Point and Click App Building Workshop

Hands-on Workshop: Introduction
to Point-And-Click App Building
First Name Last Name
Title of Presenter
email@salesforce.com
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Build a business app with clicks, not code

Safe Harbor
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This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of
the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking
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operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of
our services.
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Sign up for a Developer Edition
1. In your browser, go to https://developer.salesforce.com/signup
2. Fill in the fields about you and your company
3. In the Email Address field, make sure to use a public address you can easily check from a
web browser
4. Type a unique Username. Note that this field is also in the form of an email address, but does not
have to be the same as your email address, and in fact, it’s usually better if they aren’t the same.
Your username is your login and your identity on developer.salesforce.com.
5. Read and then select the checkbox for the Master Subscription Agreement. And then click
Submit Registration.
This exercise is designed to be used with a Developer Edition Organization or DE
org.

Goal for Today’s Exercise
Show you how to create a simple Salesforce
App using only point & click tools, no code.
How many people are new to Salesforce?
How many people have customized apps in
Salesforce?

Business Case
We need a application to manage employee
suggestions
• Ways to improve employee or customer success
• Ways to improve the physical workplace
The application should be in Salesforce (of
course), and available on mobile
Management wants to see reports to make
sure suggestions are being implemented
quickly

What is an App?
You can also build your own on-demand apps by grouping standard and custom tabs into new custom
apps. A custom app consists of a label, a description, and an ordered list of tabs.
The available custom apps are listed in the Force.com app menu, which is a drop-down list that
displays at the top of every Salesforce page.
An “app” is a group of tabs that works as a unit to provide application functionality.
Salesforce provides standard apps such as Sales and Call Center. You can
customize the standard apps to match the way you work.

What is a Custom Object?
After you define a custom object, you can:
Create Custom Fields.
Associate the custom object to other records and display the custom object data in custom related
lists.
Track tasks and event for custom object records
Create a custom tab for the custom object
Create Reports and Dashboards to analyze custom object data
Import Custom object records.
Custom objects are custom database tables that allow you to store information
unique to your organization. For example, we are creating a custom object called
“Salesforce Requests” to store data based on user requests.

Trailhead
developer.salesforce.com/trailhead

Hands-on #1:
Creating a Suggestion Box App

Trailhead: Creating a Suggestion Box App
1. Go to Trailhead Project: Suggestion Box App
2. Launch your browser and got to https://login.salesforce.com/
3. Enter your username and password.
4. Follow the steps in Exercise 1: Creating a Suggestion Box App.
5. Stop at the end of Exercise 1.
You can create an app with just a few clicks. In this exercise we will create an app
and a custom object to house our Suggestions.

Connect Trailhead to your Developer Edition org to Verify
This allows Trailhead to check your work and keep track of
points and badges
1.
2.
3.

Hands-on #2:
Adding Fields to the Suggestion Object
Divider Subtitle

How do we know what fields to add?
What information do I need to know in order to understand the suggestion?
What information is helpful when deciding who to assign a suggestion to?
How will people know when a suggestion has been implemented?
Are there reports about the suggestions I can share with my company?
Can you think of some questions we need to ask?

About Salesforce Fields
Salesforce Field Reference Guide
http://help.salesforce.com/help/pdfs/en/salesforce_field_names_reference.pdf
You can create custom fields with just a few clicks. In this exercise we will create
custom fields to house information on our Suggestion Object.
Field Label Type Business Case
Suggestion Description Text Area (Rich) Capture details about the
suggestion, including images and
links.
Suggestion Category Picklist Organize suggestions by areas of
responsibility.
Status Picklist Keep track of the progress of
each suggestion.
Implemented Date Date Know when a suggestion has
been implemented.
Number of Days Open Formula (Number) Calculate the length of time the
suggestion created date and the
implemented date (or today if not
implemented).

How to Create Fields with the Custom Field Wizard
1. Click Setup | Build | Create | Objects
2. Click on Suggestion
3. Scroll to “Custom Fields and Relationships”
4. Click New
In this part of the exercise we will create fields that will be used to gather and report
on data.

How to Create Field with the Schema Builder
Schema Builder provides a dynamic
environment to add new custom objects,
custom fields, and relationships to your
schema. This eliminates the need to click from
page to page to find the details of a master-
detail relationship or to add a new custom field
to an object in your schema.
Click Setup > Customize> Schema Builder

Trailhead: Adding Custom Fields
2. Follow the steps in Exercise 2: Adding Custom Fields.
Follow steps in Trailhead to create 4 fields, using 2 different tools: Custom Field
Wizard and Schema Builder.

Try out the App!
Is data entry awkward?
What could we add to better manage
suggestions?
Click the New button and fill out a request.

Hands-on #3:
Modifying the User Experience
Divider Subtitle

About Salesforce Page Layouts
Page Layouts control the layout and organization of detail and edit pages in
Salesforce.
Features of Page Layouts
• Control which fields, related lists, and actions
users see, on detail and edit pages only.
• Control which standard and custom buttons
display on detail pages and related lists.
• Determine whether fields are visible, read
only, or required, on detail and edit pages
only.

Step 3: Modify the Page Layout
Salesforce Page Layout Reference Guide
http://help.salesforce.com/HTViewHelpDoc?id=customize_layoutcustomize_pd.htm&language=en_US
Arrange the fields so that data entry and suggestion viewing is easier.
2. Follow the steps in Exercise 3: Modifying the User Experience, Step 1.
3. Stop at the end of Exercise 3, Step 1.

Try out the App!
How is the experience different now that we
modified the Page Layout?
What are some ways we can add logic or
automate this app?
Click the New button and create a Salesforce Request.

Hands-on #4:
Add Business Logic
Divider Subtitle

Salesforce Formula Fields
Excel style formulas
Functions can be nested
Support for commons functions
• Math
• Text
• Date & Time
• Logical
EXAMPLES
Categorize deal size based on Opp Amount
IF(Amount > 1000000,
"Large Deal",
"Small Deal")
Calculate commission based on Opp Amount
IF(Amount > 100000, 0.09, 0.08 )

Salesforce Validation Rules
Each Validation Rule Consists of:
 A formula that evaluates to
determine if an error condition
exists.
 An error message to display if the
formula evaluates to True.
Salesforce will block the save of any
record that has an error condition.

Validation Rule for Suggestions
WHEN THENIF
Suggestion is added or updated Implemented_Date__c > TODAY() Error: “The implementation date must be
today or in the past, not in the future.”
Record is
inserted or updated
Statement evaluates
to true
Block Insert/Update
Return error message

Trailhead: Adding Business Logic
Enforce a business rule to prevent people from predicting the future.
2. Follow the steps in Exercise 4: Adding Business
Logic, Step 1: Add a Formula Field.
3. Follow the steps in Exercise 4: Adding Business
Logic, Step 2: Add a Validation Rule
4. Stop at the end of Exercise 4, Step 2.

Try out the App!
Did the error message display?
What other business rules could we enforce
for this app?
Open a Suggestion you previously created. Choose an Implemented Date in the
future. Click Save.

Hands-on #5:
Create Reports and Dashboards
Divider Subtitle

Analyze your Salesforce Data
Salesforce offers a powerful suite of analytics tools that work together to help you
view and analyze your data.
Gather Data with Reports
Reports give you access to the data your organization
has accumulated over time, enabling you to make
informed decisions. You can examine your
organization’s data in almost infinite combinations,
display it in easy-to-understand formats, and share the
resulting insights with others via dashboards.
Share Insights with Dashboards
Dashboards help you visually understand changing
business conditions so you can make decisions based
on the real-time data you have gathered with reports.
Use dashboards to help users identify trends, sort out
quantities, and measure the impact of their activities.
http://www.salesforce.com/us/developer/docs/workbook_analytics/workbook_analytics.pdf

You can show data in reports and dashboards in
the form of bars, columns, lines, shapes, or other
elements. Which is right depends on what the
data is about and what you want to show with it.
• Bar Charts
• Column Charts
• Line Charts
• Pie Charts
• Donut Charts
• Funnel Charts
• Scatter Charts
About Salesforce Dashboards
Dashboards are a way to graphically display multiple reports. They give you the big
picture, letting you see key metrics at a glance.

Trailhead: Create Reports and Dashboards
A report returns a set of records that meets certain criteria, and displays it in organized rows and
columns. Report data can be filtered, grouped, and displayed graphically as a chart.
2. Follow the steps in Exercise 5: Creating Reports and Dashboards

Try running your reports!
What are some benefits of adding a chart?
Can we print these reports?
Click the Run Report button to see your reports

Congratulations!
You just built a Salesforce App with clicks, not code!

Keep on trekking with Trailhead!
2. Follow the steps in Exercise 3: Modifying the User Experience, Steps 2 & 3.
3. Follow the steps in Exercise 4: Adding Business Logic, Step 3.
4. BONUS: Complete the Trailhead modules referenced at the end of each
exercise.
Finish the Suggestion Box App Trailhead Project to get more points and the
Suggestion Box badge (and learn more about Salesforce!).

See your app in action on Salesforce1
There are three ways you can access the
Salesforce1 mobile app.
As a downloadable mobile app you install on
your phone.
By navigating to login.salesforce.com using a
mobile browser.
By appending one/one.app to your Salesforce
instance.
Every Salesforce app is a mobile app.

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