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Today, organizations are managing an increasing number of specialty apps, delivered very quickly across many development frameworks and without integration or multi-app coordination in mind. force.com Canvas enables you to easily embed your mission-critical applications directly within the Salesforce.com UI, reducing integration costs and increasing application visibility and utilization across your technology portfolio. In this session, we will discuss the benefits of force.com Canvas technology and walk through a live integration example.
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sfdc_ppt_corp_template_01_01_2012.ppt
HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.
June 25th, 2013
Eric Whipple
force.com Canvas Overview
HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.
Introduction Hi. I am a designer.
Vice President of Products and Solutions Product Owner – RQ® for Salesforce Product Line
Technical Strategist & Roadmap Developer
Owner, Modern Apple Consulting Salesforce.com Solution Design and Implementation
Process and Satisfaction Modeling
HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.
RCG helps companies prioritize, measure, and advance the relationships that most impact their performance
Our Process: � Relational Ladder Methodology
� RQ® for Salesforce
� Over 50,000 Relationships Assessed
Some of Our Clients: � Berkley College – Admissions, Enrollment, Financial Aid
� Univ. of Dayton – Alumni Relations, Student Ambassadors
� Villanova University – Major Gifts
The Relational Capital Group
HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.
A Changing Landscape � Web Development is Changing (again)
� Focus is moving back to the front-end � Users are demanding a richer experience � Scripting logic can perform much better than server logic � New development frameworks are appearing all the time
HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.
A Changing Landscape � Integration is Highly Standardized
� Https / OAuth 2.0 / SAML � JavaScript (and all its permutations) � XML / JSON
� New Drivers of Technical Strategy � Speed to deployment � Current or anticipated skill sets � Availability of Best Practices / Examples
HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.
Integration Challenges � Every application has distinct value � Robust Integration is not always possible � How can we easily get them to play with Salesforce?
� At the Data Layer and the API Layer and the UI Layer!
Financial Aid
Alumni Relations
Recruiting
Online Couse Content
Student Community Site Student Services
Business Apps +
Salesforce.com +
force.com Canvas =
Totally stole this (Dreamforce 2012)
HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.
Sales Cloud Chatter Work.com
Service Cloud
Marketing Cloud
Alumni Relations
Course Content
What is force.com? � Salesforce.com’s Platform as a Service (PaaS) � The technical foundation for all Salesforce.com tools � A cloud-based application development framework � A set of standards-compliant integration technologies
force.com Web Services
JavaScript Remoting
SOAP API
HTTP & REST OAuth 2.0
Connected Apps
SAML
HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.
� Framework for exposing Web applications in Salesforce.com � User Interface Layer � API Layer (Data Layer)
� Applications Run in Native Environments � Language Independence
� Applications Appear in Salesforce.com
� “Mash up” Maker
What is force.com Canvas?
HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.
� Canvas (JavaScript) SDK
� Simplified Authentication (Signed Request / OAuth)
� Context Services
� Cross Domain API Calls
� App Publishing and Management
…and you can’t do that with an iframe! (not easily)
What does force.com Canvas Provide?
HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.
How Does it Work?
https
Canvas SDK
Any app that has an https endpoint and can make JavaScript calls can be a Canvas App!
HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.
Key Questions � When Would I Use This?
� Existing Web apps can’t/won’t be ported to or integrated with Salesforce.com � Existing skill set and resource constraints � Embedded tools (Widgets) � High switching costs between multiple “related” applications
� What’s the Level of Effort? � Extremely Low to Get Up and Running
� Zero Apex Coding Requirement
� You decide how much effort, based on integration and display needs � Data integration � Visualforce incorporation
sfdc_ppt_corp_template_01_01_2012.ppt
HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.
Student Information Mashup
Let’s Look at A Simple Example
HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.
Example: Integrate Web Apps with Salesforce 1. Host Student Application(s)
2. Create Connected App(s)
3. Test in the Canvas Previewer
4. User Test in Chatter
5. Create Visualforce “Mashup” with Both Apps and Chatter
6. Publish
7. Install Into Another Org
HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.
Two Web Apps � Student History � Student Success
� Unique Features � Different Languages � Separate Data Stores � Independent SCM
HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.
Two Very Different Web Apps
Java Ruby
HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.
Creating a Connected App
HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.
Creating a Connected App
HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.
Creating a Connected App
HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.
Creating a Connected App
HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.
Just like that…But Wait!
HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.
Canvas Dashboard Apps
� Canvas and Visualforce
� Multiple Canvas Apps
� Integrated with Chatter
� Integrated with Salesforce.com Data
HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.
Publishing Canvas Apps � Published through Managed
Packages
� Be Aware: An org can only have one Managed Package
HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.
Publishing Canvas Apps � Log in to receiving org
� Paste Installation URL into Browser
� Canvas Apps and AppExchange
HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.
Publishing Canvas Apps
HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.
1. Host Student Application(s)
2. Create Connected App(s)
3. Test in the Canvas Previewer
4. User Test in Chatter
5. Create Visualforce “Mashup” with Both Apps and Chatter
6. Publish
7. Install Into Another Org
Example: Integrate Web Apps with Salesforce
HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.
Final Thoughts � Every application has distinct value
� Robust Integration is not always possible
� Canvas easily exposes Web apps in Salesforce.com
� Powerful SDK enables “Mashups” that bring quick value
� Once created, Canvas apps can be published and leveraged over and over
HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.
Questions � [email protected] or [email protected] � www.relcapgroup.com
� www.rqforsalesforce.com (or check us out on the AppExchange)
HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.
