Introduction to Point-and-Click App Building

Dreamforce 2104 Breakout Session Show Flow Template
Show Flow
Notes
Introduction to Point and Click App
Building
session
Presentation Device: Laptop
Customer Speaker: Jared Miller, Rebecca Dente, Cheryl Feldman
Salesforce Speakers: Mike Gerholdt
Demo Device
Demo Driver:
Deck Owner/Filename:
0 Doors open
1 Intro
20 Sign up for Dev Acct., talk over Business case
5 What is an App? What is a Custom object
1 Step 1: Create Admin App Explanation
10 <Activity Work time> Give users time to create App
3 Review App Screenshot Review Screenshot to show features created
5 Step 2: Adding fields Explanation Explain what fields are being added to the app and why
20 <Activity Work time>
There are 9 fields to create, so this can take time depending on their level of
comfort
=
1 Try out the App Conclude field building by asking them what they could do with the app
5 Step 3: Adding Page Layout Explanation Explain page layouts in Salesforce
15 <Activity Work time> Give users time to create Page layouts.
5 Step 3: Record Type Explanation Explain how Record Types are used in Salesforce
5 Step 4: Workflows Explanation Explain what workflows consist of and actions of workflow
10 Step 5: Reports Explanation
5 Step 5: Dashboard Explanation
1 Wrapup

Introduction to Point-And-Click App
Building
Speaker Name
Speaker Title
@SpeakerName

Safe Harbor
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, 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.
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.

Sign up for a Developer Edition
This exercise is designed to be used with a Developer Edition Organization or DE
org.
1. In your browser, go to https://developer.salesforce.com/signup
2. Fill in the fields about you and your company
3. In the Email Address field, make sure to use a public address you can easily
check from a web browser
4. Type a unique Username. Not that this field is also in the form of an email
address, but does not have to be the same as your email address, and in fact, it’s
usually better if they aren’t the same. Your username is your login and your
identity on developer.salesforce.com.
5. Read and then select the checkbox for the Master Subscription
Agreement. And then click Submit Registration.

Goal for Today’s Exercise
• Show you how to create a Salesforce
App using only declarative tools.
• Get you familiar with declarative app
building on the Force.com platform
and give you a useable app that you
put to work today.
• How many people have never
created an App in Salesforce?

Business Case
• We need a application to manage Salesforce
Requests
– New Feature or bug requests
– Adding New Users to the system
• The Application should be in Salesforce
• Management wants to see reports on
Requests

What is an App?
An “app” is a group of tabs that works as a unit to provide application functionality.
Salesforce provides standard apps such as Sales and Call Center. You can
customize the standard apps to match the way you work.
You can also build your own on-demand apps by grouping standard and custom tabs
into new custom apps. A custom app consists of a label, a description, and an
ordered list of tabs.
The available custom apps are listed in the Force.com app menu, which is a drop-down
list that displays at the top of every Salesforce page.

What is a Custom Object?
Custom objects are custom database tables that allow you to store information
unique to your organization. For example, we are creating a custom object called
“Salesforce Requests” to store data based on user requests.
After you define a custom object, you can:
• Create Custom Fields.
• Associate the custom object to other records and display the custom object data in
custom related lists.
• Track tasks and event for custom object records
• Create a custom tab for the custom object
• Create Reports and Dashboards to analyze custom object data
• Import Custom object records.

Step 1: Create an Admin App
You can create an app with just a few clicks. In this exercise we will create a custom
object to house our Salesforce Requests.
1. Turn to page 4.
2. Launch your browser and got to https://login.salesforce.com/
3. Enter your username and password.
4. Follow the Exercise Guide for creating an app.
5. Stop at the

Step 2: Adding Fields to the Salesforce
Request Object
Divider Subtitle

How do we know what fields to add?
Can you think of some questions we need to ask?
• What information do I need to know in order to create a new user?
• What information is helpful when creating new functionality?
• What information do I need to enter in Salesforce need in order to create a user?
• How should I prioritize the requests?
• Are there reports about my activity I can share with my company?

About Salesforce Fields
You can create custom fields with just a few clicks. In this exercise we will create a
custom fields to house information on our Salesforce Request Object.
Field Label Type Business Case
User First & Last Name Text Field Capture User information for License
Activation/Deactivation request
User Email Email Field Capture User email for License
Activation/Deactivation request
Mirror User Lookup Field Show which user to replicate
Request Description Text Area (Rich) Field for user to describe new Feature
request
Request Category Picklist Field Let’s us categorize requests
Request Status Picklist Field Allows us to prioritize and organize requests
Resolution Picklist (Multi-select) Allows us to document resolution solutions
Closed Date Date Document when the request was closed
# Days Open Formula Field Calculate how long the request is open
Salesforce Field Reference Guide
http://help.salesforce.com/help/pdfs/en/salesforce_field_names_reference.pdf

Step 2: Adding Fields to the Salesforce Request Object
In this part of the exercise we will create fields that will be used to gather and report
on data.
1. Click Setup | Build| Create | Objects
2. Click on Salesforce Request
3. Scroll to “Custom Fields and Relationships”
4. Click New
5. Stop at the

Try out the App!
Click the New button and fill out a request.
• Is data entry awkward?
• What could we add to better manage
requests?

Step 3: Adding Page Layouts & Record
Types
Divider Subtitle

About Salesforce Page Layouts
Page Layouts control the layout and organization of detail and edit pages in
Salesforce.
Features of Page Layouts
• Control which fields, related lists, and custom
links users see, on detail and edit pages
only.
• Control which standard and custom buttons
display on detail pages and related lists.
• Determine whether fields are visible, read
only, or required, on detail and edit pages
only.

About Salesforce Page Layouts
For our Application, we will have 2 Page Layouts
New User Request Layout Feature/Bug Request
Layout

Step 3: Create the Following Page Layouts
Create the following Page Layouts using the Enhanced Page Layout Editor with the
fields listed below.
Salesforce User Request Salesforce Feature Request
• User First & Last Name
• User Email
• Mirror User
• #Days Open
• Closed Date
• Request Status
• Request Category
• Request Status
• Request Category
• Request Description
• #Days Open
• Closed Date
• Resolution
Stop at the sign when completed.
Salesforce Page Layout Reference Guide
http://help.salesforce.com/HTViewHelpDoc?id=customize_layoutcustomize_pd.htm&language=en_US

About Salesforce Record Types
Record types allow you to offer different business processes, picklist values, and
page layouts to different users. Record types can be used in various ways, for
example:
• Create record types for opportunities to differentiate your regular sales deals from
your professional services engagements and offer different picklist values for
each.
• Create record types for cases to display different page layouts for your customer
support cases versus your billing cases.
Salesforce Record Type Reference Guide
https://help.salesforce.com/apex/HTViewHelpDoc?id=customize_recordtype.htm&language=en_U
S

Step 3: Adding Record Types to the Request Object
In this final part of the exercise we will create 2 Record Types and assign them to the
2 Page Layouts we just created. We will also edit the picklist values for the record
types.
1. Follow the steps on p. 17 to create 2 new record types.
2. Then edit the picklist values for Request Category
3. Stop at the Stop sign

Try out the App!
Click the New button and create a Salesforce Request.
• How is the experience different now
that we added Record Types and
Page Layouts?
• What are some ways we can add
logic or automate this app?

Step 4: Add App Logic with Clicks, Not
Code
Divider Subtitle

Salesforce Workflow Rules
Each Workflow Consists of:
• Criteria that cause the workflow rule to run.
• Immediate actions that execute when a
record matches the criteria.
For example, salesforce.comcan automatically send
an email that notifies the account team when a new
high-value opportunity is created.
• Time-dependent actions that queue when
a record matches the criteria, and execute
according to time triggers.
For example, salesforce.comcan automatically send
an email reminder to the account team if a high-value
opportunity is still open ten days before the close date.

About Salesforce Workflow Rules
Many of the tasks you normally assign, the emails you regularly send, and other record updates are
part of your organization's standard processes. Instead of doing this work manually, you can configure
workflow rules to do it automatically.
Workflow rules can help automate the following types of actions based on
your organization's processes:
• Tasks: Assign a new task to a user, role, or record owner.
• Email Alerts: Send an email to one or more recipients you
specify.
•
Field Updates: Update the value of a field on a record.
•
Outbound Messages: Send a secure, configurable API
message (in XML format) to a designated listener.

Step 4: Add App Logic with Clicks, Not Code
In this exercise we will create a Workflow Rule to automatically
update the status field when a Closed Date is entered.
Follow the steps on p. 20 to create a new Workflow Rule
Stop at the Stop sign

Try out the App!
Open a Salesforce Request your previously created. Choose a Closed Date.
Click Save.
• Did the Status Change?
• What other aspects of the app could
we automate with Workflows?

See your app in action on Salesforce1
Open a Salesforce Request your previously created. Assign yourself as the Admin.
Click Save.
There are three ways you can access
the Salesforce1 mobile app.
• As a downloadable mobile app you
install on your phone.
• By navigating to login.salesforce.com
using a mobile browser.
• By appending one/one.app to your
Salesforce instance.

Step 5 Create a Dashboard and Useful
Reports
Divider Subtitle

Analyze your Salesforce Data
Salesforce offers a powerful suite of analytics tools that work together to help you
view and analyze your data.
Gather Data with Reports
Reports give you access to the data your organization
has accumulated over time, enabling you to make
informed decisions. You can examine your
organization’s data in almost infinite combinations,
display it in easy-to-understand formats, and share the
resulting insights with others via dashboards.
Share Insights with Dashboards
Dashboards help you visually understand changing
business conditions so you can make decisions based
on the real-time data you have gathered with reports.
Use dashboards to help users identify trends, sort out
quantities, and measure the impact of their activities.
http://www.salesforce.com/us/developer/docs/workbook_analytics/workbook_analytics.pdf

Step 5: Create a Simple Tabular Report
A report returns a set of records that meets certain criteria, and displays it in
organized rows and columns. Report data can be filtered, grouped, and displayed
graphically as a chart. Reports are stored in folders, which control who has access.
Follow the steps in the Exercise Guide to Create a Simple Report

Try running your reports!
Click the Run Report button to see your reports
• What are some benefits of adding a
chart?
• Can we print these reports?

Create a Dashboard
Divider Subtitle

About Salesforce Dashboards
Dashboards are a way to graphically display multiple reports. They give you the big
picture, letting you see key metrics at a glance.
You can show data in reports and dashboards in
the form of bars, columns, lines, shapes, or other
elements. Which is right depends on what the
data is about and what you want to show with it.
• Bar Charts
• Column Charts
• Line Charts
• Pie Charts
• Donut Charts
• Funnel Charts
• Scatter Charts

Step 5: Create a Dashboard
1. Click the Reports tab and then New Dashboard.
2. Click the editor’s Components tab, then drag the Pie Chart component and drop it
in the first column of the new Dashboard.

Congratulations!
You just built a Salesforce App with clicks, not code!

Samantha Ready
Senior Developer Evangelist
@samantha_ready
Survey
bit.ly/df-how-pointandclick

Bonus Activity
Divider Subtitle

Create a Field Using the Schema Builder
Schema Builder provides a dynamic
environment to add new custom
objects, custom fields, and
relationships to your schema. This
eliminates the need to click from page
to page to find the details of a master-detail
relationship or to add a new
custom field to an object in your
schema.
• Click Setup > Customize> Schema
Builder

Introduction to Point-and-Click App Building

Salesforce Speaker
Speaker Title

Non-Salesforce
Speaker
Speaker Title

Certification Logos for “Speaker Intro Slides”
For salesforce.com
use only
Guides for logo placement

Salesforce vs. salesforce.com
• When referring to the Salesforce product, always capitalize the name;
never refer to the product as Salesforce.com, which is the company name
• When referring to the company, use salesforce.com
• Capitalize at the beginning of a sentence, lowercase everywhere else

Use of Salesforce1
Do not use the or Salesforce1 before the product, except when referring to Platform (the Salesforce1 Platform,
the Salesforce1 Customer Platform) or Mobile App (the Salesforce1 Mobile App).
Mobile App
Initial capped and preceded by the.
Chatter Mobile is now part of the Salesforce1 Mobile App.
Platform
The Salesforce1 Customer Platform
This is at the brand level. It is initial capped except when locked up with the logo. In copy, it is always preceded by “the.”
The Salesforce1 Customer Platform lets you connect data, apps, devices, and more so you can connect with your customers
in a whole new way. “Customer Platform” is initial capped when used this way.
The Salesforce1 Platform
This is at the product level. It is initial capped except when locked up with the logo. In copy, it is always preceded by “the.”
The Salesforce1 Platform offers the APIs, mobile tools, and more to make it possible to sell from anywhere with the Sales
Cloud, deliver customer service for a connected world with Service Cloud, and create 1:1 marketing with ExactTarget
Marketing Cloud.

Introduction to Point-and-Click App Building

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Introduction to Point-and-Click App Building

Editor's Notes