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Maximizing the Stack: Combining Salesforce Technologies to Create Power Apps
Matthew Wright Founder & CEO, specright [email protected] @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. [email protected] @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
Source: placeholder
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.
Source: placeholder
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
Source: placeholder
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
Source: placeholder
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 [email protected] @specrightinc
We’d love to talk with you!
Jon Cline Partner + VP, WisdomEdge Inc. [email protected] @wisdomedge/ linkedin/joncline
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