The document introduces Force.com Canvas, a new Salesforce platform service that allows external applications to be easily and securely integrated into Salesforce from their native environment with little redesign. It demonstrates a sample Canvas app built on an existing Heroku app that displays in Salesforce and interacts with Chatter. It also shows how an existing partner, CloudSquads, uses Canvas and Twilio to integrate phone calls and an IVR system with Salesforce.

1. 1 + 1 = 3:
Introduction to Force.com Canvas Apps
Alex Toussaint, salesforce.com, Director, Product Management
@alextoussaint
Jay Hurst, salesforce.com, Product Manager – Force.com Canvas
@extraidea
Chris Jolley, salesforce.com, Lead Developer – Force.com Canvas
@jolley

2. Safe Harbor
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This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if
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3. Exiting Challenges with Technology
There are many challenges with the wide variety of solutions in
today’s marketplace.
 How many of you have existing web applications that you use
internally?
• Intranets, homegrown tools, purchased products
 How many have existing applications that you would like to integrate
with salesforce, but cannot for some reason?
• Resource constraints, lack of tools, lack of expertise
 How many have heard complaints from your users about having to use
multiple systems on a daily basis?

4. Apps, Apps, Everywhere
The truth is, most companies have many applications that their
users need access to, including:
 Cloud Applications (salesforce.com, Google Docs)
 Hybrid Applications
 Home Grown Solutions (Intranet, Task Management)

5. Modern Platforms Easily Allow These Apps to Interact
This allows end users to access disparate content in one place
without having to authenticate multiple times
 Authorization is granted by the user or admin
 Content is combined into a single interface
• Facebook Apps
• Google+ Games
• Twitter Apps

6. Introducing Force.com Canvas
New 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)
• Cross Domain API Calls
• App Registration and Management

7. 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:

8. Force.com Canvas In Action
We will go through a new Canvas App showing you key areas of
development and deployment. You will:
 Create a Canvas App based on an existing Heroku App
 Show the Canvas App running inside of salesforce in the Canvas App
Previewer and inside of the Chatter Tab
 Show the Canvas App interact with Chatter
 Publish the Canvas App for other Orgs
 Install the Canvas App in another org and show it running
 Show that changes to the code are instantly available

9. Creating a Canvas App
 Create a definition of the Canvas App, so salesforce knows the details
of the app
• Setup | App Setup | Create | Apps

10. View the Canvas App Inside Salesforce
 Apps display in the “Canvas App Previewer” page, and also on the
Chatter Tab (for authorized users)

11. Use the Canvas App to Interact with Chatter
 Once context is established, the 3rd party app has access to connect
with salesforce at the data layer (via existing APIs)

12. Publish Your Canvas App
It is possible that you will want to use the Canvas App you are
creating in another org.
 You can publish (from a name-spaced DE org) and install into other orgs

13. Install the Publish Connected App in Another Org
With a one click install, your customers can install an app into
their org.

14. Changes are Instantly Reflected in All Orgs
If you change the third party app, those changes are instantly
reflected inside all orgs with the app installed.

15. One More Thing…Heroku Quickstart
With the Heroku Quickstart, you can create a Canvas App in
one simple step
 Canvas App Previewer at Setup | App Setup | Canvas App Previewer

16. Force.com Canvas in the Real World
Now that we have seen a simple demo, lets see how existing
partners have been able to use Force.com Canvas to enhance
their apps.

17. All About CloudSquads
CloudSquads provides Social strategy and technology
services for Enterprises. The goal is to transform Social
Conversations into measurable ROI.
 Goal was to provide an interface with the Twilio IVR system and
salesforce.com.
 Built using the Twilio APIs, Force.com Canvas SDK and hosted on
Heroku
 Twilio manages the IVR, phone calls, and conversation recording
 Force.com Canvas handles displaying and updating Leads
 Heroku hosts the application that drives the salesforce and Twilio
implementation

18. Demo Workflow: Inbound Contact
Twilio IVR
Customer
IVR
Workflow
Heroku Hosted App

19. Demo Workflow: Outbound Contact
Salesforce Customer
Agent

20. Implementation Experience
Twilio Force.com Canvas
 Ridiculously simple APIs  Flexible app integration
 Up and running in minutes framework
 Creative freedom for app UX
 Easy to get started

21. Contact Us
 See us at Dreamforce : Booth [NUMBER]
 info@cloudsquads.com
 @cloudsquads
 [placeholder for hashtag]

22. Force.com Canvas Wrapped in a Little Bow
In today’s session we have:
Discovered how current Partners have begun using the
Force.com Canvas
Walked through an initial Sample Canvas Application
 Saw the basics behind the Force.com Canvas
 Walked through an initial Sample Canvas Application

23. Alex Toussaint Jay Hurst Chris Jolley
Director, Product Product Manager – Lead Developer – Force.com
Managerment Force.com Canvas, Canvas,
@alextoussaint @extraidea @jolley

24. Where to Now?
Canvas Framework Resources can be found at
 Canvas Framework Page - <bit.ly link>
 Email Jay – jhurst@salesforce.com
 Tweet Jay - @extraidea
 Join us for another hands on session using pre-set machines in the
Dev Zone
• Tuesday 9/18, 4:15-5:00
• Wednesday 9/20, 3:45-4:30
• Friday 9/21, 10:45-11:30, 11:45-12:30
 Looking to GA in upcoming releases