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Development with the Platform


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Table of Contents

Foreword xviPreface xixAcknowledgments xxiAbout the Author xxii Chapter 1 Introducing in the Cloud Computing Landscape 1 Platform as a Service (PaaS) 2 as a Platform 4 Services 7Inside a Project 9 Project Selection 9 Team Selection 11 Lifecycle 12 Tools and Resources 15Sample Application: Services Manager 17 Background 17 User Roles 18 Development Plan 18Summary 19 Chapter 2 Database Essentials 21Overview of's Database 21 Objects 21 Fields 23 Relationships 25 Query Language 25 Data Integration 28Working with Custom Objects 31 Developer Edition 31 Tools for Custom Objects 31 Object Creation 33 Field Creation 36 Entering and Browsing Data 38Sample Application: Data Model 41 Logical Data Model 41 Data Model 47 Implementing the Data Model 50 Importing Data 55Summary 60 Chapter 3 Database Security 63Overview of Database Security 63Object-Level Security 65 Profiles 66 Field-Level Security 67Record-Level Security 69 Record Ownership 69 User Groups 70 Sharing Model 70Sample Application: Securing Data 73 Designing the Security Model 74 Implementing the Security Model 78 Testing the Security Model 83Summary 88 Chapter 4 Additional Database Features 89Dependent Fields 90Record Types 90 Defining Record Types 91 Securing Record Types 92 Using Record Types 93Roll-Up Summary Fields 95Field History Tracking 97Tags 98 Enabling Tags 99 Using Tags Connect Offline 100 Administration of Connect Offline 100 Using Connect Offline 102Sample Application: Applying the Features 103 Dependent Fields for Skill Types 104 Roll-Up Summary Fields for Project Reporting 104 Connect Offline for Staffing 107Summary 109 Chapter 5 Business Logic 111Introduction to Apex 112Introducing the IDE 113 Installation 113 Perspective 113 Projects 114 Problems View 115 Schema Explorer 115 Apex Test Runner View 116 Execute Anonymous View 116Apex Language Basics 116 Variables 117 Operators 121 Arrays and Collections 122 Control Logic 124 Understanding Governor Limits 129Database Integration in Apex 130 Database Records as Objects 130 Database Queries 132 Persisting Database Records 137 Database Triggers 139 Database Security in Apex 142Object-Oriented Apex 143 Encapsulation 143 Information Hiding 147 Modularity 148 Inheritance 149 Polymorphism 150Debugging and Testing 151 Debugging 151 Testing 154Sample Application: Validating Timecards 155 IDE Setup 156 Creating the Trigger 156 Unit Testing 157Summary 159 Chapter 6 Advanced Business Logic 161Additional SOQL Features 161 Inner Join and Outer Join 162 Semi-Join and Anti-Join 163 Multi-Select Picklists 166Salesforce Object Search Language (SOSL) 167 SOSL Basics 167 SOSL in Apex 168Transaction Processing 170 Data Manipulation Language (DML) Database Methods 170 Savepoints 171 Record Locking 173Apex Managed Sharing 174 Sharing Objects 175 Creating Sharing Rules in Apex 176Sending and Receiving Email 180 Sending Email 181 Receiving Email 185Dynamic Apex 187 Dynamic Database Queries 188 Schema Metadata 189Sample Application: Adding Email Notifications 192Summary 193 Chapter 7 User Interfaces 195Introduction to Visualforce 196 Overview of Visualforce 196 Getting Started with Visualforce 198Visualforce Controllers 201 Standard Controllers 201 Custom Controllers 203 Controller Extensions 206View Components 207 View Component Basics 208 Data Components 210 Action Components 213 Primitive Components 214 Components 215 User Interface Components 218Visualforce and the Native User Interface 222 Standard Pages 222 Standard Buttons 224 Page Layouts 225 Custom Buttons and Links 226 Custom Tabs 227Visualforce in Production 227 Security 228 Error Handling 230 Governor Limits 232 Unit Tests 232Sample Application: Skills Matrix 233 Basic Implementation 234 Full Implementation 235 Implementation Walkthrough 236Summary 242 Chapter 8 Advanced User Interfaces 245Asynchronous Actions 245 Partial Page Refresh 246 Action as JavaScript Function 247 Action as Timed Event 248 Action as JavaScript Event 249 Indicating Action Status 250Modular Visualforce 252 Static Resources 252 Inclusion 253 Composition 253 Custom Visualforce Components 255Extending Visualforce 257 Using JavaScript Libraries 257 Adobe Flex and Visualforce 258 Sites 264Sample Application: Enhanced Skills Matrix 268Summary 272 Chapter 9 Integration Integration Solutions 273 Outbound Messaging 274 Salesforce-to-Salesforce (S2S) 279Developing Custom Integrations 288 Calling Web Services from Apex Code 289 Using HTTP Integration 290Sample Application: Anonymous Benchmarking 293 Visualforce Page Design 294 Visualforce Controller Design 295 Integrating the Web Service 296 Sample Implementation 299Summary 302 Chapter 10 Advanced Integration 303Understanding Web Services 304 Basics of Web Services 304 Generating the Web Service Client 306 Logging In 310 Data Types in SOAP 313 Error Handling 314Using the Enterprise API 314 Retrieving Records 315 Writing Records 317Building Custom Web Services in Apex 319 Understanding Custom Web Services 320 Service Definition 321 Calling a Custom Web Service 322Introduction to the Metadata API 323 Overview 323 Getting Started with the Metadata API 324Sample Application: Database Integration 326 Integration Scenario 326 Implementation Strategy 326 Sample Implementation 327Summary 330 Chapter 11 Additional Platform Features 333Workflow and Approvals 333 Introduction to Workflow 334 Getting Started with Approval Processes 335Introduction to Analytics 342 Working with Reports 343 Configuring Dashboards 345 Using Analytic Snapshots for International Organizations 347 Multilingual Support 348 Using Multiple Currencies 350 Advanced Currency Management (ACM) 353Using Single Sign-On 354 Federated Single Sign-On 354 Delegated Single Sign-On 359Sample Application: Project Map Dashboard 362Summary 368 Index 369

About the Author

Jason Ouellette has been working with since 2004. He developed three of the ten most popular applications on AppExchange, the official application marketplace, including the #1 most installed application, Appirio Calendar Sync for Salesforce and Google Apps. He is Chief Architect for Appirio, a leading Independent Software Vendor and Salesforce Consulting partner. He has been inventing cutting-edge enterprise software for more than 13 years. Prior to joining Appirio, he served as a director of R&D for application products at Composite Software, where he led development of data services for Siebel, SAP, and At webMethods, he helped architect the industry's first XML-based B2B server. He lives with his wife and two geriatric cats in San Francisco, California.

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