Post on 22-Jan-2018
Just in time sharing using Apex
Asif Khan Program Architect asif.khan@salesforce.com
Anand Narasimhan Program Architect Director anarasimhan@salesforce.com
Safe 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 aSafe 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. ssociated 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.
Safe Harbour
Data breaches are happening every day
Source: http://breachlevelindex.com/img/Breach-Level-Index-Infographic-Q22014.jpg
Source: http://www.idtheftcenter.org/images/breach/MultiYearStatistics.pdf
Salesforce - The most trusted and secure platform
Data breach vector How does salesforce protect you
Hacking ● 24/7 monitoring for malicious activities ● Certified on Industries highest level security standards
Accidental exposure Extensible platform that allows: ● rules around data visibility ● Session timeout & access policies ● Audit reporting via Event Logs
Data on the move ● Platform that separates each tenant from each other ● Platform encryption for sensitive data elements
Physical Theft ● 24/7 monitoring for malicious activities ● Certified on Industry's highest level security standards
Sub Contractor / Employee Negligence / Insider Theft
Extensible platform that allows: ● Rules based access privileges ● Strict Login & Session policies ● Auditing reporting via Event logs
Platform Security -
OWD
Role Hierarchy
Sharing Rules
Manual Sharing
Restrict Access R/W, Read-Only Private
Open Up Access (Vertical Access)
Open Up Access (Horz Access)
OWD
Role Hierarchy Sharing Rules Manual /Ad hoc Sharing
Sales Marketing Customer Support Technology ..more
Great customer experience
Great customer experience Customer 360 Full access to
Customer data
What if you only needed to provide access to customer data just for the duration of a customer interaction ?
Modern User Experience Responsive, Fast, Social UX Unified Desktop 3rd Party Apps & Back Office Integration Agent Productivity Macros, Guided UI, Multi-Monitor, Push Multi-Channel Voice, Email, Chat, Web, Mobile + Social Predictive Next Best Offer, Recommended KB, Similar Cases, Experts
Intelligent Agent Universal Agent Desktop Optimized For Efficiency
Console – Integration capabilities
Component Framework – Primary Tabs, Subtabs, Naviga;on Tab, Footer, Sidebar Components
Integra;on Technology Op;ons
Cross Domain JS Salesforce Console Integra4on Toolkit available for deep UI integra4on and “na4ve” feel…
Visualforce 3rd Party web pages/ web
tabs
Open CTI Canvas Apps
Keyboard Sho
rtcuts, Push No;
fica;
ons
Out of the Box
Reports/ Dashboards
ChaMer
Standard Components
Standard Objects
Custom Objects
Live Agent
Console Integration Toolkit JavaScript based framework that extends your Console
• Tab management & Navigation
• CTI Integration
• Push Notifications
• Console Events
• Live Chat
• Omni Channel
Console Event Framework
Console Component (Visualforce)
Console Component (Visualforce)
Console Component (Visualforce)
Console Component (Visualforce)
fireEvent(…) receiveEvent
Console Event Framework
fireEvent(eventType, message, callback )
addEventListener(eventType, eventListener, additionalParams)
Applica'on Header (Pinned List Views)
Detail Page Naviga'on Tab (Pinned List Views)
Applica'on Footer
Console Event Framework
Component-1 Component-2 CTI Live Agent
Architecture
Service Cloud Console
Custom Component
Dynamic Apex Sharing to Share Records
Account
Opportunity
Cases
Activity
SObjects
Standard Tab Trigger to change Owner and
share records
Batch A
pex to Rem
ove shares in catch all scenario
Patent Pending *
Pattern - Event based JIT sharing of Enterprise records CTI screen pop Custom Component
Fire event to share records
Listen to event. On receive share SObject and related SObjects
Open shared SObject In Primary Tab
Fire event to un share records
Unshare SObject and related records
Patent Pending *
Considerations - Performance, Browser etc.
● Overall Call volume ● Performance testing ● Standard Apex Best Practices ○ unique identifier for Sobject ○ browser support ○ concurrency