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

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Speakers

Jay Hurst Chris Jolley Ian Sweeney
Product Manager – Lead Developer – Force.com Taulia VP of Product,
Force.com Canvas, Canvas, @rudnua
@extraidea @jolley @taulia


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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


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?

3rd Party App Salesforce

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.

Demo Highlights
§  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 Workflow: Inbound Contact

Twilio IVR

Customer
IVR
Workflow

Heroku Hosted App


Demo Workflow: Outbound Contact

Salesforce Customer
Agent


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

Join the conversation: #forcewebinar 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.


Walkthrough of the Taulia Canvas App

1. Login to Salesforce

2. Click Taulia Link Chatter
Post

3. SSO Login

4. Create/Submit Invoice My Taulia

5. Do Early Payment


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 – jhurst@salesforce.com/@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 Chris Jolley Ian Sweeney
Product Manager – Lead Developer – Force.com Taulia VP of Product,
Force.com Canvas, Canvas, @rudnua
@extraidea @jolley @taulia


Thank You!


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

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