Archive for the ‘Force.com’ Category

CloudCamp MSP 2010

Thursday, March 4th, 2010

Big thanks to the “Georges” from enStratus, and Jeff Brand from Microsoft for organizing another great CloudCamp event!  It was very eye-opening to compare this year’s event to the 2009 CloudCamp, as it was obvious that many attendee’s opinions of the cloud has shifted over the course of a year.

At CloudCamp MSP 2009, the majority of the conversations revolved around what the cloud was, what it was not, questioning security and availability, and how organizations could get started reaping the benefits from this new phenomenon.  This year, however, the focus shifted to discussions around how organizations are using the cloud, how they’ve mashed-up best-of-breed cloud applications, and understanding what benefits different cloud service providers - such as Force.com, Amazon, and Google App Engine - provide.  The most tell-tale sign that the perception of the cloud has changed - especially related to security concerns -  was realized by a single tweet from @geekandi: “whoop! Security breakout has 3 people now! :)”.

With this kind of a shift in a year, any speculations on what CloudCamp MSP 2011 will bring?

Force.com 401 Developer Exam

Monday, November 30th, 2009

As a Salesforce.com partner, Reside developers each have the task of becoming certified with SFDC.  Having recently taken the 401 Developer Exam - I can say that it is a challenging exam.  Here are some notes from my personal stack of flash cards to help you get prepared!

True/False

  • Even if an app is visible, the app’s tabs won’t show up unless a profile has permissions to view the tabs & permissions to view the associated objects.
  • All standard profiles get full access to a custom object when it is created.
  • The dataloader cannot load more than 50k records @ a time.
  • If a user is assigned to a standard profile, the only way to restrict acces is thru object-level security.
  • Permissions on standard profiles are editable.
  • Every workflow rule must be based on a single object you choose when you  create the rule.
  • When object vs. record-level permissions conflict, the most restrictive settings win.
  • When creating email templates, you can use any merge fields and they will appear in your email.
  • Sharing rules can be created for both master & detail objects in a Master/Detail relationship.
  • Sharing rules & role hierarchies can never be stricter than our org-wide defaults.
  • Users assigned to roles get access to the data of all users who fall directly beneath them in the hierarchy.
  • A detail object record has its own org-wide sharing settings.
  • All objects user same org-wide options (private, public – read/write, public – read only)
  • If you completely hide a tab user can no longer see any of the records
  • It’s ok to set the assignee of a workflow task to a role, instead of a user.

Listing…

  • 2 “timing” actions of workflow
  • 2 field types needed in a field dependency
  • 3 options to select when doing tab settings & permissions
  • 3 types of sandboxes
  • 3 org-wide settings and when do you use them?
  • 3 data types that can be external ids
  • 3 types of reports
  • 3 security levels on the platform (for data)
  • 3 rule evaluation criteria
  • 4 types of email templates
  • 4 ways to set record level security
  • 4 types of workflow
  • 6 dashboard component types
  • 7 key technologies behind the platform
  • 8+ things that profiles control

General Questions

  • Which data types are read only?
  • What kinds of tabs can you have?
  • How do you enable tags?
  • How do sharing rules work on a junction object?
  • How do you test time triggered workflow rules?
  • Which dashboard would you use for a list?  For trends over time?
  • What can you do in the page layout of the user object?
  • When should you use the data loader?
  • When would you use an Apex trigger over a workflow rule?
  • Who can change ownership of a record?
  • Can a Master record have multiple Detail relationships?
  • Queues are supported for which objects?
  • What features do you get “out of the box”?
  • How would you send an email to everyone in your org?

Define & Know

  • All SFDC Data Types
  • Analytic Snapshot
  • Approval Processes
  • Cascade Delete
  • Collaborative Application
  • Custom Tab
  • Declarative Interface
  • Default Workflow User
  • Each Version of Salesforce.com
  • Encrypted Fields
  • External ID
  • Field Dependencies
  • Field Level Security
  • Internationalize
  • Junction Object
  • Localize
  • Look-up Relationship
  • Manual Sharing
  • Master-Detail Relationship
  • Mini Page Layout
  • Model View Controller
  • Multitenant Architecture
  • Object Level Security
  • Org-Wide Defaults
  • Outlier
  • Profile
  • Record Level Security
  • Record Type
  • Roles
  • Sandbox
  • Search Component
  • Sharing Rules

Good Luck!

Force.com 40 Innovation Showcase - Reside semi-finalist presentation

Monday, October 26th, 2009

Reside recently had the opportunity to present at the semi-finalist round of the Force.com 40 Innovation Showcase.  Salesforce.com is using the opportunity recognize the apps and businesses that are being built on their platform, and the top 40 will be showcased at Dreamforce ‘09 (we’ll be there).

Eric Scheel, from Reside, presented our work around FICO’s Decision Management Community.  The innovation wasn’t the community, but the way the Force.com platform enabled us to integrate 5 SaaS apps while building a consistent community feel that enables FICO to interact with their global customers in a 24/7 enviornment.  As Seth Godin reminds us in his book, Tribes, and Forrestor helps educate businesses about the Groundswell, the need for companies to continue to engage their customers becomes more apparent and mainstream.

The judges panel was filled with Force.com arhictects and marketers (big thanks to Mark Trang for organizing the event) as well as high-tech VC firms.  In round three, 20 companies were competing for the final spots.  Each presenter was given 7 minutes to do a live demo of the app, describe its roadmap and how it will be disruptive in the market.  The innovation was outstanding.  Companies were being launched around the apps they developed on the Force.com platform in weeks or months.  The judges grilled the presenters on their apps market opportunity, their pricing models and how they were going to moneitize their products.  The day went fast.

The winner of the Audience vote was an education SaaS app done by Skoodat.  Their goal for the app - transform the entire education system and they just might!

We find out if we’ll be in the top 40 next Monday.  Wish us luck.

The Journey of An Online Idea: From A Web Form Submission to Mr. Obama’s Desk

Sunday, June 21st, 2009

Our CEO Matt Meents recently told a story about a dinner he was having with his family a few months ago.  His in-laws were over, the meal had been prepped, the wine had been corked, his 3yr old son was running around the house telling him that “you rock daddy” when the phone rang.  Co-founder of Reside Eric Scheel called him with the news that the Presidential Transition team had chosen Reside to do some work with them.  Matt’s response - “the president of what?”

Long story short, the Obama-Biden presidential transition team was launching a project called the “Citizens Briefing Book” on the Force.com platform, and because of Reside’s vast experience in this space - they chose Reside to be the implementation partner.  The site was to be live for a week, open to the entire United States, allowing people to submit / vote on ideas on how to improve the country - the top ideas to be presented to the President the day after inauguration in a briefing book similiar to the ones the presidents recieves on the first day  he takes office,  this one called  the “Citizens Briefing Book.”

News traveled fast through our organization about this very exciting project and I was ready to pitch in wherever I could.  I can’t really explain how exciting it is to review creative files, and see work that the entire country will be seeing before anyone else.  Not to mention, we couldn’t tell a soul - not even family that we were working on this project.

We got the work done in an incredibly short time-frame (4 weeks), and soft launched on a Monday.  So here we are, an ideas submission box that could go directly to the president - I had to submit an idea.

My Submission:

“Increase MPG requirements now! After spending tens of billions of dollars in taxpayer money to bail out poorly run domestic auto makers, maybe we should make it a requirement that they focus any/all taxpayer money into improving their product to relieve America’s dependency on foreign oil.

If we want US automakers to be successful again, it’s time to stop making Escalades and start selling affordable products that will benefit the micro and macro Economies in the US, not to mention the Environment.” - MJohnson

After a week of the site being live, and 1.4+ million votes, this idea wound up in the top 15 most popular ideas of over 70,000.  The idea was eventually published in the Citizen’s  Briefing Book on page 11, and President Obama has actually increased the MPG standards as one of the first things he did in office.

Now, the joke I make around the office is that I’m a policy maker - obviously that’s not the truth.  BUT, it is an exciting feeling to know that this idea was in the briefing book that was delivered to President Obama on his first day in office, and that he’s already done something with it.

As Reside continues to be a market leader in Community/Ideas implementation and strategy, this action is key to the success for any of our clients.  If you choose to crowd-source and ask the opinions of your audience, you’d better be prepared to act on those ideas, and communicate with your contributors that you’ve heard them, and are doing something with their ideas.

For some more info on the Citizen’s Briefing Book, check out the following:

View The Actual Briefing Book

Wikipedia’s entry on the Citizen’s Briefing Book

Obama acts on changing MPG standards in the US

Yahoo News Article on Obama emissions law

Washington Post Article on the change of MPG standards in the US

Force.com Free Edition

Wednesday, June 17th, 2009

On Monday, Salesforce.com releaed their force.com Free Edition (FE): an edition which offers 100 licenses, one application with up to 10 custom objects, 1 GB of storage, and one site via their Sites offering (also just released out of limited release and now generally available as of Monday).  Pretty cool offering, but what are the benefits and how can it be used?

Force.com FE is probably best described by what it doesn’t offer, which is the first point mentioned in the Force.com Free Edition FAQ:

“Salesforce CRM functionality is not included in Force.com Free Edition. The following Salesforce CRM standard objects are not included: Accounts, Contacts, Campaigns, Leads, Opportunities, Forecasts, Products, Cases and Solutions.”

Even without those objects, you can create up to 10 custom objects to meet your application’s needs.  The power of this offering is in the benefits of the force.com platform like scalability, security, reliability, analytics, offline access, mobile deployment, data model modifications through a point-and-click interface, etc. - which give your development project a jump-start - and all for free!  Take a look at their Force.com Free Edition FAQ for more info.  It’s an amazing offering from salesforce.com, and surely one we’ll consider for our clients’ upcoming projects.

Risk Management and Planning - A SaaS PaaS Success story

Monday, May 25th, 2009

I just rolled off a 6 month project in which we built a SaaS application on the force.com platform: SaaS on PaaS on SaaS . The project was 6 months plan to  launch! It’s amazingly clear the value of detailed and focused risk management and proper planning around these risks to be successful on this type of work.

To put this project in perspective for those that aren’t familiar with the force.com platform - according to Nucleus Research - this project would have taken nearly 2.5 years on a traditional platform - 4.9 times as long. The project launched without any major glitch, and the reason for success is worth sharing.

Sometimes when teams are so overwhelmed they forget to look up and scan the waters for what lies ahead.  I always equate the managing and leading of web projects to a captain of an imaginary row boat going down the river.  The lead knows the waters, understands the dangers, has plans for navigation around rough waters, and has contingency plans if things go awry.  Most important, however, is that the leader communicates and collaborates with his/her team; and in this case, before the team launches their boat into the river.

There’s a great lyric I’ve always believed held very true, and think it applies here: “Perspective pries your once weighty eyes and it gives you wings.”  Perspective provides the insight into risks and planning around those risks or challenges.  We definitely gained perspective, and without a doubt, it helped us rock this project.