Learn about the new Force.com Canvas (currently pilot in Spring '13) features. With Spring '13, you can now leverage Force.com Canvas from inside Visualforce Pages, extending your 3rd Party Applications into more areas of the salesforce.com User Interface. We will be showing a Code-Level example of how to extend your application to consume custom parameter information (via the Canvas SDK) and how to dynamically render record-specific content.
After attending this webinar, you will understand:
Force.com Canvas fundamentals and use cases
How to leverage Force.com Canvas from inside a Visualforce page
How to use the Canvas SDK to gather context-specific information for your Application
What resources are available to help you learn more about Force.com Canvas
Who Should Attend
This webinar is geared towards intermediate to advanced Force.com developers.
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
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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
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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
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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
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
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
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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
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 – jhurst@salesforce.com/@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