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Unite Customer-Facing Apps with
a Salesforce Backend:
Heroku Connect in Practice
​ Gordon Jackson, Principle Architect – Heroku
​ gjackson@salesforce.com
​ 
Tom Scott, VP Appirio
Thursday, September 17, 2:00 - 2:40
Moscone West, 2006
Introductions
Heroku Connect: Seamless Data
Sync between Force.com &
PostgresQL
Heroku Connect Syncs Directly to Salesforce Clouds
Seamless two-way data between customer-facing apps and your business on
Salesforce
Employee AppsCustomer Apps
Heroku
Connect
About Diageo, Appirio & the Mobile
Survey App
Diageo is a global leader ($21B revenue in 2014) in beverage alcohol with iconic
brands in spirits, beer and wine.
About Diageo
Who is Appirio
Cloud & Crowd Strategy | Technology Implementation | Systems Integration
Custom Development | Management Consulting | Change Enablement
More than 3.5 million users and 900 enterprises moved to the cloud
WHY?
•  Capture field intelligence from retail stores in order to evaluate distribution partner
performance against goals and use as input to business decision-making.
HOW?
•  iOS and Android app for field sales to answer surveys about retail pricing, positioning, special
displays, etc.
•  Salesforce as authoritative source of survey and result data. Heroku and Heroku Connect to act
as “service layer” for mobile app.
WHEN?
•  October 2013 original rollout; now in version 3 with 100k+ surveys/month.
Diageo Mobile Survey App
The App in Action
•  Login; Nearby accounts; Survey List, Answer questions (type
photo), Review, OfflineLive Demo
Salesforce Survey Setup
Salesforce Survey Question Creation
Salesforce Results
Salesforce Results
Application Architecture
Architecture Diagram
•  Why Heroku?
•  Scalability (10k to 100+k overnight), licensing, de-couple db for better mobile UX
•  Why Heroku Connect?
•  SFDC as master source for contacts, surveys/questions, results
•  Building integration code would take months and significant budget
•  Why Custom App?
•  Need Diageo-specific UX – everything from app icon to fully custom branding and UX
•  Hybrid – speed to market and need for both iOS and Android support
•  Environment Management?
•  Multiple full stack environments for dev, test, prod (mobile app, heroku, heroku connect, sfdc
sandboxes)
Mobile Survey Solution Architecture - FAQ
•  Benefits
•  Very simple to setup and configure
•  Simply does its job – synchronize data between SFDC and Heroku
•  Issues Encountered
•  Sept 2013 – 10 min delay before Contact data available in Postgres (now can be real-time w/streaming
API)
•  Nov 2013 – failed during SFDC maintenance (now self-corrects)
•  Mar 2014 – switch from CloudConnect to HerokuConnect and default schema name change
•  Nov 2014 – DB upgrade – bug restricted change of Postgres DB without re-install
•  Mar 2015 – DB upgrade – delay provisioning new HC instance
•  Apr 2015 – issue with related data creation when we populate NAME field (HC now protects against
this)
Heroku Connect Lessons Learned
Q & A
www.heroku.com/connect
Thank you

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Unite Customer-Facing Apps with a Salesforce Backend: Heroku Connect in Practice

  • 1. Unite Customer-Facing Apps with a Salesforce Backend: Heroku Connect in Practice ​ Gordon Jackson, Principle Architect – Heroku ​ gjackson@salesforce.com ​  Tom Scott, VP Appirio Thursday, September 17, 2:00 - 2:40 Moscone West, 2006
  • 3. Heroku Connect: Seamless Data Sync between Force.com & PostgresQL
  • 4. Heroku Connect Syncs Directly to Salesforce Clouds Seamless two-way data between customer-facing apps and your business on Salesforce Employee AppsCustomer Apps Heroku Connect
  • 5. About Diageo, Appirio & the Mobile Survey App
  • 6. Diageo is a global leader ($21B revenue in 2014) in beverage alcohol with iconic brands in spirits, beer and wine. About Diageo
  • 7. Who is Appirio Cloud & Crowd Strategy | Technology Implementation | Systems Integration Custom Development | Management Consulting | Change Enablement More than 3.5 million users and 900 enterprises moved to the cloud
  • 8. WHY? •  Capture field intelligence from retail stores in order to evaluate distribution partner performance against goals and use as input to business decision-making. HOW? •  iOS and Android app for field sales to answer surveys about retail pricing, positioning, special displays, etc. •  Salesforce as authoritative source of survey and result data. Heroku and Heroku Connect to act as “service layer” for mobile app. WHEN? •  October 2013 original rollout; now in version 3 with 100k+ surveys/month. Diageo Mobile Survey App
  • 9. The App in Action
  • 10. •  Login; Nearby accounts; Survey List, Answer questions (type photo), Review, OfflineLive Demo
  • 17. •  Why Heroku? •  Scalability (10k to 100+k overnight), licensing, de-couple db for better mobile UX •  Why Heroku Connect? •  SFDC as master source for contacts, surveys/questions, results •  Building integration code would take months and significant budget •  Why Custom App? •  Need Diageo-specific UX – everything from app icon to fully custom branding and UX •  Hybrid – speed to market and need for both iOS and Android support •  Environment Management? •  Multiple full stack environments for dev, test, prod (mobile app, heroku, heroku connect, sfdc sandboxes) Mobile Survey Solution Architecture - FAQ
  • 18. •  Benefits •  Very simple to setup and configure •  Simply does its job – synchronize data between SFDC and Heroku •  Issues Encountered •  Sept 2013 – 10 min delay before Contact data available in Postgres (now can be real-time w/streaming API) •  Nov 2013 – failed during SFDC maintenance (now self-corrects) •  Mar 2014 – switch from CloudConnect to HerokuConnect and default schema name change •  Nov 2014 – DB upgrade – bug restricted change of Postgres DB without re-install •  Mar 2015 – DB upgrade – delay provisioning new HC instance •  Apr 2015 – issue with related data creation when we populate NAME field (HC now protects against this) Heroku Connect Lessons Learned