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Introduction to Force.com Canvas Apps
Jitendra Zaa
Salesforce MVP
@JitendraZaa
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 any litigation, risks associated with completed and any 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-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These
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.
Jitendra Zaa
Salesforce MVP , Principal Consultant
Agenda
•  Today, we will explain Force.com Canvas, including:
–  Showing the Canvas App Setup
•  Describing Canvas Metadata
•  Showing the Canvas App Previewer
–  Explaining Canvas App Locations
–  Showing how Force.com Canvas reflects in the Salesforce1 Platform
–  Show an example of Salesforce to Salesforce integration using Canvas
Existing Challenges with Web Applications
• There are many challenges with the wide variety of solutions in today’s
marketplace.
–  How many of you have existing web applications that you use internally?
•  Intranets, homegrown tools, purchased products
–  How many have existing applications that you would like to integrate with
salesforce, but cannot for some reason?
•  Resource constraints, lack of tools, lack of expertise
–  How many have heard frustration from your users about having to use multiple
systems on a daily basis?
Apps Exist Everywhere
• Most companies have many applications that their users access daily
–  Cloud Applications (Salesforce.com, Google Docs)
–  Hybrid Applications
–  Home Grown Solutions (Intranet, Task Management)
Modern platforms easily combine these apps
• Allowing end users to access different content in one place without having to
authenticate multiple times
–  Authorization is granted by the user or admin and managed in a seamless manner
–  Content is combined into a single interface
•  Facebook Apps
•  Google+ Games
•  Twitter Apps
–  Applications make seamless transitions between web, tablet, and phone
Introducing Force.com Canvas
• Platform service to allow 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
•  Eventing model
•  App Registration and Management
User Interface
Screens exposed to end users
UI Integration
platform
Visualforce Pages
Lightning Framework
Force.com Canvas
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:
Identity
Chatter Communities
Multi-Tenant Cloud Infrastructure
Sales
Cloud
Service
Cloud
Marketing
Cloud
AppExchange
Cloud Database
APIs
Force.com Heroku
Any Social
Network
Any Device
Back End
Systems
Salesforce Apps
AppExchange Apps
ERP
Finance
Public/Private Apps
Custom
Apps
Mobile Services
Chatter
3rd Party Web
Apps
Force.comCanvas
3rd Party
Web Apps
Canvas Setup inside salesforce.com
•  The Canvas App Setup area is where the Canvas metadata is defined
–  App Name
–  Icons for the app
–  Access level inside of salesforce
–  Canvas URL
–  Access Method
–  Locations
–  Apex Lifecycle Handler
–  App Options
•  Personal App
•  Hide Publisher Header
•  Hide Publisher Footer
•  Auto create actions
Create your Canvas App with the Heroku Quickstart
•  With the Heroku Quickstart, you can create a Canvas App in one simple step
–  Canvas App Previewer at Setup | App Setup | Canvas App Previewer
–  You can connect to Heroku through OAuth, Username/Password, or Heroku API Key
–  Currently there are default Java or Ruby Apps to clone from
Canvas App Previewer
•  Area inside Setup where you can display your Canvas App
–  You can test your app function prior to rolling out to end users
Canvas Locations
•  Locations determine where your Canvas Apps can be displayed
–  Locations are set per app, and each app can have mulitple locations
–  Locations include:
•  Chatter Feed – Embed a canvas app in your feed item
•  Chatter Tab – Provide a list of Canvas Apps on your Chatter Tab
•  Console – Embed a Canvas App directly in the Salesforce Console
•  Layouts and Mobile Cards – Embed a Canvas App inside a Page Layout, or on a Mobile Card
•  Mobile Nav – Add a Canvas App to the Salesforce1 navigation menu
•  Open CTI – Add a Canvas App to an Open CTI component
•  Publisher – Embed a Canvas App directly in the Salesforce Publisher
•  Visualforce Page – Embed a Canvas App directly inside a Visualforce Page
Canvas Apex Lifecycle Handler
•  Provide an Apex Class for your Canvas App
–  Allows you to control aspects of the Canvas Lifecycle
•  Remove sections of the Signed Request
•  Programmatically add Signed Request parameters
•  Change the Canvas App URL
•  Provide Custom Error Handling
Canvas in the Publisher and Chatter Feed
•  Allows you to embed your app inside the Publisher for quick actions, and in the
Chatter Feed for contextual feeds
–  Feed Items contain custom parameters for context
Canvas in the Page Layout
•  Allows you to add a Canvas App directly to the Page Layout
–  You do not need to use Visualforce to embed the Canvas App
–  You can use the Apex Lifecycle Handler to pass record information in the Signed Request
Canvas App in the Salesforce1 Mobile App
•  Along with the main web application, you can embed your app inside of Salesforce1
•  Locations include
–  Mobile Navigation Menu
–  Action Bar
–  Chatter Feed
–  Page Layout
–  Mobile Cards
Canvas in the Salesforce1 Action Bar
•  Universal Bar to launch your Publisher Actions
•  Open the Canvas App for the publisher by clicking on the Action Bar icon
–  The canvas App takes over the entire screen
Canvas in the Salesforce1 Feed
•  Feed representation is the same as in the web
•  Clicking on the FeedItem will open the Canvas App on the device
–  The canvas App takes over the entire screen
Canvas in the Salesforce1 Mobile Navigation Menu
•  Top level grouping of application you can access
–  Accessed by opening up the Mobile Navigation Menu and scrolling to the Canvas App
–  The canvas App takes over the entire screen
Canvas in the Salesforce1 Record Detail and Mobile Card
•  Canvas Apps are displayed inline of the page layout, or as distinct mobile cards
–  The default view is a preview mode of the app
–  Clicking on the Canvas App opens a full view of the app in the entire screen
Demo
Canvas App in Salesforce1
Why Canvas ?
•  Connected Apps Framework
–  Ability to specify the scope of access
•  XHR Bridge
–  Eliminates Full Round-trip. Communication done in the Browser.
•  Placement within Salesforce
–  Chatter Feed
–  Chatter Tab
–  Publisher
–  Salesforce1
–  Lightning Component – force:canvasApp
–  Anywhere you can have a Visualforce Page
Wrapup/What Have We Learned?
•  Today we discovered general information about Force.com Canvas
–  How to create a Canvas App in the salesforce.com setup
–  How to use the Heroku Quickstart
–  The Canvas Previewer and its uses
–  Canvas App locations, and how are they used
–  How does Canvas translate into the Salesforce1 Platform
•  We saw an example of a Canvas for Salesforce to Salesforce integration
Resources
•  Heroku Quick Start Tutorial
•  Complete Source Code for S2S
•  Canvas JavaScript SDK
Q&A
Introduction to Force.com Canvas Apps

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Introduction to Force.com Canvas Apps

  • 1. Introduction to Force.com Canvas Apps Jitendra Zaa Salesforce MVP @JitendraZaa
  • 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 any litigation, risks associated with completed and any 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-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These 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.
  • 3. Jitendra Zaa Salesforce MVP , Principal Consultant
  • 4. Agenda •  Today, we will explain Force.com Canvas, including: –  Showing the Canvas App Setup •  Describing Canvas Metadata •  Showing the Canvas App Previewer –  Explaining Canvas App Locations –  Showing how Force.com Canvas reflects in the Salesforce1 Platform –  Show an example of Salesforce to Salesforce integration using Canvas
  • 5. Existing Challenges with Web Applications • There are many challenges with the wide variety of solutions in today’s marketplace. –  How many of you have existing web applications that you use internally? •  Intranets, homegrown tools, purchased products –  How many have existing applications that you would like to integrate with salesforce, but cannot for some reason? •  Resource constraints, lack of tools, lack of expertise –  How many have heard frustration from your users about having to use multiple systems on a daily basis?
  • 6. Apps Exist Everywhere • Most companies have many applications that their users access daily –  Cloud Applications (Salesforce.com, Google Docs) –  Hybrid Applications –  Home Grown Solutions (Intranet, Task Management)
  • 7. Modern platforms easily combine these apps • Allowing end users to access different content in one place without having to authenticate multiple times –  Authorization is granted by the user or admin and managed in a seamless manner –  Content is combined into a single interface •  Facebook Apps •  Google+ Games •  Twitter Apps –  Applications make seamless transitions between web, tablet, and phone
  • 8. Introducing Force.com Canvas • Platform service to allow 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 •  Eventing model •  App Registration and Management User Interface Screens exposed to end users UI Integration platform Visualforce Pages Lightning Framework Force.com Canvas
  • 9. 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: Identity Chatter Communities Multi-Tenant Cloud Infrastructure Sales Cloud Service Cloud Marketing Cloud AppExchange Cloud Database APIs Force.com Heroku Any Social Network Any Device Back End Systems Salesforce Apps AppExchange Apps ERP Finance Public/Private Apps Custom Apps Mobile Services Chatter 3rd Party Web Apps Force.comCanvas 3rd Party Web Apps
  • 10. Canvas Setup inside salesforce.com •  The Canvas App Setup area is where the Canvas metadata is defined –  App Name –  Icons for the app –  Access level inside of salesforce –  Canvas URL –  Access Method –  Locations –  Apex Lifecycle Handler –  App Options •  Personal App •  Hide Publisher Header •  Hide Publisher Footer •  Auto create actions
  • 11. Create your Canvas App with the Heroku Quickstart •  With the Heroku Quickstart, you can create a Canvas App in one simple step –  Canvas App Previewer at Setup | App Setup | Canvas App Previewer –  You can connect to Heroku through OAuth, Username/Password, or Heroku API Key –  Currently there are default Java or Ruby Apps to clone from
  • 12. Canvas App Previewer •  Area inside Setup where you can display your Canvas App –  You can test your app function prior to rolling out to end users
  • 13. Canvas Locations •  Locations determine where your Canvas Apps can be displayed –  Locations are set per app, and each app can have mulitple locations –  Locations include: •  Chatter Feed – Embed a canvas app in your feed item •  Chatter Tab – Provide a list of Canvas Apps on your Chatter Tab •  Console – Embed a Canvas App directly in the Salesforce Console •  Layouts and Mobile Cards – Embed a Canvas App inside a Page Layout, or on a Mobile Card •  Mobile Nav – Add a Canvas App to the Salesforce1 navigation menu •  Open CTI – Add a Canvas App to an Open CTI component •  Publisher – Embed a Canvas App directly in the Salesforce Publisher •  Visualforce Page – Embed a Canvas App directly inside a Visualforce Page
  • 14. Canvas Apex Lifecycle Handler •  Provide an Apex Class for your Canvas App –  Allows you to control aspects of the Canvas Lifecycle •  Remove sections of the Signed Request •  Programmatically add Signed Request parameters •  Change the Canvas App URL •  Provide Custom Error Handling
  • 15. Canvas in the Publisher and Chatter Feed •  Allows you to embed your app inside the Publisher for quick actions, and in the Chatter Feed for contextual feeds –  Feed Items contain custom parameters for context
  • 16. Canvas in the Page Layout •  Allows you to add a Canvas App directly to the Page Layout –  You do not need to use Visualforce to embed the Canvas App –  You can use the Apex Lifecycle Handler to pass record information in the Signed Request
  • 17. Canvas App in the Salesforce1 Mobile App •  Along with the main web application, you can embed your app inside of Salesforce1 •  Locations include –  Mobile Navigation Menu –  Action Bar –  Chatter Feed –  Page Layout –  Mobile Cards
  • 18. Canvas in the Salesforce1 Action Bar •  Universal Bar to launch your Publisher Actions •  Open the Canvas App for the publisher by clicking on the Action Bar icon –  The canvas App takes over the entire screen
  • 19. Canvas in the Salesforce1 Feed •  Feed representation is the same as in the web •  Clicking on the FeedItem will open the Canvas App on the device –  The canvas App takes over the entire screen
  • 20. Canvas in the Salesforce1 Mobile Navigation Menu •  Top level grouping of application you can access –  Accessed by opening up the Mobile Navigation Menu and scrolling to the Canvas App –  The canvas App takes over the entire screen
  • 21. Canvas in the Salesforce1 Record Detail and Mobile Card •  Canvas Apps are displayed inline of the page layout, or as distinct mobile cards –  The default view is a preview mode of the app –  Clicking on the Canvas App opens a full view of the app in the entire screen
  • 22. Demo Canvas App in Salesforce1
  • 23. Why Canvas ? •  Connected Apps Framework –  Ability to specify the scope of access •  XHR Bridge –  Eliminates Full Round-trip. Communication done in the Browser. •  Placement within Salesforce –  Chatter Feed –  Chatter Tab –  Publisher –  Salesforce1 –  Lightning Component – force:canvasApp –  Anywhere you can have a Visualforce Page
  • 24. Wrapup/What Have We Learned? •  Today we discovered general information about Force.com Canvas –  How to create a Canvas App in the salesforce.com setup –  How to use the Heroku Quickstart –  The Canvas Previewer and its uses –  Canvas App locations, and how are they used –  How does Canvas translate into the Salesforce1 Platform •  We saw an example of a Canvas for Salesforce to Salesforce integration
  • 25. Resources •  Heroku Quick Start Tutorial •  Complete Source Code for S2S •  Canvas JavaScript SDK
  • 26. Q&A