sfdc_ppt_corp_template_01_01_2012.ppt

HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.

June 25th, 2013

Eric Whipple

force.com Canvas Overview

HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.

Introduction Hi. I am a designer.

Vice President of Products and Solutions Product Owner – RQ® for Salesforce Product Line

Technical Strategist & Roadmap Developer

Owner, Modern Apple Consulting Salesforce.com Solution Design and Implementation

Process and Satisfaction Modeling

HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.

RCG helps companies prioritize, measure, and advance the relationships that most impact their performance

Our Process: �  Relational Ladder Methodology

�  RQ® for Salesforce

�  Over 50,000 Relationships Assessed

Some of Our Clients: �  Berkley College – Admissions, Enrollment, Financial Aid

�  Univ. of Dayton – Alumni Relations, Student Ambassadors

�  Villanova University – Major Gifts

The Relational Capital Group

HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.

A Changing Landscape �  Web Development is Changing (again)

�  Focus is moving back to the front-end �  Users are demanding a richer experience �  Scripting logic can perform much better than server logic �  New development frameworks are appearing all the time

HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.

A Changing Landscape �  Integration is Highly Standardized

�  Https / OAuth 2.0 / SAML �  JavaScript (and all its permutations) �  XML / JSON

�  New Drivers of Technical Strategy �  Speed to deployment �  Current or anticipated skill sets �  Availability of Best Practices / Examples

HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.

Integration Challenges �  Every application has distinct value �  Robust Integration is not always possible �  How can we easily get them to play with Salesforce?

�  At the Data Layer and the API Layer and the UI Layer!

Financial Aid

Alumni Relations

Recruiting

Online Couse Content

Student Community Site Student Services

Business Apps +

Salesforce.com +

force.com Canvas =

Totally stole this (Dreamforce 2012)

HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.

Sales Cloud Chatter Work.com

Service Cloud

Marketing Cloud

Alumni Relations

Course Content

What is force.com? �  Salesforce.com’s Platform as a Service (PaaS) �  The technical foundation for all Salesforce.com tools �  A cloud-based application development framework �  A set of standards-compliant integration technologies

force.com Web Services

JavaScript Remoting

SOAP API

HTTP & REST OAuth 2.0

Connected Apps

SAML

HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.

�  Framework for exposing Web applications in Salesforce.com �  User Interface Layer �  API Layer (Data Layer)

�  Applications Run in Native Environments �  Language Independence

�  Applications Appear in Salesforce.com

�  “Mash up” Maker

What is force.com Canvas?

HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.

�  Canvas (JavaScript) SDK

�  Simplified Authentication (Signed Request / OAuth)

�  Context Services

�  Cross Domain API Calls

�  App Publishing and Management

…and you can’t do that with an iframe! (not easily)

What does force.com Canvas Provide?

HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.

How Does it Work?

https

Canvas SDK

Any app that has an https endpoint and can make JavaScript calls can be a Canvas App!

HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.

Key Questions �  When Would I Use This?

�  Existing Web apps can’t/won’t be ported to or integrated with Salesforce.com �  Existing skill set and resource constraints �  Embedded tools (Widgets) �  High switching costs between multiple “related” applications

�  What’s the Level of Effort? �  Extremely Low to Get Up and Running

�  Zero Apex Coding Requirement

�  You decide how much effort, based on integration and display needs �  Data integration �  Visualforce incorporation

sfdc_ppt_corp_template_01_01_2012.ppt

HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.

Student Information Mashup

Let’s Look at A Simple Example

HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.

Example: Integrate Web Apps with Salesforce 1.  Host Student Application(s)

2.  Create Connected App(s)

3.  Test in the Canvas Previewer

4.  User Test in Chatter

5.  Create Visualforce “Mashup” with Both Apps and Chatter

6.  Publish

7.  Install Into Another Org

HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.

Two Web Apps �  Student History �  Student Success

�  Unique Features �  Different Languages �  Separate Data Stores �  Independent SCM

HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.

Two Very Different Web Apps

Java Ruby

HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.

Creating a Connected App

HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.

Creating a Connected App

HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.

Creating a Connected App

HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.

Creating a Connected App

HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.

Just like that…But Wait!

HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.

Canvas Dashboard Apps

�  Canvas and Visualforce

�  Multiple Canvas Apps

�  Integrated with Chatter

�  Integrated with Salesforce.com Data

HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.

Publishing Canvas Apps �  Published through Managed

Packages

�  Be Aware: An org can only have one Managed Package

HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.

Publishing Canvas Apps �  Log in to receiving org

�  Paste Installation URL into Browser

�  Canvas Apps and AppExchange

HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.

Publishing Canvas Apps

HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.

1.  Host Student Application(s)

2.  Create Connected App(s)

3.  Test in the Canvas Previewer

4.  User Test in Chatter

5.  Create Visualforce “Mashup” with Both Apps and Chatter

6.  Publish

7.  Install Into Another Org

Example: Integrate Web Apps with Salesforce

HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.

Final Thoughts �  Every application has distinct value

�  Robust Integration is not always possible

�  Canvas easily exposes Web apps in Salesforce.com

�  Powerful SDK enables “Mashups” that bring quick value

�  Once created, Canvas apps can be published and leveraged over and over

HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.

Questions �  eric@relcapgroup.com or eric@modernapple.com �  www.relcapgroup.com

�  www.rqforsalesforce.com (or check us out on the AppExchange)

HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.