Integrating Force.com and HerokuIntegrating Force.com and HerokuUsing REST and Bulk APIs

Mark Puddick, Moroku, CTO

@MarkPudd

Mark PuddickMark Puddick

CTO, MorokuCTO, Moroku

Agenda

- Moroku Game System

- Authorization

- REST

- Bulk

- Polls Demonstration

Game System - Objective

• We Gamify bank customers banking

• Allow Player to gain points for banking activities such as goal

setting

• Points, badges and leaderboard mechanics are used

• We use Heroku to run our Game Server

• Sync with Force.com

• Sync quizzes, analytics and players

Game System - High Level Architecture

MobileApp

Bank Customers

Bank Admin

Moroku Game ServerGame FunctionalityAnalytics Summary

Generation

Moroku Game ConsoleConfiguration

Analytics ViewsRESTBulk API

Why?

• High request volume with Heroku

• Heroku gives us some great options to scale

• Administration with Force.com

• User management

• Integration points

• Familiar look and feel

Authentication

• Options

• Basic username/password

• Access Token/Refresh Flow

• Encrypted Token storage

• Configuration

• Sign on URL

REST API

- Obtain Information about Salesforce or Force.com objects

- Perform SOQL queries

- Update or delete records

Using REST API – SOQL to get Configuration

• Quiz configuration is done within Force.com

• Daily batch job syncs the quizzes with Heroku

• Heroku scheduler run the batches

• REST API used the get the quizzes

• Potential to run on demand

Using REST API – SOQL to get Configuration

Daily Batch

Using REST API -SOQL to update Analytics

• Analytics are generated around what players have been doing

• Generated from Postgres or Treasure Data

• Scheduled on Heroku Batch twice per day

• Reports, graphs and dashboard created for the bank

Using REST API -SOQL to update Analytics

Twice daily batch

Using BulkAPI

• Create Job – specifies the object and action

• Create Batch of content – player information

• Create subsequent batch if needed

• Close job

• Check status and results

Bulk API – Update Customers Points

• Users points balance and goals uploaded

• Runs as a daily batch

• Leaderboards generated in Force.com

• Goal distribution shown in dashboard

Bulk API – Update Customers Points

Daily Batch

Example Application – Setup Poll and Sync

Sync

Code

Github - git@github.com:markmoro/poll_demo.git

All about

Moroku makes banking fun because:

•Financial Mastery is both very important and very difficult for lots of people.

•Fun is the most ancient and proven mechanism for learning skills and

delivering outcomes:   “People rarely succeed unless they have fun in what

they are doing”: Dale Carnegie, 7 Habits ……

.

Established January 2012, Sydney Australia

May 2012, Game System Beta Released

August 2012: Red Herring Asia 100

September 2013, First bank goes live

Mark PuddickMark Puddick

CTO, Moroku