Alfresco for Salesforce

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Alfresco Summit 2013 Presentation by Jared Ottley and Will Abson. Discuss how the Alfresco for Salesforce Integration works; How to get and install the integration; Challenges; ideas for for future releases.

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  • http://www.salesforce.com/us/developer/docs/apexcode/Content/apex_gov_limits.htm
  • Alfresco for Salesforce

    1. 1. Alfresco for Salesforce 5 November 2013 / 13 November 2013 Will Abson (wabson@alfresco.com) Jared Ottley (jottley@alfresco.com) Gregory Melahn (greg.melahn@alfresco.com) #SummitNow
    2. 2. Agenda • Part One (Business) o Overview and Demonstration • Part Two (Technical) o How it Works o Building on Salesforce o Building on Alfresco #SummitNow
    3. 3. Part One #SummitNow
    4. 4. What does the App do? • Allows Salesforce Users to attach Documents to Salesforce Objects and have them stored in Alfresco o Four Specific Salesforce Object Types supported ▪ Accounts ▪ Cases ▪ Contracts ▪ Opportunities • Allows Salesforce Users to Edit, View and • Delete the attached Alfresco Documents#SummitNow Creates Chatter about the Alfresco Documents
    5. 5. Finding the App • Go to the Salesforce App Exchange • https://appexchange.salesforce.com/ Enter some search criteria (e.g. ‘Alfresco’) o #SummitNow
    6. 6. The App Exchange Listing #SummitNow
    7. 7. Installing the App #SummitNow
    8. 8. Demo #SummitNow
    9. 9. Demo #SummitNow
    10. 10. Part Two #SummitNow
    11. 11. Alfresco and SF Components Properties Config Adv. Search Form Alfresco Share Apex Classes VisualForce Pages Security Profiles Salesforce Model Alfresco Repository Sample Layouts Salesforce #SummitNow
    12. 12. Salesforce Model Salesforce Record 1 Stored in <site>/Salesforce Records 0..N Salesforce Attachment Assoc Stored in <site>/documentLibrary/Salesforce Attachments Additional Aspects CRM Account Document Type CRM Contract CRM Case CRM Opportunity #SummitNow
    13. 13. Application Packaging On the Salesforce side o o (??) Deployed on the AppExchange On the Alfresco side (MyAlfresco only) o o Repo AMP ▪ salesforce-repo-1.0.0.amp Share AMP ▪ salesforce-share-1.0.0.amp #SummitNow
    14. 14. How it Works Web browser A O PI: C Au M th IS + Salesforce Users #SummitNow
    15. 15. How it Works Web browser Upload: OAuth + CORS + CMIS A O PI: C Au M th IS + Salesforce Users #SummitNow
    16. 16. How it Works - Downloading a File Web browser O CM Au t IS h + Salesforce Users 1. User clicks Download link for a file 2. Salesforce-side code checks the user’s access token is still valid o If not valid, the token is refreshed 3. Salesforce-side code checks the document is present in Alfresco, providing nodeRef o If not present, the user is forwarded to a ‘page not found’ page 4. Salesforce-side code access the content of the file from Alfresco Cloud via CMIS and #SummitNow streams it back to the user
    17. 17. How it Works - Uploading a File Web browser OAuth + CORS + CMIS O CM Au t IS h + Salesforce Users 1. User clicks Attach File button in their browser, taken to New Document page 2. User selects file, enters Document Name and Document Type (drop-down) and hits Save 3. Page fires off POST request to trigger Apex remote action in Salesforce-side code, which creates empty content item in the Document Library 4. Browser does a CMIS PUT directly against Alfresco Cloud to upload the content itself o This works around Salesforce request body #SummitNow size restrictions o Access token from
    18. 18. Cloud Sync OAuth + CORS + CMIS Corporate Users O CM Au t IS h + Web browser Sync Salesforce Users Firewall Remote Office #SummitNow
    19. 19. Building on Salesforce Apex Visualforce *Does not include SOAP and REST APIs #SummitNow
    20. 20. CMIS API Challenges #SummitNow
    21. 21. CMIS API Challenges - No CMIS Client • Force.com has no concept of libraries • Install packages from appexchange • Limited to what to is exposed by developer • Add classes from other projects • Count against you code total • No one has written a CMIS appexchange package • No one has written CMIS classses that could be added • Apex Web Callouts to CMIS endpoints #SummitNow • Governance Limits • Installer must approve connecting endpoints
    22. 22. CMIS API Challenges - Tenant Id • Calls to Cloud CMIS API need tenant id • CMIS provides no way to discover tenant id • Two options: • User provides • Use REST API • https://api.alfresco.com • Apex JSON parser (requires new classes) • JSON objects: Reserved words • Limit to home network or ask user input #SummitNow
    23. 23. CMIS API Challenges - Verbosity • CMIS is Verbose! • Can reduce a little using filters • Governance Limits Example: Alfresco.com • Alfresco.com site list is 400+ (and growing) • Document size is 2.5 MB Options: • Paging • CMIS Browser Bindings #SummitNow
    24. 24. CMIS API Challenges - Parsing XML • Apex XML parser Gotcha: DateTime String dateString = property.getChildElement('value', CMIS_NS).getText(); dateString = dateString.replace('T', ' '); dateString= dateString.substring(0, dateString.length() - 6); relatedDoc.creationDate = DateTime.valueOf(dateString); #SummitNow
    25. 25. CMIS API Challenges - Child Objects • Lacks support for including child objects If it did…. Governance Limit Heap Size Since it doesn’t… Governance Limit Callout Requests #SummitNow
    26. 26. CMIS API Challenge - Delete CMIS API allows delete of relationship using objectId using: https://api.alfresco.com/alfresco.com/public/cmis/versions /1.0/atom/entry?id=assoc:4240216&allVersions=true Relationship MAY be deleted when the target is removed in a peer relationship (according to the spec). Any code should allow for a 404. Previously the relationship remained and target pointed to #SummitNow the archiveStore.
    27. 27. CMIS API Challenges – Secondary Types •Lack of support of secondary types makes the the integration dependent on Alfresco extensions. •Secondary type support would allow client to fallback to base type. #SummitNow
    28. 28. CMIS API Challenges - Sites folder Listing documents is achieved using a CMIS getObjectByPath call •We know the path of the Salesforce Record item - /Sites/<network- id>/Salesforce Records/<record-id> But, the Sites folder may not always be named 'Sites', e.g. 'Sitios'! •CMIS does not provide a way to specify a QName path, rather than a name path. So, we must find out what the sites folder is called, and store this •This is done when the user selects the site to be used for document storage. #SummitNow
    29. 29. CMIS Workbench as Node Browser org.apache.chemistry.opencmis.binding.spi.type=atompub org.apache.chemistry.opencmis.binding.atompub.url=https:/ /api.alfresco.com/cmis/versions/1.0/atom org.apache.chemistry.opencmis.binding.auth.http.basic=fals e org.apache.chemistry.opencmis.binding.header.0=Authorizat ion:Bearer <oauth token> org.apache.chemistry.opencmis.binding.compression=true cmis.workbench.folder.includeAcls=false cmis.workbench.object.includeAcls=false cmis.workbench.version.includeAcls=false #SummitNow
    30. 30. Salesforce Governance 10 Total number of callouts (HTTP requests or Web services calls) in a transaction 6 MB Total heap size 10,000 Maximum CPU time on the milliseconds Salesforce servers 5 MB File size limit #SummitNow http://www.salesforce.com/us/developer/docs/apexcode/
    31. 31. Security Considerations Salesforce apply strict criteria to apps before they can be publicly listed on the AppExchange Partnership with Checkmarx to allow developers to check for common vulnerabilities in their Apex / Visualforce apps The AppExchange team are responsible for performing a final check across your app and any supporting services For Alfresco this covered the MyAlfresco service Developers do not have access to the tools used This feedback process takes (up to) 8 weeks #SummitNow
    32. 32. Future Ideas Access Salesforce Content from Alfresco Salesforce Chatter API (plug) Avoiding Salesforce Governance limits Salesforce Canvas Framework Alfresco Embed #SummitNow
    33. 33. Add permission set to multiple users Every user must have the ‘Alfresco Cloud Document Management User’ permission set applied to their account. This can be scripted through the Salesforce Developer Console. #SummitNow
    34. 34. Example User u = [select id from User where <logic here>]; PermissionSet ps = [Select p.Id From PermissionSet p where p.label = 'Alfresco Cloud Document Management User']; PermissionSetAssignment psa = new PermissionSetAssignment(AssigneeId = u.id, PermissionSetId = ps.id); insert psa; #SummitNow
    35. 35. More information Documentation https://appexchange.salesforce.com/servlet/servlet.FileDownload? file=00P3000000Hd94DEAR Salesforce App Exchange Listing https://appexchange.salesforce.com/listingDetail? listingId=a0N3000000B34XIEAZ #SummitNow
    36. 36. #SummitNow
    37. 37. Known Issues and Limits • • • • • • • We don’t support IE versions prior to IE 10 Maximum of number of documents that can be attached to a single Salesforce item is 100 Documents start out as V1.1, not 1.0 If you attach a document with the same name as an existing attachment to the same Salesforce Object, we name the attachment with a ‘-<n>’ suffix (up to three such attachments) Uploading a document that exceeds the Alfresco quota will fail, but a Salesforce Chatter entry will still be created (transactional integrity) The app uses the name of the Salesforce object to create the name of the folder in Alfresco where the files are uploaded. If you create two Salesforce objects with the same name, files attached to either object will be stored in the same folder Moderated sites that the Salesforce Admin is not yet a member of will still appear in the Sites dropdown #SummitNow
    38. 38. Force.com Limitations No local deployment process, deploy process is via an external API with only an Ant task to integrate this into your workflow Namespacing Formats not well documented The process of certifying an app is opaque and non-trivial #SummitNow

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