Intro to Force.com Canvas: Running External Apps within the Salesforce UI Webinar

Introduction to Force.com Canvas Apps Jay Hurst, Salesforce.com, Product Manager – Force.com Canvas @extraidea Chris Jolley, Salesforce.com, Lead Developer – Force.com Canvas @jolley

Join the conversation: #forcewebinar

Safe Harbor Safe 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 intellectual property and other litigation, risks associated with 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-Q for the most recent fiscal quarter ended July 31, 2012. This 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.

Join the conversation: #forcewebinar Join the conversation: #forcewebinar

Jay Hurst

Product Manager – Force.com Canvas,

@extraidea

Chris Jolley Ian Sweeney

Lead Developer – Force.com Canvas, @jolley

Taulia VP of Product, @rudnua @taulia

Speakers


Follow Developer Force for the latest news

@forcedotcom / #forcewebinar

Developer Force group

Developer Force – Force.com Community

+Developer Force – Force.com Community

Developer Force


Agenda

§  Overview of Force.com Canvas §  Demonstrate creating and using a Force.com Canvas App

§  Demos of how Partners have used Force.com Canvas

§  Q&A § Ask Questions in the GoToWebinar Question Panel

§  Next Steps


Apps, Apps, Everywhere

Companies have many applications across their org §  Cloud Applications (Salesforce.com, Google Docs)

§  Hybrid Applications

§  Home Grown Solutions (Intranet, Task Management)


Modern platforms easily combine these apps §  Authorization is granted by the user or admin §  The application can act as the user

§  Content is combined into a single interface •  Facebook Apps

•  Google+ Games

•  Twitter Apps


Introducing Force.com Canvas

New PILOT platform service to allow for 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

•  Cross Domain API Calls

•  App Registration and Management


What does Force.com Canvas do?

Salesforce 3rd Party App

SDK HTTPS


Technologies used in Force.com Canvas

§  JavaScript SDK §  Allows connections from 3rdy Party back into salesforce via the browser

§  Signed Request §  POST data sent to the 3rd Party App

–  Contains Context Information »  User Info

»  Org Info

»  Environment Info

»  Authentication Info

–  Standard JSON format

–  Methods for Verifying the content are detailed in the Quick Start code


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:


Force.com Canvas In Action

Canvas App Walkthrough: §  Create a Canvas App

§  Demo the app in the Canvas App Previewer and Chatter Tab

§  Show the Canvas App interact with Chatter

§  Publish the Canvas App for other orgs §  Install the Canvas App in another org and show it running

§  Show that changes to the code are instantly available


Creating a Canvas App §  Create a definition of the

Canvas App


View the Canvas App inside salesforce §  Apps surface in the Canvas App Previewer and the Chatter Tab


Use the Canvas App to interact with Chatter §  Delivered Context enabled data integration

§  Example shows interaction with Chatter


Publish your Canvas App §  Apps can be published and installed into other orgs

§  A namespaced-DE org is required for publishing


Install the publish Connected App in another org

§  Install into your org with a one-click process


Changes are instantly reflected in all orgs §  Changes to the 3rd Party App are instantly reflected in subscriber orgs


Force.com Canvas Heroku Quick Start §  Heroku Quick Start created a Canvas App in one simple step


Force.com Canvas in the real world

§  How are existing customers/partners using Force.com Canvas?


All about CloudSquads

CloudSquads provides social strategy and services for the enterprise. We help companies transform social conversations and behaviors into measurable ROI.

§  Built a Cloud-based IVR application using Twilio APIs, Force.com Canvas SDK and Heroku §  Twilio: manages the IVR, phone calls, and conversation recording §  Force.com Canvas: displays and updates Leads §  Heroku: hosts this application

Demo Highlights


Demo Workflow: Inbound Contact

Customer

Twilio IVR

IVR Workflow

Heroku Hosted App


Demo Workflow: Outbound Contact

Salesforce Agent

Customer


Interaction begins with a Call

§  Customer calls into the sales line and navigates the IVR tree §  The customer leaves a message, and a new lead is created in salesforce.com

with the details of the call


Launching the Softphone App §  Agent launches the softphone and sees a list of Leads


Callout from the Softphone §  Agent can click the phone icon to dial out. §  During the conversation, Lead details are captured

§  The call recording is saved to the lead at the end of the call

Salesforce.com Confidential


Demo


Ian Sweeney Taulia

Vice President of Product

@rudnua

@taulia


All about Taulia

Taulia Optimizes the Financial Supply Chain. With Taulia’s Dynamic Payment Platform:

§  Buyers Save Millions on their Spend

§  Suppliers Get Paid Faster

§  Everyone Streamlines Processes

§  Better Communication, More Harmony

Invoicing and Payments, without Friction or Waste.

That’s Taulia.


1. Login to Salesforce

2. Click Taulia Link

3. SSO Login

4. Create/Submit Invoice

5. Do Early Payment

My Taulia

Chatter Post

Walkthrough of the Taulia Canvas App


Demo


Taulia’s Experience with Force.com Canvas

§  Sufficient Sample Code and Documentation that Makes the Integration Very Easy

§  Implemented §  Force.com Canvas

§  Chatter REST API

§  Integration & Testing Took < 1 Day


Force.com Canvas wrapped in a little bow

In today’s session we have: §  Walked through an initial Sample Canvas Application

•  Saw the basics behind the Force.com Canvas

•  Walked through an initial sample Canvas Application

§  Discovered how current Partners have begun using the Force.com Canvas


Where to now?

Force.com Canvas Resources can be found at §  Force.com Canvas Developer Site - http://bit.ly/forcecanvas

§  Force.com Canvas Developer Guide - http://bit.ly/canvasdeveloperguide

§  Dreamforce Workshop Guide - http://bit.ly/canvasworkshop

§  Blogs - http://bit.ly/canvasblogs §  Discussion Board - http://bit.ly/canvasdiscussionboards

Contact Us: §  Email or tweet Jay – [email protected]/@extraidea

§  Tweet @forcedorcom with #forcewebinar


Survey Your feedback is crucial to the success of our webinar programs.

Thank you!

http://bit.ly/canvassurvey


Q&A

Jay Hurst

Product Manager – Force.com Canvas,

@extraidea

Chris Jolley Ian Sweeney

Lead Developer – Force.com Canvas, @jolley

Taulia VP of Product, @rudnua @taulia


Thank You!

Intro to Force.com Canvas: Running External Apps within the Salesforce UI Webinar

Documents

Transcript of Intro to Force.com Canvas: Running External Apps within the Salesforce UI Webinar