Introduction to Force.com
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The document is an introduction to Force.com presented by Phillip Southern, highlighting its features, security measures, and business processes automation tools. It also includes a safe harbor statement about forward-looking statements and potential risks for Salesforce.com, Inc. The session covers data structures, workflows, validation rules, coding practices, and offers resources for further learning in the Salesforce ecosystem.
Introduction to Force.com
- 1. Introduction to Force.com Phillip Southern clicks2 code Salesforce MVP and Charlotte DeveloperGroup Leader [email protected] @phil7s
- 2. 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, includingany 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 any litigation, risks associated with completed and any 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-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These 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. Safe Harbor
- 3. Connect with your customers in a whole new way The Customer Success Platform Sales Service Marketing CommunityApps Analytics
- 4. Trailhead • Learn at yourown pace • Learn what you want orneed to learn • Check yourwork as you go • New modulesare introduced all the time
- 5. Force.com data structure – objects and fields Overview of the Force.com UI Customization – data structure and page layouts Automation – workflows and process builder Code What will be covered in this session
- 6. No infrastructure to maintain, best in class security Utilize existing tool set Get to market or production fast Access everywhere Healthy app ecosystem Why Force.com?
- 7. Data Structure • Objects – tabsin a spreadsheet • Records – rows in a spreadsheet • Fields– cellsin a spreadsheet
- 8. Profiles and Permission Sets -What tables and columns user access. -Reusable and flexible. Sharing -What rows can a user see. -Real time, request rules across platform Security and Sharing
- 9. Demo
- 10. Real time workflow Time based workflow Validation rules Process builder Configuring your business processes
- 11. Workflows Standardizesand Automates Two parts • Criteria – when to do • Action – what to do • Tasks • Emails • Field updates • Outbound messages • Immediate and time based
- 12. Validation rules • Rulesthat verify data before it is saved • Evaluatesto true orfalse • Uses spreadsheet like formulas • Can display customerrormessages
- 13. Process builder Automatesbusinessprocessin an graphical way Two parts • Criteria – when to do • Action – what to do
- 14. Demo
- 15. Coding for your business process Solving more complex businessprocess programmatically. Hosted and integrated with platformdata. Multiple toolsavailable.
- 16. Triggers & Classes Triggers ...enable you to performcustomactions before or after eventsto recordsin Salesforce,such as insertions,updates,or deletions. Classes Thisis where the core of yourbusiness logic resides
- 17. Classes Thisis where the core of yourbusiness logic resides
- 18. Testing your code Necessary not a necessary evil • Does yourcode work as originally intended • Test for regression afterany code changes • Use systemasserts • Must have code coverage 75%
- 19. Session recap Thissession covered • Data structure • Security and Sharing • UI/ Setup • Declarative configuration • Workflows • Validationrules • Process builder • Code • Classes • Triggers
- 20. More learning resources Go to developer.salesforce.com: • Trailhead • DeveloperOrg • Library – WorkbooksTutorials • MVPs • Community – DeveloperGroups • Meetup.com • User Groups • success.salesforce.com/usergroups
- 21. Share YourFeedback, and Win a GoPro! 3 Earn a GoPro prize entry for each completed surveyTap the bell to take a survey2Enroll in a session1
- 22. Thank you