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Why Extensions?

Extensions enhance the functionality and versatility of the Zoho products suite. They enable users to customize their Zoho experience, connect Zoho products with other business tools, automate processes, and simplify workflows. With Sigma, our extension development platform, you can utilize your development expertise to build extensions for different Zoho products. Furthermore, you have the option to showcase your Extension in Zoho Marketplace as either free or paid, making it accessible to other Zoho users.  

What is Extensions 101?

This series serves as a guide for developers in building extensions using Zoho's extension development platform, Sigma. These sessions benefit both beginner and advanced developers who want to build extensions for Zoho CRM, Zoho Desk, Zoho Projects, and Zoho Finance Suite using Sigma. You will learn how to develop extensions for internal use or for public use on the Zoho Marketplace.

Prerequisites

Zoho products: Basic knowledge of any of the Zoho finance applications (Books, Invoice, Inventory, Billing, Expenses) & Deluge scripting. Experience in Sigma Extension development and customization in Zoho would be an added advantage.

Programming skills: Basic knowledge of JS, HTML, and CSS. General knowledge of authorization methods and APIs would be an added advantage.

Agenda

Session 1
Session 2
Session 3
Session 4
Session 5
Session 6
Session 7
Session 8
Session 9
Session 10
Session 11
Session 12

Building Extensions

  • Need for Extensions

  • About Zoho Marketplace

  • Zoho Developer Console

  • Extension platform Sigma

  • Creating Extension for Zoho CRM

Integrating applications with Zoho CRM

  • Handling authorization

  • Configuring connectors

  • Associating and testing connectors

Widgets

  • Setting up the development environment

  • Creating a widget

  • Embedding the widget

Building Extension for Zoho Desk

  • Demo illustration of Zoho Desk integration with an example use case

Building Extension for Zoho Projects

  • Demo illustration of Zoho Projects integration with an example use case

Authorization methods - CRM Variables

  • About CRM Variables

  • Using CRM variables in Extensions

  • Demonstration

CRM Variables and Widgets

  • Using CRM Variables in widgets

  • Supported JS SDK methods

  • Best practices

  • Demonstration

Introducing Sigma and Zoho Books platform: May 03

  • About Sigma

  • Creating Extensions for finance suite apps

  • Understanding the Books developer platform

  • Testing the Extension

  • Publishing the Extension

  • Steps to list apps in Zoho Marketplace

APIs & Connections: June 14

  • Zoho OAuth and APIs overview

  • Default and custom connections

  • Use connections in functions, buttons, and widgets

  • Sample Extension demo

Widgets: July 11

  • Setting up the development environment ZET CLI

  • Widget SDK and its APIs

  • Supported locations

  • Demo - Widgets creation

Install action and Extension configuration: August 09

  • On Install/ On Uninstall

  • Global Fields

  • Configuration Widget

  • Demo

Advanced use case extension: September 13

  • Extension Idea

  • Identifying suitable components for the use case.

  • Building Extension

  • Extension Deployment

Past Event Recordings

Extensions 101 Video 
Extensions 101 Video 
Extensions 101 Video 
Extensions 101 Video 
Extensions 101 Video 
Extensions 101 Video 
Extensions 101 Video 
Extensions 101 Video 
Extensions 101 Video 
Extensions 101 Video 
Extensions 101 Video 
Extensions 101 Video 
WATCH ALL

Speakers

Jorge Alonso
Lavanya K

Manager - Technical Trainer

Jesus Sosa
Nanditha Somasundaram

Senior Technical Writer

Christopher Mowers
Vinoth Kumar KM

Senior Content Writer

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