Anatomy and Framework of a Force'com App

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Anatomy and Framework of a Force.com App
Tour de Force Platform Fundamentals

• Rick Greenwald, salesforce.com

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Safe Harbor Statement
Safe harbor statement under the Private
Securities Litigation Reform Act of 1995 This
presentation may contain forward-looking
statements including but not limited to
statements concerning the potential market for
our existing service offerings and future
offerings. All of our forward looking statements
involve risks, uncertainties and assumptions. If
any such risks or uncertainties materialize or if
any of the assumptions proves incorrect, our
results could differ materially from the results
expressed or implied by the forward-looking
statements we make. The risks and uncertainties
referred to above include - but are not limited
to - risks associated with possible fluctuations
in our operating results and cash flows, rate of
growth and anticipated revenue run rate, errors,
interruptions or delays in our service or our Web
hosting, our new business model, our history of
operating losses, the possibility that we will
not remain profitable, breach of our security
measures, the emerging market in which we
operate, our relatively limited operating
history, our ability to hire, retain and motivate
our employees and manage our growth, competition,
our ability to continue to release and gain
customer acceptance of new and improved versions
of our service, customer and partner acceptance
of the AppExchange, successful customer
deployment and utilization of our services,
unanticipated changes in our effective tax rate,
fluctuations in the number of shares outstanding,
the price of such shares, foreign currency
exchange rates and interest rates. Further
information on these and other factors that could
affect our financial results is included in the
reports on Forms 10-K, 10-Q and 8-K and in other
filings we make with the Securities and Exchange
Commission from time to time. These documents are
available on the SEC Filings section of the
Investor Information section of our website at
www.salesforce.com/investor. Salesforce.com, inc.
assumes no obligation and does not intend to
update these forward-looking statements, except
as required by law.
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Rick Greenwald Platform Evangelist
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Agenda

• The four declarative pillars of the Force.com
  framework
• Relationships
• Formulas
• Workflow and approvals
• Summary

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The four pillars of the Force.com platform
Reports Analytics




Relationships
Formulas
Workflows Approvals
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Relationships

• What they provide
• Types of relationships
• Demonstration

Chapter 3
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Relationships What they provide

• User interface
• Lookup
• Related list
• Data integrity
• Rollup Summary Fields

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Relationships Types of relationships

• Lookup
• Master-detail
• Many-to-many

Candidate
Position
Job Application
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Relationships Demo

• Defining a relationship
• Defining a Rollup Summary Field

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Formulas

• Basics
• Uses for formulas
• Validations
• Demos

Chapter 4
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Formulas - Basics

• Read-only fields, validations, workflows and
  approvals
• Defined with formula editor

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Formulas Uses for formulas

• Calculations
• Related object field display
• Integration
• Data realization

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Formulas - Validations

• Defined like a formula
• False evaluation
• Prevents save action
• Provides message

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Formulas - Demo

• Extending information from the Rollup Summary
  Field

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Workflow and approvals

• Workflows
• Options
• Evaluation
• Timed workflows
• Demo
• Approvals
• Implementation
• Flexible approvals
• Parallel approvals
• Demo

Chapter 5
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Workflow - Options

• Task
• Email alert
• Field update
• Outbound message

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Workflow - Evaluation
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Workflow Timed workflow

• Criteria specified for time elapsed since
  condition
• Workflow action added to queue
• Criteria re-evaluated at execution time
• Automatic adjustment if criteria changes

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Workflow - Demo

• Send email alert when two weeks have passed since
  last job application

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Approvals - Implementation
Approval actions
Final approval actions
Final?
Approval step
Entry criteria
Final rejection actions
Rejection actions
Final?
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Approvals - Variations

• Flexible approvals
• Criteria on each step
• Parallel approvals
• Multiple participants per step
• Unanimous or single approver

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Approvals - Demo

• Close a position, with flexible steps and
  parallel approval

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Manage. Share. Build. Apply what youve learned

• Understand what the four declarative pillars can
  do
• Use the pillars whenever you can
• Explore the capabilities of the pillars

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Rick Greenwald
Platform Evangelist