CHAPTER 1

INTRODUCTION

About the project:

The new way of building and running applications are enabled by the world of

cloud computing, where we can access applications, over the Internet as utilities,

rather than as pieces of software running on your desktop or in the server room. This

model is already quite common for consumer apps like email and photo sharing, and

for certain business applications, like customer relationship management (CRM).

The Force.com platform is the world's first Platform as a Service (PaaS),

enabling developers to create and deliver any kind of business application in the

cloud, entirely on-demand and without software. It's a breakthrough new concept that

is making companies radically more successful by letting them translate their ideas

into deployed applications in record time. Building, sharing, and running business

applications have never been so easy.

Building and running business applications with traditional software has

always been too complex, slow, and expensive. A new model, called cloud

computing, has emerged over the last decade to address this problem. Applications

that run in the cloud are delivered as a service so companies no longer have to buy and

maintain hardware and software to run them.

Salesforce.com pioneered this model with applications business over the last

decade. More recently, Force.com have opened up the infrastructure and made it

available for anyone building any business application and running it on the servers

using the Force Platform.

The Force Platform allows you to store structured data, implement business

logic with workflow rules, approval processes and custom code, support Web

browsers, integrate with other applications, do reporting and analytics and scale up or

down—all with sub second response time, high availability, and security you need to

run your mission critical business apps.

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COMPANY PROFILE:

Springboard Competency Development Centre:

Springboard provides competency related services to two vital segments of IT

community, namely:

Fresh engineering graduates, who want to become highly employable

through Springboard Competency Development Program (CDP)

IT organizations that want to recruit high-quality, project-ready engineers.

And, they want to reduce time and budget allocated for training

Our partner organizations can now outsource their Fresher Induction Program to us.

We will put them through either our standard CDP or through a custom-CDP

developed exclusively for our partners.

Learning Model:Springboard uses a unique learning model called Knowledge-Immerse-

Measure (KIM) that helps the participants to reach higher competency standards in a

short span of time. This model ensures the participant gets adequate level of

knowledge, skills and attitude so as to help him / her to get into the world of

professional assignments at ease.

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Comprehension Development Model:Many face learning difficulty involving the most basic aspect of

technical or on-technical skills. The difficulty lies in the reception, comprehension, or

production of quantitative and spatial information.

One gains knowledge through context (experiences) and understanding. When

one has context, one can weave the various relationships of the experiences.

Vision Statement:

To be a world class service provider in the domains of developing IT

competencies and delivering top quality IT solutions.

Our Values

Professionalism

Maximize Client Satisfaction

Technology Leadership

Employee Care

Integrity

Higher Standards of Quality

Process Driven Delivery

Competency focus:

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OBJECTIVE:

This is an application project for understanding and demonstrating cloud computing capabilities using Force.com. I use Sales Force features to achieve the goal.

The objective of this application is to develop and deploy an application in the sales force environment.

This application project must satisfy all type of users and should enable all cloud computing capabilities.

It is assumed that this application will be developed in the following environment:

Force.com environment Visualforce as the developing language

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CHAPTER 2

SYSTEM ANALYSIS

Existing system:

As users of the Internet, we're all familiar with the fascinating, innovative,

creative, and sometimes silly ways in which it has changed how we work and play.

From social networking sites to wikis to blogs, and more, it’s exciting to watch the

innovations taking place that are changing the ways we communicate and collaborate.

While these changes have certainly impacted how we work with content, a

similar set of Internet-driven ideas and technologies is changing how we build and

work with business applications.

While yesterday's business applications required thousands, if not millions, of

dollars and sometimes years of professional services help to set up and customize, the

technologies offered by the Internet today make it much easier to create, configure,

and use business applications of all kinds. Indeed, the power of the Internet has given

us the ability to solve new kinds of business problems that, because of complexity or

cost, had previously remained out of reach.

Just as the changes that moved publishing technology from paper to bits made

it possible for us to have information about anything in the whole world right at our

fingertips, the changes in application technology make it similarly possible to imagine

a robust, enterprise-class application for almost any business need. Sound pretty

good? Then you're probably wondering: “What's the magic that makes this possible?”

These new ways of building and running applications are enabled by the world

of cloud computing, where you access applications, or apps, over the Internet as

utilities, rather than as pieces of software running on your desktop or in the server

room. This model is already quite common for consumer apps like email and photo

sharing, and for certain business applications, like customer relationship management

(CRM).

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Drawbacks of Existing System:

By using the existing system we have to maintain a high configuration system

to run some huge software’s which is used to develop the applications. This may need

huge cost to buy and maintain.

We have to buy the each and every software’s which are used for developing

the applications. Also we have to update the software’s for latest version. This needs

maintenance risks such as economical risk and technical risk.

The main disadvantage of the existing system over cloud environment is lack

of portability. Even though we are having high configured systems and updated

software’s we have to take the system with us when we are moving from one place to

other place. This will create risk to the users.

The main disadvantage of the existing system is lack of disaster recovery. That

means in the case of any disaster occurs all the data available in the system cannot be

recovered. Thus it may leads to the loss of data.

The existing system also needs high initial out lay to set up the system.

Proposed System:

Since there are lot of problems available with the existing system a new

technology is used in this project called as cloud computing. The proposed system in

this project is to develop an application in the cloud computing environment and have

to deploy it and to launch the application in cloud.

The cloud environment used in this project is called as salesforce

environment. A simple application is developed in the cloud environment and

deployed in the same environment using the tools provided there itself. The

application is launched as a site inside the cloud.

The security provided by the platform provider (salesforce) is used in this

application.

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Feasibility study:

A feasibility study is an evaluation of a proposal designed to determine the

difficulty in carrying out a designated task. Generally, a feasibility study precedes

technical development and project implementation. In other words, a feasibility study

is an evaluation or analysis of the potential impact of a proposed project.

Economic feasibility:

Economic analysis is the most frequently used method for evaluating the

effectiveness of a new system. More commonly known as cost/benefit analysis, the

procedure is to determine the benefits and savings that are expected from a candidate

system and compare them with costs. If benefits outweigh costs, then the decision is

made to design and implement the system. An entrepreneur must accurately weigh the

cost versus benefits before taking an action.

Cost Based Study: It is important to identify cost and benefit factors, which

can be categorized as follows: 1. Development costs; and 2. Operating costs. This

application needs less amount of cost in both development and operating state.

Time Based Study: This is an analysis of the time required to achieve a return

on investments. This application takes less time to execute and to use.

Operational feasibility

Is a measure of how well a proposed system solves the problems, and takes

advantage of the opportunities identified during scope definition and how it satisfies

the requirements identified in the requirements analysis phase of system development.

The proposed system solves all the problems in the existing system in the basis

of time, cost, risk, Etc,.

Technology and system feasibility

The assessment is based on an outline design of system requirements in terms

of Input, Processes, Output, Fields, Programs, and Procedures. This can be quantified

in terms of volumes of data, trends, frequency of updating, etc. in order to estimate

whether the new system will perform adequately or not. Technological feasibility is

carried out to determine whether the company has the capability, in terms of software,

hardware, personnel and expertise, to handle the completion of the project.

The usage of this application over cloud environment simply needs a un

interrupted internet connection of 512kbps of speed.

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CHAPTER 3

SYSTEM SPECIFICATION

REQUIREMENTS:

External Interface Requirements:

User Requirements:

A high-speed Internet Connection is needed as an interface between the

service provider and User.

User name and Password provided by the administrator is needed to the user

to work with the application.

Hardware Requirements:

Processor : 32 bit Processor

Ram : 512 Mb

Hard Disk: 40 GB

Internet : 512 Kbps high speed internet connection

Software Requirements:

OS : All OS supporting internet browsing.

Environment : Force.com Environment

Language : Visual Force

Functional Requirements

Understand the cloud environment provided by SalesForce.com

Learning VISUALFORCE

Developing an application using Visualforce in the SalesForce.Com

Environment

Deploying the application

Providing the User accounts

Accessing the application from user accounts and should work with the

applications clearly.

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Other Non-functional Requirements:

Performance Requirements: The performance will be fully based on the Internet connection. The user may

not worry about their local system. The local system will be only used as a terminal.

Safety Requirements: There are the possibilities of data loss due to the interruption of connection in

Internet. So the user must ensure about his uninterrupted internet connection.

Security Requirements: All the security issues will be provided by the service provider itself (SALE

FORCE.COM). No users are allowed to enter and view the details without proper

authentication (password protection).

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CHAPTER-4

SOFTWARE DESCRIPTION

Front End

Visualforce is a framework that allows developers to build sophisticated,

custom user interfaces that can be hosted natively on the Force.com platform. The

Visualforce framework includes a tag-based mark up language, similar to HTML.

In the Visualforce mark up language, each Visualforce tag corresponds to a coarse or

fine-grained user interface component, such as a section of a page, a related list, or a

field. The behaviour of Visualforce components can either be controlled by the same

logic that is used in standard salesforce.com pages, or developers can associate their

own logic with a controller class written in Apex.

Developers can use Visualforce to create a Visualforce page definition. A page

definition consists of two primary elements:

• Visualforce mark up

• A Visualforce controller

Visualforce Markup

Visualforce markup consists of Visualforce tags, HTML, JavaScript, or any

other Web-enabled code embedded within a single <apex:page> tag. The markup

defines the user interface components that should be included on the page, and the

way they should appear.

Visualforce Controllers

A Visualforce controller is a set of instructions that specify what happens when

a user interacts with the components specified in associated Visualforce markup, such

as when a user clicks a button or link. Controllers also provide access to the data that

should be displayed in a page, and can modify component behaviour.

A developer can either use a standard controller provided by the Force.com

platform, or add custom controller logic with a class written in Apex:

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• A standard controller consists of the same functionality and logic that is used for a

standard Salesforce.com page.

For example, if you use the standard Accounts controller, clicking a Save

button in a Visualforce page results in the same behaviour as clicking Save on a

standard Account edit page.

If you use a standard controller on a page and the user doesn't have access to

the object, the page will display a insufficient privileges error message. You can avoid

this by checking the user's accessibility for an object and displaying components

appropriately.

• A standard list controller enables you to create Visualforce pages that can display or

act on a set of records. Examples of existing Salesforce.com pages that work with a

set of records include list pages, related lists, and mass action pages.

• A custom controller is a class written in Apex that implements all of a page's logic,

without leveraging a standard controller.

If you use a custom controller, you can define new navigation elements or

behaviours, but you must also reimplement any functionality that was already

provided in a standard controller.

Like other Apex classes, custom controllers execute entirely in system mode, in

which the object and field-level permissions of the current user are ignored. You can

specify whether a user can execute methods in a custom controller based on the user's

profile.

• A controller extension is a class written in Apex that adds to or overrides behaviour

in a standard or custom controller. Extensions allow you to leverage the functionality

of another controller while adding your own custom logic.

Because standard controllers execute in user mode, in which the permissions,

field-level security, and sharing rules of the current user are enforced, extending a

standard controller allows you to build a Visualforce page that respects user

permissions.

Although the extension class executes in system mode, the standard controller

executes in user mode. As with custom controllers, you can specify whether a user can

execute methods in a controller extension based on the user's profile.

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How is Visualforce Architected?

All Visualforce pages run entirely on the Force.com platform, both when a

developer creates the page, and when an end user requests a page, as shown in the

following architecture diagrams.

Visualforce System Architecture - Development Mode

When a developer finishes writing a Visualforce page and saves it to the

platform, the platform application server attempts to compile the mark up into an

abstract set of instructions that can be understood by the Visualforce renderer. If

compilation generates errors, the save is aborted and the errors are returned to the

developer.

Otherwise, the instructions are saved to the metadata repository and sent to the

Visualforce renderer. The renderer turns the instructions into HTML and then

refreshes the developer's view, thereby providing instantaneous feedback to the

developer for whatever changes were made in the mark up.

The architecture diagrams below shows the process flow when a non-developer

user requests a Visualforce page. Because the page is already compiled into

instructions, the application server simply retrieves the page from the metadata

repository and sends it to the Visualforce renderer for conversion into HTML.

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Visualforce System Architecture - Standard User Mode

Features of Visualforce:

User-friendly development

Developers can edit their Visualforce mark-up in the same window that

displays the resulting page. Consequently, developers can instantly verify the result of

an edit just by saving their code.

The Visualforce editor pane also includes auto-completion and syntax

highlighting. Visualforce also supports “quick fixes” that allow developers to create

supporting components on the fly.

For example, a developer can define a new Visualforce page simply by logging

in to Salesforce.com and then entering the name of the new page in a URL. Much like

a wiki, if the page does not yet exist, the platform creates it for you.

Integration with other Web-based user interface technologies

Because Visualforce mark-up is ultimately rendered into HTML, designers can

use Visualforce tags alongside standard HTML, JavaScript, Flash, or any other code

that can execute within an HTML page on the platform, including Force.com platform

merge fields and expressions.

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Model-View-Controller (MVC) style development

Visualforce conforms to the Model-View-Controller (MVC) development

pattern by providing a clear division between the view of an application (the user

interface, defined by Visualforce mark-up), and the controller that determines how the

application works (the business logic, defined by a Visualforce controller written in

Apex).

With this architecture, designers and developers can easily split up the work

that goes with building a new application—designers can focus on the look and feel of

the user interface, while developers can work on the business logic that drives the app.

Concise syntax

Visualforce pages can implement the same functionality as s-controls but with

approximately 90% fewer lines of code.

Data-driven defaults

Visualforce components are rendered intelligently by the platform. For

example, rather than forcing page designers to use different component tags for

different types of editable fields (such as email addresses or calendar dates), designers

can simply use a generic <apex:inputField> tag for all fields. The Visualforce renderer

displays the appropriate edit interface for each field.

Hosted platform

Visualforce pages are compiled and rendered entirely by the Force.com

platform. Because they are so tightly integrated, they display the same performance as

standard Salesforce.com pages, regardless of the amount of data being displayed or

edited.

Automatically upgradeable

Visualforce pages do not need to be rewritten when other parts of the

Force.com platform are upgraded. Because the pages are stored as metadata, they are

automatically upgraded with the rest of the system.

When Should I Use Visualforce:

The Salesforce.com prebuilt applications provide powerful CRM functionality.

In addition, salesforce.com provides the ability to customize the prebuilt applications

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to fit your organization. However, your organization may have complex business

processes that are unsupported by the existing functionality.

When this is the case, the Force.com platform includes a number of ways for

advanced administrators and developers to implement custom functionality. These

include Visualforce, Apex, and the Force.com Web Services API.

The Technologies behind a Force.com Platform App

Now that we've talked about the kinds of apps the platform can build, let's

review some of the technologies behind the platform itself.

These technologies have a big impact on what the platform supports, and what

it's like to develop on it.

Table 1: Key Technologies behind the Platform

Technology Description

Multitenant

architecture

An application model in which all users and apps share a

single, common infrastructure and code base

Metadata-driven

development model

An app development model that allows apps to be

defined as declarative “blueprints,” with no code

required. Data models, objects, forms, workflows, and

more are defined by metadata.

Force.com Web

Services API

An application programming interface that defines a

Web service that provides direct access to all data stored

in the Force.com platform from virtually any

programming language and platform

Apex The world’s first on-demand programming language,

which runs in the cloud on the Force.com platform

servers.

Visualforce A framework for creating feature-rich user interfaces for

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apps in the cloud

Force.com Sites Public websites and applications that are directly

integrated with your Salesforce.com organization—

without requiring users to log in with a username and

password

AppExchange

directory

A Web directory where hundreds of Force.com apps are

available to Salesforce.com customers to review, demo,

comment upon, and/or install.

Developers can submit their apps for listing on the

AppExchange directory if they want to share them with

the community.

A Multitenant Architecture

The platform's multitenant architecture means that all users share the same

physical instance and version of any application that runs on it.

In contrast to their single-tenant counterparts, such as client-server enterprise

applications or email servers, multitenant applications are designed so that any

upgrades to the platform or the apps it supports happen automatically for all users at

once Consequently, no one has to worry about buying and maintaining their own

physical stack of hardware and software, or making sure that their applications always

have the latest patch installed.

Besides the Force.com platform, several popular, consumer-based applications

also use a multitenant architecture, including eBay, My Yahoo!, and Google Mail.

Multitenant architecture allows these applications to be low cost, quick to

deploy, and open to rapid innovation—exactly the qualities for which salesforce.com

have also become known.

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On-Demand, Multitenant Applications that Run in the Cloud

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The platform's multitenant architecture also impacts how developers use the

platform to create new applications. Specifically, it defines a clear boundary between

the platform and the applications that run on it.

A boundary is important because it allows applications to define their own

components without jeopardizing the functionality of the core platform or the data

stored by other users.

A Metadata-Driven Development Model

The Force.com platform also uses a metadata-driven development model to

help app developers become more productive in putting together apps.

It means that the basic functionality of an app—that is, the tabs, forms, and

links—is defined as metadata in a database rather than being hard-coded in a

programming language.

When a user accesses an app through the Force.com platform, it renders the

app's metadata into the interface the user experiences.

As a result of metadata-driven development, the Force.com platform app

developers work at a much higher level of abstraction than if they developed

applications using Java or C#, and are shielded from having to worry about low-level

system details that the platform handles automatically.

At the same time, Force.com platform developers can also leverage advanced

features that the platform provides by default.

Customizing your app's metadata might sound intimidating, but as you'll see in this

book, the platform's user interface makes it easy. Anyone who is familiar with using a

Web browser can quickly get up to speed, even if he or she doesn't know any

programming languages.

Developers who want to programmatically manage their app's setup can use the

Force.com Platform Metadata Application Programming Interface (API).

The Force.com Metadata API provides an alternative to the platform's user

interface by allowing developers to directly modify the XML files that control their

organization's metadata.

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Developers can also use the Metadata API to migrate configuration changes

between organizations, and create their own tools for managing organization and

application metadata.

Although at first glance metadata-driven development may seem somewhat

esoteric, it's exactly the same model for how Web browsers work. Instead of hard

coding the definition of a Web page in a free-form programming language, a Web

page author first defines the page as HTML, which is itself a kind of metadata.

When a user requests a page, the Web browser renders the page using the

metadata provided in the HTML tags. Even though the HTML/browser combination

does not allow authors as much formatting power as they might get in a regular

publishing tool, it simplifies the work of publishing content to a wide audience and

increases the Web page author's overall productivity.

Likewise, the Force.com platform vastly simplifies the work of building an app

and increases a developer's overall productivity. And, like Web pages that use

JavaScript or Flash to add functionality to HTML pages, the Force.com platform also

provides ways for more advanced developers to add custom functionality to the apps

you build.

Visualforce

Visualforce consists of a tag-based mark-up language that gives developers a

more powerful way of building applications and customizing the Salesforce.com user

interface. With Visualforce you can:

• Build wizards and other multistep processes

• Create your own custom flow control through an application

• Define navigation patterns and data-specific rules for optimal, efficient

application interaction.

Apex

Use Apex if you want to:

• Create Web services

• Create email services

• Perform complex validation over multiple objects

• Create complex business processes that are not supported by workflow

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• Create custom transactional logic (logic that occurs over the entire transaction,

not just with a single record or object)

• Attach custom logic to another operation, such as saving a record, so that it

occurs whenever the operation is executed, regardless of whether it originates in

the user interface, a Visualforce page, or from the Web Services API

Force.com Web Services API

Use standard Force.com Web Services API calls if you want to add

functionality to a composite application that processes only one type of record at a

time and does not require any transactional control (such as setting a Save point or

rolling back changes).

Common Issues Creating Visualforce Pages:

The following are a list of things to watch out for when creating Visualforce

pages:

• Verify that your component tags start with apex:, that is, apex is followed by a

colon.

• Pay attention to warnings and errors, and make sure that your tags are well-

formed, and that each opening tag has a closing tag.

• Make sure that quotes and brackets match, that every quote and bracket has a

match.

• Verify that the controller or controller extension name are correct.

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CHAPTER 5

PROJECT DESCRIPTION

Problem Definition:

The Force.com platform is the world's first Platform as a Service (PaaS),

enabling developers to create and deliver any kind of business application in the

cloud, entirely on-demand and without software.

It's a breakthrough new concept that is making companies radically more

successful by letting them translate their ideas into deployed applications in record

time. A building, sharing, and running business application has never been so easy.

This is an application project for understanding and demonstrating cloud

computing capabilities using Force.com. We use Sales Force features to achieve the

goal.

The scope of this project is limited based on the application developed in

force.com.

To develop an application for sales forecast details.

- Provide the Sales forecast details of a company product.

- Ease of access and use

- Secured analysis(confidentiality)

- Views about current status

Overview of the project:

This project deals with the concept of cloud computing. This cloud computing

capabilities will be achieved by using the salesforce environment.

The main theme of this project is to develop an application in sales force

environment. The entire set up will be provided by the salesforce.

The application will be developed in the languages called Visualforce and

apex. The two languages will be particularly used in sales force to develop the web

based applications.

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Initially the user has to register with the salesforce and have to get his ID. This

user ID will be used to enter into the salesforce application development environment.

The environment will be furtherly used to develop the applications.

The pages setup inside this application will be used to customize the

application. There are lots of tabs and links can be created here.

The developer needs to register with the salesforce environment. The

application needs to develop in this environment itself.

The application will be completed and launched as a site. This site will work as

an application.

Platforms for Cloud Computing

A new twist, the platform in the cloud, is making the delivery of application

functionality even more interesting. Increasingly, applications that run in the cloud are

starting to look less like websites and more like platforms, meaning they are starting

to sprout Application Programming Interfaces (APIs), code libraries, and even

programming models. Collectively, these new kinds of development technologies can

be thought of as platforms to run apps in the cloud.

Similar to traditional platforms, cloud computing platforms provide tools that

allow developers to leverage existing functionality to create something new; however,

because these platform tools are accessed freely over the Internet rather than through

an operating system or package that was installed on a local machine, developers don't

need to worry about the logistics of putting together an executable that will be

installed on a user's machine. Anyone with a Web browser can access it!

The possibilities presented by this new type of platform have emerged quickly,

spurred on by the popularity of mash-ups—a website or application that combines

tools from multiple cloud computing platforms to create new functionality.

Some of the cloud computing platform tools used in today's mash-ups includes

innovations like Google's search API, which allows developers to use the power of

that search engine in their applications, eBay's APIs for auctions and listings, or

Amazon.com's system for creating entirely new storefronts.

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For example, almost any real estate website or application these days uses

Google or Yahoo! maps under the hood, illustrating how these new APIs are now

commonly running alongside the more traditional database, app server, or operating

system platforms.

About Developer Force

Developer Force is a community of developers who customize and build

applications that run in the cloud and are built with the Force.com platform.

Developer Force members have access to a full range of resources, including

sample code, toolkits, an online developer community, and the test environments

necessary for building apps.

The Developer Force website includes an online version of this book and has

information about the Dream force event that we hold every year for Force.com

platform developers.

If you need more info, have a question to ask, are seeking a toolkit or sample,

or just want to dig a little deeper into Force.com platform development, Developer

Force is where it all comes together.

The Basics of an App:

If you haven't used Salesforce.com before, you'll find it worthwhile to log in

and spend a bit of time clicking around.

Most Salesforce.com editions (including Developer Edition) have a basic

Salesforce.com SFA app, so we'll start by looking at that.

The interface for these tasks has a lot in common with the interface of whatever

app you're planning to build.

Tabs

As you can see when you start clicking around, there are a few key elements

that form the foundation of the Sales Automation app and of most applications created

with the platform. First, across the top of the app is a set of tabs that segment the app

into different parts.

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Each tab corresponds to a type of object, such as an account or contact, and

within a tab you can perform actions on particular records of that tab's type.

For example, when you click on the Accounts tab, you can create a new record

for the “Acme” account. You can also edit existing accounts, or use a list view to filter

lists of accounts by certain criteria. Most app development work revolves around

creating tabs and defining the data and behaviours that support them.

Forms

A second key element is the form that is displayed as part of a tab. As in any

business app, forms are the primary means of entering and viewing information in the

system.

Forms allow you to view and edit the data associated with a particular record

on a tab, like the contact “Jerome Garcia” on the Contacts tab.

When developing a new app you can define what information appears in each

form, and how it is organized.

For example, the form for a contact record includes fields such as Last Name,

Home Phone, Mailing City, Title, Birth date, Reports To, and Account.

In a Force.com platform app, the form used to enter information is referred to

as an edit page and the read-only view of that information is referred to as a detail

page.

Links

Finally, because Force.com platform apps are delivered via a Web browser,

they use links to provide navigation to related data.

For example, on an account detail page, there are links to related records, such

as the contacts that belong to the account and the sales user who manages the account.

Other links take you to recently visited records and to areas of the app where

users can set personal preferences. These links provide navigation both within an app

and out into the Web.

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Force.com Platform Apps Include Tabs, Detail Pages, and Links

Steps to work with salesforce.com

Open the home page of salesforce using the URL www.salesforce.com

Click on customer login. If you are already having account means enter your

user name and password, otherwise create a new account by clicking on the

sign up for free option.

After entering into the personal account Click the Setup link in the top-right

corner of the page

Go to the App Setup area on the left side of the page.

Click the + icon to expand the Create menu, or just click the Create link.

Click the objects link.

Select new custom object. A new window will be opened.

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Enter the Label name and select all the options from optional features and

option creation options

Click save

Select the tab style and click next.

Accept the default things and click next again.

Deselect all the checkboxes in the new window and click save.

Go to the Custom Fields & Relationships and click on new

Select an data type and click next (Ex. Date)

Enter the field name and field label and description (optional).

Click next

Accept the default things and click next again

Now click save in the current page.

o (Note: If we want to add more fields means, we can select save and new

option)

Now we have to create an application.

Select the Apps option from the list shown in the left side of the window, a

new page will be shown.

Click on the option new

Enter the label name and description (optional)

Insert the image to be shown in the front page. Otherwise accept the default

picture of salesforce.com and click next

The tabs available in exists will be shown. Select the tabs needed in that, and

click next.

Select the Visible checkbox for all and click on save.

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Selecting applications

Now the new application is created

The created application will be selected from the dropdown box from the

topmost right corner as shown below.

The labels created were shown in the application. We can select the appropriate

labels and can make use of the fields inside it.

Coding:

Go to the App Setup area on the left side of the page.

Click the + icon to expand the Develop menu, or just click the Develop link

Select the pages link

Click new

Enter the label name to be customized and enter the codlings.

Click on save.

With Visualforce development mode enabled, you can create your first

Visualforce page by entering a URL for the page in your browser's address bar

as follows:

https://Salesforce.com_instance/apex/myNewPageName

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For example, if you want to create a page called “Hello World” and your

salesforce.com organization uses

na3.salesforce.com, enter http://na3.salesforce.com/apex/HelloWorld.

A New Visualforce Page

Module Description:

This project includes the launching of a simple application developed in

salesforce environment using Visualforce and apex.

This application will consists of different modules such as,

Login

Document

Products and Data Entries

Searching Products and sales details

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Login:

Salesforce development environment needs the login page since the application

is going to be launched as a web application.

It needs proper authentication to enter into the development mode. The

application can be accessed by entering into the site.

The security will be enabled in this page by providing system authentication.

For example if the user is entering from a new system that is unknown to the

force.com environment using the entered ID, Then we have to authenticate the system

by clicking the link sent to our mail ID in that system.

The following figure shows the login page of the salesforce developer

environment.

Login page

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Documentation:

This is considered as the database section of the application. The required data

can be stored here by specifying the details such as name type and size.

The database in salesforce environment will be also provided in this way. This

documentation details can be editable during the process.

The various documents used for the development of applications are stored

here and their links were used in the application.

Documents storage

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Data Entry and Products:

This module is developed to enter the details of the product s that are recently

launched in the market by a company.

The new products details and specifications can be Entered here.

This will provide the options of searching in catigories of price , types , etc,.

The key word is enough to find the products.

Product Details Entry

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Searching products and sales details:

This module is used to see the sales details of the products in market. The

search options can be enabled in both productwise and price list.

The salesmanager can assign works to the others by sending mails and can

verify the trend of sales of the particular product.

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Security Infrastructure:

One of the core features of a multi-tenant platform is the use of a single pool of

computing resources to service the needs of many different customers.

Salesforce.com protects your organization’s data from all other customer

organizations by using a unique organization identifier, which is associated with each

user's session. Once you log in to your organization, your subsequent requests are

associated with your organization, using this identifier.

Salesforce.com utilizes some of the most advanced technology for Internet

security available today. When you access the application using a Salesforce.com-

supported browser, Secure Socket Layer (SSL) technology protects your information

using both server authentication and data encryption, ensuring that your data is safe,

secure, and available only to registered users in your organization.

For more information about supported browsers, see “Getting Started FAQ” in

the Salesforce.com online help.

In addition, Salesforce.com is hosted in a secure server environment that uses a

firewall and other advanced technology to prevent interference or access from outside

intruders.

Managing profiles:

A profile contains the user permissions that control different functions within

Salesforce.com, the partner portal, and the Customer Portal. Profiles also control:

• Which standard and custom apps the user can view (depending on user license)

• Which tabs the user can view (depending on user license and other factors,

such as access to Salesforce CRM Content)

• Which permissions a user is granted to create, read, edit, and delete records for

each object

• Which page layouts the user sees

• Which console layouts the user sees?

• The field-level security access that the user has to view and edit specific fields

• Which record types are available to the user?

• The hours during which and IP addresses from which the user can log in

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• Which desktop client’s users can access and related options

Note: This functionality is not available in Developer Edition.

• Whether the user can edit Apex

• Which users can execute methods in a particular top-level Apex class (see

“Setting Apex Class Security” in the Salesforce.com online help?)

• The public access settings for Force.com Sites users

To create, edit, and delete profiles, click Setup ➤ Manage Users ➤ Profiles.

There are standard profiles in every Salesforce.com organization. In Contact Manager,

Group, and Professional Edition organizations, you can assign the standard profiles to

your users.

However, you cannot view or edit the standard profiles or create custom

profiles. In Enterprise, Unlimited, and Developer Edition organizations, you can use

the standard profiles or create, edit, and delete custom profiles.

For the standard profiles, only certain settings can be changed. Each standard

or custom profile belongs to exactly one user license type.

Database:

Database Development Environment:

This Salesforcasting application is developed under the SalesForce.com environment. The application is developed using the language called Visualforce.

The API’s where also provided by the force.com itself. The deployment process and the security issues were also done in the force.com Environment.

At the same time multiple users can work with this application simultaneously to enter or access the details.

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Position Information in a Table

The overview of the application includes some important phases related to databases like

Design of login table with roll master details:

The login table should consist of the user name and password. The role master is maintained in the database to decide up on the role of the user who is logged in currently.

Design of the product details table:

The product details such as product name, Product ID, Model, Price, Etc, were entered by the data entry person and have been stored in the database. These details where accessed later for the development of Trend analysis and Sales Forecasting.

Design of the sales details table:

The sales details table includes the information’s related to the sales of the particular product, Feedbacks, Rating, current flow of Trend, Salesforcasting. This details where viewed by the sales manager, and product manager.

Storing the analysis reports and feedbacks to provide the sales forecasting reports:

The reports are generated on the basis of the sales of the product and the feedbacks provided by the customers. The reports generated are stored in the database for quick access.

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CHAPTER 6

TESTING

Unit testing:

“Unit Tests are programs written to run in batches and test classes. Each typically sends a class a fixed message and verifies it returns the predicted answer.”

Unit testing is a software development process in which the smallest testable

parts of an application, called units, are individually and independently scrutinized for

proper operation.

Unit testing is often automated but it can also be done manually. This testing mode is

a component of Extreme Programming (XP), a pragmatic method of software

development that takes a meticulous approach to building a product by means of

continual testing and revision.

Tested Conditions:

Normal Conditions

–Test a Variety of States

Edge Cases

–Bad Input Values

–Boundary Conditions

Also

Regressions

Force.com-specifics

–Triggers, Apex Callouts, Limits, etc.

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Properties of Good Unit Tests

Thorough

Repeatable

Automatic

Independent

Thorough

75% code coverage (At least!)

Uses Lots of Asserts:

–System.assert();

–System.assertEquals();

–System.assertNotEquals();

Repeatable

Tests work in all environments: Dev / Test / Prod

Tests create data.

No hard-coded Ids!

Automatic

Not Manual!

Independent

Test one aspect of your code at a time.

Tests shouldn’t depend on each other.

Acceptance Testing:

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User Acceptance Testing is often the final step before rolling out the

application.

Usually the end users who will be using the applications test the application

before ‘accepting’ the application.

This type of testing gives the end users the confidence that the application

being delivered to them meets their requirements.

This testing also helps nail bugs related to usability of the application.

This application has been tested by using the users and the feedback has been

considered.

Implementation:

Salesforce.com organizations contain valuable information about partners,

solutions, products, users, ideas, and other business data. Some of this information

would be useful to people outside your organization, but only users with the right

access and permissions can view and use it.

In the past, to make this data available to the general public, you had to set up a

Web server, create custom Web pages ( JSP, PHP, or other), and perform API

integration between your site and your organization.

Additionally, if user wanted to collect information using a Web form, you had

to program your pages to perform data validation.

With Force.com sites, we no longer have to do any of those things. Force.com

sites enables you to create public websites and applications that are directly integrated

with your Salesforce.com organization—without requiring users to log in with a

username and password.

User can publicly expose any information stored in your organization through a

branded URL of your choice. User can also make the site's pages match the look and

feel of your company's brand. Because sites are hosted on Force.com servers, there are

no data integration issues.

And because sites are built on native Visualforce pages, data validation on

collected information is performed automatically. User can also enable users to

register for or log in to an associated portal seamlessly from your public site.

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The following examples illustrate a few ways that you can use sites:

o Create an ideas site— Use sites to host a public community forum for

sharing and voting on ideas about your company, services, or products.

Ideas websites can be made public using sites.

o Publish a support FAQ— Provide helpful information on a public

website where customers can search for solutions to their issues.

o Create a store locator tool— Add a public tool to your portal that helps

customers find stores in their area.

o Publish an employee directory— Add an employee directory to your

company's intranet by creating a site restricted by IP range.

o Create a recruiting website— Post job openings to a public site and

allow visitors to submit applications and resumes online.

o Publish a catalogue of products— List all of your company's products

on a public website, with model numbers, current prices, and product

images pulled dynamically from your organization.

The implemented link is http://free-12415f14c3a-124e539428a-

12663d6675b.force.com/trendanalysis

Conclusion:

Force.com sites enables you to create public websites and applications that are

directly integrated with your Salesforce.com organization—without requiring users to

log in with a username and password. You can publicly expose any information stored

in your organization through pages that match the look and feel of your company's

brand. Use sites to create public community sites to gather customer feedback,

branded login and registration pages for your portals, Web forms for capturing leads,

and so on.

Because sites are hosted on Force.com servers, there are no data integration

issues. And because sites are built on native Visualforce pages, data validation on

collected information is performed automatically. You can allow users to access your

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site through your unique Force.com domain and URL, or you can register your own

branded domain or sub domain to redirect to your site.

This all will enable us to develop and use an application in reliable and

comfortable way.

Future Enhancements:

Enhancing the application development with all the available languages such as

java, .Net, PHP...Etc, since the application is currently developed using apex and

Visualforce only.

CHAPTER 9

APPENDIX

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Code:

Code used for site login:

<apex:page id="loginPage" showHeader="false" title="{!$Label.site.site_login}">

<apex:composition template="{!$Site.Template}">

<apex:define name="body">

<center>

<apex:panelGrid bgcolor="white" columns="1" style="align: center;">

<br/><br/>

<apex:panelGrid width="758" cellpadding="0" cellspacing="0" bgcolor="white"

columns="1" style="text-align:left; border:1px solid #ccc;"> <br/>

<apex:outputPanel layout="block" style="background-color: white; border: 1px solid

#ccc; padding: 0px; margin-top: 10px; margin-bottom: 0px; margin-left: 10px;

margin-right: 10px;">

<apex:panelGrid width="758" cellpadding="0" cellspacing="0" bgcolor="white"

columns="2">

<apex:image url="{!$Site.Prefix}{!$Label.site.img_path}/clock.png"/>

<apex:panelGroup > <br/>

<apex:outputText style="font-size: larger; font-weight: bold;" value="{!

$Label.site.login}"/><br/>

<c:SiteLogin id="siteLogin"/><br/>

</apex:panelGroup>

</apex:panelGrid>

</apex:outputPanel>

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<c:SiteFooter />

</apex:panelGrid>

</apex:panelGrid>

</center><br/>

</apex:define>

</apex:composition>

</apex:page>

Code used for site registration:

<apex:page id="Registration" showHeader="false"

controller= "SiteRegisterController" title="{!$Label.site.register}">

<apex:composition template="{!$Site.Template}">

<apex:define name="body">

<center>

<apex:panelGrid bgcolor="white" columns="1" style="align: center;">

<br/>

<br/>

<apex:panelGrid width="758" cellpadding="0" cellspacing="0" bgcolor="white" columns="1" style="text-align:left; border:1px solid #ccc;">

<br/>

<apex:outputPanel layout="block" style="background-color: white; border: 1px solid #ccc; padding: 0px; margin-top: 10px; margin-bottom: 0px; margin-left: 10px; margin-right: 10px;">

<apex:panelGrid width="758" cellpadding="0" cellspacing="0" bgcolor="white" columns="2">

<apex:image url="{!$Site.Prefix}{!$Label.site.img_path}/clock.png"/>

<apex:panelGroup >

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<br/>

<apex:outputText style="font-size: larger; font-weight: bold;" value="{!$Label.site.user_registration}"/>

<br/>

<apex:form id="theForm" forceSSL="true">

<apex:pageMessages id="error"/>

<apex:panelGrid columns="2" style="margin-top:1em;">

<apex:outputLabel value="{!$Label.site.username}" for="username"/>

<apex:inputText required="true" id="username" value="{!username}"/>

<apex:outputLabel value="{!$Label.site.community_nickname}" for="communityNickname"/>

<apex:inputText required="true" id="communityNickname" required="true" value="{!communityNickname}"/>

<apex:outputLabel value="{!$Label.site.email}" for="email"/>

<apex:inputText required="true" id="email" required="true" value="{!email}"/>

<apex:outputLabel value="{!$Label.site.password}" for="password"/>

<apex:inputSecret id="password" value="{!password}"/>

<apex:outputLabel value="{!$Label.site.confirm_password}" for="confirmPassword"/>

<apex:inputSecret id="confirmPassword"

value="{!confirmPassword}"/>

<apex:outputText value=""/>

<apex:commandButton action="{!registerUser}" value="{!$Label.site.submit}" id="submit"/>

</apex:panelGrid>

</apex:form> <br/>

</apex:panelGroup>

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</apex:panelGrid>

</apex:outputPanel>

<c:SiteFooter />

</apex:panelGrid>

</apex:panelGrid>

</center> <br/>

</apex:define>

</apex:composition>

</apex:page>

Code to setup the default page during construction time:

<apex:page showHeader="false" title="{!$Label.site.in_maintenance}">

<apex:composition template="StdExceptionTemplate">

<apex:define name="icon">

<apex:image url="{!$Site.Prefix}{!$Label.site.img_path}/warning.gif"/>

</apex:define>

<apex:define name="error">

<apex:outputText escape="false" style="font-size: larger; font-weight: bold;" value="{!$Label.site.down_for_maintenance}">

<apex:param value="{!$Site.CurrentSiteUrl}"/>

</apex:outputText>

<br/> <br/>

<apex:outputText value="{!$Label.site.sorry_for_inconvenience_back_shortly}"/>

<apex:outputText escape="false" value=" {!$Label.site.get_in_touch}">

<apex:param value="mailto:{!$Site.AdminEmailAddress}"/>

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<apex:param value="{!$Label.site.email_us}"/>

</apex:outputText>

</apex:define>

</apex:composition>

</apex:page>

Default home page:

<apex:page sidebar="false" showheader="false">

<h1><center>Welcome to SalesForecasting</center></h1><br></br>

Hello {!$User.FirstName}!

<br></br> <br></br>

This is your Home Page

<br></br>

<style>

.activeTab {background-color: #236FBD; color:green; background-image:https://ap1.salesforce.com/015900000009LGL}

.inactiveTab { background-color: lightgrey; color:black; background-image:none}

</style>

<apex:tabPanel switchType="client" selectedTab="name2" id="AccountTabPanel"

tabClass="activeTab" inactiveTabClass="inactiveTab">

<apex:tab label="Home" name="name1" id="tabOne">

<apex:image id="Image" value="https://ap1.salesforce.com/servlet/servlet.ImageServer?id=015900000009LGQ&oid=00D90000000HnwA&lastMod=1270280658000" width="220" height="55"/>

<!-- A simpletoolbar -->

<br></br><br></br>

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<apex:toolbar id="theToolbar">

<apex:outputText value="Other Links for reference"/>

<apex:toolbarGroup itemSeparator="line" id="toobarGroupLinks">

<apex:outputLink value="http://www.salesforce.com">

salesforce

</apex:outputLink>

<apex:outputLink value="http://developer.salesforce.com">

apex developer network

</apex:outputLink>

</apex:toolbarGroup>

<apex:toolbarGroup itemSeparator="line" location="right" id="toobarGroupForm">

<apex:form id="theForm">

<apex:inputText id="theInputText">Enter Text</apex:inputText>

<apex:commandLink value="search" id="theCommandLink"/>

</apex:form>

</apex:toolbarGroup>

</apex:toolbar>

<apex:image id="theImage" value="https://ap1.salesforce.com/servlet/servlet.ImageServer?id=015900000009NKA&oid=00D90000000HnwA&lastMod=1271762922000" width="1200" height="400"/>

</apex:tab>

<apex:tab label="Products" name="name2" id="tabTwo">

<apex:outputLink value="https://na7.salesforce.com/01t/o">

Products

</apex:outputLink>

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</apex:tab>

</apex:tabPanel>

</apex:page>

Screenshots:

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50

51

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