Visualforce & Canvas: Unlock your Web App inside of Webinar


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Learn about the new Canvas (currently pilot in Spring '13) features. With Spring '13, you can now leverage Canvas from inside Visualforce Pages, extending your 3rd Party Applications into more areas of the User Interface. We will be showing a Code-Level example of how to extend your application to consume custom parameter information (via the Canvas SDK) and how to dynamically render record-specific content.

After attending this webinar, you will understand: Canvas fundamentals and use cases
How to leverage Canvas from inside a Visualforce page
How to use the Canvas SDK to gather context-specific information for your Application
What resources are available to help you learn more about Canvas

Who Should Attend

This webinar is geared towards intermediate to advanced developers.

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Visualforce & Canvas: Unlock your Web App inside of Webinar

  1. 1. Visualforce & CanvasUnlock your Web App inside of Salesforce.comJay Hurst,, Product Manager – Canvas@extraideaChris Jolley,, Lead Developer – Canvas@jolley
  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.Join the conversation: #forcewebinar
  3. 3. Speakers Jay Hurst Chris Jolley Product Manager – Lead Developer – Canvas, Canvas, @extraidea @jolleyJoin the conversation: #forcewebinar
  4. 4. Follow Developer Force for the latest news @forcedotcom / #forcewebinar Developer Force – Community +Developer Force – Community Developer Force Developer Force groupJoin the conversation: #forcewebinar
  5. 5. 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.Join the conversation: #forcewebinar
  6. 6. 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 § Ask Questions in the GoToWebinar Question Panel §  Next StepsJoin the conversation: #forcewebinar
  7. 7. Assumptions This webinar assumes the following: §  You know/have… •  Basic experience with 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: § Canvas Developer Site - §  Intro to Canvas Webinar - Webinar:_Intro_to_Force.com_Canvas:_Running_External_Apps_within_the_Salesforce_UI_(2012-Oct)Join the conversation: #forcewebinar
  8. 8. Apps, Apps, Everywhere Companies have many applications across their org §  Cloud Applications (, Google Docs) §  Hybrid Applications §  Home Grown Solutions (Intranet, Task Management)Join the conversation: #forcewebinar
  9. 9. 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 AppsJoin the conversation: #forcewebinar
  10. 10. 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 ManagementJoin the conversation: #forcewebinar
  11. 11. What does Canvas do?3rd Party App Salesforce SDK HTTPSJoin the conversation: #forcewebinar
  12. 12. 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, SharepointJoin the conversation: #forcewebinar
  13. 13. 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:Join the conversation: #forcewebinar
  14. 14. Technologies used in CanvasJoin the conversation: #forcewebinar
  15. 15. 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 AppJoin the conversation: #forcewebinar
  16. 16. 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 LinksJoin the conversation: #forcewebinar Confidential
  17. 17. Signed Request DemoJoin the conversation: #forcewebinar
  18. 18. Canvas - Registration/Management Flow Canvas Connected App 1.  App is created with specified Basic Information - Name OAuth Module - Callback URL - Digital Signature modules - Description - Info URL - Selected OAuth Scopes Canvas - Icon URL Module 2.  After creation app is available - Contact Email - Canvas URL - Contact Phone - Access Method in creator org 3.  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 orgJoin the conversation: #forcewebinar Confidential
  19. 19. Canvas – Visualforce Component Add a 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 informationJoin the conversation: #forcewebinar Confidential
  20. 20. Canvas Expanding the Warehouse AppJoin the conversation: #forcewebinar
  21. 21. 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 contextJoin the conversation: #forcewebinar
  22. 22. 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 appsJoin the conversation: #forcewebinar
  23. 23. Join the conversation: #forcewebinar
  24. 24. Heroku: A Multi-language Cloud App PlatformJoin the conversation: #forcewebinar
  25. 25. Canvas DemoJoin the conversation: #forcewebinar
  26. 26. Combining the Fulfillment App with the Warehouse App §  Fulfilment data now exposed inside of the Chatter tabJoin the conversation: #forcewebinar
  27. 27. 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 appJoin the conversation: #forcewebinar
  28. 28. Using apex:canvasApp <apex:page showheader="false"> <apex:canvasApp applicationName="Fulfillment App” height="1000px" width="800px” parameters="{myValue : value1}” /> </apex:page>Join the conversation: #forcewebinar
  29. 29. 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 TabJoin the conversation: #forcewebinar
  30. 30. 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 recordsJoin the conversation: #forcewebinar
  31. 31. 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>Join the conversation: #forcewebinar
  32. 32. Dynamically Rendering Content §  By extracting the parameters from the signed request or context, you can render specific data § Ex - Show record specific information inlineJoin the conversation: #forcewebinar
  33. 33. Canvas – Spring ’13 Enhancements In 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 featuresJoin the conversation: #forcewebinar
  34. 34. 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 #forcewebinarJoin the conversation: #forcewebinar
  35. 35. Upcoming Events April 3, 2013 Advanced Testing & Debugging Using the Developer Console April 11, 2013 Mobile CodeTalk April 17, 2013 Agile Development with Heroku April 24, 2013 Inside the Query Optimizer the conversation: #forcewebinar
  36. 36. Q&A Jay Hurst Chris Jolley Product Manager – Lead Developer – Canvas, Canvas, @extraidea @jolleyJoin the conversation: #forcewebinar
  37. 37. Thank You!Join the conversation: #forcewebinar