Visualforce & Force.com Canvas

Jay Hurst, Salesforce.com, Product Manager – Force.com Canvas @extraidea

Unlock your Web App inside of Salesforce.com

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Join the conversation: #forcewebinar

Jay Hurst

Product Manager – Force.com Canvas,

@extraidea

Speakers

Agenda

§  Review of Force.com Canvas §  Demonstrate using a Force.com Canvas App in a Visualforce Page

§  Demonstrate using custom parameters in a Force.com Canvas App

§ Dynamically rendering record-specific content §  Q&A

§  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)

Introducing Force.com Canvas

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 (Including Custom Parameters)

•  Cross Domain API Calls

•  App Registration and Management

What does Force.com Canvas do?

Salesforce 3rd Party App

SDK HTTPS

What are some examples of Canvas Apps

There are many examples of how Canvas Apps can be used §  Existing Web Applications from Partners

§  Concur Trips, Event Applications

§  Internally Developed Applications §  Intranets, Service Ticket Applications

§  Enterprise Systems with Web Front-Ends §  SAP, Sharepoint

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:

Technologies used in Force.com Canvas

Force.com Canvas Usage Flow

1.  User Clicks on the App from the Chatter Tab (or VF Page)

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.  The server side acts on the behalf of the user and posts to the salesforce database

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)

VB

ASP

VB

C#

VB

C++

VB

CF

VB

Java

VB

JSP

VB

.NET

VB

PHP

VB

VB

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

Salesforce.com Confidential

Signed Request Demo

Force.com Canvas - Registration/Management Flow

1.  App is created with specified modules

2.  After creation app is available in creator org

3.  If created in a namespaced DE org, App can be published

§  Published Apps can be installed into any org with Canvas enabled

Salesforce.com Confidential

Canvas Connected App

Basic Information- Name- Description- Info URL- Icon URL- Contact Email- Contact Phone

Force.com Canvas Module

- Canvas URL- Access Method

OAuth Module- Callback URL- Digital Signature- Selected OAuth Scopes

Install URL

Published(DE Org)

Subscriber Org- Manageable inside org- Useable inside org

Install

Creator Org- Manageable inside org- Useable inside org

Force.com Canvas – Visualforce Component

Add a Force.com Canvas App to any Visualforce Page §  Visualforce Tabs, Inline Visualforce

Pages, Standalone Visualforce Pages

§  Ability to specify Canvas height and Width

§  Signed Request/Context delivers Page and Record specific information

Salesforce.com Confidential

Force.com Canvas Expanding the Warehouse App

Force.com Canvas – Expanding the Warehouse App

Canvas App Walkthrough: §  Explaining the idea of the Canvas Fulfillment App

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

§  Create a Visualforce Page/Tab to display the Canvas App

§  Inline the App inside of the Invoice Statement object §  Modify the App to dynamically render based on context

What is the Force.com Canvas Warehouse App §  The Warehouse App is a walkthrough provided by salesforce which

explains the customizability of the salesforce.com app •  The app takes you through the declarative and integration capabilities of

salesforce.com

•  The full workbook can be found at http://www.salesforce.com/us/developer/docs/workbook/forcecom_workbook.pdf

§  The Force.com Canvas App will represent a fulfillment center that your warehouse app will use

•  Picture salesforce.com as your sales center, and the Web App your fulfillment/shipping center…Force.com Canvas allows you to interact with both apps

Heroku: A Multi-language Cloud App Platform

Canvas Demo

Combining the Fulfillment App with the Warehouse App §  Fulfilment data now exposed inside of the Chatter tab

Exposing a Canvas App in a Visualforce Page §  Spring ‘13 introduces the ability to drop a Canvas App in a Visualforce Page

•  Use the new <apex:canvasApp /> tag

•  The required information is: –  applicationName –The full name of the app

–  namespacePrefix – The namespace of the Canvas App –  developerName – The developer name of the app (found on the app detail page)

•  Optional information includes: –  height – The height of your canvas

–  width – The width of your canvas –  border – The width of the border around your canvas

–  scrolling – Indicates if the canvas should have scroll bars

–  parameters – JSON string to pass in the Context sent to the app

Using apex:canvasApp <apex:page showheader="false">

<apex:canvasApp applicationName="Fulfillment App”

height="1000px" width="800px” parameters="{'myValue' : 'value1'}” />

</apex:page>

Exposing a Canvas App in a Visualforce Tab §  Extending the ability to add a Canvas App in a Visualforce Page, you can

also create a Visualforce Tab

Adding a Canvas App into a Record Detail Page §  By adding a Canvas App to a Visualforce Page, you can also embed

the app in a Record Detail page

§  This will allow you to visually deliver content directly on your records

Passing Parameters to your Canvas App §  Using the “parameters” element of apex:canvasApp alows you to pass

custom information to your Canvas App

§ This will allow you to dynamically render you app information

§ Ex – You can pass a Salesforce Record ID and display the appropriate related record from the 3rd Party App

<apex:page sidebar="false" showheader="false" standardController="Invoice_Statement__c"> <apex:canvasApp developerName="denv_warehouse" parameters="{'orderId':'{!Invoice_Statement__c.id}','name': '{!HTMLENCODE(Invoice_Statement__c.name)}'}" width="800px" height="380px" scrolling="false"/> </apex:page>

Dynamically Rendering Content §  By extracting the parameters from the signed request or context, you

can render specific data

§ Ex - Show record specific information inline

Force.com Canvas – Spring ’13 Enhancements

In today’s session we have: §  Walked through the new features of Force.com Canvas in Spring ‘13

•  Exposing a Canvas App on a Visualforce Page

•  Setting the specific Canvas Size

•  Dynamically rendering content based on custom parameters

§  Walked through some example in code on how to utilize the new features

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

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

§  Past Webinar

Heroku §  Heroku Developer Site - https://devcenter.heroku.com/

Contact Us: §  Email or tweet Jay – jhurst@salesforce.com/@extraidea

§  Tweet @forcedotcom with #forcewebinar

Thank You!