Point and Click App Building Workshop

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This is the workshop presentation material for the Point-And-Click App Building Hands-On Workshop (HOW) being presented at Dreamforce 2015 in the DevZone. This content pairs with the "Suggestion Box App" project live in Trailhead

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  • Key Takeaway: We are a publicly traded company. Please make your buying decisions only on the products commercially available from Salesforce.com.

    Talk Track:
    Before I begin, just a quick note that when considering future developments, whether by us or with any other solution provider, you should always base your purchasing decisions on what is currently available.
  • Instruct everyone to follow the directions and sign up for a Developer Account. Generally this part of the exercise takes about 10 minutes for everyone to get through the form, get the confirmation email, and get logged into a new org. However depending on internet speed it may take up to 20 minutes.

    DO REMIND people that they need to sign up for a Dev org with an email they can access while at their computer right now.

    While they are completing this cover the goals for the session and the Business Case.
  • How many people are new to Salesforce?
    How many people have customized apps in Salesforce?

    One of the things we like to do to introduce people to Salesforce is to get them hands on – even if in the end, they will not be the person maintaining the system, we find it is powerful to know first-hand what it takes to customize and create new apps in Salesforce. So our goal today is to show you how to create a simple app in Salesforce, without any code. This app will run both in the browser and on your mobile devices.

    Overview of what the goal is for today’s exercise.

    Everything in this app can (and is) built using clicks! Even the formula field!
  • Explaining the business case helps new Admins understand how to take business requirements and turn them into a working Salesforce application.
    This app we are building is basically a ticketing system- 1 object related to the user object for tracking new feature or bug requests as well as tracking new user requests. At the end we build some simple reports that we can show to management which document our progress.
  • Explain 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.
  • Explain a Custom Object in terms of other database terms like “tables”.
    Tables are where you store records, and fields are used to capture data for the record.
  • We’ll use Salesforce’s online learning platform, Trailhead, to complete the hands-on exercises in this workshop and to track progress.
    All of the exercises are in the Build a Suggestion Box App Project…to navigate to projects, click….
  • At this point have all participants log in to their Dev org and have them complete the first part of the exercise. Usually this can take about 10 minutes.
    Maybe do this together?
  • Once the majority of participants have completed the application everyone should be on this screen. In the participant guide this screen is broken out to show key components.

    Be sure to highlight
    the Force.com App Menu
    Tabs
    Create New… records
    Force.com Quick Access menu
  • Walk everyone through these steps
  • The activity time for this step is 20 minutes
  • Highlight that it’s important when building an app to ask business leaders and users what information needs to be gathered. This slide shows example questions, you can elaborate on those questions.
  • Now that we have the business case, and questions asked let’s review the fields we are going to create.
    Take a moment to cover each of the 5 fields that will be created- what the label is, what the type is, and what the business case is for creating that field. NOTE THAT THE FORMULA FIELD WILL BE CREATED IN THE BUSINESS LOGIC SECTION
  • There is 20 minutes allotted to complete this portion. Instruct everyone to start building fields.
    Questions that have come up in this portion-
    The formula field for new app developers appears tricky, generally they forget it’s a __c or they name the fields differently than what is provided so they get a syntax error.
    The formula field can be created using the formula building tools- no keyboard necessary.
  • At this point have all participants log in to their Dev org and have them complete the first part of the exercise. Usually this can take about 10 minutes
  • 5 minutes
    Now that everyone has created the fields
  • 10 minutes
  • 5 minutes
  • These fields will be familiar to anyone who uses Excel heavily. Formula fields are treated like other fields, but calculate in real time.
  • 5 minutes
  • 5 minutes
  • 10 minutes
  • At this point have all participants log in to their Dev org and have them complete the first part of the exercise. Usually this can take about 10 minutes
  • If time, have them do this, if not just make sure they are aware that they are now MOBILE APP DEVELOPERS!
  • Point and Click App Building Workshop

    1. 1. Hands-on Workshop: Introduction to Point-And-Click App Building First Name Last Name Title of Presenter email@salesforce.com @twitterhandle Build a business app with clicks, not code
    2. 2. 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.
    3. 3. 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. Note 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.
    4. 4. Goal for Today’s Exercise Show you how to create a simple Salesforce App using only point & click tools, no code. How many people are new to Salesforce? How many people have customized apps in Salesforce?
    5. 5. Business Case We need a application to manage employee suggestions • Ways to improve employee or customer success • Ways to improve the physical workplace The application should be in Salesforce (of course), and available on mobile Management wants to see reports to make sure suggestions are being implemented quickly
    6. 6. 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.
    7. 7. 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.
    8. 8. Trailhead developer.salesforce.com/trailhead
    9. 9. Hands-on #1: Creating a Suggestion Box App
    10. 10. Trailhead: Creating a Suggestion Box App 1. Go to Trailhead Project: Suggestion Box App 2. Launch your browser and got to https://login.salesforce.com/ 3. Enter your username and password. 4. Follow the steps in Exercise 1: Creating a Suggestion Box App. 5. Stop at the end of Exercise 1. You can create an app with just a few clicks. In this exercise we will create an app and a custom object to house our Suggestions.
    11. 11. Suggestion Box App
    12. 12. Connect Trailhead to your Developer Edition org to Verify This allows Trailhead to check your work and keep track of points and badges 1. 2. 3.
    13. 13. Hands-on #2: Adding Fields to the Suggestion Object Divider Subtitle
    14. 14. How do we know what fields to add? What information do I need to know in order to understand the suggestion? What information is helpful when deciding who to assign a suggestion to? How will people know when a suggestion has been implemented? Are there reports about the suggestions I can share with my company? Can you think of some questions we need to ask?
    15. 15. 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 custom fields to house information on our Suggestion Object. Field Label Type Business Case Suggestion Description Text Area (Rich) Capture details about the suggestion, including images and links. Suggestion Category Picklist Organize suggestions by areas of responsibility. Status Picklist Keep track of the progress of each suggestion. Implemented Date Date Know when a suggestion has been implemented. Number of Days Open Formula (Number) Calculate the length of time the suggestion created date and the implemented date (or today if not implemented).
    16. 16. How to Create Fields with the Custom Field Wizard 1. Click Setup | Build | Create | Objects 2. Click on Suggestion 3. Scroll to “Custom Fields and Relationships” 4. Click New In this part of the exercise we will create fields that will be used to gather and report on data.
    17. 17. How to Create Field with 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
    18. 18. Trailhead: Adding Custom Fields 1. Go to Trailhead Project: Suggestion Box App 2. Follow the steps in Exercise 2: Adding Custom Fields. 3. Stop at the end of Exercise 2. Follow steps in Trailhead to create 4 fields, using 2 different tools: Custom Field Wizard and Schema Builder.
    19. 19. Try out the App! Is data entry awkward? What could we add to better manage suggestions? Click the New button and fill out a request.
    20. 20. Hands-on #3: Modifying the User Experience Divider Subtitle
    21. 21. 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 actions 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.
    22. 22. Step 3: Modify the Page Layout Salesforce Page Layout Reference Guide http://help.salesforce.com/HTViewHelpDoc?id=customize_layoutcustomize_pd.htm&language=en_US Arrange the fields so that data entry and suggestion viewing is easier. 1. Go to Trailhead Project: Suggestion Box App 2. Follow the steps in Exercise 3: Modifying the User Experience, Step 1. 3. Stop at the end of Exercise 3, Step 1.
    23. 23. Try out the App! How is the experience different now that we modified the Page Layout? What are some ways we can add logic or automate this app? Click the New button and create a Salesforce Request.
    24. 24. Hands-on #4: Add Business Logic Divider Subtitle
    25. 25. Salesforce Formula Fields Excel style formulas Functions can be nested Support for commons functions • Math • Text • Date & Time • Logical EXAMPLES Categorize deal size based on Opp Amount IF(Amount > 1000000, "Large Deal", "Small Deal") Calculate commission based on Opp Amount IF(Amount > 100000, 0.09, 0.08 )
    26. 26. Salesforce Validation Rules Each Validation Rule Consists of:  A formula that evaluates to determine if an error condition exists.  An error message to display if the formula evaluates to True. Salesforce will block the save of any record that has an error condition.
    27. 27. Validation Rule for Suggestions WHEN THENIF Suggestion is added or updated Implemented_Date__c > TODAY() Error: “The implementation date must be today or in the past, not in the future.” Record is inserted or updated Statement evaluates to true Block Insert/Update Return error message
    28. 28. Trailhead: Adding Business Logic Enforce a business rule to prevent people from predicting the future. 1. Go to Trailhead Project: Suggestion Box App 2. Follow the steps in Exercise 4: Adding Business Logic, Step 1: Add a Formula Field. 3. Follow the steps in Exercise 4: Adding Business Logic, Step 2: Add a Validation Rule 4. Stop at the end of Exercise 4, Step 2.
    29. 29. Try out the App! Did the error message display? What other business rules could we enforce for this app? Open a Suggestion you previously created. Choose an Implemented Date in the future. Click Save.
    30. 30. Hands-on #5: Create Reports and Dashboards Divider Subtitle
    31. 31. 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
    32. 32. 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 Dashboards Dashboards are a way to graphically display multiple reports. They give you the big picture, letting you see key metrics at a glance.
    33. 33. Trailhead: Create Reports and Dashboards 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. 1. Go to Trailhead Project: Suggestion Box App 2. Follow the steps in Exercise 5: Creating Reports and Dashboards 3. Stop at the end of Exercise 5.
    34. 34. 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
    35. 35. Congratulations! You just built a Salesforce App with clicks, not code!
    36. 36. Keep on trekking with Trailhead! 1. Go to Trailhead Project: Suggestion Box App 2. Follow the steps in Exercise 3: Modifying the User Experience, Steps 2 & 3. 3. Follow the steps in Exercise 4: Adding Business Logic, Step 3. 4. BONUS: Complete the Trailhead modules referenced at the end of each exercise. Finish the Suggestion Box App Trailhead Project to get more points and the Suggestion Box badge (and learn more about Salesforce!).
    37. 37. 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. Every Salesforce app is a mobile app.

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