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Force.com Canvas
2 Case Studies and a Roadmap
Jay Hurst, salesforce.com, Product Manager
@extraidea
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.
Jay Hurst
Product Manager
@extraidea
Questions
 Who has heard about Force.com
Canvas?

 Who has thought of at least one potential
app that could be used with Force.com
Canvas?
 Who has actually developed a Force.com
Canvas App?
What is Force.com Canvas
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
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
Force.com Canvas Usage Flow
1.
2.

Canvas App is opened which sends a
Signed Request to the 3rd Party App
The 3rd Party App responds with HTML
that is loaded into the salesforce UI

3.

The 3rd party app uses the Canvas
JavaScript SDK to make a call to a
server side JavaScript library

5.

Salesforce acts on the behalf of the
user and posts to the request

6.

Alternatively, the 3rd party app can
communicate server-to-server with
salesforce via the standard APIs

Salesforce.com
Database

Chatter Tab
if(conn
SELEC
WHERE
print

The user interacts with the 3rd party app

4.

5
6

4
Server-side JS
<script
var a=
var xl
if(xls

3
1

2

Canvas Link

Client-Side JS
(canvas-all.js)

3rd Party
Database

Server
Web UI

Salesforce.com UI

3rd Party App
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
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:

SD
K
Force.com Canvas – Summer ‘13
Canvas Locations – Chatter Tab
Add a Canvas App to the Chatter Tab
 List of Apps appear in the Chatter Applications List
 Clicking the App opens in the Chatter Main Window

Salesforce.com Confidential
Canvas Locations – Visualforce Component
Add a Force.com Canvas App to any Visualforce Page
 Tabs, Inline, and Standalone Visualforce Pages
 Ability to specify Canvas height and width
 Signed Request/Context delivers Page and Record specific information

Salesforce.com Confidential
Force.com Canvas – Eventing
Send simple JSON events between Canvas Apps
 Apps can publish and subscribe to events
 Eventing allows cross-domain communication
 Happens in the browser

Salesforce.com Confidential
Force.com Canvas – Scrolling and Resizing
The canvas app can resize itself, and detect when the parent frame is
scrolling
 Allows for a richer, more seamless user experience
 App can resize up to the allowed limits

 Infinite scrolling is also supported

Salesforce.com Confidential
Force.com Canvas – Winter ‘14
Canvas Enhancements
Metadata API
 You can now retrieve and deploy Canvas Apps through MDAPI
• Allows a canvas app to be migrated between orgs
• Consumer Key is still unique, so app can be recreated, not copied

Streaming API
 Canvas Apps can now hook into the streaming API via the Canvas SDK
• Allows you to build rich apps that receive info from salesforce.com
• Each page only needs a single Streaming connection
- Managed by the Canvas SDK

• CometD connection is managed for you

Salesforce.com Confidential
Canvas Locations – Winter ‘14
List has expanded to a few more places
 Open CTI and Console
• Allows a canvas app to interact natively inside of the Service Cloud Console
• You do not need to house the Canvas App in a VF page

 Publisher (Pilot)
• Allows you to develop a Canvas App for the Publisher
- Create a place for common actions that exist in your app

 Chatter Feed (Pilot)
• Allows you to develop a Canvas App that can appear in a user’s Chatter Feed
- Add your information into the Salesforce Chatter Feed giving a single information
stream to your users

Salesforce.com Confidential
Publisher Location (Pilot)
Your actions in our publisher
 Uses the Quick Action framework to allow placement in different publishers
 The developer can choose their own icon (or use the default canvas icon)
 The app ties directly into the Chatter Lifecycle to publish the feed item

Salesforce.com Confidential
Canvas Feed Location (Pilot)
Your information in our feed
 The developer can choose their own icon (or use the default canvas icon)
 The app has a linked title and description
•

When the link is clicked, the app switches between open to closed

 In the open mode, your app displays inline in the feed

Salesforce.com Confidential
Canvas in Salesforce1 (Pilot)
Provide full parity with Web UI
 Ability to view Canvas Feed Apps
 Ability to view Canvas Publisher Apps
 Ability to add Canvas Apps on VF pages in Stage Left and on
Record Detail views
Sam Henechowicz
CTO, SalesWays Corp
@salesways
• Toronto, Canada
• Creators of
• Fun, Easy, Visual, Universal Sales Methodology

• Stage does not equal Probability, Priority
Why Canvas?
• Existing Cloud App with Interactive Interface
• Avoided Porting Algorithms from LAMP Stack
• Rapid Development, Easy Updates

• Quick Setup for Admins
Architecture
Demo
Areas of Focus
• Canvas works best for visual, one directional apps
• Data not automatically synchronized with Force.com

• Not easy to replicate Sharing Rules on 3rd Party App
• Additional Security Review Steps
• Burp Scanner Report
Thank You!
http://www.salesways.com
@salesways
Gordon Bockus
UI Lead, Spanning
@SpanningBackup
About Spanning
Spanning provides data protection for cloud applications,
ensuring that potential data disasters turn into non-events.
Founded 2010 in Austin, Texas
Funded 2011 $3m Series A, 2013 $6m Series B
Products:
 Spanning Backup for Salesforce
 Spanning Backup for Google Apps
 Multiple free tools

~3000 customers worldwide
~40 full-time employees
Spanning Backup for Salesforce
Automates daily and on-demand backups of Salesforce
 What we back up:
• Base objects, custom objects and custom attributes
• Metadata (customizations and personalization)
• Attachments and files

 Key features:
• Automates, manages and monitors daily backups
• Enables recovery of objects and metadata from any daily or on-demand backup
• Canvas-enabled Chatter posts for key activities
• Allows the customer to control the API usage
Spanning Backup for Salesforce
Product Release Timeline
• In Beta now, www.spanning.com/salesforce
• Submitted for security assessment
• Per-user pricing, unlimited storage

Launches in January 2014!
Spanning Backup for Salesforce
We started with Canvas!
 Let us do what we do best, build web apps fast
• Team of 4, expertise in Java and JavaScript
• Minimal to moderate Salesforce knowledge
• Developed v1 in 4 months

 Product architecture
• Server side Node.js extracts data to Amazon S3 and RDS
• Client side JavaScript UI leveraging Angular.js and Bootstrap
• Visual force pages and components built with Canvas
• Utilize the Force.com Rest and SOAP API

Bootstrap
Spanning Backup for Salesforce
Canvas Development Process
 Benefits of Canvas
• Allowed us to develop how we wanted, aligned with our expertise
• Enabled rapid development and lower cost to enter the market
• Seamless integration with Salesforce platform
• Integration with multiple parts of Salesforce via a single App
• Simplified authentication
Spanning Backup for Salesforce
Canvas Development Process
 Challenges
• Limited ability to build a fully responsive application
• Must serve SSL in development
• Browser support dictated by the Salesforce CRM
• Demo domain for testing
Force.com Canvas wrapped in a little bow
In today’s session we have:
 Walked through the basics of Force.com Canvas
• What does Force.com Canvas Allow you to do
• Where can Force.com Canvas display

 Discovered how current Partners have begun using the Force.com
Canvas
Jay Hurst

Sam Henechowicz

Gordon Bocks

Product Manager,
Salesfore.com
@extraidea

CTO,
SalesWays Corp
@salesways

UI Lead,
Spanning
@SpanningBackup
Where to next?
 Other Force.com Canvas Sessions


11/19 5:15-6:00 - Force.com Canvas in the Publisher and Chatter Feed



11/20 9:00-9:45 - Introduction to Force.com Canvas Apps



11/21 10:00-12:30 - Hands-on Training: Integrate an External App with the Salesforce UI Using Canvas



11/21 11:30-12:30 - Integrate Third-party Web Apps Using Force.com Canvas

 Force.com Canvas Integration Workbook in the DevZone

 Force.com Canvas Developer Page
 Force.com Canvas Topic Page – http://bit.ly/forcecanvas
 Email or tweet Jay – jhurst@salesforce.com/@extraidea

 SalesWays – Sam Henechowicz - @salesways
 Spanning Contact – Gordon Bockus - @SpanningBackup
Force.com Canvas: 2 Case Studies and a Roadmap
Force.com Canvas: 2 Case Studies and a Roadmap

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Force.com Canvas: 2 Case Studies and a Roadmap

  • 1. Force.com Canvas 2 Case Studies and a Roadmap Jay Hurst, salesforce.com, Product Manager @extraidea
  • 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.
  • 4. Questions  Who has heard about Force.com Canvas?  Who has thought of at least one potential app that could be used with Force.com Canvas?  Who has actually developed a Force.com Canvas App?
  • 6. 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
  • 7. 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
  • 8. Force.com Canvas Usage Flow 1. 2. Canvas App is opened which sends a Signed Request to the 3rd Party App The 3rd Party App responds with HTML that is loaded into the salesforce UI 3. The 3rd party app uses the Canvas JavaScript SDK to make a call to a server side JavaScript library 5. Salesforce acts on the behalf of the user and posts to the request 6. Alternatively, the 3rd party app can communicate server-to-server with salesforce via the standard APIs Salesforce.com Database Chatter Tab if(conn SELEC WHERE print The user interacts with the 3rd party app 4. 5 6 4 Server-side JS <script var a= var xl if(xls 3 1 2 Canvas Link Client-Side JS (canvas-all.js) 3rd Party Database Server Web UI Salesforce.com UI 3rd Party App
  • 9. 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
  • 10. 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: SD K
  • 11. Force.com Canvas – Summer ‘13
  • 12. Canvas Locations – Chatter Tab Add a Canvas App to the Chatter Tab  List of Apps appear in the Chatter Applications List  Clicking the App opens in the Chatter Main Window Salesforce.com Confidential
  • 13. Canvas Locations – Visualforce Component Add a Force.com Canvas App to any Visualforce Page  Tabs, Inline, and Standalone Visualforce Pages  Ability to specify Canvas height and width  Signed Request/Context delivers Page and Record specific information Salesforce.com Confidential
  • 14. Force.com Canvas – Eventing Send simple JSON events between Canvas Apps  Apps can publish and subscribe to events  Eventing allows cross-domain communication  Happens in the browser Salesforce.com Confidential
  • 15. Force.com Canvas – Scrolling and Resizing The canvas app can resize itself, and detect when the parent frame is scrolling  Allows for a richer, more seamless user experience  App can resize up to the allowed limits  Infinite scrolling is also supported Salesforce.com Confidential
  • 16. Force.com Canvas – Winter ‘14
  • 17. Canvas Enhancements Metadata API  You can now retrieve and deploy Canvas Apps through MDAPI • Allows a canvas app to be migrated between orgs • Consumer Key is still unique, so app can be recreated, not copied Streaming API  Canvas Apps can now hook into the streaming API via the Canvas SDK • Allows you to build rich apps that receive info from salesforce.com • Each page only needs a single Streaming connection - Managed by the Canvas SDK • CometD connection is managed for you Salesforce.com Confidential
  • 18. Canvas Locations – Winter ‘14 List has expanded to a few more places  Open CTI and Console • Allows a canvas app to interact natively inside of the Service Cloud Console • You do not need to house the Canvas App in a VF page  Publisher (Pilot) • Allows you to develop a Canvas App for the Publisher - Create a place for common actions that exist in your app  Chatter Feed (Pilot) • Allows you to develop a Canvas App that can appear in a user’s Chatter Feed - Add your information into the Salesforce Chatter Feed giving a single information stream to your users Salesforce.com Confidential
  • 19. Publisher Location (Pilot) Your actions in our publisher  Uses the Quick Action framework to allow placement in different publishers  The developer can choose their own icon (or use the default canvas icon)  The app ties directly into the Chatter Lifecycle to publish the feed item Salesforce.com Confidential
  • 20. Canvas Feed Location (Pilot) Your information in our feed  The developer can choose their own icon (or use the default canvas icon)  The app has a linked title and description • When the link is clicked, the app switches between open to closed  In the open mode, your app displays inline in the feed Salesforce.com Confidential
  • 21. Canvas in Salesforce1 (Pilot) Provide full parity with Web UI  Ability to view Canvas Feed Apps  Ability to view Canvas Publisher Apps  Ability to add Canvas Apps on VF pages in Stage Left and on Record Detail views
  • 23. • Toronto, Canada • Creators of • Fun, Easy, Visual, Universal Sales Methodology • Stage does not equal Probability, Priority
  • 24. Why Canvas? • Existing Cloud App with Interactive Interface • Avoided Porting Algorithms from LAMP Stack • Rapid Development, Easy Updates • Quick Setup for Admins
  • 26. Demo
  • 27. Areas of Focus • Canvas works best for visual, one directional apps • Data not automatically synchronized with Force.com • Not easy to replicate Sharing Rules on 3rd Party App • Additional Security Review Steps • Burp Scanner Report
  • 29. Gordon Bockus UI Lead, Spanning @SpanningBackup
  • 30. About Spanning Spanning provides data protection for cloud applications, ensuring that potential data disasters turn into non-events. Founded 2010 in Austin, Texas Funded 2011 $3m Series A, 2013 $6m Series B Products:  Spanning Backup for Salesforce  Spanning Backup for Google Apps  Multiple free tools ~3000 customers worldwide ~40 full-time employees
  • 31. Spanning Backup for Salesforce Automates daily and on-demand backups of Salesforce  What we back up: • Base objects, custom objects and custom attributes • Metadata (customizations and personalization) • Attachments and files  Key features: • Automates, manages and monitors daily backups • Enables recovery of objects and metadata from any daily or on-demand backup • Canvas-enabled Chatter posts for key activities • Allows the customer to control the API usage
  • 32. Spanning Backup for Salesforce Product Release Timeline • In Beta now, www.spanning.com/salesforce • Submitted for security assessment • Per-user pricing, unlimited storage Launches in January 2014!
  • 33.
  • 34. Spanning Backup for Salesforce We started with Canvas!  Let us do what we do best, build web apps fast • Team of 4, expertise in Java and JavaScript • Minimal to moderate Salesforce knowledge • Developed v1 in 4 months  Product architecture • Server side Node.js extracts data to Amazon S3 and RDS • Client side JavaScript UI leveraging Angular.js and Bootstrap • Visual force pages and components built with Canvas • Utilize the Force.com Rest and SOAP API Bootstrap
  • 35. Spanning Backup for Salesforce Canvas Development Process  Benefits of Canvas • Allowed us to develop how we wanted, aligned with our expertise • Enabled rapid development and lower cost to enter the market • Seamless integration with Salesforce platform • Integration with multiple parts of Salesforce via a single App • Simplified authentication
  • 36. Spanning Backup for Salesforce Canvas Development Process  Challenges • Limited ability to build a fully responsive application • Must serve SSL in development • Browser support dictated by the Salesforce CRM • Demo domain for testing
  • 37.
  • 38. Force.com Canvas wrapped in a little bow In today’s session we have:  Walked through the basics of Force.com Canvas • What does Force.com Canvas Allow you to do • Where can Force.com Canvas display  Discovered how current Partners have begun using the Force.com Canvas
  • 39. Jay Hurst Sam Henechowicz Gordon Bocks Product Manager, Salesfore.com @extraidea CTO, SalesWays Corp @salesways UI Lead, Spanning @SpanningBackup
  • 40. Where to next?  Other Force.com Canvas Sessions  11/19 5:15-6:00 - Force.com Canvas in the Publisher and Chatter Feed  11/20 9:00-9:45 - Introduction to Force.com Canvas Apps  11/21 10:00-12:30 - Hands-on Training: Integrate an External App with the Salesforce UI Using Canvas  11/21 11:30-12:30 - Integrate Third-party Web Apps Using Force.com Canvas  Force.com Canvas Integration Workbook in the DevZone  Force.com Canvas Developer Page  Force.com Canvas Topic Page – http://bit.ly/forcecanvas  Email or tweet Jay – jhurst@salesforce.com/@extraidea  SalesWays – Sam Henechowicz - @salesways  Spanning Contact – Gordon Bockus - @SpanningBackup

Notas do Editor

  1. Questions to set the stage for the next 45 minsTODOGet images for each of the questionsAdd animations
  2. ----- Meeting Notes (3/7/13 11:25) -----Add slide calling out where canvas can and has been used so far
  3. ----- Meeting Notes (3/7/13 11:25) -----define step 6 a litle bit clearer - have to make server calls directly
  4. { &quot;context&quot;: { &quot;user&quot;: { &quot;language&quot;: &quot;en_US&quot;, &quot;timeZone&quot;: &quot;America\/Los_Angeles&quot;, &quot;locale&quot;: &quot;en_US&quot;, &quot;fullName&quot;: &quot;Amy Administrator&quot;, &quot;userId&quot;: &quot;00530000007zjinAAA&quot;, &quot;userType&quot;: &quot;STANDARD&quot;, &quot;userName&quot;: &quot;admin@canvas-webinar.com&quot;, &quot;email&quot;: &quot;jhurst@salesforce.com&quot;, &quot;profilePhotoUrl&quot;: &quot;https:\/\/c.na1.content.force.com\/profilephoto\/729300000005YYQ\/F&quot;, &quot;profileId&quot;: &quot;00e300000023raR&quot;, &quot;firstName&quot;: &quot;Amy&quot;, &quot;lastName&quot;: &quot;Administrator&quot;, &quot;accessibilityModeEnabled&quot;: false, &quot;roleId&quot;: null, &quot;currencyISOCode&quot;: &quot;USD&quot;, &quot;profileThumbnailUrl&quot;: &quot;https:\/\/c.na1.content.force.com\/profilephoto\/729300000005YYQ\/T&quot; }, &quot;environment&quot;: { &quot;parameters&quot;: { &quot;orderId&quot;: &quot;a003000000Km8HIAAZ&quot;, &quot;name&quot;: &quot;Whole Foods SF&quot; }, &quot;dimensions&quot;: { &quot;width&quot;: &quot;800px&quot;, &quot;height&quot;: &quot;380px&quot; }, &quot;locationUrl&quot;: &quot;https:\/\/work-wef.na1.visual.force.com\/servlet\/servlet.Integration?lid=06630000001Mcay&amp;ic=1&quot;, &quot;uiTheme&quot;: &quot;Theme3&quot;, &quot;version&quot;: { &quot;api&quot;: &quot;27.0&quot;, &quot;season&quot;: &quot;SPRING&quot; } }, &quot;organization&quot;: { &quot;name&quot;: &quot;Cavas Demo Org&quot;, &quot;organizationId&quot;: &quot;00D30000001bQDSEA2&quot;, &quot;multicurrencyEnabled&quot;: false, &quot;currencyIsoCode&quot;: &quot;USD&quot; }, &quot;links&quot;: { &quot;enterpriseUrl&quot;: &quot;\/services\/Soap\/c\/27.0\/00D30000001bQDS&quot;, &quot;metadataUrl&quot;: &quot;\/services\/Soap\/m\/27.0\/00D30000001bQDS&quot;, &quot;partnerUrl&quot;: &quot;\/services\/Soap\/u\/27.0\/00D30000001bQDS&quot;, &quot;restUrl&quot;: &quot;\/services\/data\/v27.0\/&quot;, &quot;sobjectUrl&quot;: &quot;\/services\/data\/v27.0\/sobjects\/&quot;, &quot;searchUrl&quot;: &quot;\/services\/data\/v27.0\/search\/&quot;, &quot;queryUrl&quot;: &quot;\/services\/data\/v27.0\/query\/&quot;, &quot;recentItemsUrl&quot;: &quot;\/services\/data\/v27.0\/recent\/&quot;, &quot;userUrl&quot;: &quot;\/00530000007zjinAAA&quot;, &quot;chatterFeedsUrl&quot;: &quot;\/services\/data\/v27.0\/chatter\/feeds&quot;, &quot;chatterGroupsUrl&quot;: &quot;\/services\/data\/v27.0\/chatter\/groups&quot;, &quot;chatterUsersUrl&quot;: &quot;\/services\/data\/v27.0\/chatter\/users&quot;, &quot;chatterFeedItemsUrl&quot;: &quot;\/services\/data\/v27.0\/chatter\/feed-items&quot; } }, &quot;algorithm&quot;: &quot;HMACSHA256&quot;, &quot;userId&quot;: &quot;00530000007zjin&quot;, &quot;client&quot;: { &quot;instanceId&quot;: &quot;06P300000008OUN&quot;, &quot;clientId&quot;: &quot;3MVG99OxTyEMCQ3gxDGZIkeLCh4jgWYRIpL3bTOo6fy4mNiTzzaz8pLZumII_AnmtOMCdv5KjaD2TV1SohylM&quot;, &quot;targetOrigin&quot;: &quot;https:\/\/work-wef.na1.visual.force.com&quot;, &quot;instanceUrl&quot;: &quot;https:\/\/na1.salesforce.com&quot;, &quot;oauthToken&quot;: &quot;00D30000001bQDS!AQoAQPl0ox3q_O8DF4G4gsAFWOjyr9TS3k2z0WlsM1G9OLh8WJybWE5wE7K89hGnzB2LQOkRZGkldb.Mi2DPg6JM5b9pafYq&quot; }, &quot;issuedAt&quot;: null}
  5. Mention how we are seeing this later with salesways
  6. Mention We will see this later (Spanning)
  7. Demo Canvas in the Publisher and Canvas in the Chatter Feed  Show the default app and explain how/why we would want to place it in the publisherEnable the app for the publisher, create a quick action, add the app to the global layoutShow the app running in the publisherShow the app creating feed itemsCreate a Text and a Link post and explain the 1-to-many relationship for the Canvas AppExplain the Canvas Post and create oneShow the post expanding in the feedShow a historical feed item and how the history is up to the 3rd party app.
  8. Modern sales method designed for technologySimple, generic, patented methodology that does not need hundreds of questions. Builds a sales model of each opportunity from where you track the sales cycle, determine an accurate probability, derive a priority and sales coachingSales Cycle is broken up into 3 phases, Probe, Prove, CloseWe determine a probability based on the IBO Essentials (Will We Win? Will It Happen?) and not the Current Stage.Priority is derived from where you are in the sales cycle + probability
  9. Talk about the product before and after Canvas“Canvas is a great option for ISV Partners to rapidly go to market using the Force.com platform”Mention our existing cloud/mobile app and our need for integration. We have lots of intellectual property that we wanted to embed in Salesforce. Wanted to reuse as much code as possible (IBO Analysis, Animated Dashboards, Expert Mode). Before Canvas, we had to upload our Javascript Libs into Resources. Every time we wanted to make a change to the JS would need to zip and upload the package. We then had to port all our LAMP stack code/objects into Apex/SOQL. It was a complicated, time consuming process. We caught a Webinar for Canvas and instantly stopped the presses and changed our direction.Canvas allowed us to reuse our existing code base. It opened up the Opportunity layout to give us the flexibility we needed to embed our dashboard. Choose your preferred technology stackAvoid rewriting codeRelease upgrades and bug fixes instantlyFor us, Canvas was the perfect choice. “Let me show you a summary our current architecture”
  10. Canvas in a Visualforce page, inside a new section, on the standard opportunity layoutSends a signed request to our Amazon AWS hosted connected appNot restricted to HerokuMention during Authentication, we create accounts on the fly. Mention because we are using Persistent Sessions, users are automatically logged into ASPEC.com. “Let me demo the app.”
  11. Demo Canvas in the Publisher and Canvas in the Chatter Feed  Show the default app and explain how/why we would want to place it in the publisherEnable the app for the publisher, create a quick action, add the app to the global layoutShow the app running in the publisherShow the app creating feed itemsCreate a Text and a Link post and explain the 1-to-many relationship for the Canvas AppExplain the Canvas Post and create oneShow the post expanding in the feedShow a historical feed item and how the history is up to the 3rd party app.
  12. Show Priority View, starting pageShow Dashboard, extension of opportunityShow Expert, go deeper in method.
  13. Show Priority View, starting pageShow Dashboard, extension of opportunityShow Expert, go deeper in method.
  14. Show Priority View, starting pageShow Dashboard, extension of opportunityShow Expert, go deeper in method.
  15. For example, if you work with data that only certain users can see, if your web app has pages where that data is displayed, you will need to figure out a way to replicate sharing rules.Trust Salesforce to handles license management, sharing rulesOption to solve this problem is to use the Canvas Javascript SDK to check “has access” using the APIDon’t fear the burp scan, use it to your advantage (load testing, security improvements)