#CNX14 - Journey Builder - The New App Experience
-
Upload
salesforce-marketing-cloud -
Category
Documents
-
view
637 -
download
2
description
Transcript of #CNX14 - Journey Builder - The New App Experience
Track: Developers
#CNX14
#CNX14
Journey Builder: The New App Experience
Jake Miller, Manager, Software Engineering, Journeys
@_JRMiller
Track: Developers
#CNX14
Track: Developers
#CNX14
Safe HarborSafe harbor 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 Web site.
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.
Track: Developers
#CNX14
Track: Developers
#CNX14
There is no “Internet of Things” - Sarah Epps, Senior Analyst, Forrester
Track: Developers
#CNX14
Track: Developers
#CNX14
The New App Experience
Delivers the Right Information at exactly the Right Time
Track: Developers
#CNX14
Breakdown the
Anatomy of an Interaction
Learn How To Manage
Interactions
APIs and the Workflow Document
Format
Extend Journey Builder
Build Custom Activities
Goals – Presentation Overview
1 2 3
Track: Developers
#CNX14
Track: Developers
#CNX14
The Anatomy of a Journey
Track: Developers
#CNX14
An Interaction is a Directed Acyclic Graph (DAG)
Node
Node
NodeStart Node Stop
Can Branch Can Merge
Unidirectional
No Cycles
Track: Developers
#CNX14
An Interaction: A Simple Use Case
Registered Prefer Email
Mobile
Developer Interaction
• Trigger: Jake Registered for CNX + Confirmed Registration: No• Decision: Does Jake prefer email or mobile messages?• Send Email or Push Message Encourages Jake to confirm registration• Goal: Jake will confirm his registration
Custom Stop
Track: Developers
#CNX14
Events: Invoking an Interaction
Registered
RegisteredNOT Confirmed Registration
InteractionConfirmed Registration
Interaction
Event (Jake Registered for CNX)
Event Router
Prefer Email
MobileCustom Stop
Track: Developers
#CNX14
Data Context
The Event Router
Automation Studio
Fire Event Activity
Event API
Event Router
Request Queue
Engine
Track: Developers
#CNX14
Triggers: Events and Filters
Trigger
Event +
CustomPrefer Email
MobileStop
Filter
Jake Registered for
CNX14
Is Registration Confirmed?
Track: Developers
#CNX14
Design Time and Run Time
RegisteredDefinition
Registered (Instance)
NOT Registered(Instance)
Jake - Registered
Jake – NOT Registered
Register
NOT RegisteredDefinition
Track: Developers
#CNX14
The Interaction’s Goal
Custom StopTrigger Prefer Email
Mobile
Goal If “Is Exit Criteria” = true, contact will be ejected.Otherwise, contact will remain in the interaction.
Track: Developers
#CNX14
Demo
Track: Developers
#CNX14
Track: Developers
#CNX14
Interaction APIs & Workflow Document Format
Track: Developers
#CNX14
Workflow Document Format
Split Workflow API Version 1.0
{ "key”: ”My-Registration-Interaction", "name": "Registration", "description": “This is my registration interaction"., "triggers": [], "activities": [], "goals": [] }
Track: Developers
#CNX14
Versioning an Interaction
Split
IXN Version 1
POST /Interactions/key:reg-1/
{ "key”: ”reg-1", "name": "Registration", "description": “Registration IXN”, "triggers": [], "activities": [], "goals": [] }
IXN Version 2
POST /Interactions/key:reg-1/ { "key”: ”My-Registration-Interaction", "name": "Registration", "description": “Registration IXN”, "triggers": [], "activities": [], "goals": [] }
Track: Developers
#CNX14
Define an Activity "activities": [{ "id": "f23b61a3-21a7-41bd-ac9b-ef113271d2e9", "key": "WAIT-1”, "type": "WAIT", "outcomes": [ { "next": "EMAIL-1” } ], "arguments": {}, "configurationArguments": { "waitDuration": 1, "waitUnit": "DAYS" }, "metaData": { "waitType": "duration" } }]
The next node in the graph
Runtime arguments – databind-able
Publish time arguments
Track: Developers
#CNX14
Track: Developers
#CNX14
Extend Journey Builder:Build Custom Activities
Track: Developers
#CNX14
Custom Activities
• Define an App in App Center• Build your activity• Push your activity Heroku (or any host)• Add the extension to your app
Rest ActivityCustom Activity
Track: Developers
#CNX14
Custom Activity: Add User to GitHub Repo
Track: Developers
#CNX14
Custom Activity: Under the Hood
Journey Builder Canvas
GitHub Custom Activity
GitHub ActivityJB API & Engine
EngineAPI
Post Monger
SaveValidatePublish
SaveValidatePublishExecute
Track: Developers
#CNX14
Data Binding – Define at Design Time
Trigger Custom Stop
{ "key": "rest-1", "arguments": { "execute": { "inArguments": [ { "ContactKey": "{{Contact.ContactKey}}", "gitHubUsername": ”{{Event.Key.gitHubUsername}}" } ], "url": "URI/for/your/activity/execute", "verb": "POST", "body": "", "header": "", "format": "json", "useJwt": false, "timeout": 10000 } }}
Track: Developers
#CNX14
YOU
Can Dissect an Interaction
YOUCan Manage
Interactions via API per the Workflow Document Format
YOU
Can Build Custom Activities to Extend
Journey Builder
Recap Slide
1 2 3
Track: Developers
#CNX14
Track: Developers
#CNX14
Now go and Build
Jake Miller, Manager, Software Engineering, Journeys @_JRMiller
Track: Developers
#CNX14
Track: Developers
#CNX14
Resources
$500
Build Custom Activities
Understanding Interactions
Interaction APIsWorkflow Document Format
1
2
3
Track: Developers
#CNX14
Track: Developers
#CNX14
Questions?
Jake Miller, Manager, Software Engineering, Journeys @_JRMiller
Track: Developers
#CNX14
Track: Developers
#CNX14
Take the after-session survey!
Take the Survey in the Connections 2014 Mobile App
Join the Conversation!
#CNX14
$50Starbucks
Gift Card
Track: Developers
#CNX14
CUSTOMER JOURNEY SHOWCASE
MARKETING THOUGHT LEADERS
EMAIL MARKETING PRODUCT STRATEGY& ROADMAP
PERSONAL TRANSFORMATION
& GROWTH
SOCIAL MARKETING MOBILE & WEB MARKETING
DEVELOPERS HANDS-ON TRAINING
INDUSTRY TRENDSETTERS
CREATIVITY & INNOVATION
SALESFORCE FOR MARKETERS
ROUNDTABLES
Track: Developers
#CNX14