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Force.com Canvas – Summer
’14
Salesforce1, SAML, and Apex…Oh My!
May 28, 2014
#forcewebinar
Speakers
Chris Jolley
Principal Developer
@jolley
Kari Hotchkiss
Senior Quality Engineer
@karihotchkiss
#forcewebinar
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.
#forcewebinar
Go Social!
@salesforcedevs / #forcewebinar
Salesforce Developers
+Salesforce Developers
Salesforce Developers
Salesforce Developers The video will be posted to YouTube
& the webinar recap page
(same URL as registration).
This webinar is being
recorded!
#forcewebinar
Have Questions?
 Don’t wait until the end to ask your question!
– Technical support will answer questions starting now.
 Respect Q&A etiquette
– Please don’t repeat questions. The support team is working
their way down the queue.
 Stick around for live Q&A at the end
– Speakers will tackle more questions at the end, time-allowing.
 Head to Developer Forums
– More questions? Visit developer.salesforce.com/forums
#forcewebinar
Don’t Miss Out on Dreamforce 2014!
http://bit.ly/df14-apex4admins
$899 Discount Code:
D14DVLPR
#forcewebinar
Agenda
 10,000 foot overview of Force.com Canvas
 Recap of Force.com Canvas in Spring ‘14
 Force.com Canvas Summer ‘14 Features
– Page Layout Item, Record Object, Apex Lifecycle Handler
– Salesforce1
– User Approved Signed Request Apps
– Canvas and SSO (SAML)
 Demos...lots of demos
#forcewebinar
What is Force.com Canvas?
#forcewebinar
Application Integration
User Interface
Screens exposed to end users
Application Logic
Your business logic
(in C, Java, Apex + workflows, rules, etc)
Data Layer
Your Data Model
Data Integration UI Integration
APIs (SOAP, REST, Bulk)
External Objects
Cross-Org Data Sharing
Visualforce Pages
Aura Framework
Force.com Canvas
Apex Callouts
Apex Web Services
Outbound Messaging
Streaming API
Integration Interfaces and Salesforce Solutions
#forcewebinar
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 into Salesforce.com (Signed Request or OAuth)
– Context Services (Including Custom Parameters)
– Cross Domain API Calls
– Eventing model
– App Registration and Management
#forcewebinar
What does Force.com Canvas do?
 Your Web Application is surfaced inside salesforce.com
– Displayed using standard web technology
– JavaScript SDK allows communication between apps
– Installation and management of the app is controlled by the admin
#forcewebinar
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:
Chatter Communities
Multi-Tenant Cloud Infrastructure
Sales
Cloud
Service
Cloud
Marketing
Cloud
AppExchange
Cloud Database
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
#forcewebinar
Force.com Canvas – Spring ‘14
#forcewebinar
Canvas Locations
You can choose where to display your canvas app
 Chatter Tab
– Expand your Chatter Tab with a list of Canvas Apps accessed directly in the page
 Visualforce Pages
– Embed a Canvas App wherever you display a VF page
 Console and Open CTI
– Allows a canvas app to interact natively inside of the Service Cloud Console
 Publisher
– Develop a Canvas App for the Publisher
 Feed
– Develop a Canvas App that can appear in a user’s Chatter Feed
 Mobile Nav
– Develop an app that can appear in the Salesforce1 Mobile Nav List
#forcewebinar
Force.com Canvas Features – Spring ‘14
The Canvas Framework allows interaction with salesforce in many
ways:
 Scrolling and Resizing
– Detect when the user uses the mouse scroll and resize your app on demand to fit in the UI
 Error Handling
– Embedded Error framework allows for a comprehensive user experience
 Multiple Canvas Apps on a single page
 Eventing
– Simple JavaScript pub/sub model allows you to send JSON events between canvas apps on
a single page, or between your canvas app and salesforce.com
 Streaming API Events
– Hook into the streaming API and receive events when Streaming Topics are fired
 Communities Support
– Deliver your Canvas Apps to Community Users
#forcewebinar
Force.com Canvas Salesforce 1 Features – Spring ‘14
 Publisher Actions
– Canvas Apps embedded into the Publisher allow you to deliver 3rd party actions to users
– You can choose to remove the “What are you working on” text box and Share button if needed
 Chatter Feed Canvas Apps
– Feed Items can be Canvas Apps, and you can expose your app directly in the user feed
 Mobile Navigation
– Canvas Apps can be displayed in the Mobile Navigation (Stage Left) area
– Using these Apps take over the full screen.
#forcewebinar
Force.com Canvas – Summer ’14
Kari Hotchkiss
Senior Quality Engineer
@karihotchkiss
#forcewebinar
Canvas as a Page Layout Item
Embed your Canvas
App directly in a
Page Layout without
using a Visualforce
Container
Embed your Canvas
App directly in a Page
Layout without using a
Visualforce Container
#forcewebinar
Record Attachment
The fields requested
will be returned in the
“record” object in the
signed request and
context
You can set the record
fields in the Apex Lifecycle
handler and/or the
Visualforce component
You can set the record fields in
the Apex Lifecycle handler
and/or the Visualforce
component
#forcewebinar
Apex Lifecycle Handler and Canvas URL Override
Using an Apex Lifecycle
Handler, you can
override the default
behavior of the signed
request and context
You can use custom
logic to override the
default Canvas URL
#forcewebinar
Demo
Page Layout Item, Record Object, Apex Lifecycle
Handler
#forcewebinar
Salesforce1 - Layouts and Mobile Cards Location
Embed your Canvas
App directly in a Page
Layout or as a Mobile
Card
Canvas Apps can
be displayed in
Record Detail and
in Mobile Cards in
S1
Canvas Apps can be
displayed in Record
Detail and in Mobile
Cards in S1
Embed your Canvas App
directly in a Page Layout
or as a Mobile Card
#forcewebinar
Salesforce1 - Orientation Event and Mobile Navigation Canvas
Icons
Canvas apps can use
their own logo, or the
default Puzzle Piece
logo
Rotating your device sends
an event letting the canvas
app know which orientation
you are at (0, -90, or 90
degrees)
#forcewebinar
Demo
Canvas in Salesforce1
#forcewebinar
User Approved Signed Request Apps
Your canvas app can then kick
into an OAuth flow if a signed
request is not POST’ed. We
will handle the decision on
when to send the signed
request
When managing your Canvas
Apps, you can now select the
“Permitted Users” to “All
users may self authorize”
#forcewebinar
Demo
User Approved Signed Request Apps
#forcewebinar
SSO, SAML Support & On Demand Signed Request
This also allows you to
display VF pages
between different orgs
With SAML Support, you can
now log into your 3rd party
app and then refresh the
Signed request through the
Canvas SDK
#forcewebinar
Demo
Canvas and SSO (SAML)
#forcewebinar
Recap
 Canvas in Summer ‘14 will:
– Make it easier to leverage your apps in salesforce
• Record information in the Canvas Context
• Apex Lifecycle Handler
• Canvas as a Page Layout item
– Expand your user access footprint
• User Approved Signed Request Apps
– Provide expanded Salesforce1 support
• Record Detail Canvas Apps
• Mobile Card Canvas Apps
• Mobile Nav customizations
– Provide deeper Developer authentication options
• On-Demand Signed Request
• SAML Support for Canvas Apps
#forcewebinar
Resources
 Force.com Canvas Developer Guide
– http://bit.ly/canvasdeveloperguide
 Force.com Canvas Integration Workbook
– http://bit.ly/canvasworkbook
 Force.com Canvas Developer Page
– http://bit.ly/forcecanvas
 Force.com Integration Discussion Boards
– http://bit.ly/canvasdiscussionboards
 Email or tweet Jay Hurst (Canvas PM)
– jhurst@salesforce.com/@extraidea
#forcewebinar
Survey
Your feedback is crucial to the success
of our webinar programs. Thank you!
http://bit.ly/forcedotcomcanvas
#forcewebinar
#forcewebinar
Q & A
#forcewebinar
Chris Jolley
Principal Developer
@jolley
Kari Hotchkiss
Senior Quality Engineer
@karihotchkiss
#forcewebinar
Thank You!

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Force.com Canvas: Salesforce1, SAML, & Apex...Oh My!

  • 1. Force.com Canvas – Summer ’14 Salesforce1, SAML, and Apex…Oh My! May 28, 2014
  • 2. #forcewebinar Speakers Chris Jolley Principal Developer @jolley Kari Hotchkiss Senior Quality Engineer @karihotchkiss
  • 3. #forcewebinar 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.
  • 4. #forcewebinar Go Social! @salesforcedevs / #forcewebinar Salesforce Developers +Salesforce Developers Salesforce Developers Salesforce Developers The video will be posted to YouTube & the webinar recap page (same URL as registration). This webinar is being recorded!
  • 5. #forcewebinar Have Questions?  Don’t wait until the end to ask your question! – Technical support will answer questions starting now.  Respect Q&A etiquette – Please don’t repeat questions. The support team is working their way down the queue.  Stick around for live Q&A at the end – Speakers will tackle more questions at the end, time-allowing.  Head to Developer Forums – More questions? Visit developer.salesforce.com/forums
  • 6. #forcewebinar Don’t Miss Out on Dreamforce 2014! http://bit.ly/df14-apex4admins $899 Discount Code: D14DVLPR
  • 7. #forcewebinar Agenda  10,000 foot overview of Force.com Canvas  Recap of Force.com Canvas in Spring ‘14  Force.com Canvas Summer ‘14 Features – Page Layout Item, Record Object, Apex Lifecycle Handler – Salesforce1 – User Approved Signed Request Apps – Canvas and SSO (SAML)  Demos...lots of demos
  • 9. #forcewebinar Application Integration User Interface Screens exposed to end users Application Logic Your business logic (in C, Java, Apex + workflows, rules, etc) Data Layer Your Data Model Data Integration UI Integration APIs (SOAP, REST, Bulk) External Objects Cross-Org Data Sharing Visualforce Pages Aura Framework Force.com Canvas Apex Callouts Apex Web Services Outbound Messaging Streaming API Integration Interfaces and Salesforce Solutions
  • 10. #forcewebinar 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 into Salesforce.com (Signed Request or OAuth) – Context Services (Including Custom Parameters) – Cross Domain API Calls – Eventing model – App Registration and Management
  • 11. #forcewebinar What does Force.com Canvas do?  Your Web Application is surfaced inside salesforce.com – Displayed using standard web technology – JavaScript SDK allows communication between apps – Installation and management of the app is controlled by the admin
  • 12. #forcewebinar 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: Chatter Communities Multi-Tenant Cloud Infrastructure Sales Cloud Service Cloud Marketing Cloud AppExchange Cloud Database 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
  • 14. #forcewebinar Canvas Locations You can choose where to display your canvas app  Chatter Tab – Expand your Chatter Tab with a list of Canvas Apps accessed directly in the page  Visualforce Pages – Embed a Canvas App wherever you display a VF page  Console and Open CTI – Allows a canvas app to interact natively inside of the Service Cloud Console  Publisher – Develop a Canvas App for the Publisher  Feed – Develop a Canvas App that can appear in a user’s Chatter Feed  Mobile Nav – Develop an app that can appear in the Salesforce1 Mobile Nav List
  • 15. #forcewebinar Force.com Canvas Features – Spring ‘14 The Canvas Framework allows interaction with salesforce in many ways:  Scrolling and Resizing – Detect when the user uses the mouse scroll and resize your app on demand to fit in the UI  Error Handling – Embedded Error framework allows for a comprehensive user experience  Multiple Canvas Apps on a single page  Eventing – Simple JavaScript pub/sub model allows you to send JSON events between canvas apps on a single page, or between your canvas app and salesforce.com  Streaming API Events – Hook into the streaming API and receive events when Streaming Topics are fired  Communities Support – Deliver your Canvas Apps to Community Users
  • 16. #forcewebinar Force.com Canvas Salesforce 1 Features – Spring ‘14  Publisher Actions – Canvas Apps embedded into the Publisher allow you to deliver 3rd party actions to users – You can choose to remove the “What are you working on” text box and Share button if needed  Chatter Feed Canvas Apps – Feed Items can be Canvas Apps, and you can expose your app directly in the user feed  Mobile Navigation – Canvas Apps can be displayed in the Mobile Navigation (Stage Left) area – Using these Apps take over the full screen.
  • 17. #forcewebinar Force.com Canvas – Summer ’14 Kari Hotchkiss Senior Quality Engineer @karihotchkiss
  • 18. #forcewebinar Canvas as a Page Layout Item Embed your Canvas App directly in a Page Layout without using a Visualforce Container Embed your Canvas App directly in a Page Layout without using a Visualforce Container
  • 19. #forcewebinar Record Attachment The fields requested will be returned in the “record” object in the signed request and context You can set the record fields in the Apex Lifecycle handler and/or the Visualforce component You can set the record fields in the Apex Lifecycle handler and/or the Visualforce component
  • 20. #forcewebinar Apex Lifecycle Handler and Canvas URL Override Using an Apex Lifecycle Handler, you can override the default behavior of the signed request and context You can use custom logic to override the default Canvas URL
  • 21. #forcewebinar Demo Page Layout Item, Record Object, Apex Lifecycle Handler
  • 22. #forcewebinar Salesforce1 - Layouts and Mobile Cards Location Embed your Canvas App directly in a Page Layout or as a Mobile Card Canvas Apps can be displayed in Record Detail and in Mobile Cards in S1 Canvas Apps can be displayed in Record Detail and in Mobile Cards in S1 Embed your Canvas App directly in a Page Layout or as a Mobile Card
  • 23. #forcewebinar Salesforce1 - Orientation Event and Mobile Navigation Canvas Icons Canvas apps can use their own logo, or the default Puzzle Piece logo Rotating your device sends an event letting the canvas app know which orientation you are at (0, -90, or 90 degrees)
  • 25. #forcewebinar User Approved Signed Request Apps Your canvas app can then kick into an OAuth flow if a signed request is not POST’ed. We will handle the decision on when to send the signed request When managing your Canvas Apps, you can now select the “Permitted Users” to “All users may self authorize”
  • 27. #forcewebinar SSO, SAML Support & On Demand Signed Request This also allows you to display VF pages between different orgs With SAML Support, you can now log into your 3rd party app and then refresh the Signed request through the Canvas SDK
  • 29. #forcewebinar Recap  Canvas in Summer ‘14 will: – Make it easier to leverage your apps in salesforce • Record information in the Canvas Context • Apex Lifecycle Handler • Canvas as a Page Layout item – Expand your user access footprint • User Approved Signed Request Apps – Provide expanded Salesforce1 support • Record Detail Canvas Apps • Mobile Card Canvas Apps • Mobile Nav customizations – Provide deeper Developer authentication options • On-Demand Signed Request • SAML Support for Canvas Apps
  • 30. #forcewebinar Resources  Force.com Canvas Developer Guide – http://bit.ly/canvasdeveloperguide  Force.com Canvas Integration Workbook – http://bit.ly/canvasworkbook  Force.com Canvas Developer Page – http://bit.ly/forcecanvas  Force.com Integration Discussion Boards – http://bit.ly/canvasdiscussionboards  Email or tweet Jay Hurst (Canvas PM) – [email protected]/@extraidea
  • 31. #forcewebinar Survey Your feedback is crucial to the success of our webinar programs. Thank you! http://bit.ly/forcedotcomcanvas #forcewebinar
  • 32. #forcewebinar Q & A #forcewebinar Chris Jolley Principal Developer @jolley Kari Hotchkiss Senior Quality Engineer @karihotchkiss

Editor's Notes

  • #7: Are you going to dreamforce this year? ADD DEVELOPER DISCOUNT CODE TO DF SLIDE