Salesforce Developer Garage Seattle: Canvas


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Presentation on Canvas from the Salesforce Developer Garage Seattle on 3/28/13 by Jay Hurst.

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Salesforce Developer Garage Seattle: Canvas

  1. 1. Visualforce & CanvasUnlock your Web App inside of Salesforce.comJay Hurst,, Product Manager – Canvas@extraidea
  2. 2. 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, 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 products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of, 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., inc. assumes no obligation and does not intend to update these forward- looking statements.
  3. 3. Speakers Jay Hurst Product Manager – Canvas, @extraideaJoin the conversation: #forcewebinar
  4. 4. Agenda §  Review of Canvas §  Demonstrate using a Canvas App in a Visualforce Page §  Demonstrate using custom parameters in a Canvas App § Dynamically rendering record-specific content §  Q&A §  Next Steps
  5. 5. Apps, Apps, EverywhereCompanies have many applications across their org §  Cloud Applications (, Google Docs) §  Hybrid Applications §  Home Grown Solutions (Intranet, Task Management)
  6. 6. Introducing 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
  7. 7. What does Canvas do?3rd Party App Salesforce SDK HTTPS
  8. 8. 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
  9. 9. Canvas – You code it, we show it!Regardless of your language of choice, JavaScript libraries allowyour app to connect with salesforce at a UI and API layer:
  10. 10. Technologies used Canvas
  11. 11. Canvas Usage Flow1.  User Clicks on the App from the Chatter 5 Tab (or VF Page) 62.  The 3rd Party App responds with HTML that Chatter Tab Database is loaded into the salesforce UI if(conn SELEC WHERE3.  The user interacts with the 3rd party app print 44.  The 3rd party app uses the Canvas Server-side JS JavaScript SDK to make a call to a server side JavaScript library 3 <script var a= var xl5.  The server side acts on the behalf of the if(xls user and posts to the salesforce database 1 2 Client-Side JS 3rd Party6.  Alternatively, the 3rd party app can Canvas Link (canvas-all.js) Database Java C# JSP communicate server-to-server with PHP .NET C++ salesforce via the standard APIs ASP VB CF Server Web UI UI 3rd Party App
  12. 12. 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 Confidential
  13. 13. Signed Request Demo
  14. 14. Canvas - Registration/Management Flow Canvas Connected App1.  App is created with specified Basic Information - Name OAuth Module - Callback URL - Digital Signature modules - Description - Info URL - Selected OAuth Scopes Canvas - Icon URL Module2.  After creation app is available - Contact Email - Canvas URL - Contact Phone - Access Method in creator org3.  If created in a namespaced DE Published (DE Org) org, App can be published Creator Org - Manageable inside org Install URL §  Published Apps can be installed - Useable inside org into any org with Canvas enabled Install Subscriber Org - Manageable inside org - Useable inside org Confidential
  15. 15. Canvas – Visualforce ComponentAdd a Canvas App to anyVisualforce 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 Confidential
  16. 16. CanvasExpanding the Warehouse App
  17. 17. Canvas – Expanding the Warehouse AppCanvas 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
  18. 18. What is the Canvas Warehouse App §  The Warehouse App is a walkthrough provided by salesforce which explains the customizability of the app •  The app takes you through the declarative and integration capabilities of •  The full workbook can be found at §  The Canvas App will represent a fulfillment center that your warehouse app will use •  Picture as your sales center, and the Web App your fulfillment/ shipping center… Canvas allows you to interact with both apps
  19. 19. Heroku: A Multi-language Cloud App Platform
  20. 20. Canvas Demo
  21. 21. Combining the Fulfillment App with the Warehouse App §  Fulfilment data now exposed inside of the Chatter tab
  22. 22. 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
  23. 23. Using apex:canvasApp <apex:page showheader="false"> <apex:canvasApp applicationName="Fulfillment App” height="1000px" width="800px” parameters="{myValue : value1}” /> </apex:page>
  24. 24. 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
  25. 25. 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
  26. 26. 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:{!},name: {!HTMLENCODE(}}" width="800px" height="380px" scrolling="false"/></apex:page>
  27. 27. Dynamically Rendering Content §  By extracting the parameters from the signed request or context, you can render specific data § Ex - Show record specific information inline
  28. 28. Canvas – Spring ’13 EnhancementsIn today’s session we have: §  Walked through the new features of 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
  29. 29. Where to now? Canvas Resources can be found at § Canvas Developer Site - § Canvas Developer Guide - §  Discussion Board - §  Past Webinar Heroku §  Heroku Developer Site - Contact Us: §  Email or tweet Jay – §  Tweet @forcedotcom with #forcewebinar
  30. 30. Thank You!