Maximizing the Stack: Combining Salesforce Technologies to Create Power Apps

Maximizing the Stack: Combining Salesforce Technologies to Create Power Apps

 Matthew Wright  Founder & CEO, specright  matthew@specright.com  @specrightinc  

Leveraging Orgs, Communities, and App Subscribers with Visualforce using Apex Sharing Rules to deliver a single solution for managing services, change, and collaboration.

 Jon Cline  Partner + VP, WisdomEdge Inc.  jcline@wisdomedge.com  @wisdomedge/  linkedin/joncline  

Speakers

 Jon Cline Partner + VP WisdomEdge, Inc. @wisdomedge/in /joncline

 Rohit Arora Technical Architect WisdomEdge, Inc.

 Brett Hall VP, Product Development specright

 Matthew Wright CEO and Co-Founder specright

Video

 Why?

 Historically, there is no standard system or solution for managing specifications that work. And this creates serious problems:

 ● Product recalls and compliance issues

 ● Delayed production, transition, and go to market times

 ● Inability to understand cascading impact of spec changes

 All of these hurt their bottom line.

Companies lack control of their packaging. The Problem

The Cost of Chaos

 The way companies respond to routine events is ineffective

 Significant and expensive resources are used and deliver unsatisfactory results

 With specright, the impact of these events is flat lined.

 Events = Problems

Market Size

 The Cost of Chaos creates ENORMOUS waste

 Everyone in the ecosystem is benefited by reducing these legacy inefficiencies

 A BIG Problem in a BIG Market

Introducing specright

 specright is the first & only cloud-based platform built to manage and share packaging specifications:

 ● Accurate and centralized spec information

 ● Enterprise level reporting & analytics

 ● 3rd party access for data sharing

 The leading packaging spec management tool….

Case Study

 A produce company leveraging the specright platform dramatically reduced the impact of their routine business events.

 Testing the model…

The Architecture  Built on a solid foundation.

Salesforce.com Technology

Source: placeholder

Salesforce.com Technology

Customized for packaging specification management

Business Use Quality Management Publishing Management Partner

Collaboration Integration

Salesforce.com Technology

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Capturing a complete lifecycle of vital capabilities.

Business Users Engineering, QA Admin OEM Suppliers, Partners Client Apps

Business Use Quality Management Publishing Management Partner

Collaboration Integration

Salesforce.com Technology

Services

Providing a curated experience for each user group.

Source: placeholder

Business Users Engineering, QA Admin OEM Suppliers, Partners Client Apps

Business Use Quality Management Publishing Management Partner

Collaboration Integration

Salesforce.com Technology

Customer Community

Partner Business Org

OEM Subscriber Org

Partner Community API

Services

Utilizing proven delivery and engagement models.

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Demo #1 Granting Access with the specright Exchange using

Visualforce + Apex Sharing Rules

Business Users Engineering, QA Admin OEM Suppliers, Partners Client Apps

Business Use Quality Management Publishing Management Partner

Collaboration Integration

Salesforce.com Technology

Customer Community

Partner Business Org

OEM Subscriber Org

Partner Community API

Services

The specright Exchange

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Through the wizard, specright creates Bids and makes them accessible to partners via the partner community.

Granting Access

Code Review Visualforce + Apex Sharing Rules

Use Case  Share multiple custom objects with multiple Partner Users

 Prepare objects to Share using VF:

 A Visualforce page / wizard can be used to select multiple custom objects and multiple partner users into apex collections.

Use Case  Share multiple custom objects with multiple Partner Users

Use Case  Share multiple custom objects with multiple Partner Users

 Share the records using Apex Sharing:

 Once the records are selected and the user has submitted the VisualForce page, the page behind can create dynamic sharing records via apex managed sharing.

Apex Code  Get Community user ids of the selected partners

Use Case  Share multiple custom objects with multiple Partner Users

 Share the records using Apex Sharing:

Apex Code  Prepare Custom Object share records

Demo #2 Automated Change Publishing with Customer Community + PBO => Subscriber Org via oAuth

Business Users Engineering, QA Admin OEM Suppliers, Partners Client Apps

Business Use Quality Management Publishing Management Partner

Collaboration Integration

Salesforce.com Technology

Customer Community

Partner Business Org

OEM Subscriber Org

Partner Community API

Services

Automated Change Publishing

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Specright Engineers at Cal Poly log into the partner community and create a spec. The same spec is then pushed out to each customer account to access.

Pushing Specs Into Customer Accounts

Code Review Customer Community + PBO => Subscriber Org via oAuth

Use Case  Share a Salesforce object from Salesforce to Salesforce

 Actions: On Publisher's side

 User clicks “Send” button from the detail page of a custom object (Spec Case). a. The process retrieves the subscriber information including oAuth refresh token.

Apex Code  Share a Salesforce object from Salesforce to Salesforce

Use Case  Share a Salesforce object from Salesforce to Salesforce

 Actions: On Publisher's side

 User clicks “Send” button from the detail page of a custom object. The process then. b. A related file attachment is sent to Amazon S3 and database object is sent to Subscriber.

Apex Code  Share a Salesforce object from Salesforce to Salesforce

Apex Code  Share a Salesforce object from Salesforce to Salesforce

Use Case  Share a Salesforce object from Salesforce to Salesforce

 Actions: On Receiver’s side, the process

 a. isolates the REST parameters b. performs DML based on a unique key received from the Publisher org.

Apex Code  Share a Salesforce object from Salesforce to Salesforce

Recap

Business Users Engineering, QA Admin OEM Suppliers, Partners Client Apps

Business Use Quality Management Publishing Management Partner

Collaboration Integration

Salesforce.com Technology

Customer Community

Partner Business Org

OEM Subscriber Org

Partner Community API

Services

Granular Sharing without Manual Sharing

Source: placeholder

Business Users Engineering, QA Admin OEM Suppliers, Partners Client Apps

Business Use Quality Management Publishing Management Partner

Collaboration Integration

Salesforce.com Technology

Customer Community

Partner Business Org

OEM Subscriber Org

Partner Community API

Services

Automated Change Publishing

Source: placeholder

Q&A

Contact Us

 Matthew Wright  Founder & CEO, specright  matthew@specright.com  @specrightinc    

We’d love to talk with you!

 Jon Cline  Partner + VP, WisdomEdge Inc.  jcline@wisdomedge.com  @wisdomedge/  linkedin/joncline  

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