Next Generation Native Apps

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Next Generation Native Apps
Track Advanced AppExchange Developer

• Eric BezarVP Platform Product Managementsalesfor
  ce.com

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  subscriber growth, earnings, revenues, or other
  financial items and any statements regarding
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  Corporations technology, operations,
  infrastructure and personnel with ours
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  integrating Sendia with salesforce.com, which
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  intellectual property claims arising from the
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  forward-looking statements, except as required by
  law.

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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
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Platform for the Business Web
Deliver Everywhere
Create Publish
Integrate
Secure Scalable
Mobile
Mash-Ups
ISV Standards
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Our Guiding Principle

• Make simple things simple.
• Make complex things possible.

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Enablement Across All Audiences
Business User
Power User
Administrator / Business Analyst
Script Developer
Professional Developer
Browser user
Excel user
Excel power user
Basic DB knowledge Light VBA or Javascript
SQL expertise Java / .NET
Personalize apps
Configure apps
Customize apps
Develop apps

• Declarative
• Point and click
• Meta Data Based

• Procedural Code
• Multiple languages
• 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 Metadata, Layouts
User Interface S-Controls, Buttons Links
Client Specific .NET forms, J2ME, Blackberry, etc
App Logic Workflow, Formulas, Validation
App Logic Code scripts (Java, etc)
Data Custom Objects
Data Web services, local DBs
Examples data apps, Bug tracking, asset
tracking, Expense management
Examples email services, data enrichment,
mapping, order entry
Examples mobile apps, desktop/Office
integration, 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 multiple business
  processes
• Workflow business logic
• Validation rules
• Approval processes
• Custom applications

Customize with Clicks not Code
All Customizations Are Upgraded With Zero
Customer Effort
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When to go Composite?

• Integrations, Mash-Ups

Custom Interface Development
http//www.salesforce.com/developer
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Flexibility Build, Buy, Mash-Up
Collaboration
Build with Clicks not Code

• Over 300 Applications
• Create
• Share

Compose Mash-ups from Components

• Browse
• 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
Winter '07
Current
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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 ActionTrigger State Changes
  Calculations
• Outbound Message ActionIntegrate 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
• Specify actions at each step of process
• Flexible options for approval request routing
• Delegated approvals

For more information Advanced Enterprise Admin
Track Tips Techniques for Building Advanced
Workflow 345 PM today
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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 business processes are still manual?
Which users have been left out?
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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