Force.com Canvas – Summer ’14Salesforce1, SAML, and Apex…Oh My!May 28, 2014

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Speakers

Chris JolleyPrincipal Developer@jolley

Kari HotchkissSenior Quality Engineer @karihotchkiss

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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

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What is Force.com Canvas?

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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 IntegrationAPIs (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

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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

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What does Force.com Canvas do?

SDK

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

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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:

Iden

tity

Chatter Communities

Multi-Tenant Cloud Infrastructure

Sales Cloud

Service Cloud

Marketing

CloudAppExchange

Cloud Database

APIs

Force.com Heroku

Any SocialNetwork

Any Device

Back EndSystems

Salesforce Apps

AppExchange Apps

ERP

Finance

Public/Private Apps

Custom Apps

Mobile Services

Chatter

3rd Party Web Apps

Forc

e.c

om

Can

vas

3rd PartyWeb Apps

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Force.com Canvas – Spring ‘14

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Canvas LocationsYou 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

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Force.com Canvas Features – Spring ‘14The 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

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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.

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Force.com Canvas – Summer ’14

Kari HotchkissSenior Quality Engineer @karihotchkiss

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Canvas as a Page Layout ItemEmbed 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

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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

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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

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DemoPage Layout Item, Record Object, Apex Lifecycle

Handler

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Salesforce1 - Layouts and Mobile Cards LocationEmbed 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

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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)

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DemoCanvas in Salesforce1

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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”

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DemoUser Approved Signed Request Apps

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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

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DemoCanvas and SSO (SAML)

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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

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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

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Q & A

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Chris JolleyPrincipal Developer@jolley

Kari HotchkissSenior Quality Engineer @karihotchkiss

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Thank You!