Both platforms support social thinking. How to use the case focus of Salesforce and connect it with people focused network of Connections? We demonstrate it in our examples what you can accomplish. - connect IBM Activities with opportunities in Salesforce - show Connections data live in a Salesforce web UI - publish Salesforce events into the IBM activity stream If you have Domino as your application platform we want to show what you can do to connect e.g workflow application’s. for more information. You will finde more details on www.qkom.de

1. Andreas Rosen
QKom GmbH
Application Architect
IBM Domino certified since 15 years
IBM Connections integration 4 years
Force.com experience since 2 years

2. • engage.ug 2015 Gent
Salesforce World Tour Munich 2013• Why IBM was
• Important for
• Salesfore

3. • engage.ug 2015 Gent
Where do we come from?
The logical way from Lotus Notes to Force.com
• Since 1997
– learning to listen to the customer’s problems
– understanding the workflow and security needs
– model the wishes in Notes’ databases
• Since 2010
– learning about activity stream & social software with IBM Connections
• Since 2012
– using Salesforce as a CRM and exploring Force.com
– model the wishes on the Force.com platform with social features in the cloud
Lotus Notes
IBM
Connections
Force.com

4. • engage.ug 2015 Gent
Why do we love Salesforce? (beside IBM SW)
Create and secure value with an open platform
• We at Q!kom consider ourselves a web services company
– soapgate Q! -open source web service API for IBM Domino
• The value of your data rises when you can use it
– RIVA uses soapgate Q! to integrate IBM Domino
• Salesforce and the Force.com platform have great APIs
– we are sure that we are on the right platform

5. • engage.ug 2015 Gent
Why do we want to integrate?
Give your user a 360-degree-view on the customer
• Harness in the experts in IBM Connections you
need to help progress Salesforce opportunities
• Navigate seamlessly between Salesforce and
IBM Connections
• Works equally well on mobile clients and web
clients

6. • engage.ug 2015 Gent
What level of integration is needed?
Keep it simple – as long as you can afford it
• Problems that come up when you start to think
– Real-time or batch
– Read-only or edit
– Use CSS & links or display in Canvas
– Do we need a single sign on?
• What do we use for our first integration?
– Batch, Read-only, CSS & Links
– No need of joint security
– We simply started with the IBM Activities object and created value for the sales process
Batch
Live
Edit

7. • engage.ug 2015 Gent
IBM Connections Activities
Structured information mixed with to-do, milestones, links and attachments

8. • engage.ug 2015 Gent
How does a IBM Activity look like in Salesforce?
We used a custom object to store the data
• Content of the IBM Activity is rendered
– Functions as button
– Twisty to drill down
– Link into the section of the Activity
– Link to a person’s profile

9. • engage.ug 2015 Gent
Opportunity IBM Activity
Mobile Demo
• Demo of end user flow
– Salesforce 1 App to IBM Connections App
– Render Activities in the Salesforce 1 iPad App
– Open and close sections
– Use a mobile link to the IBM Connections App
– Continue working in the right object in IBM Activities
– Impress your users
..Salesforce1toIBMConnections_final.mp4

10. • engage.ug 2015 Gent
Ways to read complex data
Use what you like - we used a .Net program
• Typical problem of restful API answers
– It was designed for special cases – now you try to use it
– In our case we have an Atom feed with XML and partly HTML
– We transform that information into a structured JSON
• Yes - you can try to do that with apex classes
• No - we decided to use a .Net program that builds the bridge
Salesforce
.Net program
to sync
IBM ConnectionsSalesforce CRM

11. • engage.ug 2015 Gent
Transform you data for fast use
Why is JSON a nice and effective storage format?
• Typical problem when you save external data
– Should we create all the different objects in Salesforce?
• Section
• Text
• Link
• To-do ……
• And what would we win?
– Or should we store it all into one field?
• We even do not need a custom object - if we want
• We use JSON because it is effective, small and perfectly useable by web engines
• We only save the meta data in fields that we like to see in views
JSON Store
Text
ToDo
Links

12. • engage.ug 2015 Gent
Create the view !
Plan a different UI for mobile and pc
• Apex page
<apex:page standardController="ConActivity__c" docType="html-5.0“
<apex:commandButton title="Open Activity" value="Open Activity"
onclick="window.open('ibmscp://com.ibm.connections/activities?uid=
• Bind the Data
var data = {!ConActivity__c.TasksJson__c};
• Build the UI
function BuildHtmlNode(data, dep)
• Repeat until all childs are build

13. • engage.ug 2015 Gent
We like to entertain our users !
We use CSS to make it interactive
• Explore the data
– We used a CSS that supports dynamic sections
– We leverage the power of HTML 5 - no need of other libs
– So all the magic is based on the local render engine
Thanks to the developer of the CSS sample we used http://wemakesites.net

14. What happened since dreamforce?
Customers said: Nice what you are showing but …
We would like more … We would like real-time …

15. • engage.ug 2015 Gent
UI call
llProxie
IBM api
Real-time integration Demo - View
• Demo of connection Data in Salesforce
– Allow IBM Connections as proxy endpoint
– Create JavaScript UI in Visual-Force-Page
– Render the Content as HTML Table
– Use Salesforce standard CSS to look nice
– Offer links to IBM Connections
– Continue working in the right object in IBM Connections
– Impress your users

16. • engage.ug 2015 Gent
Event Class ConnectionsAPI
Real-time integration Demo - Push
• Demo of pushing Salesforce updates to Activity Stream
– Allow IBM Connections as end point in Salesforce
– Use IBM Connections API
– Create an Apex trigger in Salesforce
– Create Apex class to transport updates of Opportunity
– Help your users with links to the SF Objects
– Impress your users

17. • engage.ug 2015 Gent
Event Class soapgateQ!
Real-time integration Demo - Push
• Demo of pushing Salesforce appointments to Domino
– Allow IBM Domino as end point in Salesforce
– Use an API for Domino like soapgate Q! (open source)
– Create Apex trigger in Salesforce
– Create Apex class to transport CRUD to Domino
– Help your users with links to the SF objects
– Continue working in the right object in Salesforce
– Impress your users

18. • engage.ug 2015 Gent
What have we used in Salesforce?
We would like to show the magic that was waiting for us to be used
• What is an Custom Field?
– We used one to create the link information for the TAG in IBM Connections
• What is an Custom Object?
– We used one to represent the IBM Activity
• What is an Visual-Force-Page?
– We used one to visualize the JSON
• What is an Apex-Trigger?
– We used one to monitor the create, update and delete of salesforce appointments
• What is an Apex-Class?
– We used them to callout against Domino and IBM Connections

19. • engage.ug 2015 Gent
Imangine your System …
Is a flexible cloud system
• You can add Fields
• You can create Objects
• You can create Pages
• You can set triggers on all events
• You can create serverside Classes

20. Questions?
Thanks to Theo we can continue with more details and a demo of the brand new
lightning connect and lightning components – see and understand the roadmap
12:45 – 13:30 Room B