Visualforce & Force.com Canvas: Unlock your Web App inside of Salesforce.com Webinar

Visualforce & Force.com Canvas

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

Unlock your Web App inside of Salesforce.com

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

Lead Developer – Force.com Canvas, @jolley

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


Have questions?

§  We have an expert support team at the ready to answer your questions during the webinar.

§  Ask your questions via the GoToWebinar Questions Pane.

§  The speaker(s) will choose top questions to answer live at the end of the webinar.

§  Please post your questions as we go along!

§  Only post your question once; we’ll get to it as we go down the list.


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

§ Ask Questions in the GoToWebinar Question Panel

§  Next Steps


Assumptions

This webinar assumes the following: §  You know/have…

•  Basic experience with Force.com Canvas

•  Basic experience with Visualforce Pages and Tabs

•  Some experience with Java (we will be going though a little bit of code)

But don’t worry, you can catch up via these resources:

§  Force.com Canvas Developer Site - http://wiki.developerforce.com/page/Force.com_Canvas

§  Intro to Force.com Canvas Webinar - http://wiki.developerforce.com/page/Webinar:_Intro_to_Force.com_Canvas:_Running_External_Apps_within_the_Salesforce_UI_(2012-Oct)


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

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


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



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

§  What is Heroku?

§  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 – [email protected]/@extraidea

§  Tweet @forcedotcom with #forcewebinar


Upcoming Events April 3, 2013 Advanced Testing & Debugging Using the Developer Console http://bit.ly/devconsole-vf April 11, 2013 Mobile CodeTalk http://bit.ly/mobilect-vf April 17, 2013 Agile Development with Heroku http://bit.ly/agileher-vf April 24, 2013 Inside the Force.com Query Optimizer http://bit.ly/query-vf


Q&A

Jay Hurst

Product Manager – Force.com Canvas,

@extraidea

Chris Jolley

Lead Developer – Force.com Canvas, @jolley


Thank You!

Visualforce & Force.com Canvas: Unlock your Web App inside of Salesforce.com Webinar

Documents

Transcript of Visualforce & Force.com Canvas: Unlock your Web App inside of Salesforce.com Webinar