Contents

1 Contents Contents .. ix Foreword .. 1 About the Authors .. 5 Acknowledgements .. 7 Introduction .. 9 Target Audience .. 9 is the Final Word .. 10 Next Steps .. 10 Conventions Used in this Book .. 10 Terminology Conventions .. 10 Typographic Conventions .. 10 Iconic Conventions .. 11 Introduction to .. 13 Overview .. 13 IS Cloud Computing .. 13 Save Money and Time .. 15 Innovate Quicker .. 16 What is .. 16 Sales Cloud .. 17 Service Cloud .. 19 Collaboration Cloud .. 20 Custom Cloud .. 20 Custom Application Development .. 22 VMforce .. 23 Security .. 23 User Security and Authentication .. 23 Session Security .. 24 Network-based Security .. 25 Security Tokens .. 25 Data Security .. 25 Infrastructure .. 27 Scheduled releases .. 29 Metadata-driven Architecture .. 30 Database .. 30 Standard Field Types .. 31 Relationship Fields .. 32 System Fields .. 33 x Apex Triggers .. 34 Platform Limits .. 35 Editions .. 36 Sales and Service Cloud Editions.

2 36 Custom Cloud Editions .. 39 License Types .. 41 Standard Applications .. 43 Salesforce CRM content .. 44 Chatter .. 44 Salesforce Knowledge .. 44 Entitlements & Service Contracts .. 44 Salesforce Ideas .. 45 Salesforce Answers .. 45 Salesforce Mobile .. 45 Customer Portal .. 45 Partner Portal .. 46 Salesforce to Salesforce .. 47 Sites .. 47 Standard Objects .. 47 Account .. 47 Person Account .. 48 Contact .. 48 Lead .. 49 Campaign .. 49 Opportunity .. 49 50 Product and Price Book .. 50 Case .. 50 Custom Objects .. 51 Types of Orgs .. 51 Production Org .. 51 Sandbox Org .. 51 Developer Org .. 52 Partner Developer Org .. 52 Pre-release Org .. 52 Where Should You Develop? .. 53 Getting Started with .. 55 Managing Users .. 55 Profiles .. 55 Roles .. 56 Groups .. 57 Securing and Sharing Data .. 57 Object-Level Security .. 57 xi Field-Level Security .. 57 Record-Level Security .. 57 Field Accessibility .. 60 Record Types.

3 62 Automate Business Processes with Workflow .. 63 Developing Approval Processes .. 65 Formulas .. 68 Syntax .. 68 Cross Object Formulas .. 70 Where Do I Use Them? .. 70 Workflows & Business Rules .. 72 Visualforce .. 73 Limitations .. 73 Best Practices .. 74 Examples .. 75 Validating User Input .. 76 Building Public Websites .. 77 Going Global .. 78 Divisions .. 79 Locale .. 79 Currencies .. 80 Advanced Currency Management .. 81 Translating the User Interface .. 82 Using Analytics .. 83 Running Dynamic Reports .. 84 Custom Report Types .. 85 Dashboards .. 85 Analytic Snapshots .. 87 Overriding Link, Tabs and Labels .. 87 Sending Mass Email .. 89 Importing Data .. 89 Deploying Code to Production .. 91 IDE .. 91 Migration Tool .. 91 Unmanaged Packages .. 92 Change Sets .. 92 Storing Application Metadata .. 93 List Custom Settings .. 93 Hierarchy Custom Settings .. 94 Monitoring your Org .. 95 Debug Logs .. 95 Email Logs .. 95 Login History.

4 95 View Setup Audit Trail .. 95 xii Time-Based Workflow Queue .. 96 Scheduled Jobs .. 96 Outbound Messages .. 96 Apex Job Queue .. 96 Import Queue .. 96 Mass Email Queue .. 96 Case Escalation Rule Queue .. 96 Entitlement Process Queue .. 96 Bulk Data Load Jobs .. 97 Google Integration .. 97 Add Google Docs to .. 97 Google Docs Tab .. 97 Gmail to .. 97 Gmail Buttons and Links .. 98 Google Talk Sidebar Component .. 98 Google AdWords .. 98 Working 98 Connect for Microsoft Office .. 98 Salesforce for Outlook .. 99 Connect for Lotus Notes .. 99 Connect Offline .. 99 Programmatic Development Tools & Strategies .. 101 A New but Familiar Development Infrastructure .. 101 That s Old School .. 101 Developing in the Clouds .. 102 The Importance of Metadata .. 104 The Right Tool for the Right Job .. 104 Developing Applications on the Platform .. 104 Deploying Applications on the Platform .. 118 Developing Applications that Scale.

5 122 Testing Applications on the Platform .. 124 Analysis and Maintenance on the Platform .. 128 Tools to Assist Productivity & More .. 132 Application Support on the Platform .. 133 Programmatic Development Languages .. 137 MVC in the Cloud .. 137 The Model .. 138 Data Creation, Manipulation, Update and Deletion .. 139 Data Retrieval using SOQL and SOSL .. 140 The Controller .. 150 The Apex Programming Language .. 150 CRUD Operations .. 155 Apex Triggers .. 165 xiii Scheduling Apex .. 193 Batch Apex .. 196 Governor Limits .. 199 Debugging Apex .. 201 The View .. 202 The System Architecture .. 203 MVC: Bringing it all Together .. 205 When would you use Visualforce? .. 206 Advantages of Using Visualforce .. 207 Visualforce Controllers .. 208 Visualforce Page Syntax .. 221 Output Components .. 222 Static Resource in Visualforce Pages .. 229 Visualforce & the Web .. 230 Visualforce Email Templates .. 232 Mobile Visualforce Pages.

6 232 Security .. 233 Order of Execution .. 234 Visualforce View State .. 234 Development Best Practices .. 235 Apex .. 235 Triggers .. 235 Visualforce .. 236 Unit Testing .. 236 Miscellanea .. 237 Global 237 Functions & Operators .. 237 Integration with the Cloud .. 239 Path 1: AppExchange .. 240 Publishing to the AppExchange .. 240 The AppExchange from a Consumers Perspective .. 241 Path 2: Build Your Own .. 244 SOAP Based Web Services .. 244 RESTful Web Services .. 252 Deployment and Modifying the Model with the Metadata API .. 256 File-Based Metadata API Calls .. 257 Web Service Connector (WSC) .. 258 Tolerado .. 258 OAuth .. 258 Path 3: Native ERP & Desktop Connectors .. 259 Path 4: Middleware Connectors .. 259 Path 5: Toolkits .. 259 PHP Toolkit .. 259 xiv Self-Service Portal Toolkit for PHP 5 .. 260 Standalone PHP Bulk API Client .. 260 AJAX Toolkit .. 260 Adobe Flash Builder for .. 260 Salesforce Python Toolkit .. 261 Toolkit for Google Data APIs.

7 261 Office Toolkit .. 261 for Google App Engine .. 261 iOS Toolkit for .. 261 for Amazon web services .. 261 for Facebook .. 261 ActiveSalesforce .. 262 Perl Toolkit .. 262 for PayPal X Payments Platform .. 262 SalesforceCFC - A ColdFusion Toolkit for .. 262 Advanced Development Examples .. 263 Using External ID Fields .. 263 Visualforce Component Ids & JavaScript .. 266 Passing JavaScript Values to Apex .. 267 ActionSupport with Facets and JavaScript .. 268 Passing Parameters with a CommandLink .. 271 Passing Parameters with a CommandButton .. 272 Using Anonymous Code Blocks .. 274 Use an Inline Visualforce Page with Standard Page Layouts .. 275 Apex Search with Checkbox Results using a Wrapper Class .. 279 Dependent Multi-level Pick Lists .. 285 Uploading a Document using Visualforce .. 289 Uploading an Attachment using Visualforce .. 292 Visualforce and CSS .. 295 Redirecting Users to Different Visualforce Pages.

8 297 RESTful Web Service Callouts using POST .. 300 & Case-Sensitivity .. 301 Calling a REST Web Service (XML) .. 303 Calling a REST Web Service (JSON) .. 307 Locking sObject Records .. 314 Automating Approval Processes with Triggers .. 315 Enhancing the Lead Conversion Process .. 316 Using Email Templates with Apex .. 319 Writing an Inbound Email Service .. 320 Unit Tests & Code Coverage .. 323 Programmatically Creating Sharing Rules .. 328 Rolling Back Transactions with Database Savepoints .. 332 Enforcing Security With Sharing Keywords .. 334 xv Working with Person Accounts .. 335 Summary .. 343