Embed Size (px)
DESCRIPTION
Force.com can automatically generate user interfaces, but in some cases you might want to build a more custom UI. Join us to learn about Visualforce, the component-based UI framework that lets you build attractive, dynamic, reusable user interfaces. We'll cover code walk-throughs, common use cases, leveraging Apex on the server side, debugging techniques, and how to utilize the component framework to make your code portable and maintainable.
Citation preview
Track: Developers
#CNX14
#CNX14
Intro to Force.com
James Ward
Platform Evangelist
@_JamesWard
Track: Developers
#CNX14
Salesforce1 Platform APIs
Salesforce1 App
Force.com HerokuExactTarget
Fuel
Sales Cloud
Service Cloud
Marketing Cloud
AppExchange
Custom Employee Apps
Customer & Partner Apps
Salesforce1 Platform Services
Track: Developers
#CNX14
IdeaBuild App
Idea
buy & setup
hardware
install complex software
define user access
build & test security
make it mobile &
social
setup reporting & analytics
build app
Traditional Platforms
6-12 Months?
App
App
Track: Developers
#CNX14
Platform Services
The Fastest Path From Idea To App
Track: Developers
#CNX14
Salesforce: #1 Enterprise Cloud Platform
Market Share#1Enterprise Platform#1
Magic Quadrant for Application Platform as a Service
January, 2014 Analyst: Yefim V. Natis This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Salesforce.com. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
Track: Developers
#CNX14
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
Track: Developers
#CNX14
Free Developer Environment
http://developer.salesforce.com/signup
Declarative Data Model
Track: Developers
#CNX14
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, …
Track: Developers
#CNX14
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
Geolocation
Number
Percent
Phone
Picklist
Track: Developers
#CNX14
Modeling One-to-Many Relationships
An expense has one expense report
An expense report has many expenses
Track: Developers
#CNX14
Modeling Many-to-Many Relationships
A speaker can have many session assignments
A session can have many speaker assignments
Track: Developers
#CNX14
Id
• All objects are given an Id field• Globally unique Id is assigned at record creation• "Primary key" used to access records
Track: Developers
#CNX14
Record Name
• Human readable / logical identifier• Text or Auto Number ("Intro to Apex" or SP-00002)• Uniqueness not enforced
Track: Developers
#CNX14
When you create an Object, you get…
• A CRUD user interface• Instant Mobile App access (Salesforce1)• A REST API• Rich Metadata• Indexed search
Declarative Apps
Track: Developers
#CNX14
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
Track: Developers
#CNX14
Page LayoutsLet you customize all aspects of the layout, related lists, …
Programming with Apex
Track: Developers
#CNX14
What is Apex?
• Salesforce platform language• Cloud based compiling, debugging and unit testing• Object-oriented• Strongly typed• Classes and Interfaces• Similar to Java
Track: Developers
#CNX14
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
Track: Developers
#CNX14
Apex Class
public class MortgageCalculator { public Double amount { get; set; } public Double rate { get; set; } public Integer years { get; set; } public Double calculateMonthlyPayment() { Integer months = years * 12; Double monthlyRate = rate / (12 * 100); return amount * (monthlyRate/ (1 - Math.pow(1 + monthlyRate, -months))); }}
Track: Developers
#CNX14
Development Tools
• Developer Console• Force.com IDE (Eclipse Plugin)• Mavens Mate (Sublime Plugin)• Force CLI
Track: Developers
#CNX14
Developer Console
• Browser Based IDE• Create Classes, Triggers, Pages• Execute Apex Anonymously• Execute SOQL Queries• Run Unit Tests• Review Debug Logs
Data Access with SOQL and DML
Track: Developers
#CNX14
SOQL
• Salesforce Object Query language• Similar to SQL• Streamlined syntax to traverse object relationships• Built into Apex
Track: Developers
#CNX14
SELECT Id, Name, Phone FROM Contact
Track: Developers
#CNX14
SELECT Id, Name, Phone FROM Contact WHERE Phone <> null
Track: Developers
#CNX14
SELECT Id, Name, Phone FROM Contact WHERE Phone <> null AND Name LIKE '%rose%'
Track: Developers
#CNX14
SELECT Id, Name, Phone FROM Contact WHERE Phone <> null AND Name LIKE '%rose%' ORDER BY Name
Track: Developers
#CNX14
SELECT Id, Name, Phone, Account.Name FROM Contact WHERE Phone <> null AND Name LIKE '%rose%' ORDER BY Name
Track: Developers
#CNX14
SELECT Id, Name, Phone, Account.Name FROM Contact WHERE Phone <> null AND Name LIKE '%rose%' ORDER BY Name LIMIT 50
Track: Developers
#CNX14
Executing SOQL in the Developer Console
Track: Developers
#CNX14
Inlining SOQL in Apex
Integer i = [select count() from Session__c];
Track: Developers
#CNX14
Inlining SOQL in Apex
String level = 'Advanced';List<Session__c> sessions = [SELECT Name, Level__c FROM Session__c WHERE Level__c = :level];
Track: Developers
#CNX14
Inlining SOQL in Apex
List<String> levels = new List<String>();levels.add('Intermediate');levels.add('Advanced');List<Session__c> sessions = [SELECT Name, Level__c FROM Session__c WHERE Level__c IN :levels];
Track: Developers
#CNX14
Inlining SOQL in Apex
for (Speaker__c s : [select email__c from Speaker__c]) { System.debug(s.email__c);}
Track: Developers
#CNX14
insertSession__c session = new Session__c();session.name = 'Apex 101';session.level__c = 'Beginner';insert session;
Track: Developers
#CNX14
insertSession__c session = new Session__c( name = 'Apex 201', level__c = 'Intermediate');insert session;
Track: Developers
#CNX14
updateString oldName = 'Apex 101';String newName = 'Apex for Beginners';Session__c session = [SELECT Id, Name FROM Session__c WHERE Name=:oldName];session.name = newName;update session;
Track: Developers
#CNX14
deleteString name = 'Testing 501';Session__c session = SELECT Name FROM Session__c WHERE Name=:name];delete session;
Apex Triggers
Track: Developers
#CNX14
Trigger
• Apex code executed on database events • Before or after:
• Insert• Update• Delete• Undelete
Track: Developers
#CNX14
Before or After?
• Before• Update or validate values before they are saved to the database• Example: Prevent double-booking of a speaker
• After• Need access to values set by the database (Id, lastUpdated, …)• Example: Send speaker confirmation email
Track: Developers
#CNX14
Bulk Mode
• Trigger API designed to support bulk operations• Data Import, Bulk API, etc.
• Triggers work on bulk of records, not single records• Context variables provide access to data:
• Trigger.old and Trigger.new (List) • Trigger.oldMap and Trigger.newMap (Map)
Track: Developers
#CNX14
ExampleTrigger on Account (after insert) { for (Account account : Trigger.new) { Case case = new Case(); case.Subject = 'Mail Welcome Kit'; case.Account.Id = account.Id; insert case; }}
Visualforce Pages
Track: Developers
#CNX14
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
Track: Developers
#CNX14
Model-View-Controller in Salesforce
View• Metadata• Standard Pages• Visualforce Pages• External apps
Controller• Standard
Controllers• Controller
Extensions• Custom
Controllers(all Apex)
Model• Metadata• Objects• Triggers (Apex)• Classes (Apex)
Track: Developers
#CNX14
What's a Visualforce Page?
• The View in MVC architecture• HTML page with tags executed at the server-side to generate dynamic content• Similar to JSP and ASP• Can leverage JavaScript and CSS libraries
Track: Developers
#CNX14
Expression Language
• Anything inside of {! } is evaluated as an expression• Same expression language as Formulas• Same global variables are available. For example:
• {!$User.FirstName} {!$User.LastName}
Track: Developers
#CNX14
Example 1<apex:page> <h1>Hello, {!$User.FirstName}</h1></apex:page>
Track: Developers
#CNX14
Example 2<apex:page standardController="Contact"> <apex:form> <apex:inputField value="{!contact.firstname}"/> <apex:inputField value="{!contact.lastname}"/> <apex:commandButton action="{!save}" value="Save"/> </apex:form></apex:page>
Function in standard controller
Standard controller
object
Track: Developers
#CNX14
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• Uses id in URL to access object
Track: Developers
#CNX14
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}" >
Track: Developers
#CNX14
Email Templates
Embedded in Page Layouts
Generate PDFs
Custom Tabs
Mobile Interfaces
Page Overrides
Where can I use Visualforce?
Apex Controller Extensions
Track: Developers
#CNX14
Custom Controllers
• Custom class written in Apex• Can override standard behavior• Can add new capabilities
Track: Developers
#CNX14
Defining a Controller Extension
<apex:page standardController="Speaker__c" extensions="SpeakerCtrlExt">
Provides basic CRUD
Overrides standard actions and/or provide additional capabilities
Track: Developers
#CNX14
Anatomy of a Controller Extension
public 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}
JavaScript in Visualforce
Track: Developers
#CNX14
Why JavaScript?
• Build Engaging User Experiences• Leverage JavaScript Libraries• Build Custom Applications
Track: Developers
#CNX14
JavaScript in Visualforce Pages
JavaScript RemotingRemote Objects
(REST)
Visualforce Page
Track: Developers
#CNX14
Examples
Track: Developers
#CNX14
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
Track: Developers
#CNX14
Referencing a Static Resource// Single file<apex:includeScript value="{!$Resource.jquery}"/><apex:image url="{!$Resource.myLogo}"/>
// ZIP file<apex:includeScript value="{!URLFOR($Resource.MyApp, 'js/app.js')}"/><apex:image url="{!URLFOR($Resource.MyApp, 'img/logo.jpg')}/><link href="{!URLFOR($Resource.bootstrap, 'bootstrap/css/bootstrap.css')}" rel="stylesheet"/>
Track: Developers
#CNX14
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]; }
}
Track: Developers
#CNX14
"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)
Track: Developers
#CNX14
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>
REST APIs
Track: Developers
#CNX14
When?
• Get Salesforce data from outside Salesforce• Integrate Salesforce in existing apps• Build consumer apps• Device integration (Internet of Things)
Track: Developers
#CNX14
Mobile SDK Example
REST APIs
OAuth
Track: Developers
#CNX14
Libraries
• ForceTK• Salesforce REST API Toolkit
• Nforce• node.js a REST API wrapper
• ngForce• Visualforce Remoting integration in AngularJS
• JSForce
Track: Developers
#CNX14
Track: Developers
#CNX14
Take the after-session survey!
Take the Survey in the Connections 2014 Mobile App
Join the Conversation!
#CNX14
$50Starbucks
Gift Card
Track: Developers
#CNX14
Track: Developers
#CNX14
Track: Developers
#CNX14
Questions?
Track: Developers
#CNX14
CUSTOMER JOURNEY SHOWCASE
MARKETING THOUGHT LEADERS
EMAIL MARKETING PRODUCT STRATEGY& ROADMAP
PERSONAL TRANSFORMATION
& GROWTH
SOCIAL MARKETING MOBILE & WEB MARKETING
DEVELOPERS HANDS-ON TRAINING
INDUSTRY TRENDSETTERS
CREATIVITY & INNOVATION
SALESFORCE FOR MARKETERS
ROUNDTABLES
