The document presents an overview of Force.com Canvas, a platform enabling secure integration of external applications into Salesforce. It includes details about its features, technologies used, and how partners like Taulia utilize it for financial supply chain optimization. Additionally, it provides resources for developers and invites feedback on the webinar content.

1. Introduction to Force.com Canvas Apps
Jay Hurst, Salesforce.com, Product Manager – Force.com Canvas
@extraidea
Chris Jolley, Salesforce.com, Lead Developer – Force.com Canvas
@jolley

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 salesforce.com, 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 non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential
factors that could affect the financial results of salesforce.com, 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. Salesforce.com, inc. assumes no obligation and does not intend to
update these forward-looking statements.
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3. Speakers
Jay Hurst Chris Jolley Ian Sweeney
Product Manager – Lead Developer – Force.com Taulia VP of Product,
Force.com Canvas, Canvas, @rudnua
@extraidea @jolley @taulia
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4. Follow Developer Force for the latest news
@forcedotcom / #forcewebinar
Developer Force – Force.com Community
+Developer Force – Force.com Community
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Developer Force group
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5. Agenda
§ Overview of Force.com Canvas
§ Demonstrate creating and using a Force.com Canvas App
§ Demos of how Partners have used Force.com Canvas
§ Q&A
§ Ask Questions in the GoToWebinar Question Panel
§ Next Steps
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6. Apps, Apps, Everywhere
Companies have many applications across their org
§ Cloud Applications (Salesforce.com, Google Docs)
§ Hybrid Applications
§ Home Grown Solutions (Intranet, Task Management)
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7. 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 Apps
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8. Introducing Force.com Canvas
New 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
• Cross Domain API Calls
• App Registration and Management
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9. What does Force.com Canvas do?
3rd Party App Salesforce
SDK
HTTPS
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10. Technologies used in Force.com Canvas
§ JavaScript SDK
§ Allows connections from 3rdy Party back into salesforce via the browser
§ Signed Request
§ POST data sent to the 3rd Party App
– Contains Context Information
» User Info
» Org Info
» Environment Info
» Authentication Info
– Standard JSON format
– Methods for Verifying the content are detailed in the Quick Start code
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11. Force.com 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:
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12. Force.com Canvas In Action
Canvas App Walkthrough:
§ Create a Canvas App
§ Demo the app in the Canvas App Previewer and Chatter Tab
§ Show the Canvas App interact with Chatter
§ Publish the Canvas App for other orgs
§ Install the Canvas App in another org and show it running
§ Show that changes to the code are instantly available
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13. Creating a Canvas App
§ Create a definition of the
Canvas App
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14. View the Canvas App inside salesforce
§ Apps surface in the Canvas App Previewer and the Chatter Tab
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15. Use the Canvas App to interact with Chatter
§ Delivered Context enabled data integration
§ Example shows interaction with Chatter
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16. Publish your Canvas App
§ Apps can be published and installed into other orgs
§ A namespaced-DE org is required for publishing
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17. Install the publish Connected App in another org
§ Install into your org with a one-click process
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18. Changes are instantly reflected in all orgs
§ Changes to the 3rd Party App are instantly reflected in subscriber orgs
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19. Force.com Canvas Heroku Quick Start
§ Heroku Quick Start created a Canvas App in one simple step
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20. Force.com Canvas in the real world
§ How are existing customers/partners using Force.com Canvas?
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21. All about CloudSquads
CloudSquads provides social strategy and services for the
enterprise. We help companies transform social
conversations and behaviors into measurable ROI.
Demo Highlights
§ Built a Cloud-based IVR application using Twilio APIs, Force.com
Canvas SDK and Heroku
§ Twilio: manages the IVR, phone calls, and conversation recording
§ Force.com Canvas: displays and updates Leads
§ Heroku: hosts this application
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22. Demo Workflow: Inbound Contact
Twilio IVR
Customer
IVR
Workflow
Heroku Hosted App
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23. Demo Workflow: Outbound Contact
Salesforce Customer
Agent
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24. Interaction begins with a Call
§ Customer calls into the sales line and navigates the IVR tree
§ The customer leaves a message, and a new lead is created in salesforce.com
with the details of the call
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25. Launching the Softphone App
§ Agent launches the softphone and sees a list of Leads
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26. Callout from the Softphone
§ Agent can click the phone icon to dial out.
§ During the conversation, Lead details are captured
§ The call recording is saved to the lead at the end of the call
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27. Demo
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28. Ian Sweeney
Taulia
Vice President of Product
@rudnua
@taulia
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29. All about Taulia
Taulia Optimizes the Financial Supply Chain.
With Taulia’s Dynamic Payment Platform:
§ Buyers Save Millions on their Spend
§ Suppliers Get Paid Faster
§ Everyone Streamlines Processes
§ Better Communication, More Harmony
Invoicing and Payments, without Friction or Waste.
That’s Taulia.
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30. Walkthrough of the Taulia Canvas App
1. Login to Salesforce
2. Click Taulia Link Chatter
Post
3. SSO Login
4. Create/Submit Invoice My Taulia
5. Do Early Payment
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31. Demo
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32. Taulia’s Experience with Force.com Canvas
§ Sufficient Sample Code and Documentation that Makes
the Integration Very Easy
§ Implemented
§ Force.com Canvas
§ Chatter REST API
§ Integration & Testing Took < 1 Day
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33. Force.com Canvas wrapped in a little bow
In today’s session we have:
§ Walked through an initial Sample Canvas Application
• Saw the basics behind the Force.com Canvas
• Walked through an initial sample Canvas Application
§ Discovered how current Partners have begun using the Force.com
Canvas
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34. Where to now?
Force.com Canvas Resources can be found at
§ Force.com Canvas Developer Site - http://bit.ly/forcecanvas
§ Force.com Canvas Developer Guide - http://bit.ly/canvasdeveloperguide
§ Dreamforce Workshop Guide - http://bit.ly/canvasworkshop
§ Blogs - http://bit.ly/canvasblogs
§ Discussion Board - http://bit.ly/canvasdiscussionboards
Contact Us:
§ Email or tweet Jay – jhurst@salesforce.com/@extraidea
§ Tweet @forcedorcom with #forcewebinar
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35. Survey
Your feedback is crucial to the success of our webinar programs.
Thank you!
http://bit.ly/canvassurvey
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36. Q&A
Jay Hurst Chris Jolley Ian Sweeney
Product Manager – Lead Developer – Force.com Taulia VP of Product,
Force.com Canvas, Canvas, @rudnua
@extraidea @jolley @taulia
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37. Thank You!
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