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ISV Monthly Technical
Enablement
July 2017
New Customers are Looking for Lightning Ready Apps
Lightning Ready = Your App Works in Lightning
Lightning Styling and Lightning Components are not required
New Apps Must be Lightning Ready to Enter Security Review
Make sure they find yours by being Lightning Ready
Learn More at: http://sfdc.co/LightningReady
Einstein Analytics
for ISVs
Danny Chang, John Hogan, Peter Martin
Technical Evangelists
Danny Chang
Today’s Speakers
@DannySFDC
Technical
Evangelists
Peter Martin
@dev4ce
John Hogan
@jejhsfdc
● Einstein Analytics is BI for the Salesforce Platform
● Einstein Analytics UI Updates
● Einstein Analytics Analytics Templates
● Einstein Analytics Web SDK
● Getting Started as an ISV Partner
Agenda
More customer data created than ever before
Customer Data Explosion
CRM
70%
of all data is from customers**
50TB/second of data created*
*Source: VCloud News, ”Every Day Big Data Statistics”, April 2015 **Source: Nitin Sawant, Himanshu Shah; “Big Data Application Architecture Q&A”, Page 2; Jan. 24, 2014
HR
ERP
SCM
PRM
The best analytics for Salesforce users
Salesforce Einstein Analytics
*Source: Salesforce Customer Relationship Survey conducted 2014-2016 among
10,500+ customers randomly selected. Response sizes per question vary.
Native
Intelligent
Fast
Mobile
​Unlock customer insights in your CRM
​Make smarter decisions with Einstein Discovery
​Explore any data quickly and automate actions
​Act on insights wherever you are
faster decision making*
+
38%
Einstein Analytics makes it easy to add
insights to your application
Einstein Analytics investment in tools
● Recipes
● Dataflows
Analytics Templates New Technology to distribute
Einstein Analytic Apps
> template-info.json
> variables.json
> ui.json
> rules.json
Your IP Wizard Based Customized
Upgradeable
Apps
Analytics Templates New Technology to distribute
Einstein Analytic Apps
Analytics Templates New Technology to distribute
Einstein Analytic Apps
Steps
1. Create Master App
2. Create template using utility from master
app
3. If needed, modify JSON files to define
configurations
4. Package - just need to add Template
Take Note
● Remember to update template if underlying
master app is modified
● Master app can only be tied to 1 template
● Ensure the Dataflow is clean of extra steps
● When packaging, ensure Template
permission is flagged and Analytics is
enabled
Analytics Web SDK Interact with Einstein Analytics
in Custom Applications
Make Analytics fully interactive with:
● Lightning components
● Visualforce
● 3rd party web apps
wave:update
● Fire events from custom Lightning
components with filter conditions
● Analytics dashboard receives
payload and applies filter
wave:selectionChanged
● Event fired by Wave & consumed
by custom component
● Payload contains array of objects
representing current selection
Analytics Web SDK Interact with Einstein Analytics
in Custom Applications
Demo
Analytics Web SDK Interact with Einstein Analytics
in Custom Applications
Setting a Filter -
From component to dashboard
Controller
wave:update
● Set filter as a Javascript variable
● Specify the dashboard ID
● Initialize the event
(‘e.wave:update’)
● Set the type to ‘dashboard’
○ Other types coming in
future releases
● Construct the payload with the
above parameters
● Fire the event
Component
● Register the ‘wave:update’ event
Analytics Web SDK Interact with Einstein Analytics
in Custom Applications
Reacting to a Selection -
From dashboard to component
Controller
wave:selectionChanged
● Receive payload
○ Payload is an array of
Javascript Objects
● Use the event.getParams() to get
the payload’s parameters
● Iterate through the array to find
the key elements
Component
● Register the
‘wave:selectionChanged’ event
#TDX17
How Do I Get Started?
1. Join the AppExchange Partner Program: /
2. Start your Analytics Journey on the Partner Community: p.force.com/analyticscloud
3. Explore the Einstein Analytics Trails:
Explore with Analytics Build and Administer Analytics Accelerate Analytics with Apps
Wade Wegner
Introduction to
Salesforce DX
ISV Technical Enablement Webinar
#TDX17
Wade Wegner
VP, Product Management
@WadeWegner
Wade.Wegner@salesforce.com
https://github.com/wadewegner
Forward-Looking Statement
Statement under the Private Securities Litigation Reform Act of 1995: 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 statements we make. All statements other than statements of historical fact
could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items
and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or
upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our
service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth,
interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible
mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our
employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com
products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of
salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent
fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of
our Website.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently
available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions
based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update
these forward-looking statements.
Environments
are easily
created and
disposable
Metadata
and code is
modular
Development is
based on open
standards and
extensibility
Everything is
driven from
source code
Development is
organized
around team
collaboration
Processes and
tools facilitate
continuous
delivery
Flexible
packaging
supports agile
distribution
model
Principles of Modern Software Delivery
Building a world-class software factory
Source-driven development
Greater agility to test out features with confidence
Team collaboration
Increased dev productivity, faster time to market
Continuous integration and delivery
Higher quality code, more automation
Open and prescriptive
Build with the tools and processes you know and love; bring together
Lightning, Force.com, and Heroku
Introducing Salesforce DX
Build together and deliver continuously
#TDX17
Improve the Developer Experience
Plan
Code
BuildTest
Release
Across the Product Lifecycle
CLI for integration with
3rd party editors
Scratch orgs for devs,
built off of source
Continuous Delivery/
build automation
Continuous integration
with test automation
Sandboxes for
performance testing,
UAT, staging
Packaging to
streamline
delivery to prod
VCS as the
source of truth
IDEs, Text
Editors, Language
Services
Transforming Salesforce Development
Empowering developers, admins and ISVs
Source-driven
Development
Ephemeral
Scratch Orgs
Enhanced
Salesforce CLI
IDEs, Text Editors,
Language Services
Packaging
Managed Packages
and Salesforce DX
Managed Packages in SFDX
Pull source from
vcs* to wsp*
Push source to
scratch org
Make changes in
scratch org
Pull source from
scratch org
Deploy metadata
to Packaging Org
Create Package
Version
Install Package in
Test org
Assign Permset to
Users
Import test data
* vcs = version control system
* wsp = workspace
Feature Management
Feature Management Use Cases
Pilot Features Dark Launches
Hidden
Feature
2-step Enablement
Activated, not Enabled
Activated & Enabled
By sys admin
using Feature
Console
NEW
Timelines
Feature Management Pilot Summer ’17
Feature Management GA Winter ‘18
SFDX and Packaging 1 Beta Summer ’17
SFDX and Packaging 1 GA Winter ‘18
Managed Packages in Salesforce DX
and Feature Management
Dileep Burki & Joe McTee
bit.ly/2vFth7u
Second Generation Packaging
(aka Packaging 2)
Vision A unified app distribution
model for enterprise customers
and Salesforce partners to
organize, package, distribute
and manage business apps
Salesforce DX Driven
Ephemeral
Scratch Orgs
Source-driven
Development
Enhanced Salesforce
CLI
Dependency Management Simplified
Multiple packages per
AppEx Listing
Pkg
2
Pkg
1
Pkg
3
Same Namespace
public Apex
protected Custom Setting
protected Custom
Metadata
Shared Namespace
Rich Versioning Model
Feature branches and merges
made easy, modernizing the
development experienceBranch
Merge
Timelines
Summer ’17 Winter ’18 Spring ’18
Second Generation
Packaging
Pilot Beta
Migration Support
GA
Second Generation Packaging for
Customers and Partners
Dileep Burki & Jeff Bartolotta
bit.ly/2tj1CbK
#TDX17
Join the Salesforce DX Open Beta
Enable Dev Hub
in a Business Org
From Setup, search on “Dev Hub” and
then click Enabled.
Get a Trial Org
with Dev Hub Enabled
- 30 day Free Trial
- Sign Up at:
https://sfdc.co/DX-Trial-Org
Two easy ways to get started
#TDX17
Become a Salesforce DX Trailblazer
Earn 4 new badges with the Getting Started with Salesforce DX Trail
Salesforce DX
Development Model
Git and Github
Basics
*New Partner Module!
Continuous
Integration using
Salesforce DX
App Development
with Salesforce DX
ISV Monthly Tech Enablement (July 2017)
ISV Monthly Tech Enablement (July 2017)
ISV Monthly Tech Enablement (July 2017)

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ISV Monthly Tech Enablement (July 2017)

  • 2. New Customers are Looking for Lightning Ready Apps Lightning Ready = Your App Works in Lightning Lightning Styling and Lightning Components are not required New Apps Must be Lightning Ready to Enter Security Review Make sure they find yours by being Lightning Ready Learn More at: http://sfdc.co/LightningReady
  • 3. Einstein Analytics for ISVs Danny Chang, John Hogan, Peter Martin Technical Evangelists
  • 5.
  • 6. ● Einstein Analytics is BI for the Salesforce Platform ● Einstein Analytics UI Updates ● Einstein Analytics Analytics Templates ● Einstein Analytics Web SDK ● Getting Started as an ISV Partner Agenda
  • 7. More customer data created than ever before Customer Data Explosion CRM 70% of all data is from customers** 50TB/second of data created* *Source: VCloud News, ”Every Day Big Data Statistics”, April 2015 **Source: Nitin Sawant, Himanshu Shah; “Big Data Application Architecture Q&A”, Page 2; Jan. 24, 2014 HR ERP SCM PRM
  • 8. The best analytics for Salesforce users Salesforce Einstein Analytics *Source: Salesforce Customer Relationship Survey conducted 2014-2016 among 10,500+ customers randomly selected. Response sizes per question vary. Native Intelligent Fast Mobile ​Unlock customer insights in your CRM ​Make smarter decisions with Einstein Discovery ​Explore any data quickly and automate actions ​Act on insights wherever you are faster decision making* + 38%
  • 9. Einstein Analytics makes it easy to add insights to your application
  • 10. Einstein Analytics investment in tools ● Recipes ● Dataflows
  • 11. Analytics Templates New Technology to distribute Einstein Analytic Apps > template-info.json > variables.json > ui.json > rules.json Your IP Wizard Based Customized Upgradeable Apps
  • 12. Analytics Templates New Technology to distribute Einstein Analytic Apps
  • 13. Analytics Templates New Technology to distribute Einstein Analytic Apps Steps 1. Create Master App 2. Create template using utility from master app 3. If needed, modify JSON files to define configurations 4. Package - just need to add Template Take Note ● Remember to update template if underlying master app is modified ● Master app can only be tied to 1 template ● Ensure the Dataflow is clean of extra steps ● When packaging, ensure Template permission is flagged and Analytics is enabled
  • 14. Analytics Web SDK Interact with Einstein Analytics in Custom Applications Make Analytics fully interactive with: ● Lightning components ● Visualforce ● 3rd party web apps wave:update ● Fire events from custom Lightning components with filter conditions ● Analytics dashboard receives payload and applies filter wave:selectionChanged ● Event fired by Wave & consumed by custom component ● Payload contains array of objects representing current selection
  • 15. Analytics Web SDK Interact with Einstein Analytics in Custom Applications Demo
  • 16. Analytics Web SDK Interact with Einstein Analytics in Custom Applications Setting a Filter - From component to dashboard Controller wave:update ● Set filter as a Javascript variable ● Specify the dashboard ID ● Initialize the event (‘e.wave:update’) ● Set the type to ‘dashboard’ ○ Other types coming in future releases ● Construct the payload with the above parameters ● Fire the event Component ● Register the ‘wave:update’ event
  • 17. Analytics Web SDK Interact with Einstein Analytics in Custom Applications Reacting to a Selection - From dashboard to component Controller wave:selectionChanged ● Receive payload ○ Payload is an array of Javascript Objects ● Use the event.getParams() to get the payload’s parameters ● Iterate through the array to find the key elements Component ● Register the ‘wave:selectionChanged’ event
  • 18. #TDX17 How Do I Get Started? 1. Join the AppExchange Partner Program: / 2. Start your Analytics Journey on the Partner Community: p.force.com/analyticscloud 3. Explore the Einstein Analytics Trails: Explore with Analytics Build and Administer Analytics Accelerate Analytics with Apps
  • 19. Wade Wegner Introduction to Salesforce DX ISV Technical Enablement Webinar
  • 20. #TDX17 Wade Wegner VP, Product Management @WadeWegner Wade.Wegner@salesforce.com https://github.com/wadewegner
  • 21. Forward-Looking Statement Statement under the Private Securities Litigation Reform Act of 1995: 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 statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Website. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 22. Environments are easily created and disposable Metadata and code is modular Development is based on open standards and extensibility Everything is driven from source code Development is organized around team collaboration Processes and tools facilitate continuous delivery Flexible packaging supports agile distribution model Principles of Modern Software Delivery Building a world-class software factory
  • 23. Source-driven development Greater agility to test out features with confidence Team collaboration Increased dev productivity, faster time to market Continuous integration and delivery Higher quality code, more automation Open and prescriptive Build with the tools and processes you know and love; bring together Lightning, Force.com, and Heroku Introducing Salesforce DX Build together and deliver continuously
  • 24. #TDX17 Improve the Developer Experience Plan Code BuildTest Release Across the Product Lifecycle CLI for integration with 3rd party editors Scratch orgs for devs, built off of source Continuous Delivery/ build automation Continuous integration with test automation Sandboxes for performance testing, UAT, staging Packaging to streamline delivery to prod VCS as the source of truth IDEs, Text Editors, Language Services
  • 25. Transforming Salesforce Development Empowering developers, admins and ISVs Source-driven Development Ephemeral Scratch Orgs Enhanced Salesforce CLI IDEs, Text Editors, Language Services Packaging
  • 27. Managed Packages in SFDX Pull source from vcs* to wsp* Push source to scratch org Make changes in scratch org Pull source from scratch org Deploy metadata to Packaging Org Create Package Version Install Package in Test org Assign Permset to Users Import test data * vcs = version control system * wsp = workspace
  • 29. Feature Management Use Cases Pilot Features Dark Launches Hidden Feature 2-step Enablement Activated, not Enabled Activated & Enabled By sys admin using Feature Console NEW
  • 30. Timelines Feature Management Pilot Summer ’17 Feature Management GA Winter ‘18 SFDX and Packaging 1 Beta Summer ’17 SFDX and Packaging 1 GA Winter ‘18
  • 31. Managed Packages in Salesforce DX and Feature Management Dileep Burki & Joe McTee bit.ly/2vFth7u
  • 33. Vision A unified app distribution model for enterprise customers and Salesforce partners to organize, package, distribute and manage business apps
  • 34. Salesforce DX Driven Ephemeral Scratch Orgs Source-driven Development Enhanced Salesforce CLI
  • 35. Dependency Management Simplified Multiple packages per AppEx Listing Pkg 2 Pkg 1 Pkg 3 Same Namespace public Apex protected Custom Setting protected Custom Metadata Shared Namespace
  • 36. Rich Versioning Model Feature branches and merges made easy, modernizing the development experienceBranch Merge
  • 37. Timelines Summer ’17 Winter ’18 Spring ’18 Second Generation Packaging Pilot Beta Migration Support GA
  • 38. Second Generation Packaging for Customers and Partners Dileep Burki & Jeff Bartolotta bit.ly/2tj1CbK
  • 39. #TDX17 Join the Salesforce DX Open Beta Enable Dev Hub in a Business Org From Setup, search on “Dev Hub” and then click Enabled. Get a Trial Org with Dev Hub Enabled - 30 day Free Trial - Sign Up at: https://sfdc.co/DX-Trial-Org Two easy ways to get started
  • 40. #TDX17 Become a Salesforce DX Trailblazer Earn 4 new badges with the Getting Started with Salesforce DX Trail Salesforce DX Development Model Git and Github Basics *New Partner Module! Continuous Integration using Salesforce DX App Development with Salesforce DX