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Take the functionality of your web application, and through the power of Force.com Canvas and the Salesforce Platform, amplify your users' abilities to work in the Publisher and Chatter feed. Join us as we explore the new features that allow you to embed your Canvas App as a Publisher Quick Action and as a Chatter Feed Item.
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Force.com Canvas in the Publisher and Chatter FeedJay Hurst, saleforce.com, Product Manager
@extraidea
Chris Jolley, salesforce.com, Lead Developer
@jolley
Safe HarborSafe 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 any litigation, risks associated with completed and any 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-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These 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.
Jay Hurst
Product Manager
@extraidea
Questions
Who has applications that have very
common functionality that is used?
Who is used to receiving more
complete information in a feed-
centric style (FB, Twitter, Google+)?
Who has used Chatter, Publisher
Actions, and Feed Items to provide a
more rich experience for their users?
What is Force.com Canvas
Bring your Web App into the salesforce UI
Force.com Canvas provides a framework to expand the
salesforce.com UI with your Web App The Canvas Framework provides the glue for your app
• Authentication into salesforce
• Context services
• Eventing model
• Web standards based
Expanding the Publisher with Force.com Canvas
What is the Publisher
The Publisher is a central place where you can perform actions By default the publisher contains Chatter specific functions
• Text Posts, File Posts, Polls, Work.com Thanks
With Summer ‘13 the ability to create custom actions was added• Now you could expand the publisher to focus around your business needs
– Add Visualforce pages with custom logic and UI
– Add Standard sObject actions
» Create a Case, Log a Call, Edit an Account
Allows your users a central place for common actions
Force.com Canvas – Publisher Quick Action (Pilot)
Quick Actions now support Force.com Canvas Applications Your application can now be exposed directly in the publisher
Your application can plug into the Chatter lifecycle
Force.com Canvas – Publisher Events
Publisher Events allow interaction with the native publisher Your application can subscribe to events from the publisher
• publisher.setupPanel – Fired when the Publisher is loaded
• publisher.showPanel – Fired when the Canvas action is opened
• publisher.clearPanelState – Fired when the Canvas action is closed
• publisher.failure – Fired if there was a failure on the share
• publisher.success – Fired if the share was successful
• publisher.getPayload – Fired when Share is clicked (gets content from the app)
Your application can publish events to the publisher• publisher.setPayload – Sends payload to the publisher (response to getPayload)
• publisher.setValidForSubmit – Enabled the Share button
Expanding the Chatter Feed with Force.com Canvas
Force.com Canvas in the Chatter Feed (Pilot)
Expand the Chatter Feed to show your app information You canvas app can open inline directly in the feed
Provides the ability to deliver app specific content directly to your users• Your info in our feed
The feed item contains canvas specific information• Thumbnail image, Canvas Parameters, Title, Description, Height information
Interacting with a Canvas Feed Item
The user interacts with the feed and launches your Canvas App By clicking the Feed Link, the signed request is fired and the canvas
app opens up• Signed request contains information specific to your app
Once opened, the user interacts with your app• The browser displays your content
• User can interact directly with your content
Your app can access the salesforce data layer• The Canvas API can be used to perform interactive connections to salesforce
data
Chris Jolley
Lead Developer
@jolley
Demo
James CattermoleHexigo
CEO
@CheifHexMaster
Stand: N1012
All about Hexigo
Hexigo is an enterprise decision-management system.
Hexigo centralizes everything to do with a decision so that
everyone is on the same page, ensuring decisions are
crystal clear and all knowledge is retained. Eliminate the miscommunication that leads to poorly understood
decisions
Produce a final, definitive decision so there are no crossed-wires
Ensure knowledge retention so you know how and why a decision
was made, even after everyone has left.
Track the progress and outcome of decisions so your team can learn
from past decisions.
Hexigo – Enterprise Decision Management
Hexigo is a decision management tool.
We manage, track and evaluate decisions to dramatically increase
productivity.
Do any of these sound familiar? Whatever happened to that?
Why did we do that?
Have we done this before?
I thought you were doing that… did anyone do it?
Why bring Hexigo and Salesforce together?
Wouldn’t it be great if you could see every decision your company
has made about a client in the past 2-years, inside Salesforce No disappearing emails
No blackhole document management system (AKA: SharePoint)
Just a crystal clear understanding of why we decided to do what we did
How does Canvas complement Hexigo?
Through Canvas decisions can now be made inside Chatter.
This makes Chatter the centerpiece of communication.
Through Canvas we were able to: Pick-up Hexigo and drop it into Chatter without needing to develop
extensively in force.com
Allow management and decision making directly in the Chatter feed
Users do not need to leave Chatter in order to perform a function• Chatter is no longer just about updates, it now has functionality
Demo
The Canvas Development Process
The good… The ability to code in our own language and not rely on force.com was
a huge plus.
Development process was quite straight forward in the Canvas app. Its
quite similar to an i-frame architecture which gave us the ability to bring
most of the functionality inside Chatter.
The supporting material (documentation and example application) was
very well done.
The Canvas Development Process
Room for Improvement… The SFDC UI is fairly dated and created a lot of constraints
– Session: UI Design to Maximize User Adoption and AppExchange Sales
– Wednesday, 2:15pm – 2:45pm @ Hilton in Union Square
– Hexigo stand: N1012
The functionality within the Publisher is still very limited (at the moment
all we can do is share). Would love to do more, like make a decision.
Can’t deep link to item within SFDC. You can share a decision to your
Chatter feed but that link doesn’t enable you to connect to the decision
inside the Canvas app. This dramatically limited the usability.
Mike Stark
Software Engineer, Vidyard
@starkmike
What is the problem our solution solves?
▪ We make Video Awesome!
▪ How do you measure the impact your
awesome videos have on your revenue?
▪ Vidyard unlocks the video and reveals who
is watching your content, for how long an
where they watched it.
▪ Transform Viewers into Customers, with the
power of Vidyard!
What is our product offering before canvas? What is Vidyard?
▪ With Vidyard, you can:• Embed your video into a website
• View real time attention span & viewership data
• Share your videos to social networks
• Create call-to-actions
• Split test your splash screens
• Add the data into your marketing automation contact records
▪ At Vidyard, we love Salesforce!
▪ We also use a ton of video…It’s kind of our thing.
How canvas helped expand our solution
▪ We built an app that allowed us to:• See our videos
• Check analytics
• Share with our co-workers & customers
• Send data and create leads
▪ Awesome side-effects• A secure social channel to share video
• Opened up video data to the sales team,
customer success team and more
Discussion of Development process
▪ Canvas is truly an amazing platform for Salesforce!• Opens up a new world of possibilities
• Opens up available apps to all developers
• Developers can have their own interfaces that still work well
within Saleforce
• It’s your app!
▪ So what’s bad about it?
▪ My advice. Ask! And Read!
▪ Where do we go from here?
All about
Visit our booth in the Cloud Expo West: Moscone Center: W113
Check out the Vidyard-powered Dreamforce Video Portal featuring top Dreamforce’13 sessions:
vidyard.com/dfvideo
vidyard.com@vidyard
Vidyard!
Wrapup
What have we learned
Explored the new Canvas Locations Publisher
Chatter Feed
Visualized an app in the Publisher and Feed
Heard about how Partners have begun to explore this new
functionality
Jay Hurst
Product Manager,@extraidea
Chris Jolley
Lead Developer,@jolley
James Cattermole Mike Stark
CEO - Hexigo,@CheifHexMaster
Stand: N1012
Software Engineer, Vidyard @starkmike
We want to hear
from YOU!
Please take a moment to complete our session survey
Surveys can be found in the “My Agenda” portion of the Dreamforce app
Where to next?
Other Force.com Canvas Sessions 11/20 9:00-9:45 - Introduction to Force.com Canvas Apps
11/21 10:00-12:30 - Hands-on Training: Integrate an External App with the Salesforce UI Using Canvas
11/21 11:30-12:30 - Integrate Third-party Web Apps Using Force.com Canvas
Force.com Canvas Integration Workbook in the DevZone
Force.com Canvas Developer Page Force.com Canvas Topic Page – http://bit.ly/forcecanvas
Email or tweet Jay – [email protected]/@extraidea
Hexigo - James Cattermole - @CheifHexMaster - Stand: N1012
Vidyard Contact – Mike Stark - @starkmike – Booth: W113