Visualforce & Force.com Canvas: Unlock your Web App inside of Salesforce.com Webinar
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This document provides an overview of Force.com Canvas, a platform service that allows the seamless integration of external applications within Salesforce. It includes information on features such as simplified authentication, custom parameters, and the usage flow of third-party apps within Salesforce's UI. Additionally, the document outlines a webinar agenda, assumptions for attendees, and resources for further learning about Force.com Canvas.
Visualforce & Force.com Canvas: Unlock your Web App inside of Salesforce.com Webinar
- 1. Visualforce & Force.com Canvas Unlock your Web App inside of Salesforce.com 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. Join the conversation: #forcewebinar
- 3. Speakers Jay Hurst Chris Jolley Product Manager – Lead Developer – Force.com Force.com Canvas, Canvas, @extraidea @jolley Join the conversation: #forcewebinar
- 4. Follow Developer Force for the latest news @forcedotcom / #forcewebinar Developer Force – Force.com Community +Developer Force – Force.com Community Developer Force Developer Force group Join the conversation: #forcewebinar
- 5. Have questions? § We have an expert support team at the ready to answer your questions during the webinar. § Ask your questions via the GoToWebinar Questions Pane. § The speaker(s) will choose top questions to answer live at the end of the webinar. § Please post your questions as we go along! § Only post your question once; we’ll get to it as we go down the list. Join the conversation: #forcewebinar
- 6. Agenda § Review of Force.com Canvas § Demonstrate using a Force.com Canvas App in a Visualforce Page § Demonstrate using custom parameters in a Force.com Canvas App § Dynamically rendering record-specific content § Q&A § Ask Questions in the GoToWebinar Question Panel § Next Steps Join the conversation: #forcewebinar
- 7. Assumptions This webinar assumes the following: § You know/have… • Basic experience with Force.com Canvas • Basic experience with Visualforce Pages and Tabs • Some experience with Java (we will be going though a little bit of code) But don’t worry, you can catch up via these resources: § Force.com Canvas Developer Site - http://wiki.developerforce.com/page/Force.com_Canvas § Intro to Force.com Canvas Webinar - http://wiki.developerforce.com/page/ Webinar:_Intro_to_Force.com_Canvas:_Running_External_Apps_within_the_Salesforce_UI_(2012-Oct) Join the conversation: #forcewebinar
- 8. Apps, Apps, Everywhere Companies have many applications across their org § Cloud Applications (Salesforce.com, Google Docs) § Hybrid Applications § Home Grown Solutions (Intranet, Task Management) Join the conversation: #forcewebinar
- 9. 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 Join the conversation: #forcewebinar
- 10. Introducing Force.com Canvas 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 (Including Custom Parameters) • Cross Domain API Calls • App Registration and Management Join the conversation: #forcewebinar
- 11. What does Force.com Canvas do? 3rd Party App Salesforce SDK HTTPS Join the conversation: #forcewebinar
- 12. What are some examples of Canvas Apps There are many examples of how Canvas Apps can be used § Existing Web Applications from Partners § Concur Trips, Event Applications § Internally Developed Applications § Intranets, Service Ticket Applications § Enterprise Systems with Web Front-Ends § SAP, Sharepoint Join the conversation: #forcewebinar
- 13. 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: Join the conversation: #forcewebinar
- 14. Technologies used in Force.com Canvas Join the conversation: #forcewebinar
- 15. Force.com Canvas Usage Flow 1. User Clicks on the App from the Chatter 5 Tab (or VF Page) 6 2. The 3rd Party App responds with HTML that Chatter Tab Salesforce.com Database is loaded into the salesforce UI if(conn SELEC WHERE 3. The user interacts with the 3rd party app print 4 4. The 3rd party app uses the Canvas Server-side JS JavaScript SDK to make a call to a server side JavaScript library 3 <script var a= var xl 5. The server side acts on the behalf of the if(xls user and posts to the salesforce database 1 2 Client-Side JS 3rd Party 6. Alternatively, the 3rd party app can Canvas Link (canvas-all.js) Database Java C# JSP communicate server-to-server with PHP .NET C++ salesforce via the standard APIs ASP VB CF Server Web UI Salesforce.com UI 3rd Party App Join the conversation: #forcewebinar
- 16. What is the Signed Request Access Method? The signed request is the default (and recommended) access method. § When you click the Canvas app, we POST a signed request to your endpoint § You can verify the request was sent by salesforce and then view context info § Context contains data like: • Scoped OAuth Token • User Info (Name, email, ID, etc..) • Company Info (Company name, ID, etc…) • Environment Info (page is the canvas on, size of the iFrame) • Useful Links Join the conversation: #forcewebinar Salesforce.com Confidential
- 17. Signed Request Demo Join the conversation: #forcewebinar
- 18. Force.com Canvas - Registration/Management Flow Canvas Connected App 1. App is created with specified Basic Information - Name OAuth Module - Callback URL - Digital Signature modules - Description - Info URL - Selected OAuth Scopes Force.com Canvas - Icon URL Module 2. After creation app is available - Contact Email - Canvas URL - Contact Phone - Access Method in creator org 3. If created in a namespaced DE Published (DE Org) org, App can be published Creator Org - Manageable inside org Install URL § Published Apps can be installed - Useable inside org into any org with Canvas enabled Install Subscriber Org - Manageable inside org - Useable inside org Join the conversation: #forcewebinar Salesforce.com Confidential
- 19. Force.com Canvas – Visualforce Component Add a Force.com Canvas App to any Visualforce Page § Visualforce Tabs, Inline Visualforce Pages, Standalone Visualforce Pages § Ability to specify Canvas height and Width § Signed Request/Context delivers Page and Record specific information Join the conversation: #forcewebinar Salesforce.com Confidential
- 20. Force.com Canvas Expanding the Warehouse App Join the conversation: #forcewebinar
- 21. Force.com Canvas – Expanding the Warehouse App Canvas App Walkthrough: § Explaining the idea of the Canvas Fulfillment App § What is Heroku? § Demo the app in the Canvas App Previewer / Chatter Tab § Create a Visualforce Page/Tab to display the Canvas App § Inline the App inside of the Invoice Statement object § Modify the App to dynamically render based on context Join the conversation: #forcewebinar
- 22. What is the Force.com Canvas Warehouse App § The Warehouse App is a walkthrough provided by salesforce which explains the customizability of the salesforce.com app • The app takes you through the declarative and integration capabilities of salesforce.com • The full workbook can be found at http://www.salesforce.com/us/developer/docs/workbook/forcecom_workbook.pdf § The Force.com Canvas App will represent a fulfillment center that your warehouse app will use • Picture salesforce.com as your sales center, and the Web App your fulfillment/ shipping center…Force.com Canvas allows you to interact with both apps Join the conversation: #forcewebinar
- 23. Join the conversation: #forcewebinar
- 24. Heroku: A Multi-language Cloud App Platform Join the conversation: #forcewebinar
- 25. Canvas Demo Join the conversation: #forcewebinar
- 26. Combining the Fulfillment App with the Warehouse App § Fulfilment data now exposed inside of the Chatter tab Join the conversation: #forcewebinar
- 27. Exposing a Canvas App in a Visualforce Page § Spring ‘13 introduces the ability to drop a Canvas App in a Visualforce Page • Use the new <apex:canvasApp /> tag • The required information is: – applicationName –The full name of the app – namespacePrefix – The namespace of the Canvas App – developerName – The developer name of the app (found on the app detail page) • Optional information includes: – height – The height of your canvas – width – The width of your canvas – border – The width of the border around your canvas – scrolling – Indicates if the canvas should have scroll bars – parameters – JSON string to pass in the Context sent to the app Join the conversation: #forcewebinar
- 28. Using apex:canvasApp <apex:page showheader="false"> <apex:canvasApp applicationName="Fulfillment App” height="1000px" width="800px” parameters="{'myValue' : 'value1'}” /> </apex:page> Join the conversation: #forcewebinar
- 29. Exposing a Canvas App in a Visualforce Tab § Extending the ability to add a Canvas App in a Visualforce Page, you can also create a Visualforce Tab Join the conversation: #forcewebinar
- 30. Adding a Canvas App into a Record Detail Page § By adding a Canvas App to a Visualforce Page, you can also embed the app in a Record Detail page § This will allow you to visually deliver content directly on your records Join the conversation: #forcewebinar
- 31. Passing Parameters to your Canvas App § Using the “parameters” element of apex:canvasApp alows you to pass custom information to your Canvas App § This will allow you to dynamically render you app information § Ex – You can pass a Salesforce Record ID and display the appropriate related record from the 3rd Party App <apex:page sidebar="false" showheader="false" standardController="Invoice_Statement__c"> <apex:canvasApp developerName="denv_warehouse" parameters="{'orderId':'{!Invoice_Statement__c.id}','name': '{!HTMLENCODE(Invoice_Statement__c.name)}'}" width="800px" height="380px" scrolling="false"/> </apex:page> Join the conversation: #forcewebinar
- 32. Dynamically Rendering Content § By extracting the parameters from the signed request or context, you can render specific data § Ex - Show record specific information inline Join the conversation: #forcewebinar
- 33. Force.com Canvas – Spring ’13 Enhancements In today’s session we have: § Walked through the new features of Force.com Canvas in Spring ‘13 • Exposing a Canvas App on a Visualforce Page • Setting the specific Canvas Size • Dynamically rendering content based on custom parameters § Walked through some example in code on how to utilize the new features Join the conversation: #forcewebinar
- 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 § Discussion Board - http://bit.ly/canvasdiscussionboards § Past Webinar Heroku § Heroku Developer Site - https://devcenter.heroku.com/ Contact Us: § Email or tweet Jay – [email protected]/@extraidea § Tweet @forcedotcom with #forcewebinar Join the conversation: #forcewebinar
- 35. Upcoming Events April 3, 2013 Advanced Testing & Debugging Using the Developer Console http://bit.ly/devconsole-vf April 11, 2013 Mobile CodeTalk http://bit.ly/mobilect-vf April 17, 2013 Agile Development with Heroku http://bit.ly/agileher-vf April 24, 2013 Inside the Force.com Query Optimizer http://bit.ly/query-vf Join the conversation: #forcewebinar
- 36. Q&A Jay Hurst Chris Jolley Product Manager – Lead Developer – Force.com Force.com Canvas, Canvas, @extraidea @jolley Join the conversation: #forcewebinar
- 37. Thank You! Join the conversation: #forcewebinar