Introduction to Force.com Canvas Apps Jitendra Zaa Salesforce MVP @JitendraZaa

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Jitendra Zaa Salesforce MVP , Principal Consultant

Agenda • Today, we will explain Force.com Canvas, including:

–  Showing the Canvas App Setup

•  Describing Canvas Metadata

•  Showing the Canvas App Previewer

–  Explaining Canvas App Locations

–  Showing how Force.com Canvas reflects in the Salesforce1 Platform

–  Show an example of Salesforce to Salesforce integration using Canvas

Existing Challenges with Web Applications • There are many challenges with the wide variety of solutions in today’s marketplace.

–  How many of you have existing web applications that you use internally?

•  Intranets, homegrown tools, purchased products

–  How many have existing applications that you would like to integrate with salesforce, but cannot for some reason?

• Resource constraints, lack of tools, lack of expertise

–  How many have heard frustration from your users about having to use multiple systems on a daily basis?

Apps Exist Everywhere • Most companies have many applications that their users access daily –  Cloud Applications (Salesforce.com, Google Docs) –  Hybrid Applications –  Home Grown Solutions (Intranet, Task Management)

Modern platforms easily combine these apps • Allowing end users to access different content in one place without having to authenticate multiple times

–  Authorization is granted by the user or admin and managed in a seamless manner –  Content is combined into a single interface

•  Facebook Apps •  Google+ Games •  Twitter Apps

–  Applications make seamless transitions between web, tablet, and phone

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

User Interface

Screens exposed to end users

UI Integration

platform

Visualforce Pages

Lightning Framework

Force.com Canvas

Force.com Canvas – You code it, we show it! Regardless of your language of choice, JavaScript libraries allow your app to

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Chatter Communities

Multi-Tenant Cloud Infrastructure

Sales Cloud

Service Cloud

Marketing Cloud AppExchange

Cloud Database

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Force.com Heroku

Any Social Network

Any Device

Back End Systems

Salesforce Apps

AppExchange Apps

ERP Finance

Public/Private Apps

Custom Apps

Mobile Services

Chatter

3rd Party Web Apps

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3rd Party Web Apps

Canvas Setup inside salesforce.com • The Canvas App Setup area is where the Canvas metadata is defined

–  App Name –  Icons for the app –  Access level inside of salesforce –  Canvas URL –  Access Method –  Locations –  Apex Lifecycle Handler –  App Options

•  Personal App •  Hide Publisher Header •  Hide Publisher Footer •  Auto create actions

Create your Canvas App with the Heroku Quickstart • With the Heroku Quickstart, you can create a Canvas App in one simple step

–  Canvas App Previewer at Setup | App Setup | Canvas App Previewer –  You can connect to Heroku through OAuth, Username/Password, or Heroku API Key –  Currently there are default Java or Ruby Apps to clone from

Canvas App Previewer • Area inside Setup where you can display your Canvas App

–  You can test your app function prior to rolling out to end users

Canvas Locations • Locations determine where your Canvas Apps can be displayed

–  Locations are set per app, and each app can have mulitple locations –  Locations include:

•  Chatter Feed – Embed a canvas app in your feed item •  Chatter Tab – Provide a list of Canvas Apps on your Chatter Tab •  Console – Embed a Canvas App directly in the Salesforce Console •  Layouts and Mobile Cards – Embed a Canvas App inside a Page Layout, or on a Mobile Card •  Mobile Nav – Add a Canvas App to the Salesforce1 navigation menu •  Open CTI – Add a Canvas App to an Open CTI component •  Publisher – Embed a Canvas App directly in the Salesforce Publisher •  Visualforce Page – Embed a Canvas App directly inside a Visualforce Page

Canvas Apex Lifecycle Handler • Provide an Apex Class for your Canvas App

–  Allows you to control aspects of the Canvas Lifecycle •  Remove sections of the Signed Request •  Programmatically add Signed Request parameters •  Change the Canvas App URL •  Provide Custom Error Handling

Canvas in the Publisher and Chatter Feed • Allows you to embed your app inside the Publisher for quick actions, and in the Chatter Feed for contextual feeds –  Feed Items contain custom parameters for context

Canvas in the Page Layout • Allows you to add a Canvas App directly to the Page Layout

–  You do not need to use Visualforce to embed the Canvas App –  You can use the Apex Lifecycle Handler to pass record information in the Signed Request

Canvas App in the Salesforce1 Mobile App • Along with the main web application, you can embed your app inside of Salesforce1 • Locations include

–  Mobile Navigation Menu –  Action Bar –  Chatter Feed –  Page Layout –  Mobile Cards

Canvas in the Salesforce1 Action Bar • Universal Bar to launch your Publisher Actions • Open the Canvas App for the publisher by clicking on the Action Bar icon

–  The canvas App takes over the entire screen

Canvas in the Salesforce1 Feed • Feed representation is the same as in the web • Clicking on the FeedItem will open the Canvas App on the device

–  The canvas App takes over the entire screen

Canvas in the Salesforce1 Mobile Navigation Menu • Top level grouping of application you can access

–  Accessed by opening up the Mobile Navigation Menu and scrolling to the Canvas App –  The canvas App takes over the entire screen

Canvas in the Salesforce1 Record Detail and Mobile Card • Canvas Apps are displayed inline of the page layout, or as distinct mobile cards

–  The default view is a preview mode of the app –  Clicking on the Canvas App opens a full view of the app in the entire screen

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Canvas App in Salesforce1

Why Canvas ? •  Connected Apps Framework

–  Ability to specify the scope of access

•  XHR Bridge –  Eliminates Full Round-trip. Communication done in the Browser.

•  Placement within Salesforce –  Chatter Feed –  Chatter Tab –  Publisher –  Salesforce1 –  Lightning Component – force:canvasApp –  Anywhere you can have a Visualforce Page

Wrapup/What Have We Learned? • Today we discovered general information about Force.com Canvas

–  How to create a Canvas App in the salesforce.com setup

–  How to use the Heroku Quickstart

–  The Canvas Previewer and its uses

–  Canvas App locations, and how are they used

–  How does Canvas translate into the Salesforce1 Platform

• We saw an example of a Canvas for Salesforce to Salesforce integration

Resources • Heroku Quick Start Tutorial • Complete Source Code for S2S • Canvas JavaScript SDK

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