force.com Canvas Overview: Leveraging Legacy Applications to Become a Customer Company
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The Higher Education Summit 2013 presented discussions on integrating web applications with Salesforce using Force.com Canvas, showcasing its benefits in facilitating relationships for institutions like Berkley College and Villanova University. It emphasized the evolving landscape of web development, focusing on user experience and the importance of robust integration strategies. The presentation concluded with the potential of Canvas apps for enhancing student applications through simplified processes and extensive capabilities for 'mashups.'
force.com Canvas Overview: Leveraging Legacy Applications to Become a Customer Company
- 1. HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. June 25th, 2013 EricWhipple force.com Canvas Overview
- 2. HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Introduction Hi. I am a designer. Vice President of Products and Solutions Product Owner – RQ® for Salesforce Product Line Technical Strategist & Roadmap Developer Owner, ModernApple Consulting Salesforce.com Solution Design and Implementation Process and Satisfaction Modeling
- 3. HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. RCG helps companies prioritize, measure, and advance the relationships that most impact their performance Our Process: — Relational Ladder Methodology — RQ® for Salesforce — Over 50,000 RelationshipsAssessed Some of Our Clients: — Berkley College –Admissions, Enrollment, Financial Aid — Univ. of Dayton –Alumni Relations, StudentAmbassadors — Villanova University – Major Gifts The Relational Capital Group
- 4. HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. A Changing Landscape — Web Development is Changing (again) — Focus is moving back to the front-end — Users are demanding a richer experience — Scripting logic can perform much better than server logic — New development frameworks are appearing all the time
- 5. HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. A Changing Landscape — Integration is Highly Standardized — Https / OAuth 2.0 / SAML — JavaScript (and all its permutations) — XML / JSON — New Drivers ofTechnical Strategy — Speed to deployment — Current or anticipated skill sets — Availability of Best Practices / Examples
- 6. HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Integration Challenges — Every application has distinct value — Robust Integration is not always possible — How can we easily get them to play with Salesforce? — At the Data Layer and theAPI Layer and the UI Layer! Financial Aid Alumni Relations Recruiting Online Couse Content Student Community SiteStudent Services BusinessApps + Salesforce.com + force.com Canvas = Totally stole this (Dreamforce 2012)
- 7. HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Sales Cloud ChatterWork.com Service Cloud Marketing Cloud Alumni Relations Course Content What is force.com? — Salesforce.com’s Platform as a Service (PaaS) — The technical foundation for all Salesforce.com tools — A cloud-based application development framework — A set of standards-compliant integration technologies force.comWeb Services JavaScript Remoting SOAP API HTTP & REST OAuth 2.0 Connected Apps SAML
- 8. HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. — Framework for exposingWeb applications in Salesforce.com — User Interface Layer — API Layer (Data Layer) — Applications Run in Native Environments — Language Independence — ApplicationsAppear in Salesforce.com — “Mash up” Maker What is force.com Canvas?
- 9. HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. — Canvas (JavaScript) SDK — SimplifiedAuthentication (Signed Request / OAuth) — Context Services — Cross DomainAPI Calls — App Publishing and Management …and you can’t do that with an iframe! (not easily) What does force.com Canvas Provide?
- 10. HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. How Does it Work? https Canvas SDK Any app that has an https endpoint and can make JavaScript calls can be a Canvas App!
- 11. HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Key Questions — WhenWould I UseThis? — ExistingWeb apps can’t/won’t be ported to or integrated with Salesforce.com — Existing skill set and resource constraints — Embedded tools (Widgets) — High switching costs between multiple “related” applications — What’s the Level of Effort? — Extremely Low to Get Up and Running — ZeroApex Coding Requirement — You decide how much effort, based on integration and display needs — Data integration — Visualforce incorporation
- 12. HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Student Information Mashup Let’s Look at A Simple Example
- 13. HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Example: Integrate Web Apps with Salesforce 1. Host StudentApplication(s) 2. Create ConnectedApp(s) 3. Test in the Canvas Previewer 4. UserTest in Chatter 5. CreateVisualforce “Mashup” with BothApps and Chatter 6. Publish 7. Install IntoAnother Org
- 14. HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Two Web Apps — Student History — Student Success — Unique Features — Different Languages — Separate Data Stores — Independent SCM
- 15. HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Two Very Different Web Apps Java Ruby
- 16. HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Creating a Connected App
- 17. HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Creating a Connected App
- 18. HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Creating a Connected App
- 19. HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Creating a Connected App
- 20. HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Just like that…But Wait!
- 21. HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Canvas Dashboard Apps — Canvas andVisualforce — Multiple CanvasApps — Integrated with Chatter — Integrated with Salesforce.com Data
- 22. HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Publishing Canvas Apps — Published through Managed Packages — Be Aware:An org can only have one Managed Package
- 23. HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Publishing Canvas Apps — Log in to receiving org — Paste Installation URL into Browser — CanvasApps and AppExchange
- 24. HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Publishing Canvas Apps
- 25. HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. 1. Host StudentApplication(s) 2. Create ConnectedApp(s) 3. Test in the Canvas Previewer 4. UserTest in Chatter 5. CreateVisualforce “Mashup” with BothApps and Chatter 6. Publish 7. Install IntoAnother Org Example: Integrate Web Apps with Salesforce
- 26. HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Final Thoughts — Every application has distinct value — Robust Integration is not always possible — Canvas easily exposesWeb apps in Salesforce.com — Powerful SDK enables “Mashups” that bring quick value — Once created, Canvas apps can be published and leveraged over and over
- 27. HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Questions — eric@relcapgroup.com or eric@modernapple.com — www.relcapgroup.com — www.rqforsalesforce.com (or check us out on theAppExchange)
- 28. HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.