Post on 27-Jan-2015
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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
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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
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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
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Apps, Apps, Everywhere
Companies have many applications across their org § Cloud Applications (Salesforce.com, Google Docs)
§ Hybrid Applications
§ Home Grown Solutions (Intranet, Task Management)
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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
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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
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What does Force.com Canvas do?
Salesforce 3rd Party App
SDK HTTPS
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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
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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:
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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
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Creating a Canvas App § Create a definition of the
Canvas App
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View the Canvas App inside salesforce § Apps surface in the Canvas App Previewer and the Chatter Tab
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Use the Canvas App to interact with Chatter § Delivered Context enabled data integration
§ Example shows interaction with Chatter
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Publish your Canvas App § Apps can be published and installed into other orgs
§ A namespaced-DE org is required for publishing
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Install the publish Connected App in another org
§ Install into your org with a one-click process
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Changes are instantly reflected in all orgs § Changes to the 3rd Party App are instantly reflected in subscriber orgs
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Force.com Canvas Heroku Quick Start § Heroku Quick Start created a Canvas App in one simple step
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Force.com Canvas in the real world
§ How are existing customers/partners using Force.com Canvas?
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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
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Demo Workflow: Inbound Contact
Customer
Twilio IVR
IVR Workflow
Heroku Hosted App
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Demo Workflow: Outbound Contact
Salesforce Agent
Customer
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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
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Launching the Softphone App § Agent launches the softphone and sees a list of Leads
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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
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Demo
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Ian Sweeney Taulia
Vice President of Product
@rudnua
@taulia
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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.
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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
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Demo
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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
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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
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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 – jhurst@salesforce.com/@extraidea
§ Tweet @forcedorcom with #forcewebinar
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Survey Your feedback is crucial to the success of our webinar programs.
Thank you!
http://bit.ly/canvassurvey
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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
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Thank You!