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Andreas Rosen QKom GmbH
Application Architect IBM Domino certified since 15 years IBM Connections integration 4 years Force.com experience since 2 years
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Imangine your System … Is a flexible cloud system You can add Fields
You can create Objects You can create Pages You can set triggers on all events You can create serverside Classes
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Salesforce World Tour Munich 2013
Why IBM was Important for Salesfore Salesforce World Tour Munich 2013
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Where do we come from? The logical way from Lotus Notes to Force.com
Since 1997 learning to listen to the customer’s problems understanding the workflow and security needs model the wishes in Notes’ databases Since 2010 learning about activity stream & social software with IBM Connections Since 2012 using Salesforce as a CRM and exploring Force.com model the wishes on the Force.com platform with social features in the cloud Lotus Notes IBM Connections Force.com
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Why do we love Salesforce? (beside IBM SW)
Create and secure value with an open platform We at Q!kom consider ourselves a web services company soapgate Q! -open source web service API for IBM Domino The value of your data rises when you can use it RIVA uses soapgate Q! to integrate IBM Domino Salesforce and the Force.com platform have great APIs we are sure that we are on the right platform
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Why do we want to integrate?
Give your user a 360-degree-view on the customer Harness in the experts in IBM Connections you need to help progress Salesforce opportunities Navigate seamlessly between Salesforce and IBM Connections Works equally well on mobile clients and web clients
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What level of integration is needed?
Keep it simple – as long as you can afford it Batch Live Edit Problems that come up when you start to think Real-time or batch Read-only or edit Use CSS & links or display in Canvas Do we need a single sign on? What do we use for our first integration? Batch, Read-only, CSS & Links No need of joint security We simply started with the IBM Activities object and created value for the sales process
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IBM Connections Activities
Structured information mixed with to-do, milestones, links and attachments
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How does a IBM Activity look like in Salesforce?
We used a custom object to store the data Content of the IBM Activity is rendered Functions as button Twisty to drill down Link into the section of the Activity Link to a person’s profile
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Mobile Demo Demo of end user flow Opportunity IBM Activity
Salesforce 1 App to IBM Connections App Render Activities in the Salesforce 1 iPad App Open and close sections Use a mobile link to the IBM Connections App Continue working in the right object in IBM Activities Impress your users ..\Salesforce1toIBMConnections_final.mp4 Opportunity IBM Activity
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Ways to read complex data
Use what you like - we used a .Net program Typical problem of restful API answers It was designed for special cases – now you try to use it In our case we have an Atom feed with XML and partly HTML We transform that information into a structured JSON Yes - you can try to do that with apex classes No - we decided to use a .Net program that builds the bridge Salesforce .Net program to sync Salesforce CRM IBM Connections
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Transform you data for fast use
Why is JSON a nice and effective storage format? Typical problem when you save external data Should we create all the different objects in Salesforce? Section Text Link To-do …… And what would we win? Or should we store it all into one field? We even do not need a custom object - if we want We use JSON because it is effective, small and perfectly useable by web engines We only save the meta data in fields that we like to see in views JSON Store Text ToDo Links
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Create the view ! Plan a different UI for mobile and pc Apex page
<apex:page standardController="ConActivity__c" docType="html-5.0“ <apex:commandButton title="Open Activity" value="Open Activity" onclick="window.open('ibmscp://com.ibm.connections/activities?uid= Bind the Data var data = {!ConActivity__c.TasksJson__c}; Build the UI function BuildHtmlNode(data, dep) Repeat until all childs are build
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We like to entertain our users !
We use CSS to make it interactive Explore the data We used a CSS that supports dynamic sections We leverage the power of HTML 5 - no need of other libs So all the magic is based on the local render engine Thanks to the developer of the CSS sample we used
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What happened since dreamforce?
Customers said: Nice what you are showing but … We would like more … We would like real-time …
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Real-time integration Demo - View
Demo of connection Data in Salesforce Allow IBM Connections as proxy endpoint Create JavaScript UI in Visual-Force-Page Render the Content as HTML Table Use Salesforce standard CSS to look nice Offer links to IBM Connections Continue working in the right object in IBM Connections Impress your users UI call llProxie IBM api
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Real-time integration Demo - Push
Demo of pushing Salesforce updates to Activity Stream Allow IBM Connections as end point in Salesforce Use IBM Connections API Create an Apex trigger in Salesforce Create Apex class to transport updates of Opportunity Help your users with links to the SF Objects Impress your users Event Class ConnectionsAPI
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Real-time integration Demo - Push
Demo of pushing Salesforce appointments to Domino Allow IBM Domino as end point in Salesforce Use an API for Domino like soapgate Q! (open source) Create Apex trigger in Salesforce Create Apex class to transport CRUD to Domino Help your users with links to the SF objects Continue working in the right object in Salesforce Impress your users Event Class soapgateQ!
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What have we used in Salesforce?
We would like to show the magic that was waiting for us to be used What is an Custom Field? We used one to create the link information for the TAG in IBM Connections What is an Custom Object? We used one to represent the IBM Activity What is an Visual-Force-Page? We used one to visualize the JSON What is an Apex-Trigger? We used one to monitor the create, update and delete of salesforce appointments What is an Apex-Class? We used them to callout against Domino and IBM Connections
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Imangine your System … Is a flexible cloud system You can add Fields
You can create Objects You can create Pages You can set triggers on all events You can create serverside Classes
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Questions? Thanks to Theo we can continue with more details and a demo of the brand new lightning connect and lightning components – see and understand the roadmap 12:45 – 13:30 Room B
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