The document outlines a case study of developing a web application for heroku connect by Mars Hall, detailing the integration of Salesforce with a custom app for a public art installation, 'Bay Lights'. Key features include personalized dedications for lights, donation acceptance, and a responsive design, built on Heroku with a Salesforce backend. It emphasizes the architectural choices, data synchronization with Heroku Connect, and the streamlined admin experience using existing Salesforce interfaces.

1. Developing a Web App with
Heroku Connect
Case Study https://sif.illuminate.org
Mars Hall
Customer Facing Architect, Heroku
@marsi

2. Hi! I’m Mars 👽💫🌎
• Web developer since 1997
• Integrated web sites/apps with Salesforce
countless times throughout the years
• Joined Heroku/Salesforce one-year ago
• Started out this journey knowing the basics of
Force.com REST API.

3. Becoming an icon
The San Francisco Bay Lights returned in 2016 as a permanent installation

4. +
Illuminate Salesforce.org
Public works of art Donor management

5. Create personal connection with the art
Through dedication of individual Bay Lights
“Dedicated to my love”

6. Develop a custom app
25,000 lights / 3 contribution levels
Donate to dedicate a light
Each personalizable with photo & text
Luminary
Guiding Light
Shining Light

7. Design requirements
Creativity thrives under constraints

8. Custom “Bay Lights” experience
Design requirements
• Dedicate Your Own Light call to action
• Realistic mapping of lights on bridge
• Beautiful, inspiring interaction
• Searchable
• Shareable
• Dedication keepsake/certificate

9. Integrate with existing technology
Design requirements
• Existing non-profit [NPSP] Salesforce org
• Donor/Donation data
• Admin UI
• Existing non-profit PayPal account
• Accept donations

10. Launch fast
Design requirements
• Five-week timeline
• Tiny development team
• Elegant, functional end-product
• Discover how far we can push the “Bay Lights” experience

11. Architecture
The design solution
Universal web frontend
Heroku Connect
Salesforce backend
Responsive React JavaScript app developed on Heroku
Donation & Bay Light data modeled directly in Salesforce
Salesforce data synchronized with Postgres database

12. Simple can be harder than complex:
You have to work hard to get your thinking clean,
to make it simple.
— Steve Jobs

13. Live demo
https://sif.illuminate.org
• Bay Light dedications & search
• Deep zoom UI
• Donation & personalization
• Donor certificates

14. https://github.com/heroku/create-render-4r

15. Model the app’s data with Salesforce objects
Minimize the transformation of data

16. Bay Lights data model
All sObjects all the time!
• Opportunity
• Account
• Contact
• custom Payment (from Non-Profit Starter Pack)
• custom Bay Light (created for this app)

17. https://devcenter.heroku.com/articles/herokuconnect

18. Live demo
Heroku Connect Add-on

19. Heroku Connect / authorization
Data synchronization as a single user

20. Heroku Connect / authorization
Data synchronization as a single user
Before authorization
• Create a distinct, limited Connect user
• Avoid using “System Administrator”

21. Heroku Connect / authorization
Data synchronization as a single user
The authorizing user
• Appears as actor on records it touches
• Subject to permissions & validations

22. Heroku Connect / data flow
Built on Force.com APIs: SOAP, bulk, & streaming

23. Heroku Connect / data flow
Design for data locality with
the Postgres database.
Synchronization with
Salesforce is not real-time.

24. Heroku Connect / data flow
Design reactive behaviors
with the Postgres database.
Asynchronously call Heroku
app functions as data changes.
Change in Salesforce data
Connect synchronizes
Postgres trigger sends notification
App listens for Postgres notification

25. Heroku Connect / related objects
Synchronize records for master-detail, many-to-many, & lookup

26. Heroku Connect / related objects
ExternalId__c on each related object
• External ID data type
• Connect handles cascading creation of
related records
• Use UUIDs for data portability
• Populate reactively for records originating
in Salesforce.

27. Iterating on the Salesforce data model
Enabling local development

28. Iterating on the Salesforce data model
• Modify the Salesforce setup
• Create or customize objects
• Update the Heroku Connect mapping
• Capture the Connect config
• Database structure from Postgres
• Connect mappings “config.json”
• Locally load the database structure
• Develop new functionality

29. Dev demo
Iterating on the data model
Add an “Anniversary Date” to Bay Light dedications.
• Add a custom field
• Update Connect mapping
• Capture Connect config & DB structure
• Load for local work

30. Pipelines & org integration
Test new Heroku app features with Salesforce

31. Conventional deployment environments
Development Staging Production
Salesforce sandboxes…............. Salesforce org

32. Development Staging Production
Heroku pipeline
Review apps
Salesforce sandboxes….............
Salesforce org
feature branches master release tags release tags
change sets
live data
git

33. Dev demo
Deploy app for testing
• Push to master (pipeline auto deploy)
• Load Connect config (depending on env)
• Demo the new feature

34. Unified admin experience
Salesforce as the admin UI

35. Unified admin experience
Leverages existing Salesforce knowledge
No additional app-specific admin UI
Allow devs to focus on the app

36. Unified admin demo
• Bay Light detail
• Secret personalization link
• PayPal transaction

37. thank y u
Mars Hall
Customer Facing Architect, Heroku
@marsi