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Index
Contents
Foreword
About the Authors
Acknowledgements
Introduction
Target Audience
Salesforce.com is the Final Word
Next Steps
Conventions Used in this Book
Terminology Conventions
Typographic Conventions
Iconic Conventions
Introduction to Salesforce.com
Salesforce.com Overview
Salesforce.com IS Cloud Computing
Save Money and Time
Innovate Quicker
What is Salesforce.com?
Sales Cloud
Service Cloud
Collaboration Cloud
Force.com Custom Cloud
Custom Application Development
VMforce
Security
User Security and Authentication
Session Security
Network-based Security
Security Tokens
Data Security
Infrastructure
Scheduled releases
Metadata-driven Architecture
Force.com Database
Standard Field Types
Relationship Fields
System Fields
Apex Triggers
Platform Limits
Salesforce.com Editions
Sales and Service Cloud Editions
Custom Cloud Editions
Salesforce.com License Types
Standard Salesforce.com Applications
Salesforce CRM Content
Chatter
Salesforce Knowledge
Entitlements & Service Contracts
Salesforce Ideas
Salesforce Answers
Salesforce Mobile
Customer Portal
Partner Portal
Salesforce to Salesforce
Force.com Sites
Standard Objects
Account
Person Account
Contact
Lead
Campaign
Opportunity
Quote
Product and Price Book
Case
Custom Objects
Types of Orgs
Production Org
Sandbox Org
Developer Org
Partner Developer Org
Pre-release Org
Where Should You Develop?
Getting Started with Salesforce.com
Managing Users
Profiles
Roles
Groups
Securing and Sharing Data
Object-Level Security
Field-Level Security
Record-Level Security
Field Accessibility
Record Types
Automate Business Processes with Workflow
Developing Approval Processes
Formulas
Syntax
Cross Object Formulas
Where Do I Use Them?
Workflows & Business Rules
Visualforce
Limitations
Best Practices
Examples
Validating User Input
Building Public Websites
Going Global
Divisions
Locale
Currencies
Advanced Currency Management
Translating the User Interface
Using Analytics
Running Dynamic Reports
Custom Report Types
Dashboards
Analytic Snapshots
Overriding Link, Tabs and Labels
Sending Mass Email
Importing Data
Deploying Code to Production
Force.com IDE
Force.com Migration Tool
Unmanaged Packages
Change Sets
Storing Application Metadata
List Custom Settings
Hierarchy Custom Settings
Monitoring your Org
Debug Logs
Email Logs
Login History
View Setup Audit Trail
Time-Based Workflow Queue
Scheduled Jobs
Outbound Messages
Apex Job Queue
Import Queue
Mass Email Queue
Case Escalation Rule Queue
Entitlement Process Queue
Bulk Data Load Jobs
Google Integration
Add Google Docs to Salesforce.com
Google Docs Tab
Gmail to Salesforce.com
Gmail Buttons and Links
Google Talk Sidebar Component
Google AdWords
Working Remotely
Force.com Connect for Microsoft Office
Salesforce for Outlook
Force.com Connect for Lotus Notes
Force.com Connect Offline
Programmatic Development Tools & Strategies
A New but Familiar Development Infrastructure
That.'s Old School
Developing in the Clouds
The Importance of Metadata
The Right Tool for the Right Job
Developing Applications on the Force.com Platform
Deploying Applications on the Force.com Platform
Developing Applications that Scale
Testing Applications on the Force.com Platform
Analysis and Maintenance on the Force.com Platform
Tools to Assist Productivity & More
Application Support on the Force.com Platform
Programmatic Development Languages
MVC in the Cloud
The Model
Data Creation, Manipulation, Update and Deletion
Data Retrieval using SOQL and SOSL
The Controller
The Apex Programming Language
CRUD Operations
Apex Triggers
Scheduling Apex
Batch Apex
Governor Limits
Debugging Apex
The View
The System Architecture
MVC: Bringing it all Together
When would you use Visualforce?
Advantages of Using Visualforce
Visualforce Controllers
Visualforce Page Syntax
Output Components
Static Resource in Visualforce Pages
Visualforce & the Web
Visualforce Email Templates
Mobile Visualforce Pages
Security
Order of Execution
Visualforce View State
Development Best Practices
Apex
Triggers
Visualforce
Unit Testing
Miscellanea
Global Variables
Functions & Operators
Integration with the Cloud
Path 1: AppExchange
Publishing to the AppExchange
The AppExchange from a Consumers Perspective
Path 2: Build Your Own
SOAP Based Web Services
RESTful Web Services
Deployment and Modifying the Model with the Metadata API
File-Based Metadata API Calls
Force.com Web Service Connector (WSC)
Tolerado
OAuth
Path 3: Native ERP & Desktop Connectors
Path 4: Middleware Connectors
Path 5: Toolkits
PHP Toolkit
Self-Service Portal Toolkit for PHP 5
Standalone PHP Bulk API Client
AJAX Toolkit
Adobe Flash Builder for Force.com
Salesforce Python Toolkit
Force.com Toolkit for Google Data APIs
Force.com Office Toolkit
Force.com for Google App Engine
iOS Toolkit for Force.com
Force.com for Amazon web services
Force.com for Facebook
ActiveSalesforce
Perl Toolkit
Force.com for PayPal X Payments Platform
SalesforceCFC - A ColdFusion Toolkit for Force.com
Advanced Development Examples
Using External ID Fields
Visualforce Component Ids & JavaScript
Passing JavaScript Values to Apex
ActionSupport with Facets and JavaScript
Passing Parameters with a CommandLink
Passing Parameters with a CommandButton
Using Anonymous Code Blocks
Use an Inline Visualforce Page with Standard Page Layouts
Apex Search with Checkbox Results using a Wrapper Class
Dependent Multi-level Pick Lists
Uploading a Document using Visualforce
Uploading an Attachment using Visualforce
Visualforce and CSS
Redirecting Users to Different Visualforce Pages
RESTful Web Service Callouts using POST
Force.com & Case-Sensitivity
Calling a REST Web Service (XML)
Calling a REST Web Service (JSON)
Locking sObject Records
Automating Approval Processes with Triggers
Enhancing the Lead Conversion Process
Using Email Templates with Apex
Writing an Inbound Email Service
Unit Tests & Code Coverage
Programmatically Creating Sharing Rules
Rolling Back Transactions with Database Savepoints
Enforcing Security With Sharing Keywords
Working with Person Accounts
Summary
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