile

Interfaces

Page Overrides

Where can I use Visualforce?

Lab 7: Writing Visualforce Pages

• Write the SpeakerForm Visualforce page

• Set it as default for creating and editing speakers

Writing Controller Extensions and Custom Controllers

What's a Controller Extension?

• Custom class written in Apex

• Works on the same object as the standard controller

• Can override standard controller behavior

• Can add new capabilities

Defining a Controller Extension

<apex:page standardController="Speaker__c"

extensions="SpeakerCtrlExt, ext2">

Provides basic

CRUD

Overrides standard

actions and/or provide

additional capabilities

Anatomy of a Controller Extensionpublic class SpeakerCtrlExt {

private final Speaker__c speaker;

private ApexPages.StandardController stdController;

public SpeakerCtrlExt (ApexPages.StandardController ctrl) {

this.stdController = ctrl;

this.speaker = (Speaker__c)ctrl.getRecord();

}

// method overrides

// custom methods

}

Demo: Dissect a Controller Extension

What's a Custom Controller?

• Custom class written in Apex

• Doesn't work on a specific object

• Provides custom data

• Provides custom behaviors

Defining a Custom Controller

<apex:page controller="FlickrController">

Custom Controller Example

public with sharing class FlickrController {

public FlickrList getPictures() {

HttpRequest req = new HttpRequest();

req.setMethod('GET');

req.setEndpoint('http://api.flickr.com/services/feeds/');

HTTP http = new HTTP();

HTTPResponse res = http.send(req);

return (FlickrList) JSON.deserialize(res.getBody(),

FlickrList.class);

}

}

Lab 8: Writing a Controller Extension

• Write a Controller Extension that supports Picture Upload

Surveybit.ly/df-how-introforce

Samantha Ready

Senior Developer Evangelist

@samantha_ready

Certification Logos for “Speaker Intro Slides”

For salesforce.com

use only

Guides for logo placement

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Example of a TableTable subtitle

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Example of a TableTable style and coloring

Device Family Without Screens