Force.com Canvas: 2 Case Studies and a Roadmap

Force.com Canvas

2 Case Studies and a Roadmap

Jay Hurst, salesforce.com, Product Manager

@extraidea

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Jay Hurst

Product Manager

@extraidea

Questions

Who has heard about Force.com

Canvas?

Who has thought of at least one potential

app that could be used with Force.com

Canvas?

Who has actually developed a Force.com

Canvas App?

What is Force.com Canvas

Introducing Force.com Canvas

Platform service to allow external applications to be easily and

securely integrated into Salesforce from their native environment

with little re-design.

Services Include

• JavaScript SDK

• Simplified Authentication (Signed Request or OAuth)

• Context Services (Including Custom Parameters)

• Cross Domain API Calls

• Eventing model

• App Registration and Management

What does Force.com Canvas do?

Your Web Application is surfaced inside salesforce.com

• Displayed using standard web technology

• JavaScript SDK allows communication between apps

• Installation and management of the app is controlled by the admin

Force.com Canvas Usage Flow

1. Canvas App is opened which sends a

Signed Request to the 3rd Party App

2. The 3rd Party App responds with HTML

that is loaded into the salesforce UI

3. The user interacts with the 3rd party app

4. The 3rd party app uses the Canvas

JavaScript SDK to make a call to a

server side JavaScript library

5. Salesforce acts on the behalf of the

user and posts to the request

6. Alternatively, the 3rd party app can

communicate server-to-server with

salesforce via the standard APIs 3rd Party App

<script

var a=

var xl

if(xls

Client-Side JS (canvas-all.js)

3rd PartyDatabase

Web UI

Salesforce.com UI

Canvas Link

if(conn

SELEC

WHERE

print

Server-side JS

Salesforce.com Database

1 2

3

4

5

6Chatter Tab

Server

What is the Signed Request Access Method?

The signed request is the default (and recommended) access

method.

When you click the Canvas app, we POST a signed request to your endpoint

You can verify the request was sent by salesforce and then view context info

Context contains data like:

• Scoped OAuth Token

• User Info (Name, email, ID, etc..)

• Company Info (Company name, ID, etc…)

• Environment Info (page is the canvas on, size of the iFrame)

• Useful Links

Force.com Canvas – You code it, we show it!

Regardless of your language of choice, JavaScript libraries allow

your app to connect with salesforce at a UI and API layer:

SD

K

Force.com Canvas – Summer ‘13

Canvas Locations – Chatter Tab

Add a Canvas App to the Chatter Tab

List of Apps appear in the Chatter Applications List

Clicking the App opens in the Chatter Main Window

Salesforce.com Confidential

Canvas Locations – Visualforce Component

Add a Force.com Canvas App to any Visualforce Page

Tabs, Inline, and Standalone Visualforce Pages

Ability to specify Canvas height and width

Signed Request/Context delivers Page and Record specific information


Force.com Canvas – Eventing

Send simple JSON events between Canvas Apps

Apps can publish and subscribe to events

Eventing allows cross-domain communication

Happens in the browser


Force.com Canvas – Scrolling and Resizing

The canvas app can resize itself, and detect when the parent frame is

scrolling

Allows for a richer, more seamless user experience

App can resize up to the allowed limits

Infinite scrolling is also supported


Force.com Canvas – Winter ‘14

Canvas Enhancements

Metadata API

You can now retrieve and deploy Canvas Apps through MDAPI

• Allows a canvas app to be migrated between orgs

• Consumer Key is still unique, so app can be recreated, not copied

Streaming API

Canvas Apps can now hook into the streaming API via the Canvas SDK

• Allows you to build rich apps that receive info from salesforce.com

• Each page only needs a single Streaming connection

- Managed by the Canvas SDK

• CometD connection is managed for you


Canvas Locations – Winter ‘14

List has expanded to a few more places

Open CTI and Console

• Allows a canvas app to interact natively inside of the Service Cloud Console

• You do not need to house the Canvas App in a VF page

Publisher (Pilot)

• Allows you to develop a Canvas App for the Publisher

- Create a place for common actions that exist in your app

Chatter Feed (Pilot)

• Allows you to develop a Canvas App that can appear in a user’s Chatter Feed

- Add your information into the Salesforce Chatter Feed giving a single information

stream to your users


Publisher Location (Pilot)

Your actions in our publisher

Uses the Quick Action framework to allow placement in different publishers

The developer can choose their own icon (or use the default canvas icon)

The app ties directly into the Chatter Lifecycle to publish the feed item


Canvas Feed Location (Pilot)

Your information in our feed

The developer can choose their own icon (or use the default canvas icon)

The app has a linked title and description

• When the link is clicked, the app switches between open to closed

In the open mode, your app displays inline in the feed


Canvas in Salesforce1 (Pilot)

Provide full parity with Web UI

Ability to view Canvas Feed Apps

Ability to view Canvas Publisher Apps

Ability to add Canvas Apps on VF pages in Stage Left and on

Record Detail views

Sam Henechowicz

CTO, SalesWays Corp

@salesways

• Toronto, Canada

• Creators of

• Fun, Easy, Visual, Universal Sales Methodology

• Stage does not equal Probability, Priority

Why Canvas?

• Existing Cloud App with Interactive Interface

• Avoided Porting Algorithms from LAMP Stack

• Rapid Development, Easy Updates

• Quick Setup for Admins

Architecture

Areas of Focus

• Canvas works best for visual, one directional apps

• Data not automatically synchronized with Force.com

• Not easy to replicate Sharing Rules on 3rd Party App

• Additional Security Review Steps

• Burp Scanner Report

Thank You!

http://www.salesways.com

@salesways

Gordon Bockus

UI Lead, Spanning

@SpanningBackup

About Spanning

Spanning provides data protection for cloud applications,

ensuring that potential data disasters turn into non-events.

Founded 2010 in Austin, Texas

Funded 2011 $3m Series A, 2013 $6m Series B

Products:

Spanning Backup for Salesforce

Spanning Backup for Google Apps

Multiple free tools

~3000 customers worldwide

~40 full-time employees


Automates daily and on-demand backups of Salesforce

What we back up:

• Base objects, custom objects and custom attributes

• Metadata (customizations and personalization)

• Attachments and files

Key features:

• Automates, manages and monitors daily backups

• Enables recovery of objects and metadata from any daily or on-demand backup

• Canvas-enabled Chatter posts for key activities

• Allows the customer to control the API usage


Product Release Timeline

• In Beta now, www.spanning.com/salesforce

• Submitted for security assessment

• Per-user pricing, unlimited storage

Launches in January 2014!

http://www.spanning.com/salesforce




We started with Canvas!

Let us do what we do best, build web apps fast

• Team of 4, expertise in Java and JavaScript

• Minimal to moderate Salesforce knowledge

• Developed v1 in 4 months

Product architecture

• Server side Node.js extracts data to Amazon S3 and RDS

• Client side JavaScript UI leveraging Angular.js and Bootstrap

• Visual force pages and components built with Canvas

• Utilize the Force.com Rest and SOAP API

Bootstrap

http://force.com


Canvas Development Process

Benefits of Canvas

• Allowed us to develop how we wanted, aligned with our expertise

• Enabled rapid development and lower cost to enter the market

• Seamless integration with Salesforce platform

• Integration with multiple parts of Salesforce via a single App

• Simplified authentication


Canvas Development Process

Challenges

• Limited ability to build a fully responsive application

• Must serve SSL in development

• Browser support dictated by the Salesforce CRM

• Demo domain for testing

Force.com Canvas wrapped in a little bow

In today’s session we have:

Walked through the basics of Force.com Canvas

• What does Force.com Canvas Allow you to do

• Where can Force.com Canvas display

Discovered how current Partners have begun using the Force.com

Canvas

Jay Hurst

Product Manager,

Salesfore.com

@extraidea

Sam Henechowicz Gordon Bocks

CTO,

SalesWays Corp

@salesways

UI Lead,

Spanning

@SpanningBackup

Where to next? Other Force.com Canvas Sessions

11/19 5:15-6:00 - Force.com Canvas in the Publisher and Chatter Feed

11/20 9:00-9:45 - Introduction to Force.com Canvas Apps

11/21 10:00-12:30 - Hands-on Training: Integrate an External App with the Salesforce UI Using Canvas

11/21 11:30-12:30 - Integrate Third-party Web Apps Using Force.com Canvas

Force.com Canvas Integration Workbook in the DevZone

Force.com Canvas Developer Page

Force.com Canvas Topic Page – http://bit.ly/forcecanvas

Email or tweet Jay – [email protected]/@extraidea

SalesWays – Sam Henechowicz - @salesways

Spanning Contact – Gordon Bockus - @SpanningBackup

https://dreamevent.my.salesforce.com/apex/ActivityList









http://bit.ly/ForceCanvas

mailto:[email protected]/@extraidea

mailto:[email protected]/@extraidea

Force.com Canvas: 2 Case Studies and a Roadmap

Technology

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