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

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

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Speakers
Chris Jolley
Principal Developer
@jolley
Kari Hotchkiss
Senior 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 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

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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?
 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:
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

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Force.com Canvas – Spring ‘14

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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

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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

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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 Hotchkiss
@karihotchkiss

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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

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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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Demo
Page Layout Item, Record Object, Apex Lifecycle
Handler

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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

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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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Demo
Canvas 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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Demo
User 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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Demo
Canvas 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 Jolley
Principal Developer
@jolley
Kari Hotchkiss
@karihotchkiss

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

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