Introduction to Point-and-Click App Building

Show Flow

Dreamforce 2104 Breakout Session Show Flow Template

Notes

Introduction to Point and Click App

Buildingsession

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

15 <Activity Work time>

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 BuildingSpeaker 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

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.

This exercise is designed to be used with a Developer Edition Organization or DE

org.

https://developer.salesforce.com/signup

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

Use to

introduce a

demo, video,

Q&A, etc. Build a Salesforce Admin App

What is an App?

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.

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.

What is a Custom Object?

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.

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.

Use to

introduce a

demo, video,

Q&A, etc. Step 1: Create an Admin App

Step 1: Create an Admin App

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

You can create an app with just a few clicks. In this exercise we will create a custom

object to house our Salesforce Requests.

https://login.salesforce.com/

Step 1: Create an Admin App

Use to

introduce a

demo, video,

Q&A, etc.

Step 2: Adding Fields to the Salesforce Request ObjectDivider Subtitle

How do we know what fields to add?

• 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?

Can you think of some questions we need to ask?

About Salesforce Fields

Salesforce Field Reference Guide http://help.salesforce.com/help/pdfs/en/salesforce_field_names_reference.pdf

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

http://help.salesforce.com/help/pdfs/en/salesforce_field_names_reference.pdf

Step 2: Adding Fields to the Salesforce Request Object

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

In this part of the exercise we will create fields that will be used to gather and report

on data.

Try out the App!

• Is data entry awkward?

• What could we add to better manage

requests?

Click the New button and fill out a request.

Use to

introduce a

demo, video,

Q&A, etc.

Step 3: Adding Page Layouts & Record TypesDivider Subtitle

About Salesforce Page LayoutsPage 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 LayoutsFor our Application, we will have 2 Page Layouts

New User Request Layout Feature/Bug Request

Layout

Step 3: Create the Following Page Layouts

Salesforce Page Layout Reference Guide http://help.salesforce.com/HTViewHelpDoc?id=customize_layoutcustomize_pd.htm&language=en_US

Create the following Page Layouts using the Enhanced Page Layout Editor with the

fields listed below.

• 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

Salesforce User Request Salesforce Feature Request

Stop at the sign when completed.

About Salesforce Record TypesRecord 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

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

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.

Try out the App!

• 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?

Click the New button and create a Salesforce Request.

Use to

introduce a

demo, video,

Q&A, etc.

Step 4: Add App Logic with Clicks, Not CodeDivider Subtitle

Salesforce Workflow RulesEach Workflow Consists of:

• Criteria that cause the workflow rule to run.

• Immediate actions that execute when a

record matches the criteria.

For example, salesforce.com can 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.com can 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 RulesMany 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.

• 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.

Workflow rules can help automate the following types of actions based on

your organization's processes:

Step 4: Add App Logic with Clicks, Not Code

Follow the steps on p. 20 to create a new Workflow Rule

Stop at the Stop sign

In this exercise we will create a Workflow Rule to automatically

update the status field when a Closed Date is entered.

Try out the App!

• Did the Status Change?

• What other aspects of the app could

we automate with Workflows?

Open a Salesforce Request your previously created. Choose a Closed Date.

Click Save.

See your app in action on Salesforce1

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.

Open a Salesforce Request your previously created. Assign yourself as the Admin.

Click Save.

Use to

introduce a

demo, video,

Q&A, etc.

Step 5 Create a Dashboard and Useful ReportsDivider Subtitle

Analyze your Salesforce DataSalesforce 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!

• What are some benefits of adding a

chart?

• Can we print these reports?

Click the Run Report button to see your reports

Use to

introduce a

demo, video,

Q&A, etc. Create a DashboardDivider Subtitle

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

About Salesforce DashboardsDashboards are a way to graphically display multiple reports. They give you the big

picture, letting you see key metrics at a glance.

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.


Use to

introduce a

demo, video,

Q&A, etc. Congratulations!You just built a Salesforce App with clicks, not code!

Surveybit.ly/df-how-pointandclick

Samantha Ready

Senior Developer Evangelist

@samantha_ready

Use to

introduce a

demo, video,

Q&A, etc. Bonus ActivityDivider 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

Salesforce SpeakerSpeaker Title

Place

Customer or

Partner logo in

white area of

slide, centered

Non-Salesforce SpeakerSpeaker 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 Salesforce1Do 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.

Technology

Introduction to Point-and-Click App Building