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"Cloud‐Computing / Billing
  solution on force.com”
        Dr. Sten Grimmer
     OnCommerce GmbH, Jena
       Leipzig, 06.11.2012
Our approach: Ringvorlesung
    approach: Ringvorlesung

              Academic
              A d i
              education
                             Applied 
Your Skills                (unknown) 
                              topic
              Solve task
              independ‐
                 ently
Agenda
1.
1    Cloud Computing
2.   Introduction to Salesforce
3.
3    Introduction to bill O ‐ billi made easy.
          d i        bill.ON billing  d
4.   Project(s)
Chapter 1

WHAT IS CLOUD COMPUTING ?
              COMPUTING ?
„Crowd knowledge“
       knowledge
Online encyclopedia
               Online encyclopedia
Wikipedia:
• „Cloud computing is the use of computing resources
  (hardware and software) that are delivered as a service
  over a network (typically the Internet). The name comes
  from the use of a cloud‐shaped symbol as an abstraction
  for the complex infrastructure it contains in system
  diagrams.“

Dictionary:
• „... the practice of using a network of remote servers
   „... the                  a network remote servers
   hosted on the Internet to store, manage, and process data, 
   rather than a local server or a personal computer.“
„Cloud definition / characteristics
   „Cloud“ definition / characteristics

   The architecture and t
   Th     hit t       d terminology of cloud computing i as
                              i l      f l d           ti is
         clearly and precisely defined as, well, a cloud. 
          (www.opencloudmanifesto.org/opencloudmanifesto2.htm)



Essential Characteristics (according to Mell & Grace, 2011): 
1. On‐demand self‐service
2. Broad network access
3. Resource pooling. 
3 R              li
4. Rapid elasticity.
5.
5 Measured service
              service. 
The Cloud
The Cloud Stack

      Software as a 
      Software as a
      Service (SaaS)


      Platform as a 
      Service (PaaS)


Infrastructure as a Service 
           (IaaS)
           (I S)
The complete
Th        l
 cloud stack
Taken from Technology Review, MIT press (2009)
www.technologyreview.com/briefing/413981/tec
www technologyreview com/briefing/413981/tec
hnology‐overview‐conjuring‐clouds/2/
„Synopsis  A cloud perspective
    „Synopsis – A cloud perspective“

Front end users,  
        d             Back end users, the
 the customers          service provider


                                 SaaS


                                PaaS


                                 IaaS
Everything fine?
Assets
• Low investment costs
• Pay for usage
Drawbacks
• Vendor‐/Data‐Lock‐In
• Non compliance
  Non‐compliance
Draw / check individually
• Performance (do you need to move huge
  Performance (do you
  data sets?)
• Security and privacy
Companies  Players in the
          Companies – Players in the cloud
                                   „most important player“, Amazon EC2, AWS, S3 (Dropbox!)



                                   Azure, Office 365, SkyDrive


                                   „was born in the cloud“, Google app engine


                                   software can be bought as a Service


                                   software to build the cloud


                                   Server, Verizon Wireless (VZW)


Source: BusinessInsider, www.businessinsider.com/the‐10‐most‐important‐companies‐in‐cloud‐
computing‐2012‐2012‐4?op=1
Synopsis II: Cloud
    Synopsis II: Cloud computing is...
1. a new way to do business
   a new        do business
2. the use of computing resources that are delivered
   as a service
3. on‐demand availability of all aspects concerning IT
Chapter 2

SALESFORCE.COM
About Salesforce.com

• Gl b l
  Global company f web based b i
                  for b b d business solutions
                                            l i
• Best known for Customer‐Relation‐Management 
  (CRM)
• Salesforce.com offers both, PaaS and SaaS
• 2012: „Welcome to the Social Enterprise“
            l         h      i l       i “
History / some Milestones
               / some
       • founded as a company specializing in software as a service
                    a company              in software a service
1999   • Marc Benioff, former Oracle executive

       • First Online App for CRM
2001   • 3 500 customers and 53 000 subscribers
         3,500 customers       53,000 subscribers

       • Listed on the NY Stock Exchange
2004   • 13,900 customers and 227,000 

       • Launch AppExchange
2006   • 29,800 customers and 646,000 subscribers

       • Acquired Heroku, the Ruby platform
2010   • 87,200 customers
The Eco‐System



          Software as a Service 
          S ft          S i
                 (SaaS)

             Platform as a 
             Service (PaaS)
                     (    )


             Global Datacenter
             Global Datacenter, 
               Multi‐tenancy
Business process / CRM
                     Business process / CRM
                           Customer 
                           Customer
            Growth
            G    h         Acqusition            CRM Requirements:
                                                 • Detailed Account and
                                                   Contact Information
                                                 • Customer history
                                                   Customer history
                                                 • Marketing 
Customer                                         • Individual reporting
Extensio
    n
                     CRM                Growth   • Customer statistics
                                                 • Sales information
                                                 • Document managment
                                                 • Time tracking
                                                 • Integration of E‐Mail
                                                   Integration of E Mail, 
                           Customer                Office
            Growth         Retention
Sales force automation (SFA)
   Marketing / Lead Management                      Sales / Opportunity Management




Target 
                       Lead        Prospect       Qualify        Quote         Order
g p
group


          Response



                     SFA is a technique using software to automate the sales process
                     SFA is often used interchangeably with CRM
                                                g    y
CRM @ Salesforce.com
      CRM @ Salesforce.com




             Force.com Developer Org (kostenlos)
https://www.developerforce.com/events/regular/registration.php
Some Learning Ressources
              Learning Ressources
Overview
Salesforce.com Primer for New Developers
http://www.youtube.com/watch?v=fq2ju2ML9GM

Technical
Introduction to Programming with Force.com Code (Apex)
                                                (    )
http://www.youtube.com/watch?v=OKKaDr‐tW‐
g&feature related
g&feature=related
Chapter 3

BILL.ON
SFA  additional Features?
       SFA – additional Features?
                                            Billing. Payment. 
                                            Billing. Payment.




Lead   Prospect   Qualify   Quote   Order
bill.ON – billing made easy
         • International formats
         • Fl ibl i
           Flexible invoice t
                        i templates
                                 l t
Template • Placeholder for invoices and e-mail


           • Create invoices directly from opportunities
                                    y       pp
             and products
Invoice    • PDF creating and e-mail integration


        • Electronic Payments
        • Wirecard & PayPal
Payment • Dunning


           • Webservice interface for direct Integration in
             webshops and other apps
  Inte-    • SAP and DATEV
 gration




                        www.billing‐made‐easy.com
bill.ON Demo
Check out the bill.ON – billing made easy – listing at the AppExchange and evaluate
the app 30 days for free.
     pp      y
Chapter 4

PROJECT: INVOICING & QR
PROJECT: INVOICING & QR
Create simple invoicing in Salesforce
Create simple invoicing in Salesforce
                 • What information needs to
                   be on an invoice?
                                             y
                 • What information is already
                   present in Salesforce
                   standard?
                 • Standard vs. Custom 
                   objects?
                 • Render PDF
The idea: QR Code & Payment
The idea: QR Code & Payment

Customer                               Seller
• Bank details are of temporary        • Quick payment
  importance                           • Assign money to transaction
• Reason for payment often             • Offer different payment options
  complicated
• Manual effort




  Summary: Bot are intested in a quick, save and easy payment! 
        y                        q    ,             yp y
QR Code for
                  QR Code for Payment


bank://singlepayment?name=&account=&BNC=&amount=&reas
     // g p y
on=

Project help:
1. Create a link
2. Which (new) invoice fields to you need with respect to the financial
    data?
3. How to create a QR code from a link?
4. QR in Salesforce
Project help
                    Project help
General
1. Think of the project as a Hackathon
    ‐> solve the task with the programming possibilities of
    Salesforce

2. Software should be easy (simple), specific (focussed), ...

Your concept?
            ?
‐ Meta data model. Show a sketch. What relations exist?

Specification / Documentation?
              / Documentation?
‐ Write it down!
Sources / Read more
                 Sources / Read more
• What is cloud computing?
                   p    g
   http://www.cloud‐computing‐network.com/what‐is‐cloud‐computing/#more‐57
• The cloud should be open...
   http://www.opencloudmanifesto.org/
   htt //          l d    if t      /
• Drawbacks of Cloud Computing
   http://www.enterpriseefficiency.com/author.asp?section_id=898&doc_id=192021
• About Salesforce: 
   http://www.salesforce.com/company/
Bibliography
S Bobrowski. Optimal Multitenant Designs for Cloud Apps. In Cloud Computing (CLOUD), 2011 IEEE 
International Conference on, pages 654–659, 2011. 
G. Lawton. Developing software online with platform‐as‐a‐service technology. Com‐puter, 41(6):13–15, 2008. 
R Mathew and R Spraetz. Test Automation on a SaaS Platform. In Software Testing Verification and Validation, 
2009. ICST ’09. International Conference on, pages 317 325 2009
2009 ICST ’09 I         i   lC f                   317–325, 2009. 
P. Mell and T. Grance. The nist definition of cloud computing (draft). NIST special publication, 800:145, 2011. 
J. Ouellette. Development with the Force. com Platform: Building Business Applications in the Cloud. Addison‐
Wesley Professional, 2011. 
Wesley Professional 2011
Luis M. Vaquero, Luis Rodero‐Merino, Juan Caceres und Maik Lindner. „A break in the clouds: towards a cloud
definition“. In: SIGCOMM Comput. Commun. Rev. 39 (1 2008), S. 50–55. DOI: 10.1145/1496091.1496100. 
C.D. Weissman and S. Bobrowski. The design of the force. com multitenant internet application development
                                        g                                          pp               p
platform. In Proceedings of the 35th SIGMOD international conference on Management of data, pages 889–
896. ACM, 2009. 
T. Wong, L. Kao, and M. Kaufman. Salesforce. com for Dummies. John Wiley & Son, 2010. 

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Vortrag OnCommerce zur ITmitte.de Ring Vorlesung, Master Informatik, Universität Leipzig

  • 1. "Cloud‐Computing / Billing solution on force.com” Dr. Sten Grimmer OnCommerce GmbH, Jena Leipzig, 06.11.2012
  • 2. Our approach: Ringvorlesung approach: Ringvorlesung Academic A d i education Applied  Your Skills (unknown)  topic Solve task independ‐ ently
  • 3. Agenda 1. 1 Cloud Computing 2. Introduction to Salesforce 3. 3 Introduction to bill O ‐ billi made easy. d i bill.ON billing d 4. Project(s)
  • 4. Chapter 1 WHAT IS CLOUD COMPUTING ? COMPUTING ?
  • 6. Online encyclopedia Online encyclopedia Wikipedia: • „Cloud computing is the use of computing resources (hardware and software) that are delivered as a service over a network (typically the Internet). The name comes from the use of a cloud‐shaped symbol as an abstraction for the complex infrastructure it contains in system diagrams.“ Dictionary: • „... the practice of using a network of remote servers „... the a network remote servers hosted on the Internet to store, manage, and process data,  rather than a local server or a personal computer.“
  • 7. „Cloud definition / characteristics „Cloud“ definition / characteristics The architecture and t Th hit t d terminology of cloud computing i as i l f l d ti is clearly and precisely defined as, well, a cloud.  (www.opencloudmanifesto.org/opencloudmanifesto2.htm) Essential Characteristics (according to Mell & Grace, 2011):  1. On‐demand self‐service 2. Broad network access 3. Resource pooling.  3 R li 4. Rapid elasticity. 5. 5 Measured service service. 
  • 8. The Cloud The Cloud Stack Software as a  Software as a Service (SaaS) Platform as a  Service (PaaS) Infrastructure as a Service  (IaaS) (I S)
  • 9. The complete Th l cloud stack Taken from Technology Review, MIT press (2009) www.technologyreview.com/briefing/413981/tec www technologyreview com/briefing/413981/tec hnology‐overview‐conjuring‐clouds/2/
  • 10. „Synopsis  A cloud perspective „Synopsis – A cloud perspective“ Front end users,   d Back end users, the the customers service provider SaaS PaaS IaaS
  • 11. Everything fine? Assets • Low investment costs • Pay for usage Drawbacks • Vendor‐/Data‐Lock‐In • Non compliance Non‐compliance Draw / check individually • Performance (do you need to move huge Performance (do you data sets?) • Security and privacy
  • 12. Companies  Players in the Companies – Players in the cloud „most important player“, Amazon EC2, AWS, S3 (Dropbox!) Azure, Office 365, SkyDrive „was born in the cloud“, Google app engine software can be bought as a Service software to build the cloud Server, Verizon Wireless (VZW) Source: BusinessInsider, www.businessinsider.com/the‐10‐most‐important‐companies‐in‐cloud‐ computing‐2012‐2012‐4?op=1
  • 13. Synopsis II: Cloud Synopsis II: Cloud computing is... 1. a new way to do business a new do business 2. the use of computing resources that are delivered as a service 3. on‐demand availability of all aspects concerning IT
  • 15. About Salesforce.com • Gl b l Global company f web based b i for b b d business solutions l i • Best known for Customer‐Relation‐Management  (CRM) • Salesforce.com offers both, PaaS and SaaS • 2012: „Welcome to the Social Enterprise“ l h i l i “
  • 16. History / some Milestones / some • founded as a company specializing in software as a service a company in software a service 1999 • Marc Benioff, former Oracle executive • First Online App for CRM 2001 • 3 500 customers and 53 000 subscribers 3,500 customers 53,000 subscribers • Listed on the NY Stock Exchange 2004 • 13,900 customers and 227,000  • Launch AppExchange 2006 • 29,800 customers and 646,000 subscribers • Acquired Heroku, the Ruby platform 2010 • 87,200 customers
  • 17. The Eco‐System Software as a Service  S ft S i (SaaS) Platform as a  Service (PaaS) ( ) Global Datacenter Global Datacenter,  Multi‐tenancy
  • 18. Business process / CRM Business process / CRM Customer  Customer Growth G h Acqusition CRM Requirements: • Detailed Account and Contact Information • Customer history Customer history • Marketing  Customer  • Individual reporting Extensio n CRM Growth • Customer statistics • Sales information • Document managment • Time tracking • Integration of E‐Mail Integration of E Mail,  Customer  Office Growth Retention
  • 19. Sales force automation (SFA) Marketing / Lead Management Sales / Opportunity Management Target  Lead Prospect Qualify Quote Order g p group Response SFA is a technique using software to automate the sales process SFA is often used interchangeably with CRM g y
  • 20. CRM @ Salesforce.com CRM @ Salesforce.com Force.com Developer Org (kostenlos) https://www.developerforce.com/events/regular/registration.php
  • 21. Some Learning Ressources Learning Ressources Overview Salesforce.com Primer for New Developers http://www.youtube.com/watch?v=fq2ju2ML9GM Technical Introduction to Programming with Force.com Code (Apex) ( ) http://www.youtube.com/watch?v=OKKaDr‐tW‐ g&feature related g&feature=related
  • 23. SFA  additional Features? SFA – additional Features? Billing. Payment.  Billing. Payment. Lead Prospect Qualify Quote Order
  • 24. bill.ON – billing made easy • International formats • Fl ibl i Flexible invoice t i templates l t Template • Placeholder for invoices and e-mail • Create invoices directly from opportunities y pp and products Invoice • PDF creating and e-mail integration • Electronic Payments • Wirecard & PayPal Payment • Dunning • Webservice interface for direct Integration in webshops and other apps Inte- • SAP and DATEV gration www.billing‐made‐easy.com
  • 25. bill.ON Demo Check out the bill.ON – billing made easy – listing at the AppExchange and evaluate the app 30 days for free. pp y
  • 27. Create simple invoicing in Salesforce Create simple invoicing in Salesforce • What information needs to be on an invoice? y • What information is already present in Salesforce standard? • Standard vs. Custom  objects? • Render PDF
  • 28. The idea: QR Code & Payment The idea: QR Code & Payment Customer Seller • Bank details are of temporary • Quick payment importance • Assign money to transaction • Reason for payment often • Offer different payment options complicated • Manual effort Summary: Bot are intested in a quick, save and easy payment!  y q , yp y
  • 29. QR Code for QR Code for Payment bank://singlepayment?name=&account=&BNC=&amount=&reas // g p y on= Project help: 1. Create a link 2. Which (new) invoice fields to you need with respect to the financial data? 3. How to create a QR code from a link? 4. QR in Salesforce
  • 30. Project help Project help General 1. Think of the project as a Hackathon ‐> solve the task with the programming possibilities of Salesforce 2. Software should be easy (simple), specific (focussed), ... Your concept? ? ‐ Meta data model. Show a sketch. What relations exist? Specification / Documentation? / Documentation? ‐ Write it down!
  • 31. Sources / Read more Sources / Read more • What is cloud computing? p g http://www.cloud‐computing‐network.com/what‐is‐cloud‐computing/#more‐57 • The cloud should be open... http://www.opencloudmanifesto.org/ htt // l d if t / • Drawbacks of Cloud Computing http://www.enterpriseefficiency.com/author.asp?section_id=898&doc_id=192021 • About Salesforce:  http://www.salesforce.com/company/
  • 32. Bibliography S Bobrowski. Optimal Multitenant Designs for Cloud Apps. In Cloud Computing (CLOUD), 2011 IEEE  International Conference on, pages 654–659, 2011.  G. Lawton. Developing software online with platform‐as‐a‐service technology. Com‐puter, 41(6):13–15, 2008.  R Mathew and R Spraetz. Test Automation on a SaaS Platform. In Software Testing Verification and Validation,  2009. ICST ’09. International Conference on, pages 317 325 2009 2009 ICST ’09 I i lC f 317–325, 2009.  P. Mell and T. Grance. The nist definition of cloud computing (draft). NIST special publication, 800:145, 2011.  J. Ouellette. Development with the Force. com Platform: Building Business Applications in the Cloud. Addison‐ Wesley Professional, 2011.  Wesley Professional 2011 Luis M. Vaquero, Luis Rodero‐Merino, Juan Caceres und Maik Lindner. „A break in the clouds: towards a cloud definition“. In: SIGCOMM Comput. Commun. Rev. 39 (1 2008), S. 50–55. DOI: 10.1145/1496091.1496100.  C.D. Weissman and S. Bobrowski. The design of the force. com multitenant internet application development g pp p platform. In Proceedings of the 35th SIGMOD international conference on Management of data, pages 889– 896. ACM, 2009.  T. Wong, L. Kao, and M. Kaufman. Salesforce. com for Dummies. John Wiley & Son, 2010.