Visualforce & Force.com Canvas
Jay Hurst, Salesforce.com, Product Manager – Force.com Canvas @extraidea
Unlock your Web App inside of Salesforce.com
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Join the conversation: #forcewebinar
Jay Hurst
Product Manager – Force.com Canvas,
@extraidea
Speakers
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
§ Next Steps
Apps, Apps, Everywhere
Companies have many applications across their org § Cloud Applications (Salesforce.com, Google Docs)
§ Hybrid Applications
§ Home Grown Solutions (Intranet, Task Management)
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
What does Force.com Canvas do?
Salesforce 3rd Party App
SDK HTTPS
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
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:
Technologies used in Force.com Canvas
Force.com Canvas Usage Flow
1. User Clicks on the App from the Chatter Tab (or VF Page)
2. The 3rd Party App responds with HTML that is loaded into the salesforce UI
3. The user interacts with the 3rd party app 4. The 3rd party app uses the Canvas
JavaScript SDK to make a call to a server side JavaScript library
5. The server side acts on the behalf of the user and posts to the salesforce database
6. Alternatively, the 3rd party app can communicate server-to-server with salesforce via the standard APIs
3rd Party App
<script var a= var xl if(xls
Client-Side JS (canvas-all.js)
VB
ASP
VB
C#
VB
C++
VB
CF
VB
Java
VB
JSP
VB
.NET
VB
PHP
VB
VB
3rd PartyDatabase
Web UI
Salesforce.com UI
Canvas Link
if(conn SELEC WHERE print
Server-side JS
Salesforce.com Database
1 2
3
4
5
6Chatter Tab
Server
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
Salesforce.com Confidential
Signed Request Demo
Force.com Canvas - Registration/Management Flow
1. App is created with specified modules
2. After creation app is available in creator org
3. If created in a namespaced DE org, App can be published
§ Published Apps can be installed into any org with Canvas enabled
Salesforce.com Confidential
Canvas Connected App
Basic Information- Name- Description- Info URL- Icon URL- Contact Email- Contact Phone
Force.com Canvas Module
- Canvas URL- Access Method
OAuth Module- Callback URL- Digital Signature- Selected OAuth Scopes
Install URL
Published(DE Org)
Subscriber Org- Manageable inside org- Useable inside org
Install
Creator Org- Manageable inside org- Useable inside org
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
Salesforce.com Confidential
Force.com Canvas Expanding the Warehouse App
Force.com Canvas – Expanding the Warehouse App
Canvas App Walkthrough: § Explaining the idea of the Canvas Fulfillment App
§ 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
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
Heroku: A Multi-language Cloud App Platform
Canvas Demo
Combining the Fulfillment App with the Warehouse App § Fulfilment data now exposed inside of the Chatter tab
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
Using apex:canvasApp <apex:page showheader="false">
<apex:canvasApp applicationName="Fulfillment App”
height="1000px" width="800px” parameters="{'myValue' : 'value1'}” />
</apex:page>
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
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
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>
Dynamically Rendering Content § By extracting the parameters from the signed request or context, you
can render specific data
§ Ex - Show record specific information inline
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
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 – [email protected]/@extraidea
§ Tweet @forcedotcom with #forcewebinar
Thank You!