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Build Powerful, Scalable, Cloud-Based Enterprise Solutions Fast with the Newest Version of Force.com





Using Force.com, you can build enterprise applications with world-class value, scalability, and reliability--and do it in days or weeks, not months or years. In this book, top Force.com developer Jason Ouellette offers all the technical guidance and sample code you'll need to get outstanding results with the newest version of Force.com.



Drawing on his experience building three of the world's top ten Force.com applications, Jason Ouellette walks you through the entire project lifecycle, from identifying potential applications to prototyping, coding, and deployment. Throughout, he offers practical insights you won't find in Salesforce.com's documentation--or anywhere else.



This edition thoroughly covers Force.com's most powerful new improvements, including Batch Apex, Chatter, Adobe Flex and XML support, and the Force.com Free Edition. Throughout, Ouellette covers all you need to know about user interfaces, database design, workflow, analytics, security, and much more. All his code samples can be run and adapted using a no-cost Force.com Developer Edition account.



Learn how Force.com provides customizable business application infrastructure and what makes it unique
Master the Force.com database and configure its built-in security features
Use advanced business logic, including Batch Apex, managed sharing, and metadata queries
Build intuitive user interfaces with Visualforce and extend them with JavaScript, Adobe Flex, or Force.com Sites
Master Force.com's options for seamlessly integrating existing systems and choose the right alternative for your project
Create flexible reports and display them in dashboards
Deliver applications in multiple languages and support multiple currencies
Add social media features with Force.com's new Chatter collaboration tools

Development with the Force.Com Platform

Preface xvi



Foreword xxi



Chapter 1: Introducing Force.com 1



Force.com in the Cloud Computing Landscape 1



Platform as a Service (PaaS) 2



Force.com as a Platform 4



Force.com Services 7



Inside a Force.com Project 9



Project Selection 9



Team Selection 11



Lifecycle 13



Tools and Resources 16



Sample Application: Services Manager 18



Background 18



User Roles 19



Development Plan 19



Summary 20



Chapter 2: Database Essentials 23



Overview of Force.com's Database 23



Objects 23



Fields 25



Relationships 27



Query Language 28



Data Integration 31



Working with Custom Objects 33



Force.com Developer Edition 33



Tools for Custom Objects 35



Object Creation 36



Field Creation 39



Entering and Browsing Data 42



Sample Application: Data Model 45



Logical Data Model 45



Force.com Data Model 50



Implementing the Data Model 52



Importing Data 58



Summary 64



Chapter 3: Database Security 65



Overview of Database Security 65



Object-Level Security 67



Profiles 68



Field-Level Security 70



Record-Level Security 71



Record Ownership 72



User Groups 72



Sharing Model 73



Sample Application: Securing Data 77



Designing the Security Model 78



Implementing the Security Model 81



Testing the Security Model 86



Summary 91



Chapter 4: Additional Database Features 93



Dependent Fields 94



Record Types 95



Defining Record Types 95



Securing Record Types 97



Using Record Types 99



Roll-Up Summary Fields 100



Field History Tracking 102



Tags 104



Enabling Tags 104



Using Tags 104



Force.com Connect Offline 104



Administration of Force.com Connect Offline 105



Using Force.com Connect Offline 106



Custom Settings 107



Using List Custom Settings 108



Using Hierarchy Custom Settings 109



Sample Application: Applying the Features 110



Dependent Fields for Skill Types 111



Roll-Up Summary Fields for Project Reporting 113



Force.com Connect Offline for Staffing 114



Summary 116



Chapter 5: Business Logic 119



Introduction to Apex 120



Introducing the Force.com IDE 121



Installation 121



Force.com Perspective 121



Force.com Projects 122



Problems View 123



Schema Explorer 123



Apex Test Runner View 124



Execute Anonymous View 124



Apex Language Basics 124



Variables 125



Operators 129



Arrays and Collections 130



Control Logic 132



Understanding Governor Limits 136



Database Integration in Apex 137



Database Records as Objects 137



Database Queries 139



Persisting Database Records 144



Database Triggers 146



Database Security in Apex 149



Object-Oriented Apex 149



Encapsulation 150



Information Hiding 154



Modularity 155



Inheritance 155



Polymorphism 157



Debugging and Testing 158



Debugging 158



Testing 161



Sample Application: Validating Timecards 162



Force.com IDE Setup 163



Creating the Trigger 163



Unit Testing 164



Summary 166



Chapter 6: Advanced Business Logic 169



Aggregate SOQL Queries 170



Aggregate Functions 170



Grouping Records 171



Grouping Records with Subtotals 172



Additional SOQL Features 174



Inner Join and Outer Join 174



Semi-Join and Anti-Join 176



Multi-Select Picklists 179



Salesforce Object Search Language (SOSL) 180



SOSL Basics 180



SOSL in Apex 181



Transaction Processing 182



Data Manipulation Language (DML) Database Methods 183



Savepoints 184



Record Locking 185



Apex Managed Sharing 187



Sharing Objects 187



Creating Sharing Rules in Apex 188



Sending and Receiving Email 192



Sending Email 193



Receiving Email 197



Dynamic Apex 200



Dynamic Database Queries 200



Schema Metadata 202



Custom Settings in Apex 204



Sample Application: Adding Email Notifications 206



Summary 207



Chapter 7: User Interfaces 209



Introduction to Visualforce 210



Overview of Visualforce 210



Getting Started with Visualforce 212



Visualforce Controllers 215



Standard Controllers 215



Custom Controllers 217



Controller Extensions 221



View Components 222



View Component Basics 222



Data Components 224



Action Components 227



Primitive Components 228



Force.com-Styled Components 229



Force.com User Interface Components 232



Visualforce and the Native User Interface 236



Standard Pages 237



Standard Buttons 240



Page Layouts 240



Custom Buttons and Links 240



Custom Tabs 242



Visualforce in Production 242



Debugging and Tuning 243



Security 245



Error Handling 247



Governor Limits 248



Unit Tests 249



Sample Application: Skills Matrix 250



Basic Implementation 251



Full Implementation 252



Implementation Walkthrough 252



Summary 259



Chapter 8: Advanced User Interfaces 261



Asynchronous Actions 261



Partial Page Refresh 262



Action as JavaScript Function 263



Action as Timed Event 264



Action as JavaScript Event 265



Indicating Action Status 266



Modular Visualforce 268



Static Resources 268



Inclusion 269



Composition 269



Custom Visualforce Components 271



Extending Visualforce 273



Using JavaScript Libraries 273



Adobe Flex and Visualforce 274



Force.com Sites 281



Sample Application: Enhanced Skills Matrix 285



Summary 288



Chapter 9: Batch Processing 291



Introduction to Batch Apex 292



Batch Apex Concepts 292



Understanding the Batchable Interface 293



Applications of Batch Apex 294



Getting Started with Batch Apex 295



Developing a Batch Apex Class 295



Working with Batch Apex Jobs 296



Using Stateful Batch Apex 299



Using an Iterable Batch Scope 300



Limits of Batch Apex 302



Testing Batch Apex 303



Scheduling Batch Apex 303



Developing Schedulable Code 304



Scheduling Batch Apex Jobs 304



Sample Application: Missing Timecard Report 306



Creating the Custom Object 307



Developing the Batch Apex Class 308



Testing the Missing Timecard Feature 310



Summary 310



Chapter 10: Integration 313



Force.com Integration Solutions 313



Outbound Messaging 314



Salesforce-to-Salesforce (S2S) 319



Developing Custom Integrations 329



Calling Web Services from Apex Code 329



Using HTTP Integration 331



Sample Application: Anonymous Benchmarking 334



Visualforce Page Design 334



Visualforce Controller Design 336



Integrating the Web Service 337



Sample Implementation 339



Summary 342



Chapter 11: Advanced Integration 345



Understanding Force.com Web Services 346



Basics of Force.com Web Services 346



Generating Stub Code 349



Logging In 351



Force.com Data Types in SOAP 355



Error Handling 356



Using the Enterprise API 357



Retrieving Records 357



Writing Records 359



Building Custom Web Services in Apex 362



Understanding Custom Web Services 362



Service Definition 363



Calling a Custom Web Service 364



Introduction to the Metadata API 365



Overview 366



Getting Started with the Metadata API 366



Using the Force.com REST API 368



Overview of Force.com REST API 368



Authentication 369



API Walkthrough 369



Sample Application: Database Integration 373



Integration Scenario 373



Implementation Strategy 373



Sample Implementation 374



Summary 377



Chapter 12: Additional Platform Features 379



Workflow and Approvals 379



Introduction to Workflow 380



Getting Started with Approval Processes 382



Introduction to Analytics 388



Working with Reports 389



Configuring Dashboards 392



Using Analytic Snapshots 393



Force.com for International Organizations 395



Multilingual Support 395



Using Multiple Currencies 398



Advanced Currency Management (ACM) 400



Using Single Sign-On 402



Federated Single Sign-On 402



Delegated Single Sign-On 407



Sample Application: Project Map Dashboard 410



Summary 416



Chapter 13: Social Applications 417



Overview of Chatter 418



Chatter Concepts 418



Configuring Chatter 419



Understanding the Chatter Data Model 424



Chatter Posts 425



Chatter Comments 429



Feed-Tracked Changes 430



Followed Records 431



Chatter in Visualforce 432



Sample Application: Follow Project Team 434



Summary 437



Index 439