Next-Generation Native Apps
Document Sample


Next Generation Native Apps
Track: Advanced AppExchange Developer
Eric Bezar
VP Platform Product Management
salesforce.com
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Agenda
Platform overview
What is a native app?
What's new in Winter '07
Example app
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Customer Use of salesforce.com Has Evolved
CRM Customized
Applications and Integrated Platform Ecosystem Directory
ERP Legacy
• Sales • Meta Customizations Customers building Partners building Directory of
• Marketing • Rich Web Services new On-Demand integrated solutions On-Demand
• Service & Support Integrations apps Business Apps
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Platform for the Business Web
Create & Run Deliver Integrate Deliver
Publish Globally Everywhere
Secure & Think Global, Mobile
ISV Standards Mash-Ups
Scalable Act Local
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Our Guiding Principle
Make simple things simple.
Make complex things possible.
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Enablement Across All Audiences
Business Power Administrator / Script Professional
User User Business Analyst Developer Developer
Browser user Excel user Excel power user Basic DB knowledge SQL expertise
Light VBA or Javascript Java / .NET
Personalize apps
Configure apps
Customize apps
Develop apps
• Declarative • Procedural Code
• Point and click • Multiple languages
• Meta Data Based • Developer target
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Agenda
Platform overview
What is a native app?
What's new in Winter '07
Example app
Q&A
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Application Patterns
Native Composite Client
User Interface User Interface
Metadata, Layouts S-Controls, Buttons & Links
App Logic App Logic Client Specific
Workflow, Formulas, Validation Code + scripts (Java, etc) .NET forms, J2ME,
Blackberry, etc
Data Data
Custom Objects Web services, local DBs
Examples: data apps, Examples: email services, Examples: mobile apps,
Bug tracking, asset tracking, data enrichment, mapping, desktop/Office integration,
Expense management order entry ERP integration
Configure Code Code
Simplicity + Speed Control + Flexibility
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Native Apps
Point-and-Click Model Delivers:
Data model customizations
• Add tables
• Add fields
• Create relationships
User interface customizations
• Diverse page layouts to support
Customize with multiple business processes
Clicks not Code
Workflow & business logic
Validation rules
function getPhoneFields(objDesc) {
time_object.StartTiming();
var fieldmap = objDesc.fieldMap; Approval processes
var ret = "";
for (key in fieldmap) {
Custom applications
if (dltypeof(fieldmap[key]) == "Field") {
if (fieldmap[key].type == "phone") {
ret += ", " + fieldmap[key].name;
All Customizations Are Upgraded
With Zero Customer Effort
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When to go Composite?
Integrations, Custom Interface
Mash-Ups Development
http://www.salesforce.com/developer
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Flexibility: Build, Buy, Mash-Up
Collaboration
function getPhoneFields(objDesc) {
time_object.StartTiming();
var fieldmap = objDesc.fieldMap;
var ret = "";
for (key in fieldmap) {
if (dltypeof(fieldmap[key]) == "Field") {
if (fieldmap[key].type == "phone") {
ret += ", " + fieldmap[key].name;
Build with Clicks Over 300 Applications Compose Mash-ups
not Code • Create • Browse from Components
• Share • Install
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Agenda
Platform overview
What is a native app?
What's new in Winter '07
Example app
Q&A
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In Winter '07, AppExchange matures from a
simple Data Centric platform to a powerful
Process Centric platform. Now business
analysts can automate entire business
processes without coding.
Winter '07 makes powerful things simple.
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From Data Centric to Process Centric
Internet/
Nytimes.com CSS/PRM Paypal
Extranet
Benefits Enrollment
HR Payroll (ADP)
Enterprise Expense Mgmt
Intranet CRM Financials (Oracle)
Help desk
Analytics Supply Chain
Procurement
Recruiting
Department Project Portal Product Management
Bug tracking
MS Sharepoint Project Management
ProServ Automation
Spreadsheet
Press Release
Group File Share MS Access
approval
Lotus Notes
Content Data Process Transaction
Current Winter '07
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What's New in Winter '07: Native Apps
Workflow & approvals
Security & compliance
Application logic
Data model customization
UI customization
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Workflow: Not Just Notifications Any More
Field Update Action
Trigger State Changes &
Calculations
Outbound Message Action
Integrate across multiple
systems with real-time
messaging
Up to 300 Workflow Rules per
Object
Advanced filters and More
Objects
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Approval Processes
Simple or multi-step
approval processes
For more information:
Specify actions at each step
Advanced Enterprise Admin Track
of process Tips & Techniques for Building Advanced
Workflow – 3:45 PM today
Flexible options for
approval request routing
Delegated approvals
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App Logic: Data Validation
Prevent invalid data from
being saved
Make fields conditionally
required
Prevent duplicate values
Enforce your business
rules via UI and API
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App Logic: Formula Enhancements
Set default field values
New Functions
FIND, SUBSTITUTE, DATEVALUE, MIN & MAX
Bigger Formulas
Reference Record Type,
User, Role, and Profile
Fields
Store formula results in
other fields
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Data Model Customizations
Sharing on Custom Objects
Field History Tracking on
Custom Objects
Queues on Custom Objects
Self Relationships on
Custom Objects
User Hierarchy fields for
approval routing
Restricted edit option on
User custom fields
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UI Customization
Rename Standard Fields
Related List Hover Links
Collapsible Sidebar
Customize Sidebar
Components on Every Page
Flexible Custom Tab Colors
& Icons
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Automate Manual Business Processes
Which users have Which business processes
been left out? are still manual?
Recruiting
Human Resources Vacation Requests
Training
Expense Reports
Finance Procurement
Budgets
Project Management
Operations Event Managment
Professional Services Management
IT Asset Tracking
IT Bug Tracking
Change Requests
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Meet Compliance Requirements
Implement process controls
Approvals
Record locking
Sharing rules
Audit changes
History tracking
Configuration audit trail
Report and archive
Create custom reports
Export data for archival
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Agenda
Platform overview
What is a native app?
What's new in Winter '07
Example app
Q&A
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Demo: PTO Request App
Department: Enterprise Wide
Key Requirements
Enforce business policies
Implement process controls
Meet compliance requirements
Integrate with Payroll system
Key Benefits
Eliminate error-prone manual processes
Reduce financial impact of inaccurate PTO
reporting
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Q&A
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