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Force.com Development Blueprints

Book Description

Design and develop real-world, cutting-edge cloud applications using the powerful Force.com development framework

In Detail

No one can dispute the sheer power and breadth of the Force.com cloud development platform and its infl uence on thousands of developers across the world. The staggering number of technologies on offer can cause confusion among developers when it comes to using them to build real-world applications.

Starting with how to develop a Salesforce community, you will begin a whirlwind tour across the Force.com platform, using it to build applications for the e-commerce, CRM, reporting, and mobile subject domains.

Along the way, you will also use a myriad of cutting-edge technologies, including Apex, Visualforce, JavaScript, Twitter Bootstrap, Ruby on Rails, Heroku, and new Salesforce1 technologies such as publisher actions.

Packed with real-world examples and insights gained from implementing solutions for customers in the fi eld, Force.com Development Blueprints will prove an indispensable reference when it comes to building Force.com cloud applications. This book will give you the edge you need to develop Force.com cloud applications that will delight your customers.

What You Will Learn

  • Create advanced cloud applications using the best Force.com technologies
  • Bring your cloud application ideas to market faster using the proven Force.com infrastructure
  • Create a Salesforce community using Site.com
  • Develop an e-commerce application using Bootstrap, Ruby on Rails, Heroku, and Visualforce
  • Build a traditional CRM solution with a custom Apex workflow feature
  • Use the Salesforce Platform Mobile SDK to build a mobile application
  • Discover how to integrate your application into the cloud by interacting with cloud-based APIs
  • Downloading the example code for this book. You can download the example code files for all Packt books you have purchased from your account at http://www.PacktPub.com. If you purchased this book elsewhere, you can visit http://www.PacktPub.com/support and register to have the files e-mailed directly to you.

    Table of Contents

    1. Force.com Development Blueprints
      1. Table of Contents
      2. Force.com Development Blueprints
      3. Credits
      4. About the Author
      5. About the Reviewers
      6. www.PacktPub.com
        1. Support files, eBooks, discount offers, and more
          1. Why subscribe?
          2. Free access for Packt account holders
          3. Instant updates on new Packt books
      7. Preface
        1. What this book covers
        2. What you need for this book
        3. Who this book is for
        4. Conventions
        5. Reader feedback
        6. Customer support
          1. Downloading the example code
          2. Errata
          3. Piracy
          4. Questions
      8. 1. Building and Customizing Your Own Sites
        1. Determining the community requirements
        2. Building a community
          1. Enabling communities
          2. Creating the community
          3. Configuring custom objects and user profiles
            1. Customizing the Account object
            2. Creating a volunteering event custom object
            3. Creating volunteering event custom fields
            4. Connecting the Account and VolunteerEvent objects
            5. Configuring the community public user profile
            6. Creating authenticated community user profiles
            7. Configuring Force volunteers Salesforce user profiles
          4. Configuring Chatter
            1. Enabling Chatter feeds for VolunteerEvent
              1. Creating a volunteer Force.com application
            2. Creating the VolunteerEvent custom object tab
            3. Creating a custom application
          5. Progress check – what have we achieved so far?
          6. Adding community members
          7. Branding the community
            1. Specifying Site.com for the community
          8. Creating a public community site
            1. A quick tour of the Site.com community
            2. Customizing the site header and footer
              1. Customizing the header
                1. Importing the community logo
                2. Adding the community logo to the header
                3. Adding the site navigation menu
              2. Customizing the footer
              3. Adding some style to the community site
              4. Creating the static site pages
              5. Adding text to static pages
            3. Creating a data access page
              1. Customizing the events list
              2. Styling the events list
              3. Fixing the Date/Time columns
              4. Add paging support to the events list
              5. Adding the paging buttons
              6. Catering for the end of the event list
          9. Securing the volunteers page
            1. Creating the Volunteer users
          10. Going live
        3. Summary
      9. 2. The E-Commerce Framework
        1. Building a basic Force.com fulfillment application
          1. Defining the data model
            1. Defining the Order object
            2. Defining the Order Line Item object
            3. Defining the Order Line object
            4. Defining the Order Line relationships
            5. Finishing the data model
          2. Defining application tabs and page layouts
          3. Creating the application
            1. A dash of workflow
          4. Loading in Order Line Items
            1. Importing with the Custom Object Import Wizard
        2. Building the e-commerce application
          1. Setting up the development environment
            1. Ruby on Rails
            2. Git
            3. Heroku
          2. Configuring the e-commerce application
          3. Configuring a Force.com remote access application
          4. Deploying to Heroku
          5. Placing an order
        3. Building the final Force.com Fulfillment application
          1. Building the Order Search custom controller
            1. The working of the Order Search custom controller
          2. Building the Order Search Visualforce page
            1. The working of the Order Search page
          3. Configuring the Visualforce Orders tab
          4. Building the Orders custom controller
            1. The working of the Orders custom controller
          5. Building the Orders Visualforce page
            1. The working of the Orders page
        4. Summary
      10. 3. Building a Full CRM System
        1. Student admissions system requirements analysis
          1. Functional requirements
          2. Data requirements
          3. Security requirements
        2. Building the student admissions system
          1. Defining the custom data objects
            1. Defining the Course object
            2. Defining the Applicant object
            3. Defining the Course Application object
          2. User profiles
            1. The Course Administration profile
            2. The Admissions Office profile
            3. The Selection Officer profile
          3. Organization-Wide Defaults
          4. The role hierarchy
            1. Configuring the top-level roles
            2. Configuring the admissions office hierarchy
            3. Configuring the business faculty hierarchy
            4. Configuring the science faculty hierarchy
          5. Chatter
            1. Enabling the Chatter feeds for Course
            2. Enabling the Chatter feeds for Applicant
            3. Enabling the Chatter feeds for Course Application
          6. Defining the custom object tabs
            1. Setting the tab permissions for profiles
          7. Creating the Force.com application
          8. The user interface
            1. Applicants
            2. Courses
            3. The Course Application page layout
            4. The Applicants tab
            5. The Courses tab
            6. The Course Applications tab
          9. Queues
            1. The system administrators public group
            2. The Business Faculty Course Applications queue
            3. The Science Faculty Course Applications queue
            4. The Course Application Exception queue
            5. Restricting access to the business faculty queue
            6. Restricting access to the science faculty queue
            7. Restricting access to the exceptions queue
          10. Custom settings
          11. The Course Application routing logic
            1. Building the faculty assignment Apex trigger
            2. How the faculty queue assignment trigger works
            3. Testing the faculty queue assignment trigger
          12. A decision entry publisher action
            1. Enabling the publisher actions
            2. Developing the publisher action
            3. Adding the publisher action to the Chatter feed
            4. Try out the publisher action
        3. Summary
      11. 4. Building a Reporting System
        1. Reporting system overview
          1. Reporting requirements
        2. Reporting system design
          1. The EIS Dashboard custom object
          2. KPI formulae
          3. The EIS Dashboard Visualforce page
          4. The EIS Dashboard custom controller
        3. Reporting system build
          1. Defining the EIS Dashboard custom object
          2. Creating the skeleton EIS Dashboard application
            1. Creating the initial Visualforce page
            2. Defining the application tabs
            3. Creating the EIS Dashboard application
            4. Importing EIS policy data
          3. Building the final reporting application
            1. The EIS Dashboard custom controller
              1. Working of the EIS Dashboard controller
                1. The EIS Dashboard controller constructor
                2. Generating the button click handler method
                3. Generating the EIS Dashboard
                4. Generating the renewal totals
                5. Generating the new policy totals
                6. Generating KPIs
                7. Generating the Visualforce charts
              2. Testing the controller
            2. EIS Dashboard Visualforce page
              1. How the Dashboard Visualforce page works
                1. Declaring the input criteria controls
                2. Displaying the renewal KPIs
                3. Displaying the new policy KPIs
                4. Displaying the renewal dashboard charts
                5. Displaying the New Policy Dashboard Charts
        4. Summary
      12. 5. The Force.com Mobile SDK Application
        1. Mobile application overview
        2. Building a base AngularJS HTML5 application
          1. Downloading AngularJS
          2. Downloading Twitter Bootstrap
          3. Downloading jQuery
          4. Downloading the Salesforce AngularJS Mobile Pack
          5. Building a base HTML5 application structure
          6. Copying the base HTML5 application files
          7. Building a base HTML5 Heroku application
          8. Configuring a remote access application
          9. Deploying the HTML5 base application to Heroku
            1. How the base application works
        3. Building the final AngularJS HTML5 application
          1. Finalizing the application folder structure
          2. Finalizing the application landing page
          3. Initializing the AngularJS application
          4. The Salesforce authentication components
            1. Home controller
              1. How the home controller works
            2. The login controller
              1. How the login controller works
            3. The callback controller
              1. How the callback controller works
            4. The logout controller
              1. How the logout controller works
          5. The opportunity display components
            1. The opportunity factory
            2. The opportunity list controller
              1. How the opportunity list controller works
            3. The opportunity detail view controller
              1. How the opportunity detail view controller works
          6. The opportunity map components
            1. Adding a geolocation trigger to the Account object
              1. How the geolocation trigger works
            2. Location service
              1. How it works
            3. The map view controller
          7. JavaScript object reflection service
          8. Deploying an application to Heroku
        4. Summary
      13. 6. Cloud-connected Applications
        1. The development process overview
        2. Configuring the development environment
          1. Installing Node.js
          2. Installing Android Developer Tools
            1. Installing the Android SDK
            2. Configuring an Android virtual device
            3. Signing in to the Android virtual device
          3. Installing the Salesforce Android Native Mobile SDK
        3. Configuring a Salesforce-connected application
        4. Configuring Google Cloud Messaging
        5. Configuring the Azure Notification Hub
          1. Getting the Azure Service Bus credentials
          2. Downloading the Azure Android SDK
        6. Building an Android mobile application
          1. Creating the Salesforce Android Mobile SDK application
          2. Configuring an application using ADT
            1. Importing the Salesforce Mobile SDK and Salesforce Android application
            2. Updating the Android manifest file
            3. Updating the bootconfig.xml file
            4. Adding the Azure SDK and Android support libraries
            5. Importing the Google Play Services Library
          3. Enhancing the Android Mobile SDK application code
            1. Enhancing the MainActivity class
              1. How the MainActivity class works
            2. Creating the Broadcast Receiver class
              1. How the Broadcast Receiver class works
        7. Creating the Force.com broadcast application
          1. Configuring the remote site settings
          2. Creating the Notification Hub Interface class
            1. How the Notification Hub Interface class works
          3. Creating the broadcast application custom controller
            1. How the broadcast application custom controller works
          4. Creating the broadcast application Visualforce page
            1. How the broadcast application Visualforce page works
        8. Running the application
          1. Debugging the Azure Notification Hub
        9. Summary
      14. A. Importing Data with the Apex Data Loader
      15. B. Installing Ruby on Rails on Ubuntu
        1. Installing Ruby on Rails
      16. Index