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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
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
​ matthew@specright.com
​ @specrightinc
​ 
We’d love to talk with you!
​ Jon Cline
​ Partner + VP, WisdomEdge Inc.
​ jcline@wisdomedge.com
​ @wisdomedge/
​ linkedin/joncline
3
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Final_DF_deck

  • 1. 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
  • 2. 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
  • 4. ​ 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
  • 5. 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
  • 6. 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
  • 7. 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….
  • 8. Case Study ​ A produce company leveraging the specright platform dramatically reduced the impact of their routine business events. ​ Testing the model…
  • 9. The Architecture ​ Built on a solid foundation. Salesforce.com Technology
  • 12. 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
  • 13. 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
  • 14. Demo #1 Granting Access with the specright Exchange using Visualforce + Apex Sharing Rules
  • 15. 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
  • 16. Through the wizard, specright creates Bids and makes them accessible to partners via the partner community. Granting Access
  • 17. Code Review Visualforce + Apex Sharing Rules
  • 18. 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.
  • 19. Use Case ​ Share multiple custom objects with multiple Partner Users
  • 20. 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.
  • 21. Apex Code ​ Get Community user ids of the selected partners
  • 22. Use Case ​ Share multiple custom objects with multiple Partner Users ​ Share the records using Apex Sharing:
  • 23. Apex Code ​ Prepare Custom Object share records
  • 24. Demo #2 Automated Change Publishing with Customer Community + PBO => Subscriber Org via oAuth
  • 25. 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
  • 26. 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
  • 27. Code Review Customer Community + PBO => Subscriber Org via oAuth
  • 28. 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.
  • 29. Apex Code ​ Share a Salesforce object from Salesforce to Salesforce
  • 30. 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.
  • 31. Apex Code ​ Share a Salesforce object from Salesforce to Salesforce
  • 32. Apex Code ​ Share a Salesforce object from Salesforce to Salesforce
  • 33. 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.
  • 34. Apex Code ​ Share a Salesforce object from Salesforce to Salesforce
  • 35. Recap
  • 36. 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
  • 37. 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
  • 38. Q&A
  • 39. 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
  • 40. 3 Earn a GoPro prize entry for each completed survey Tap the bell to take a survey2Enroll in a session1 Share Your Feedback, and Win a GoPro!