Elevate london dec 2014.pptx

Salesforce Developer Workshop

Speakers

Keir BowdenCTO, BrightGen

@bob_buzzard

Peter ChittumDeveloper Evangelist

@pchittum

Safe Harbor

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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.

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• Must book and attend by week commencing 12 Jan, 2015

http://developer.salesforce.com

Go Social!

@salesforcedevs

Salesforce Developers

+Salesforce Developers



▪ SSID: elevate

▪ Password: Salesforce1

WIFI

▪ Platform Overview

▪ Creating a Data Model

▪ Creating an Application

▪ Writing Apex Classes

▪ Accessing Data using SOQL

▪ Writing Triggers

▪ Writing Visualforce Pages

▪ Writing Controller Extensions

▪ Using JavaScript in VF Pages

▪ Using the REST APIs

▪ Unit Testing

▪ Batching and Scheduling

Agenda

http://ccoenraets.github.io/salesforce-developer-fasttrack/

http://bit.ly/sf-dev-quick






Salesforce is a Platform Company. Period.-Alex Williams, TechCrunch

1BAPI Calls Per

Day6B

Lines of Apex4M+

Apps Built on the Platform

72BRecords Stored

Salesforce1 Platform

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 Platforms6-12 Months?

App

App

Salesforce1 Platform Services

Salesforce1 Platform

Force.com Heroku Exact Target

Salesforce1 Platform APIs

Salesforce1 App

SalesCloud

ServiceCloud

MarketingCloud AppExchange Custom

AppsPartnerApps

Platform Services

CoreServices

ChatterMulti-

language

Translation Workbench

Email Service

sAnalytics

CloudDatabase

ScheemaBuilder Search

Visualforce

MonitoringMulti-tenant

Apex

Data-levelSecurity

Workflows

APIs

Mobile Services

Social APIs

Analytics APIs

Bulk APIs

Rest APIs

Metadata APIs

Soap APIs

Private AppExchange

Custom Actions

Identity Mobile Notifications

Tooling APIs

Mobile Packs

Mobile SDK

Offline Support

Streaming APIs

Geolocation

ET 1:1 ET Fuel

Heroku1

Heroku Add-Ons

Sharing Model

ET API

Multi Tenant Architecture

Salesforce1 Mobile App

▪ Salesforce on your phone

▪ Customizable by– Users

– Admins

– Developers

▪ Supports– Objects

– Visualforce

– Canvas

Two Approaches to Development

Visualforce PagesVisualforce Components

Apex ControllersApex Triggers

Metadata APIREST APIBulk API

Formula FieldsValidation Rules

Workflows and Approvals

Custom ObjectsCustom FieldsRelationships

Page LayoutsRecord Types

User Interface

Business Logic

Data Model

Declarative Approach Programmatic Approach

Customers Have Built Apps Across Every Department

Employee Collaboration

Employee Intranet

Recruiting & Stock Plans

Recruiting

Healthy Workplace

Employee Intranet

60 HR Apps + Intranet

Employee Intranet

Asset Management

Product Lifecycle Management

Inventory Management

Field Services

Field Services

Field Inspections

Brand Auditing

Customer Facing Site

Digital Magazine

Franchise Websites

Website

Deliveries

Budgeting

Marketing Collaboration

Franchise Management

Event Management

Human Resources Operations Marketing

The Conference App▪ Manage sessions and speakers

▪ Automatically send confirmation emails

▪ Customized user interface with Visualforce Pages

▪ Upload speaker pictures

▪ Flickr integration (Apex) to show conference pictures

▪ Google Maps integration (JS) to show conference hotels

▪ Companion app (JS + REST) for conference attendees

Free Developer Environment

http://developer.salesforce.com/signup

Lab 1: Creating a Developer Edition Account

http://developer.salesforce.com/signup

Module 2a:

Creating the Data Model

Salesforce Objects

▪ Similar to Tables (with more metadata)▪ Standard objects out-of-the-box

– Account, Contact, Opportunity, …

▪ You can add custom fields to standard objects– Rating__c, Twitter__c, …

▪ You can create custom objects– i.e. Speaker__c, Session__c, Hotel__c

▪ Custom objects have standard fields– Id, Owner, LastModifiedDate, LastModifiedBy, …

Rich Data Types

▪ Auto Number

▪ Formula

▪ Roll-Up Summary

▪ Lookup

▪ Master-Detail

▪ Checkbox

▪ Currency

▪ Date

▪ Picklist (multi select)

▪ Text

▪ Text Area

▪ Text Area (Long)

▪ Text Area (Rich)

▪ Text (Encrypted)

▪ URL

▪ Date/Time

▪ Email

▪ Geolocation

▪ Number

▪ Percent

▪ Phone

▪ Picklist

Modeling One-to-Many Relationships

An expense has one expense report

An expense report has many expenses

Modeling Many-to-Many Relationships

A speaker can have many session assignments

A session can have many speaker assignments

Id

▪ All objects are given an Id field

▪ Globally unique Id is assigned at record creation

▪ "Primary key" used to access records

Record Name

▪ Human readable / logical identifier

▪ Text or Auto Number ("Intro to Apex" or SP-00002)

▪ Uniqueness not enforced

When you create an Object, you get…

▪ Security for Entity▪ A CRUD user interface

▪ Instant Mobile App access (Salesforce1)

▪ REST/SOAP/Bulk/Push APIs

▪ Rich Metadata

▪ Apex Class

▪ Indexed Search

▪ Reporting and Analytics

Module 2b:

Creating the Application

What's an Application?

▪ Group of tabs that provide easy access to related features

▪ Salesforce comes with standards apps– Sales, Call Center, Marketing, …

▪ You can create your own apps

▪ Tabs can be:– Object pages, Visualforce pages, Canvas app

Page Layouts

Let you customize all aspects of the layout, related lists, …

Lab 2: Importing Workshop Assets

Module 3:

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 Classpublic 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 3: Creating an Apex Class

▪ Create the EmailManager class

▪ Send emails from the developer console




Module 4:

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

SELECT Id, Name, Phone

FROM Contact


FROM Contact

WHERE Phone <> null


FROM Contact

WHERE Phone <> null

AND Name LIKE '%rose%'


FROM Contact

WHERE Phone <> null


ORDER BY Name


FROM Contact

WHERE Phone <> null


ORDER BY Name

LIMIT 50

Details to Master

SELECT Id, Name, Phone, Account.Name

FROM Contact

WHERE Phone <> null


ORDER BY Name

LIMIT 50

Master to Details

SELECT Name,

(SELECT FirstName, LastName, Phone

FROM Contacts)

FROM Account

Executing SOQL in the Developer Console

Inlining SOQL in Apex

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


String level = 'Advanced';

List<Session__c> sessions =

[SELECT Name, Level__c FROM Session__c

WHERE Level__c = :level];


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];


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

insert

Session__c session = new Session__c();

session.name = 'Apex 101';

session.level__c = 'Beginner';

insert session;

insert

Session__c session = new Session__c(

name = 'Apex 201',

level__c = 'Intermediate'

);

insert session;

update

String 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;

delete

String name = 'Testing 501';

Session__c session =

[SELECT Name FROM Session__c

WHERE Name=:name];

delete session;

Lab 4: Accessing Data using SOQL and DML

▪ Execute SOQL statements in the Query Editor

▪ Execute DML statements in the Anonymous Window




Module 5:

Writing Triggers

What's a Trigger?

▪ Apex code executed on database events

▪ Before or after:– Insert

– Update

– Delete

– Undelete

Before or After?

▪ Before– Update values before they are saved to the database

– Example: Prevent double-booking of a speaker

▪ After– Validate values before they are saved

– Access values set by the database (Id, lastUpdated, …)

– Example: Send speaker confirmation email

Bulk Mode

▪ Triggers work on lists of records, not single records

▪ This is to support bulk operations– Data Import, Bulk API, etc.

▪ Context variables provide access to old and new values:– Trigger.old and Trigger.new (List)

– Trigger.oldMap and Trigger.newMap (Map)

Example 1trigger WelcomeKit on Account (after insert) {

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

for (Account account : Trigger.new) {

Case case = new Case();

case.Subject = 'Mail Welcome Kit';

case.Account.Id = account.Id;

cases.add(case);

}

insert cases;

}

Example 2trigger 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 5: Writing Triggers

▪ Write the SendConfirmationEmail trigger

▪ Write the RejectDoubleBooking trigger




Module 6:

Writing Visualforce Pages

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-Modelinteractions

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• Standard Pages• Visualforce Pages• External apps

Controller• Standard Controllers• Controller Extensions• Custom Controllers

Model• Objects• Triggers (Apex)• Classes (Apex)

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}" >

Expression Language

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

▪ Same expression language as Formulas

▪ $ provides access to global variables (Resource, Label, User, RemoteAction, …)– {! $Resource.JSLib }

– {! $Label.MyCustomLabel }

Example: Expressions <apex:page> <apex:stylesheet value=”{!URLFOR($Resource.files,’style.css’)}”/>

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

</apex:page>

Important Note: Normally Visualforce tags do not support line breaks!

Standard Controller

▪ A standard controller is available for all objects– You don't have to write it!

▪ 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

Example: Standard Controller

<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>Method in standard

controller

Standard controllerobject

Standard controllerfield

Email Templates Embedded in Page Layouts Generate PDFs

Custom Tabs

Mobile Interfaces

Page Overrides

Where can I use Visualforce?

Lab 6: Writing Visualforce Pages

▪ Write the SpeakerForm Visualforce page

▪ Set it as default for creating and editing speakers




Module 7:

Writing Controller Extensions and Custom Controllers

What's a Controller Extension?

▪ Custom class written in Apex

▪ Implements constructor with controller parameter

▪ Works on the same object as the standard controller

▪ Used to extend or override standard controller behavior

Defining a Controller Extension in Markup

<apex:page standardController="Speaker__c" extensions="SpeakerCtrlExt">

Provides basic CRUD

Overrides standard actions and/or provide additional capabilities

Anatomy of a Controller Extension in Apexpublic 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

}

What's a Custom Controller?

▪ Custom class written in Apex

▪ Doesn't work on a specific object

▪ Provides custom data

▪ Provides custom behaviors

▪ Can also work with an extension

Defining a Custom Controller

<apex:page controller="FlickrController">

Custom Controller Examplepublic 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 7: Writing a Controller Extension

▪ Write a Controller Extension that supports Picture Upload

http://ccoenraets.github.io/salesforce-developer-advanced/

http://bit.ly/sf-dev-adv






Module 8:

Using JavaScript in Visualforce Pages

Why Use JavaScript?

▪ Build Engaging User Experiences

▪ Leverage JavaScript Libraries

▪ Build Custom Applications

JavaScript in Visualforce Pages

JavaScript RemotingRemote Objects

(REST)

Visualforce Page

Examples

JavaScript Remoting - Server-Sideglobal with sharing class HotelRemoter {

@RemoteAction global static List<Hotel__c> findAll() { return [SELECT Id,

Name, Location__Latitude__s, Location__Longitude__s

FROM Hotel__c]; }

}

"global with sharing"?

▪ global– Available from outside of the application

▪ with sharing– Run code with current user permissions. (Apex code runs in

system context by default -- with access to all objects and fields)

JavaScript Remoting - Visualforce Page<script>Visualforce.remoting.Manager.invokeAction( '{!$RemoteAction.HotelRemoter.findAll}', function (result, event) { if (event.status) { for (var i = 0; i < result.length; i++) {

var lat = result[i].Location__Latitude__s; var lng = result[i].Location__Longitude__s; addMarker(lat, lng); } } else { alert(event.message); } });</script>

Using JavaScript and CSS Libraries

▪ Hosted elsewhere<script src="https://maps.googleapis.com/maps/api/js"></script>

▪ Hosted in Salesforce– Upload individual file or Zip file as Static Resource

– Reference asset using special tags

– Covered in Module 10

Lab 8: Using JavaScript in Visualforce Pages(Workbook Module 3)

▪ Write the HotelMap Visualforce Page




Module 9:

Using the REST APIs

When?

Get access to Salesforce data from outside Salesforce:

▪ Integrate Salesforce in existing apps

▪ Build consumer apps

▪ Device integration (Internet of Things)

Mobile SDK Example

REST APIs

OAuth

Browser Cross-Origin Restrictions

REST APIs

app.jsindex.html

OAuth

HTTP Server

Cross Origin Policy

Using a Proxy

app.jsindex.html

OAuth

REST APIs

HTTP Server

Proxy

http://bit.ly/trysoql

https://contact-force.herokuapp.com

https://conference-force.herokuapp.com

Connected App

Salesforce REST Toolkit

https://github.com/developerforce/Force.com-JavaScript-REST-Toolkit

Lab 9: Using the REST APIs(Workbook Module 4)

▪ Create a consumer app hosted outside Salesforce




Windows Users

After installing Node.js:

1. Add c:\Program Files\Nodejs to your pathorRun "C:\Program Files\Nodejs\npm" install

2. Create an "npm" directory in C:\Users\[yourname]\Appdata\Roaming

Module 10:

Using Static Resources

What are Static Resources?

▪ Files uploaded to Salesforce instance for use in Visualforce pages– .js

– .css

– .jpg, .png, .gif, etc.

▪ Can be uploaded individually or as archive (.zip or .jar)

Static Resources

Referencing Static Resources// Single file

<apex:stylesheet value="{!$Resource.bootstrap}"/>

<apex:includeScript value="{!$Resource.jquery}"/>

<apex:image url="{!$Resource.logo}"/>

// ZIP file

<apex:stylesheet value="{!URLFOR($Resource.assets, 'css/main.css')}"/>

<apex:image url="{!URLFOR($Resource.assets, 'img/logo.png')}"/>

<apex:includeScript value="{!URLFOR($Resource.assets, 'js/app.js')}"/>

Visualforce and HTML Page Generation

▪ By default, Visualforce generates HTML page elements:– <html>

– <head>

– <body>

▪ <apex:> tags ensure corresponding HTML elements are inserted at the right place– <apex:stylesheet>

– <apex:includeScript>

Controlling HTML Page Generation

▪ You can also take full control over HTML elements generation and position:

<apex:page docType="html" applyHtmlTag="false"

applyBodyTag="false">

▪ … and use standard HTML tags– <link rel="stylesheet" href="…">

– <script src="…">

Lab 10: Static Resources(Workbook Module 5)

▪ Host single page application in Visualforce page




Module 11:

Using Canvas Applications

What is a Canvas App?

▪ A web app integrated in your Salesforce environment

▪ Can be written in any language– Java, .NET, PHP, Ruby on Rails, Node.js, etc.

▪ Transparently authenticated

▪ Context aware (logged in user, current object, etc.)

Use Cases

▪ Internal App

▪ Third-Party / Partner App

▪ External systems with web facade

Where Can It Be Integrated?

▪ Publisher

▪ Page Layouts

▪ Visualforce Pages

▪ Tabs

▪ Mobile Cards

Defining a Canvas App

Transparent Authentication

▪ When loading Canvas app, Salesforce instance posts Base64 encoded data to app endpoint including:– Authenticated token

– Context (logged in user, current object, etc)

▪ App decodes data using client secret

▪ Can use authenticated token to make REST API calls

Node.js examplevar decode = require('salesforce-signed-request');

var secret = process.env.CONSUMER_SECRET;

app.post('/signedrequest', function(req, res) {

var signedRequest = req.body.signed_request;

var decodedRequest = decode(signedRequest, secret);

var oauthToken = decodedRequest.client.oauthToken;

var instanceUrl = decodedRequest.client.instanceUrl;

var context = decodedRequest.context;

});

Lab 11: Canvas(Workbook module 6)

▪ Deploy Node.js web app to Heroku

▪ Integrate app in Contact page layout




Module 12:

Writing Unit Tests

Unit Testing

▪ Code to test code

▪ Increases quality and predictability

▪ Unit test coverage is required to move code to production– Must have at least 75% of code covered

– Coverage = lines of code exercised by tests / total line of code

Anatomy of a Test Class@isTest

private class myClass {

static testMethod void myTest() {

// 1. Prepare temporary data

// 2. Start Test

// 3. Execute some code

// 4. Stop Test

// 5. Assert

}

}

Create Temporary DataDatetime now = System.now();

// Create speaker

Speaker__c sp = new Speaker__c(First_Name__c='Al', Last_Name__c='Smith');

insert sp;

// Create two sessions starting at the same time

Session__c s1 = new Session__c(Name='Session1', Session_Date__c=now);

insert s1;

Session__c s2 = new Session__c(Name='Session2', Session_Date__c=now);

insert s2;

// Book speaker for session1

Session_Speaker__c booking1 =

new Session_Speaker__c(Session__c=s1.Id, Speaker__c=sp.Id);

insert booking1;

Test and AssertTest.startTest();

// Try to book speaker for session2

Session_Speaker__c booking2=

new Session_Speaker__c(Session__c=s2.Id, Speaker__c=sp.Id);

Database.SaveResult result = Database.insert(booking2, false);

Test.stopTest();

// Insert should fail: can't book same speaker for 2 sessions happening

// at same time

System.assert(!result.isSuccess());

Running Tests

Lab 12: Unit Testing(Workbook Module 7)

▪ Write the TestDoubleBooking class

▪ Run the test




Module 13:

Batch and Schedule

What's a Batch?

▪ Long-running process that runs without manual intervention

▪ Started programmatically

Defining a Batch Jobglobal class SendReminderEmail implements Database.Batchable {

global SendReminderEmail(String query, String subject, String body) {

// Constructor: accept parameters

}

global Database.QueryLocator start(Database.BatchableContext bc) {

// Select scope (records to process)

}

global void execute(Database.BatchableContext bc, List<Speaker__c> scope) {

// Process data

}

global void finish(Database.BatchableContext bc) {

// Post processing operations

}

}

Running the Batch JobString q = 'SELECT First_Name__c, Last_Name__c, Email__c ' +

'FROM Speaker__c WHERE Email__c != null';

SendReminderEmail batch = new SendReminderEmail(q,

'Final Reminder', 'The conference starts next Monday');

Database.executeBatch(batch);

What's Scheduled Job?

▪ Unattended background program execution

▪ Occurs at a specified time

▪ Optionally repeated at a specified interval

Defining a Scheduled Jobglobal class ScheduledEmail implements Schedulable {

global void execute(SchedulableContext sc) {

String q = 'SELECT First_Name__c, Last_Name__c, Email__c ' +

'FROM Speaker__c WHERE Email__c != null';

SendReminderEmail batch = new SendReminderEmail(q,

'Final Reminder', 'The conference starts next Monday');

Database.executeBatch(batch);

}

}

Scheduling the Job (using Code)ScheduledEmail job = new ScheduledEmail();

// Run at 8AM on February 10th// (Seconds Minutes Hours Day_of_month Month Day_of_week Years)// Can use wildcards String schedule = '0 0 8 10 2 ?';

String jobId = System.schedule('Final reminder', schedule, job);

Scheduling the Job (using Clicks)

Monitoring Scheduled Jobs

Lab 13: Batching and Scheduling(Workbook Module 8)

▪ Write the SendReminderEmail class

▪ Run the batch




Survey

Your feedback is crucial to the successof our workshops. Thank you!

http://bit.ly/sf1-london-track2

#forcewebinar

Upcoming London Events

• December 11th: Next London Meetup with Salesforce developer and admin user groups

• January 6th: London Meetup on Lightning Components!

http://developer.salesforce.com

Lab 2: Creating the Data Model

Libraries

▪ ForceTK– Salesforce REST API Toolkit

▪ Nforce– node.js a REST API wrapper

▪ ngForce– Visualforce Remoting integration in AngularJS

▪ JSForce

Technology

Elevate london dec 2014.pptx