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  1. 1. Maximizing the Stack: Combining Salesforce Technologies to Create Power Apps ​ Matthew Wright ​ Founder & CEO, specright ​ matthew@specright.com ​ @specrightinc ​  Leveraging Orgs, Communities, and App Subscribers with Visualforce using Apex Sharing Rules to deliver a single solution for managing services, change, and collaboration. ​ Jon Cline ​ Partner + VP, WisdomEdge Inc. ​ jcline@wisdomedge.com ​ @wisdomedge/ ​ linkedin/joncline
  2. 2. Speakers ​ Jon Cline Partner + VP WisdomEdge, Inc. @wisdomedge/in /joncline ​ Rohit Arora Technical Architect WisdomEdge, Inc. ​ Brett Hall VP, Product Development specright ​ Matthew Wright CEO and Co-Founder specright
  3. 3. Video
  4. 4. ​ Why? ​ Historically, there is no standard system or solution for managing specifications that work. And this creates serious problems: ​ ● Product recalls and compliance issues ​ ● Delayed production, transition, and go to market times ​ ● Inability to understand cascading impact of spec changes ​ All of these hurt their bottom line. Companies lack control of their packaging. The Problem
  5. 5. The Cost of Chaos ​ The way companies respond to routine events is ineffective ​ ​Significant and expensive resources are used and deliver unsatisfactory results ​ ​With specright, the impact of these events is flat lined. ​ Events = Problems
  6. 6. Market Size ​ The Cost of Chaos creates ENORMOUS waste ​ Everyone in the ecosystem is benefited by reducing these legacy inefficiencies ​ A BIG Problem in a BIG Market
  7. 7. Introducing specright ​ specright is the first & only cloud-based platform built to manage and share packaging specifications: ​ ● Accurate and centralized spec information ​ ● Enterprise level reporting & analytics ​ ● 3rd party access for data sharing ​ The leading packaging spec management tool….
  8. 8. Case Study ​ A produce company leveraging the specright platform dramatically reduced the impact of their routine business events. ​ Testing the model…
  9. 9. The Architecture ​ Built on a solid foundation. Salesforce.com Technology
  10. 10. Source: placeholder Salesforce.com Technology Customized for packaging specification management
  11. 11. Business Use Quality Management Publishing Management Partner Collaboration Integration Salesforce.com Technology Source: placeholder Capturing a complete lifecycle of vital capabilities.
  12. 12. Business Users Engineering, QA Admin OEM Suppliers, Partners Client Apps Business Use Quality Management Publishing Management Partner Collaboration Integration Salesforce.com Technology Services Providing a curated experience for each user group. Source: placeholder
  13. 13. Business Users Engineering, QA Admin OEM Suppliers, Partners Client Apps Business Use Quality Management Publishing Management Partner Collaboration Integration Salesforce.com Technology Customer Community Partner Business Org OEM Subscriber Org Partner Community API Services Utilizing proven delivery and engagement models. Source: placeholder
  14. 14. Demo #1 Granting Access with the specright Exchange using Visualforce + Apex Sharing Rules
  15. 15. Business Users Engineering, QA Admin OEM Suppliers, Partners Client Apps Business Use Quality Management Publishing Management Partner Collaboration Integration Salesforce.com Technology Customer Community Partner Business Org OEM Subscriber Org Partner Community API Services The specright Exchange Source: placeholder
  16. 16. Through the wizard, specright creates Bids and makes them accessible to partners via the partner community. Granting Access
  17. 17. Code Review Visualforce + Apex Sharing Rules
  18. 18. Use Case ​ Share multiple custom objects with multiple Partner Users ​ Prepare objects to Share using VF: ​ A Visualforce page / wizard can be used to select multiple custom objects and multiple partner users into apex collections.
  19. 19. Use Case ​ Share multiple custom objects with multiple Partner Users
  20. 20. Use Case ​ Share multiple custom objects with multiple Partner Users ​ Share the records using Apex Sharing: ​ Once the records are selected and the user has submitted the VisualForce page, the page behind can create dynamic sharing records via apex managed sharing.
  21. 21. Apex Code ​ Get Community user ids of the selected partners
  22. 22. Use Case ​ Share multiple custom objects with multiple Partner Users ​ Share the records using Apex Sharing:
  23. 23. Apex Code ​ Prepare Custom Object share records
  24. 24. Demo #2 Automated Change Publishing with Customer Community + PBO => Subscriber Org via oAuth
  25. 25. Business Users Engineering, QA Admin OEM Suppliers, Partners Client Apps Business Use Quality Management Publishing Management Partner Collaboration Integration Salesforce.com Technology Customer Community Partner Business Org OEM Subscriber Org Partner Community API Services Automated Change Publishing Source: placeholder
  26. 26. Specright Engineers at Cal Poly log into the partner community and create a spec. The same spec is then pushed out to each customer account to access. Pushing Specs Into Customer Accounts
  27. 27. Code Review Customer Community + PBO => Subscriber Org via oAuth
  28. 28. Use Case ​ Share a Salesforce object from Salesforce to Salesforce ​ Actions: On Publisher's side ​ User clicks “Send” button from the detail page of a custom object (Spec Case). a. The process retrieves the subscriber information including oAuth refresh token.
  29. 29. Apex Code ​ Share a Salesforce object from Salesforce to Salesforce
  30. 30. Use Case ​ Share a Salesforce object from Salesforce to Salesforce ​ Actions: On Publisher's side ​ User clicks “Send” button from the detail page of a custom object. The process then. b. A related file attachment is sent to Amazon S3 and database object is sent to Subscriber.
  31. 31. Apex Code ​ Share a Salesforce object from Salesforce to Salesforce
  32. 32. Apex Code ​ Share a Salesforce object from Salesforce to Salesforce
  33. 33. Use Case ​ Share a Salesforce object from Salesforce to Salesforce ​ Actions: On Receiver’s side, the process ​ a. isolates the REST parameters b. performs DML based on a unique key received from the Publisher org.
  34. 34. Apex Code ​ Share a Salesforce object from Salesforce to Salesforce
  35. 35. Recap
  36. 36. Business Users Engineering, QA Admin OEM Suppliers, Partners Client Apps Business Use Quality Management Publishing Management Partner Collaboration Integration Salesforce.com Technology Customer Community Partner Business Org OEM Subscriber Org Partner Community API Services Granular Sharing without Manual Sharing Source: placeholder
  37. 37. Business Users Engineering, QA Admin OEM Suppliers, Partners Client Apps Business Use Quality Management Publishing Management Partner Collaboration Integration Salesforce.com Technology Customer Community Partner Business Org OEM Subscriber Org Partner Community API Services Automated Change Publishing Source: placeholder
  38. 38. Q&A
  39. 39. Contact Us ​ Matthew Wright ​ Founder & CEO, specright ​ matthew@specright.com ​ @specrightinc ​  We’d love to talk with you! ​ Jon Cline ​ Partner + VP, WisdomEdge Inc. ​ jcline@wisdomedge.com ​ @wisdomedge/ ​ linkedin/joncline
  40. 40. 3 Earn a GoPro prize entry for each completed survey Tap the bell to take a survey2Enroll in a session1 Share Your Feedback, and Win a GoPro!

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