Customizing the Salesforce Console with the Integration Toolkit (DF13)
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Customizing the Salesforce Console with the Integration ToolkitAdd a little pow-wow to your Console
Andy Mahood, Tquila, Technical Architect
@andymahood__c
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.
Andy Mahood
Technical Architect at Tquila
@andymahood__c
Gautam Vasudev
Senior Product Manager for
Service Cloud at Salesforce.com
Agenda
Explore the Salesforce Console and how to extend the UI. Review the Console
Introduce Console Toolkit
Demos
Console Roadmap, past and future
Q&A
What is the Salesforce Console?
Next Generation Multi Channel Console
Split Screen for multi-tasking
Split Screen for multi-tasking
Records open as tabs and sub-tabs
Where are the developer hooks?
Custom Console Components in the footer
Footer Components can pop out
Same-origin policy
Even better with Integration Toolkit
Even better with Integration Toolkit
Even better with Integration Toolkit
Even better with Integration Toolkit
LETS DIG INTO THE SALESFORCE CONSOLE INTEGRATION TOOLKIT
Salesforce Console Integration Toolkit
The Toolkit is a Javascript API.
<apex:includeScript value="/support/console/28.0/integration.js"/>
Toolkits is Asynchronous
The Toolkits API is asynchronous. Important when you start
building.
Types of Methods available to the Toolkit• Interacting with Primary Tabs and Sub tabs
• Open/Close/Focus Tabs
• Get ID of record within Tab for Context
• Interacting with the Console UI
• Controlling behavior of component buttons• Change Text, Icon, Scroll Text etc.
• Events, for instance when Primary Tab changes
• Methods for CTI and Live Agent
• Build custom interfaces for Telephony and Live Agent
• Push Notifications
• Allow List Views and Page Layouts within Console to update dynamically when changes are made in
other sessions
DEMO TIME
Props to the Tquila team
• Ivan Almeida
• Piotr Czechumski
• Liza Romanenko
• David Darkins
Similar Contacts and Open Cases
• Problem
• Lots of Duplicate Contacts in the
System
• Struggle to see Contacts Case History
• Solution
• Custom Sidebar that finds similar
contacts
• Lists all their Open and Recent Cases
• Allows the Case to be reallocated or
new cases created
Reminders
• Problem
• Activities can be assigned to users
• Users should live in the Console
• Users need to have visibility of their
Task list
• Solution
• List activities with reminders due
• Button will highlight when reminders
are due as Call to Action
• Button will identify the number of
reminders due
All the sample code on Github
github.com/andymahood/
Salesforce-Console-Samples
Roadmap
Feature Recap
Console Integration Toolkit Knowledge Component* CTI
Tab Components Pinned List Highlights Panel
Footer Components Bookmarkable URLs Personalization
Push Notifications Lookup Component Custom Logos
Recently Used Tabs Canvas Components Live Agent
Standard Keyboard Shortcuts Custom Keyboard Shortcuts
Interaction Log Home Tab
Multi-Components
Specify dimensions in % or px
Multiple components in a region
Multiple stacking styles
Multi-Monitor Support
Monitor 1 Monitor 2
Roadmap
Winter ‘14Turnkey Console
Spring ‘14Turnkey Console (Dreamforce)
Summer ’14Turnkey Console
1. Keyboard Shortcuts Panel
2. IE10 Support
3. Recent Used Component
4. Canvas App Integration
5. Home Page Tab In Console
6. Lookup Component
7. Push Notification Refactor
8. Open CTI Standby URL
1. Multiple Monitor Support
2. Multi-Components
3. Knowledge One
1. Related List Component
2. Interaction Log Refactor
Beyond Summer ’15
3. New Pinned List Component
4. Console Setting Component
5. Next Gen Console Console
6. UI Themes & Branding
Andy Mahood
Technical Architect at Tquila
@andymahood__c
Gautam Vasudev
Senior Product Manager for Service
Cloud at Salesforce.com